Funder DirectoryWHALEY FAMILY FOUNDATION INC
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Private foundation (trust)EIN 562196964Est. 2000-11

WHALEY FAMILY FOUNDATION INC

DURHAM, NC 27707

Total Assets

$1.9M

FY 2023

Annual Giving

$84K

FY 2023

Grants Made

7

FY 2023

Avg Grant

$12K

FY 2023

Grant Range

$2K–$54K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$17K

Total Expenses

$101K

Qualifying Distributions

$85K

Distributable Amount

$86K

Min. Investment Return

$86K

Undistributed Income

$85K

Payout rate 99%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.99%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

7 grants

Grant sizes from minimum $2K through median $5K to maximum $54K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $89K in 2022. Hover bars for details.

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

Top Recipients

30 grants

THE UNC ESHELMAN SCHOOL OF PHARMACY FOUNDATION INC
$194K
4 grants
SALISBURY UNIVERSITY FOUNDATION INC
$44K
14 grants
THE BOTANICAL GARDEN FOUNDATION INC
$40K
4 grants
TRIANGLE DAY SCHOOL
$20K
4 grants
SALISBURY ART SPACE
$16K
4 grants

Grant Size Distribution

30 grants

<$10K
26
grants
$10–50K
2
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

North Carolina
$254K
81% of total
Maryland
$60K
19% of total

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WHALEY FAMILY FOUNDATION INC — Grants, Financials & Contact | Grantivo