Funder DirectoryTHE WALES FAMILY FOUNDATION
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Private foundation (trust)EIN 464080656Est. 2015-04

THE WALES FAMILY FOUNDATION

DALLAS, TX 75209

Total Assets

$327K

FY 2024

Annual Giving

$13K

FY 2024

Grants Made

2

FY 2024

Avg Grant

$6K

FY 2024

Grant Range

$6K–$7K

Typical

Deadlines

Applications

Programs & Activities

Program 1

$13K

The Wales Family Foundation made contributions to charitable organizations which supports hundreds of individuals.

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$33K

Total Expenses

$20K

Qualifying Distributions

$13K

Distributable Amount

$15K

Min. Investment Return

$15K

Payout rate 84%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.84%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

3 years

Giving over time from 2020 to 2024. Peak $813K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

9 grants

SCHWAB CHARITABLE FUND
$802K
1 grant
Salesmanship Club of Dallas
$7K
1 grant
PROJECT SHELTER INC
$6K
1 grant
PROJECT SHELTER-GENESIS
$6K
1 grant
Jordan Spieth Family Foundation
$6K
1 grant
CAMP SWEENEY
$5K
1 grant
VNA TEXAS
$5K
1 grant
DALLAS CASA
$5K
1 grant

Grant Size Distribution

9 grants

<$10K
8
grants
$10–50K
$50–250K
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

2 states

Florida
$802K
95% of total
Texas
$42K
5% of total

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THE WALES FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo