Whaley Family Foundation Inc | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Whaley Family Foundation Inc. Data shown is extracted from Form 990-PF filings.

EIN: 56-2196964

Foundation Overview

Based in Durham, NC, Whaley Family Foundation Inc has awarded 41 grants totaling $2,507,543 to organizations in North Carolina, Maryland and 3 other states across the US. Individual grants range from $2,000 to $2,095,790, with a median award of $5,000.

Latest Tax Year
2025
Total Giving (all years)
$2,507,543
Total Assets
$0
Median Grant (all grants)
$5,000

Latest Form 990-PF Snapshot

Total Grants
11
Median Grant
$10,000
% Median Grant Growth
+100% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 45%

5 of 11 recipients (45%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Maryland

56% of grants are awarded in Maryland, with additional funding distributed across 4 other locations. The foundation balances regional focus with broader geographic diversity. Within Maryland, funding concentrates in Salisbury (96%), Berlin (4%).

Funding Trajectory
+3164%

Strong 3164% growth in annual giving over 5 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes + 2 others

Diversified giving across multiple program areas with primary emphasis on general purposes (44%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Whaley Family Foundation Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
The Whaley Family Fund (A Daf) $2,095,790 Purchase, NY, US Support Charitable Mission 2025
Tennessee Tech University Foundation $20,000 Cookeville, TN, US Scholarships 2025
The Unc Eshelman School Of Pharmacy Foundation Inc $19,956 Chapel Hill, NC, US Scholarships 2025
Triangle Day School $17,500 Durham, NC, US Tds Annual Fund 2025
Action Kivu $10,000 Los Angeles, CA, US Support Charitable Mission 2025
The Botanical Garden Foundation Inc $10,000 Chapel Hill, NC, US Operating Support 2025
Salisbury University Foundation Inc $7,000 Salisbury, MD, US School Of Liberal Arts 2025
Beach To Bay Heritage Area $4,000 Berlin, MD, US Support Charitable Mission 2025
Wicomico Public Library Friends Foundation $3,000 Salisbury, MD, US Support Charitable Mission 2025
Salisbury University Foundation Inc $3,000 Salisbury, MD, US Adventures In Ideas Humanities Series 2025
Salisbury Art Space $3,000 Salisbury, MD, US Operating Support 2025
Triangle Day School $5,000 Durham, NC, US Tds Annual Fund 2023
The Botanical Garden Foundation Inc $10,000 Chapel Hill, NC, US Operating Support 2023
The Unc Eshelman School Of Pharmacy Foundation Inc $54,213 Chapel Hill, NC, US Scholarships 2023
Salisbury University Foundation Inc $2,000 Salisbury, MD, US Life Long Learning Fund 2023
Salisbury University Foundation Inc $3,000 Salisbury, MD, US Adventures In Ideas Humanities Series 2023
Salisbury University Foundation Inc $5,000 Salisbury, MD, US School Of Liberal Arts 2023
Salisbury Art Space $5,000 Salisbury, MD, US Operating Support 2023
The Unc Eshelman School Of Pharmacy Foundation Inc $59,399 Chapel Hill, NC, US Scholarships 2022
The Botanical Garden Foundation Inc $10,000 Chapel Hill, NC, US Operating Support 2022
Triangle Day School $5,000 Durham, NC, US Tds Annual Fund 2022
Salisbury University Foundation Inc $5,000 Salisbury, MD, US School Of Liberal Arts 2022
Salisbury University Foundation Inc $3,000 Salisbury, MD, US Humanities Series 2022
Salisbury University Foundation Inc $2,000 Salisbury, MD, US Life Long Learning Fund 2022
Salisbury Art Space $5,000 Salisbury, MD, US Operating Support 2022
The Unc Eshelman School Of Pharmacy Foundation Inc $43,497 Chapel Hill, NC, US Scholarships 2021
The Botanical Garden Foundation Inc $10,000 Chapel Hill, NC, US Operating Support 2021
Triangle Day School $5,000 Durham, NC, US Tds Annual Fund 2021
Salisbury University Foundation Inc $5,000 Salisbury, MD, US Suf Grants Committee 2021
Salisbury University Foundation Inc $3,000 Salisbury, MD, US Humanities Series 2021
Salisbury University Foundation Inc $2,000 Salisbury, MD, US Life Long Learning Fund 2021
Salisbury University Foundation Inc $2,000 Salisbury, MD, US Paul S Sarbanes Lecture Series 2021
Salisbury Art Space $3,000 Salisbury, MD, US Operating Support 2021
The Unc Eshelman School Of Pharmacy Foundation Inc $37,188 Chapel Hill, NC, US Scholarships 2020
The Botanical Garden Foundation Inc $10,000 Chapel Hill, NC, US Operating Support 2020
Triangle Day School $5,000 Durham, NC, US Tornado Fund 2020
Salisbury University Foundation Inc $5,000 Salisbury, MD, US School Of Liberal Arts 2020
Salisbury University Foundation Inc $3,000 Salisbury, MD, US Humanities Series 2020
Salisbury University Foundation Inc $2,000 Salisbury, MD, US Life Long Learning Fund 2020
Salisbury University Foundation Inc $2,000 Salisbury, MD, US The Women's Circle Award 2020
Salisbury Art Space $3,000 Salisbury, MD, US Operating Support 2020

Foundations Similar to Whaley Family Foundation Inc

Discover 5 foundations with comparable assets ($0-$0), similar grant patterns, and geographic focus in NC that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 05-0593068 | 67 grants awarded
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EIN: 20-0482157 | 123 grants awarded
$0
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$3,000
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Cary, NC
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EIN: 02-0539569 | 148 grants awarded
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Contact Information

Official contact details for Whaley Family Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 56-2196964
Website N/A
Address 3942 BRISTOL RD Durham, NC 27707-5116

Key People (4)

Board members, trustees, and key staff who oversee Whaley Family Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President And Cfo Gary M Whaley
Vice President Donald M Whaley
Treasurer, Asst Secretary Jason M Whaley
Secretary, Asst Treasurer Leanne Whaley Owens

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Whaley Family Foundation Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Application Status
According to its most recent IRS Form 990-PF filing, this foundation only funds pre-selected organizations and does not accept unsolicited grant applications - consider whether you have an existing connection before reaching out.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.