Whole Systems Foundation
Whole Systems Foundation is a private foundation, based in PORT TOWNSEND, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $454K in total assets. In 2024, it awarded 19 grants totaling $29K. Net investment income was $14K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$454K
+5.7% YoY
Annual Giving
$29K
-7.9% YoY
Grant Count
19
-5.0% YoY
Avg Grant Size
$2K
-3.1% YoY
Under IRS private-foundation payout rules, Whole Systems Foundation reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.
About Whole Systems Foundation
Based on IRS filings
Whole Systems Foundation is a private foundation, based in PORT TOWNSEND, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $454K in total assets. In 2024, it awarded 19 grants totaling $29K. Net investment income was $14K.
Ready to take the next step with Whole Systems Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $453,975 | $429,378 | $436,699 |
| Revenue | $55,333 | $25,621 | $17,331 |
| Expenses | $30,732 | $32,946 | $31,468 |
| Qualifying Distributions | $29,000 | $31,500 | $24,000 |
| Net Investment Income | $14,456 | $10,249 | $11,018 |
| Distributable Amount | $24,620 | $20,825 | $26,522 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
85 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mario Dibenedett ($5,000), Klamath Siskiyou Wild ($4,500), Post Carbon Institute ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| KLAMATH SISKIYOU WILD ASHLAND, OR | WILDERNESS/HABITAT PRESERVATION | $4,500 |
| TREES WATER PEOPLE FORT COLLINS, CO | THE DEVELOPING WORLD | $1,000 |
| ENVIRONMENTAL LAW ALLIANCE WORLDWID EUGENE, OR | ENERGY AND THE ENVIRONMENT | $1,000 |
| MARIO DIBENEDETT CORVALLIS, OR | ENERGY AND THE ENVIRONMENT | $5,000 |
| POST CARBON INSTITUTE SANTA ROSA, CA | ENERGY AND THE ENVIRONMENT | $2,000 |
| XERCES SOCIETY PORTLAND, OR | WILDERNESS/HABITAT PRESERVATION | $500 |
| SOLAR COOKERS INTERNATIONAL SACRAMENTO, CA | THE DEVELOPING WORLD | $1,000 |
| LOCAL FUTURES SOCIETY EAST HARDWICK, VT | ENVIRONMENTAL EDUCATION | $1,000 |
| SOIL HAAITI SHERBURNE, NY | DEVELOPING WORLD | $1,000 |
| GLOBAL FOOTPRINT NETWORK OAKLAND, CA | ENVIRONMENTAL EDUCATION | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NORTON SMITH | TREASURER | — | — |
| ZACHARY SMITH | Vice President | — | — |
| MELANIE SMITH | President | — | — |
| ADAM SMITH | SECRETARY | — | — |
Frequently Asked Questions
How large is Whole Systems Foundation?
As of 2024, Whole Systems Foundation holds $454K in total assets with $55K in annual revenue. It awarded 19 grants totaling $29K in 2024.
Where does Whole Systems Foundation operate?
Whole Systems Foundation has awarded grants in California, Colorado, District of Columbia, Massachusetts, Maryland, Minnesota, New York, Oregon, Vermont.
What size grants does Whole Systems Foundation award?
In 2024, Whole Systems Foundation awarded 19 grants totaling $29K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Whole Systems Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Whole Systems Foundation reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Whole Systems Foundation's EIN?
Whole Systems Foundation's EIN (Employer Identification Number) is 23-7346102. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Whole Systems Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Thurgood Marshall PTA
SEATTLE, WA
Assets
$186K
Grants
1
Total Given
$224K
The Hare Bnb Rescue Spa and Boutique
LACEY, WA
Assets
$5K
Grants
1
Total Given
$400
Meadowdale Junior Football
EDMONDS, WA
Assets
$12K
Grants
0
Total Given
—
Cmr Foundation
STANWOOD, WA
Assets
$1.0M
Grants
2
Total Given
$1.5M
Sequim Masonic Lodge Foundation
CARLSBORG, WA
Assets
$1.3M
Grants
12
Total Given
$30K
Foundation House at Northgate
GIG HARBOR, WA
Assets
$223K
Grants
16
Total Given
$159K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Whole Systems Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Whole Systems Foundation to a real strategy.