Wallie Lock Charitable Foundation

Private foundation · Grantmaker Georgetown, TX EIN: 74-2591783

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.

Wallie Lock Charitable Foundation at a glance

In short: Wallie Lock Charitable Foundation gave $17K across 7 grants in 2025 (avg $2K), mostly in Texas. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$17,380
-6.6% vs 2024
Grants made (2025)
7
-30.0% vs 2024
Average grant
$2,483
+33.5% vs 2024
Median grant
$2,400
Total assets
$470,524
+1.9% vs 2024
Primary geography
Texas (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Wallie Lock Charitable Foundation funds

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Christy's Hope for Battered Women: $6KChristy's Hope for BatteredWomen$6KNeighborhood Longhorn Program: $4KNeighborhood Longhorn Program$4KHill Country Family Services: $3KHill Country Family Services$3KForging Futures Education Fdn: $2KForging Futures Education Fdn$2KUnited Way of Denton County Inc: $1KUnited Way of Denton CountyInc$1KFolds of Honor: $630Folds of Honor$630Veterans of Foreign Wars: $600Veterans of Foreign Wars$600

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

39<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 39 grants of 39 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 7 itemized grants.

States

Cities

GeorgetownAustinSan AntonioBoerneHorseshoe BayCedar ParkCorpus ChristiBryanBertramDentonFredericksburgIrving

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K10 grants2019 10 grants2020 10 grants2021 7 grants2022 5 grants2023 10 grants2024 7 grants2025

From 2019 to 2025, annual grant giving ranged from $15K (2023) to $23K (2021). In 2025 it made 7 grants totaling $17K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Christy's Hope for Battered Women San Antonio, TXOperating$6,000
Neighborhood Longhorn Program Austin, TXOperating$3,500
Hill Country Family Services Boerne, TXOperating$3,000
Forging Futures Education Fdn Fredericksburg, TXOperating$2,400
United Way of Denton County Inc Denton, TXOperating$1,250
Folds of Honor Austin, TXOperating$630
Veterans of Foreign Wars Georgetown, TXOperating$600
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$470,524$39,089$30,155$17,3807$23,463$32,679$24,231
2024$461,590$26,637$31,057$18,60010$24,738$20,318$24,086
2023$466,010$17,321$26,023$14,5005$20,180$11,256$23,163
2022$474,640$28,902$32,662$19,7107$26,170$20,689$24,007
2021$478,400$34,464$35,838$22,96010$29,385$25,761$27,801
2020$479,774$19,548$32,648$20,21010—$11,593$26,551
2019$492,874$25,393$31,783$20,31010—$17,486$26,138

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.

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

Edith Porfirio — Trustee: $2KEdith PorfirioTrustee$2KRonnie Porfirio — Trustee: $2KRonnie PorfirioTrustee$2KKaren Cavanaugh — Trustee: $2KKaren CavanaughTrustee$2K

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.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS June 11, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 15, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Wallie Lock Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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