Whaley Family Foundation Inc
Whaley Family Foundation Inc is a private foundation based in Durham, North Carolina. Its 2025 filing reports 11 grants totaling $2,193,246, including support for a donor-advised fund, universities, a school, and other charitable organizations.
Whaley Family Foundation Inc at a glance
In short: Whaley Family Foundation Inc gave $2.2M across 11 grants in 2025 (avg $199K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,193,246
- +2486.7% vs 2024
- Grants made (2025)
- 11
- +57.1% vs 2024
- Average grant
- $199,386
- +1546.1% vs 2024
- Median grant
- $10,000
- Primary geography
- New York (96% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Whaley Family Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 3942 Bristol Road, Durham, NC 27707
Phone: (919) 451-8554
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Whaley Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was The Whaley Family Fund (A DAF) ($2.1M). Together the top 9 received $2.2M.
Organizations only. It also paid 1 individual scholarship ($20,000), which are not listed by name.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 36 grants of 40 (90%).
Geographic Focus
Where this funder awards grants
In 2025, 96% of grant dollars went to recipients in New York, 2% to North Carolina, 1% to Tennessee, 1% to Maryland, and a rounded less than 1% to California.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
How Whaley Family Foundation Inc gives
- Giving grew 2353% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). 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
From 2020 to 2025, annual grant giving ranged from $67K (2020) to $2.2M (2025). In 2025 it made 11 grants totaling $2.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Whaley Family Fund (A DAF) Purchase, NY | Support Charitable Mission | $2,095,790 |
| 1 individual scholarship Recipients not named | — | $20,000 |
| The UNC Eshelman School of Pharmacy Foundation Inc Chapel Hill, NC | Scholarships | $19,956 |
| Triangle Day School Durham, NC | TDS Annual Fund | $17,500 |
| Action Kivu Los Angeles, CA | Support Charitable Mission | $10,000 |
| The Botanical Garden Foundation Inc Chapel Hill, NC | Operating Support | $10,000 |
| Salisbury University Foundation Inc Salisbury, MD | School of Liberal Arts | $7,000 |
| Beach to Bay Heritage Area Berlin, MD | Support Charitable Mission | $4,000 |
| Wicomico Public Library Friends Foundation Salisbury, MD | Support Charitable Mission | $3,000 |
| Salisbury University Foundation Inc Salisbury, MD | Adventures in Ideas Humanities Series | $3,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | — | $144,762 | $2,212,705 | $2,193,246 | 11 | $2,194,941 | $129,559 | $63,446 |
| 2024 | $2,066,263 | $121,830 | $102,248 | $84,790 | 7 | $85,395 | $104,977 | $98,061 |
| 2023 | $1,854,000 | $17,245 | $100,598 | $84,213 | 7 | $85,088 | $9,140 | $85,665 |
| 2022 | $1,598,999 | $52,453 | $116,189 | $89,399 | 7 | $90,236 | $36,218 | $85,050 |
| 2021 | $2,131,304 | $439,820 | $94,647 | $73,497 | 8 | $74,297 | $422,837 | $90,199 |
| 2020 | $1,774,548 | $160,655 | $81,041 | $67,188 | 8 | — | $146,890 | $74,247 |
Under IRS private-foundation payout rules, Whaley Family Foundation Inc reported a distributable amount of $63K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included scholarships, school support, operating support, and contributions for charitable missions and educational programs. Among its grantees, Triangle Day School describes its mission as fostering academic excellence, curiosity, compassion, integrity, and creativity. Salisbury University Foundation says it enriches the university’s activities, educational programs, athletics, and scholarships. Action Kivu says it assists people in the Democratic Republic of Congo.
Grantmaking
In filing year 2025, the foundation gave $2,193,246 through 11 grants. Grant amounts ranged from $3,000 to $2,095,790, with a median grant of $10,000. The largest grant, $2,095,790, went to The Whaley Family Fund (a DAF) for “support charitable mission.” Other notable grants included $20,000 to Tennessee Tech University Foundation for scholarships; $19,956 to The UNC Eshelman School of Pharmacy Foundation for scholarships; $17,500 to Triangle Day School for its annual fund; and $10,000 to Action Kivu for support of its charitable mission.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Gary M Whaley as president and CFO; Donald M Whaley as vice president; Jason M Whaley as treasurer and assistant secretary; and Leanne Whaley Owens as secretary and assistant treasurer.
Whaley Family Foundation Inc is led by Gary M. Whaley, President & CFO on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Gary M. Whaley
President & CFO
On filings since 2020
1 hr/week
No compensation reported
Donald M. Whaley
Vice President
On filings since 2020
1 hr/week
No compensation reported
Jason M. Whaley
Treasurer & Assistant Secretary
On filings since 2020
1 hr/week
No compensation reported
Leanne Whaley Owens
Secretary & Assistant Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Whaley Family Foundation Inc
How much does Whaley Family Foundation Inc give each year?
Whaley Family Foundation Inc gave $2.2M across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $85K across 7 grants.
What is Whaley Family Foundation Inc's typical grant size?
Whaley Family Foundation Inc's median grant in 2025 was $10,000, and its average grant was $199,386, across 11 grants on its 2025 IRS Form 990-PF.
Where does Whaley Family Foundation Inc give grants?
Whaley Family Foundation Inc gives mostly in New York: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Salisbury, MD (4 grants) and Chapel Hill, NC (2 grants).
Does Whaley Family Foundation Inc give general operating support?
Yes: 27% of Whaley Family Foundation Inc's 2025 grants with a stated purpose (3 of 11) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Support Charitable Mission" (4 grants).
Who are Whaley Family Foundation Inc's largest grantees?
Whaley Family Foundation Inc's largest 2025 grantees include The Whaley Family Fund (A DAF) ($2,095,790), The UNC Eshelman School of Pharmacy Foundation Inc ($19,956) and Triangle Day School ($17,500), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($20,000), which are not listed by name. Together they received 97% of its itemized 2025 grant dollars.
What does Whaley Family Foundation Inc fund?
No mission statement for the foundation is provided. Its 2025 grants included scholarships, school support, operating support, and contributions for charitable missions and educational programs. See mission & focus areas ↑
How do I apply for a grant from Whaley Family Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is Whaley Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Whaley Family Foundation Inc reported a distributable amount of $63K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Whaley Family Foundation Inc's EIN?
Whaley Family Foundation Inc's EIN (Employer Identification Number) is 56-2196964. IRS Form 990 filing data is available on this page for 2020–2025.
Does Whaley Family Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 27, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Whaley Family Foundation Inc funds
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Cite this profile
Grantable. (2026). Whaley Family Foundation Inc funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/whaley-family-foundation-inc-morg_b5763ea31e694d23851813ce785d70e4
BibTeX
@misc{grantable_562196964_2026,
author = {{Grantable}},
title = {{Whaley Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/whaley-family-foundation-inc-morg_b5763ea31e694d23851813ce785d70e4},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Whaley Family Foundation Inc'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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