Whaley Wings Foundation
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.
Key facts about Whaley Wings Foundation
- EIN
- 20-5961609
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $65,186
- Grants made (2024)
- 4
- Average grant
- $16,297
- Median grant
- $12,500
- Total assets
- $433,246
- Primary geography
- California (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Whaley Wings Foundation funds
By grant dollars, the top recipient states for Whaley Wings Foundation's 4 itemized 2024 grants were California (100%). The most frequent recipient cities were San Clemente, CA (2 grants). None of its 4 grants with a stated purpose were described as general or operating support.
How Whaley Wings Foundation gives
- Giving held roughly steady from 2021 to 2024 (+15%). Method
- In 2024 it paid out 273% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Whaley Wings Foundation
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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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 4 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Chabad of San Clemente ($35,381), Socks for Heroes ($20,000), Orangewood Foundation ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHABAD OF SAN CLEMENTE San Clemente, CA | AID AND ASSIST WITH CHARITABLE SERVICES | $35,381 |
| SOCKS FOR HEROES San Clemente, CA | HELP AND ASSIST WITH DISABLED VETERANS | $20,000 |
| ORANGEWOOD FOUNDATION Santa Ana, CA | TO SUPPORT YOUNG PEOPLE IN ORANGE COUNTY AS THEY PREPARE FOR ADULTHOOD AND INDEPENDENCE. | $5,000 |
| RESCUE FROM THE HART Van Nuys, CA | TO AID AND ASSIST WITH PLACEMENT AND CARE FOR ABANDONED AND ABUSED ANIMALS | $4,805 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Mark Whaley | CFO | — | — |
| Debra Whaley | CEO | 5 | — |
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 September 2026. Sourced from IRS Form 990-PF filings.