The Whitley Charitable Foundation

Private foundation · Grantmaker Waco, TX EIN: 74-2588216

The Whitley Charitable Foundation is a private foundation, based in Waco, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $876K in total assets. In 2024, it awarded 6 grants totaling $163K. Net investment income was $17K.

Key facts about The Whitley Charitable Foundation

In short: The Whitley Charitable Foundation gave $163K across 6 grants in 2024 (avg $27K), mostly in Texas. Source: 2024 IRS Form 990-PF.

EIN
74-2588216
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$163,320
Grants made (2024)
6
Average grant
$27,220
Median grant
$12,500
Total assets
$876,291
Primary geography
Texas (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$876K

-21.4% YoY

Annual Giving

$163K

-1.5% YoY

Grant Count

6

-45.5% YoY

Avg Grant Size

$27K

+80.7% YoY

Under IRS private-foundation payout rules, The Whitley Charitable Foundation reported a distributable amount of $64K for 2024 — the minimum it must pay out in qualifying distributions.

How The Whitley Charitable Foundation gives

  • Giving held roughly steady from 2021 to 2024 (−2%). Method
  • In 2024 it paid out 254% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2024 grant dollars across all 6 itemized grants.

Cities

WacoAustinChina SpringsCollege StationGiddingsArlingtonChamberlainChina SpringGrapevineKyleLouisvilleWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K7 grants2020 12 grants2021 12 grants2022 11 grants2023 6 grants2024

From 2020 to 2024, annual grant giving ranged from $156K (2020) to $187K (2022). In 2024 it made 6 grants totaling $163K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Baylor Bear Foundation: $115KBaylor Bear Foundation$115KWaco Family Practice Foundation: $20KWaco Family PracticeFoundation$20KWarm Heart International: $15KWarm Heart International$15KTexas State Technical College Foundation: $10KTexas State Technical CollegeFoundation$10KUniversity High School Trojans Football: $3KUniversity High School TrojansFootball$3KDewey Burkhart Memorial: $500Dewey Burkhart Memorial$500

The largest 2024 recipient was Baylor Bear Foundation ($115K). Together the top 6 received $163K.

Grant Size Distribution

48 grants across all recorded years

43<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 43 grants of 48 (90%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Baylor Bear Foundation Waco, TXEducational$115,320
Waco Family Practice Foundation Waco, TXProvide Medical Care to the Underserved$20,000
Warm Heart International Austin, TXEducational$15,000
Texas State Technical College Foundation Waco, TXSupport Student Scholarships$10,000
University High School Trojans Football Waco, TXOrganized Sports for Youth$2,500
Dewey Burkhart Memorial Waco, TXAlzheimer's Association$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$876,291$1,114,434$1,294,924
Revenue$29,652$29,551$271,782
Expenses$184,356$178,649$201,666
Qualifying Distributions$163,320$165,745$187,120
Net Investment Income$17,385$22,121$250,966
Distributable Amount$64,254$66,210$69,076

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Whitley Charitable Foundation is led by Ronald Jones, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Ronald Jones

    President

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Jace Jones

    Director

    On filings since 2023

    5 hrs/week

    No compensation reported

  • Jenner Jones

    Vice President, Secretary & Treasurer

    On filings since 2023

    5 hrs/week

    No compensation reported

Former officers (2)
  • Former: Matthew Jones (2020–2022) — Vice President, Secretary & Treasurer
  • Former: Stephanie Jones Dent (2020–2022) — Director

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Whitley Charitable Foundation

How much does The Whitley Charitable Foundation give each year?

The Whitley Charitable Foundation gave $163K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $166K across 11 grants.

What is The Whitley Charitable Foundation's typical grant size?

The Whitley Charitable Foundation's median grant in 2024 was $12,500, and its average grant was $27,220, across 6 grants on its 2024 IRS Form 990-PF.

Where does The Whitley Charitable Foundation give grants?

The Whitley Charitable Foundation gives mostly in Texas: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Waco, TX (5 grants).

Does The Whitley Charitable Foundation give general operating support?

Not in 2024: none of the 6 grants with a stated purpose on The Whitley Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support.

Who are The Whitley Charitable Foundation's largest grantees?

The Whitley Charitable Foundation's largest 2024 grantees include Baylor Bear Foundation ($115,320), Waco Family Practice Foundation ($20,000) and Warm Heart International ($15,000), according to its 2024 IRS Form 990-PF. Together they received 92% of its itemized 2024 grant dollars.

How large is The Whitley Charitable Foundation?

The Whitley Charitable Foundation reported $876K in total assets on its 2024 IRS Form 990-PF. It paid out $163K in qualifying distributions that year, against a required minimum of $64K (roughly 5% of its investment assets).

What is The Whitley Charitable Foundation's EIN?

The Whitley Charitable Foundation's EIN (Employer Identification Number) is 74-2588216. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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