Whaley Family Foundation Inc
DURHAM, NC EIN: 56-2196964
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$2.1M
+11.4% YoY
Annual Giving
$85K
+0.7% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$12K
+0.7% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,066,263 | $1,854,000 | $1,598,999 |
| Revenue | $121,830 | $17,245 | $52,453 |
| Expenses | $102,248 | $100,598 | $116,189 |
| Qualifying Distributions | $85,395 | $85,088 | $90,236 |
| Net Investment Income | $104,977 | $9,140 | $36,218 |
| Distributable Amount | $98,061 | $85,665 | $85,050 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Whaley Family Foundation Inc fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GARY M WHALEY | PRESIDENT AND CFO | 1 | — |
| DONALD M WHALEY | VICE PRESIDENT | 1 | — |
| JASON M WHALEY | TREASURER, ASST SECRETARY | 1 | — |
| LEANNE WHALEY OWENS | SECRETARY, ASST TREASURER | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
North Carolina $324K (81%)
Maryland $75K (19%)
States
Cities
BerlinChapel HillDurhamSalisbury
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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