Wallie Lock Charitable Foundation
Wallie Lock Charitable Foundation is a private foundation, based in Georgetown, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $471K in total assets. In 2025, it awarded 7 grants totaling $17K. Net investment income was $33K.
Key facts about Wallie Lock Charitable Foundation
In short: Wallie Lock Charitable Foundation gave $17K across 7 grants in 2025 (avg $2K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 74-2591783
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $17,380
- Grants made (2025)
- 7
- Average grant
- $2,483
- Median grant
- $2,400
- Total assets
- $470,524
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$471K
+1.9% YoY
Annual Giving
$17K
-6.6% YoY
Grant Count
7
-30.0% YoY
Avg Grant Size
$2K
+33.5% YoY
Under IRS private-foundation payout rules, Wallie Lock Charitable Foundation reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.
How Wallie Lock Charitable Foundation gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $15K (2023) to $23K (2021). In 2025 it made 7 grants totaling $17K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Christy's Hope for Battered Women ($6K). Together the top 7 received $17K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 39 grants of 39 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Christy's Hope for Battered Women San Antonio, TX | Operating | $6,000 |
| Neighborhood Longhorn Program Austin, TX | Operating | $3,500 |
| Hill Country Family Services Boerne, TX | Operating | $3,000 |
| Forging Futures Education Fdn Fredericksburg, TX | Operating | $2,400 |
| United Way of Denton County Inc Denton, TX | Operating | $1,250 |
| Folds of Honor Austin, TX | Operating | $630 |
| Veterans of Foreign Wars Georgetown, TX | Operating | $600 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $470,524 | $461,590 | $466,010 |
| Revenue | $39,089 | $26,637 | $17,321 |
| Expenses | $30,155 | $31,057 | $26,023 |
| Qualifying Distributions | $23,463 | $24,738 | $20,180 |
| Net Investment Income | $32,679 | $20,318 | $11,256 |
| Distributable Amount | $24,231 | $24,086 | $23,163 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 11, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
Leadership & Key People
Officers and directors from IRS filings
Wallie Lock Charitable Foundation's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Edith Porfirio
Trustee
On filings since 2019
0.5 hrs/week
$2K (2019) → $2K (2025)
Karen Cavanaugh
Trustee
On filings since 2019
0.5 hrs/week
$2K (2019) → $2K (2025)
Ronnie Porfirio
Trustee
On filings since 2019
2 hrs/week
$2K (2019) → $2K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Edith Porfirio (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Wallie Lock Charitable Foundation
How much does Wallie Lock Charitable Foundation give each year?
Wallie Lock Charitable Foundation gave $17K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 10 grants.
What is Wallie Lock Charitable Foundation's typical grant size?
Wallie Lock Charitable Foundation's median grant in 2025 was $2,400, and its average grant was $2,483, across 7 grants on its 2025 IRS Form 990-PF.
Where does Wallie Lock Charitable Foundation give grants?
Wallie Lock Charitable Foundation gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Austin, TX (2 grants).
Does Wallie Lock Charitable Foundation give general operating support?
Yes: 100% of Wallie Lock Charitable Foundation's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Wallie Lock Charitable Foundation's largest grantees?
Wallie Lock Charitable Foundation's largest 2025 grantees include Christy's Hope for Battered Women ($6,000), Neighborhood Longhorn Program ($3,500) and Hill Country Family Services ($3,000), according to its 2025 IRS Form 990-PF. Together they received 72% of its itemized 2025 grant dollars.
How large is Wallie Lock Charitable Foundation?
Wallie Lock Charitable Foundation reported $471K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Wallie Lock Charitable Foundation's EIN?
Wallie Lock Charitable Foundation's EIN (Employer Identification Number) is 74-2591783. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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