Whaley Wings Foundation

SAN CLEMENTE, CA EIN: 20-5961609

Whaley Wings Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN CLEMENTE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $433K in total assets. In 2024, it awarded 4 grants totaling $65K. Net investment income was $6K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$433K

+12.4% YoY

Annual Giving

$65K

+16.6% YoY

Grant Count

4

+33.3% YoY

Avg Grant Size

$16K

-12.5% YoY

Under IRS private-foundation payout rules, Whaley Wings Foundation reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.

About Whaley Wings Foundation

Based on IRS filings

Whaley Wings Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN CLEMENTE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $433K in total assets. In 2024, it awarded 4 grants totaling $65K. Net investment income was $6K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

Aliso ViejoNew YorkPortervilleSan ClementeSanta AnaVan Nuys

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$29K$58K$88K$117K20202021202220232024
Metric202420232022
Total Assets$433,246$385,336$338,519
Revenue$106,311$105,776$102,875
Expenses$68,401$58,959$75,827
Qualifying Distributions$65,186$55,883$73,365
Net Investment Income$6,311$5,776$2,875
Distributable Amount$23,836$17,745$15,991

Giving Over Time

Total grant dollars and number of grants per year

$0$18K$37K$55K$73K5 grants20204 grants20215 grants20223 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

CHABAD OF SAN CLEMENTE$35KSOCKS FOR HEROES$20KORANGEWOOD FOUNDATION$5KRESCUE FROM THE HART$5K

Grant Size Distribution

21 grants across all recorded years

21<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Chabad of San Clemente ($35,381), Socks for Heroes ($20,000), Orangewood Foundation ($5,000).

RecipientPurposeAmount
CHABAD OF SAN CLEMENTE SAN CLEMENTE, CAAID AND ASSIST WITH CHARITABLE SERVICES$35,381
RESCUE FROM THE HART VAN NUYS, CATO AID AND ASSIST WITH PLACEMENT AND CARE FOR ABANDONED AND ABUSED ANIMALS$4,805
SOCKS FOR HEROES SAN CLEMENTE, CAHELP AND ASSIST WITH DISABLED VETERANS$20,000
ORANGEWOOD FOUNDATION SANTA ANA, CATO SUPPORT YOUNG PEOPLE IN ORANGE COUNTY AS THEY PREPARE FOR ADULTHOOD AND INDEPENDENCE.$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MARK WHALEYCFO
DEBRA WHALEYCEO5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Whaley Wings Foundation?

Whaley Wings Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN CLEMENTE, CA. It holds $433K in total assets as of 2024.

How large is Whaley Wings Foundation?

As of 2024, Whaley Wings Foundation holds $433K in total assets with $106K in annual revenue. It awarded 4 grants totaling $65K in 2024.

Where does Whaley Wings Foundation operate?

Whaley Wings Foundation has awarded grants in California, New York.

What size grants does Whaley Wings Foundation award?

In 2024, Whaley Wings Foundation awarded 4 grants totaling $65K — an average of about $16K per grant, based on its IRS Form 990 filings.

How much is Whaley Wings Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Whaley Wings Foundation reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Whaley Wings Foundation's EIN?

Whaley Wings Foundation's EIN (Employer Identification Number) is 20-5961609. IRS Form 990 filing data is available on this page for 2020–2024.

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

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