Wakerly Family Foundation
Wakerly Family Foundation is a private foundation, based in LOS ALTOS, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $7.0M in total assets. In 2025, it awarded 16 grants totaling $311K. Net investment income was $177K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$7.0M
+10.7% YoY
Annual Giving
$311K
+10.3% YoY
Grant Count
16
+0.0% YoY
Avg Grant Size
$19K
+10.3% YoY
Under IRS private-foundation payout rules, Wakerly Family Foundation reported a distributable amount of $327K for 2025 — the minimum it must pay out in qualifying distributions.
About Wakerly Family Foundation
Based on IRS filings
Wakerly Family Foundation is a private foundation, based in LOS ALTOS, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $7.0M in total assets. In 2025, it awarded 16 grants totaling $311K. Net investment income was $177K.
Ready to take the next step with Wakerly Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $7,041,458 | $6,359,482 | $5,878,290 |
| Revenue | $429,013 | $467,067 | $150,745 |
| Expenses | $315,009 | $283,575 | $261,660 |
| Qualifying Distributions | $311,000 | $282,000 | $259,000 |
| Net Investment Income | $176,947 | $281,202 | $148,108 |
| Distributable Amount | $327,313 | $296,915 | $286,769 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
73 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Brother Rice High School ($40,000), ABCD Inc ($35,000), Marquette University ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Rosie's Place Boston, MA | Social programs | $15,000 |
| Neighborhood House of Milwaukee Milwaukee, WI | Student learning program | $10,000 |
| Humanitarian Service Project Carol Stream, IL | Social programs | $12,000 |
| Northern Illinois Food Bank Geneva, IL | Food for needy | $20,000 |
| Bear Necessities Chicago, IL | Cancer patient support | $15,000 |
| Providence St Mel School Chicago, IL | Scholarships | $12,000 |
| Ozaukee Family Services Grafton, WI | Mental health Svcs | $20,000 |
| Cristo Rey Jesuit High School Chicago, IL | Scholarships | $20,000 |
| ABCD Inc Milwaukee, WI | Breast cancer patient support | $35,000 |
| New Horizons Foundation Colorado Springs, CO | School construction | $12,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| John F Wakerly | Pres. Chair | 3 | — |
| Regina M Rich | Vice Chair Secy. | 2 | — |
| Ralph T Wakerly | Treasurer | 2 | — |
| Michael J Wakerly | Member | 0.5 | — |
| Susanne D Robertson | Member | 0.5 | — |
| Marie Hoy | Member | 0.5 | — |
Frequently Asked Questions
How large is Wakerly Family Foundation?
As of 2025, Wakerly Family Foundation holds $7.0M in total assets with $429K in annual revenue. It awarded 16 grants totaling $311K in 2025.
Where does Wakerly Family Foundation operate?
Wakerly Family Foundation has awarded grants in California, Colorado, Georgia, Illinois, Massachusetts, Oregon, Wisconsin.
What size grants does Wakerly Family Foundation award?
In 2025, Wakerly Family Foundation awarded 16 grants totaling $311K — an average of about $19K per grant, based on its IRS Form 990 filings.
How much is Wakerly Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Wakerly Family Foundation reported a distributable amount of $327K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wakerly Family Foundation's EIN?
Wakerly Family Foundation's EIN (Employer Identification Number) is 77-0441943. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Wakerly Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Baird Foundation Inc
MILWAUKEE, WI
Assets
—
Grants
3,751
Total Given
$6.6M
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Jpmorgan Chase Foundation
NEW YORK, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
The Chicago Community Trust
CHICAGO, IL
Assets
$6.0B
Grants
3,976
Total Given
$1.4B
Gs Donor Advised Philanthropy Fund
NEW YORK, NY
Assets
$12.7B
Grants
7,424
Total Given
$3.0B
The Richard M Schulze Family Foundation
MINNEAPOLIS, MN
Assets
—
Grants
1,431
Total Given
$47.9M
Natl Christian Charitable Fdn Inc
ALPHARETTA, GA
Assets
$6.1B
Grants
16,327
Total Given
$2.6B
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Wakerly Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities