The Wales Family Foundation
EIN 464080656Total Given 2016–2024
$954K
25 grants · $106K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $1K–$6K
grant size
19%
balanced · 4/21 multi-year
repeat
$327K
Assets (2024)
21
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
JEREMY BROCK
Phone
(214) 537-5600
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $2K | $897K | $77K | 2 |
| 2017 | $59K | $819K | $55K | 6 |
| 2018 | $25K | $872K | $103K | 1 |
| 2019 | N/A | $804K | $-10K | N/A |
| 2020 | $18K | $1.0M | $67K | 4 |
| 2021 | $24K | $1.1M | $52K | 7 |
| 2022 | $813K | $314K | $355K | 3 |
| 2023 | N/A | $314K | $31K | N/A |
| 2024 | $12K | $327K | $33K | 2 |
Grant Size Distribution
Based on 25 grants on record
Minimum
$175
25th Pctl
$1K
Median
$5K
Average
$38K
75th Pctl
$6K
Maximum
$802K
Geographic Distribution
Officers & Directors
JW
James R Wales
President
Leadership
LW
Loretta M Wales
Secretary
Leadership
JW
James R Wales
President
Leadership
LW
Loretta M Wales
Secretary
Leadership
JW
James R Wales
President
Leadership
LW
Loretta M Wales
Secretary
Leadership
JW
James R Wales
President
Leadership
LW
Loretta M Wales
Secretary
Leadership
JW
James R Wales
President
Leadership
LW
Loretta M Wales
Secretary
Leadership
GM
Greg Mattlage
Director
JW
James R Wales
President
Leadership
LW
Loretta M Wales
Secretary
Leadership
GM
Greg Mattlage
Director
JW
James R Wales
President
Leadership
LW
Loretta M Wales
Secretary
Leadership
GM
Greg Mattlage
Director
JW
James R Wales
President
Leadership
LW
Loretta M Wales
Secretary
Leadership
GM
Greg Mattlage
Director
JW
James R Wales
President
Leadership
LW
Loretta M Wales
Secretary
Leadership
GM
Greg Mattlage
Director
Grants Awarded (25 total)
| Purpose | ||||
|---|---|---|---|---|
| Schwab Charitable Fund | Orlando, FL | $801,770 | CHARITABLE GIFT | 2022 |
| Opportunity Dallas | Dallas, TX | $50,000 | CHARITABLE GIFT | 2017 |
| Big Brother Big Sisters | Irving, TX | $25,000 | CHARITABLE GIFT | 2018 |
| First Tee of the Triangle | Raleigh, NC | $10,000 | CHARITABLE GIFT | 2021 |
| Salesmanship Club of Dallas | Dallas, TX | $6,500 | Charitable Gift | 2024 |
| Project Shelter Inc | Dallas, TX | $6,250 | CHARITABLE GIFT | 2022 |
| Project Shelter-Genesis | Dallas, TX | $6,250 | CHARITABLE GIFT | 2020 |
| Project Shelter-Genesis | Dallas, TX | $6,250 | CHARITABLE GIFT | 2021 |
| Jordan Spieth Family Foundation | Dallas, TX | $6,000 | Charitable Gift | 2024 |
| Camp Sweeney | Gainesville, TX | $5,000 | CHARITABLE GIFT | 2022 |
| Vna Texas | Dallas, TX | $5,000 | CHARITABLE GIFT | 2020 |
| Dallas Casa | Dallas, TX | $5,000 | CHARITABLE GIFT | 2020 |
| Community Foundation | Dallas, TX | $5,000 | CHARITABLE GIFT | 2017 |
| Dallas Casa | Dallas, TX | $2,500 | CHARITABLE GIFT | 2021 |
| Cornerstone Crossroads Academy | Dallas, TX | $2,000 | CHARITABLE GIFT | 2020 |
| Cornerstone Crossroads Academy | Dallas, TX | $2,000 | CHARITABLE GIFT | 2021 |
| The Dallas Foundation | Dallas, TX | $2,000 | CHARITABLE GIFT | 2021 |
| Cornerstone Crossroads Academy | Dallas, TX | $2,000 | CHARITABLE GIFT | 2017 |
| Par Charity | Addison, TX | $1,250 | CHARITABLE GIFT | 2017 |
| Salesmanship Club Charitable Golf of Dallas | Dallas, TX | $1,200 | CHARITABLE GIFT | 2021 |
| Aidan Jack Seegar Foundation | Brooklyn, NY | $1,000 | CHARITABLE GIFT | 2016 |
| Cornerstone Crossroads Academy | Dallas, TX | $1,000 | CHARITABLE GIFT | 2016 |
| Jeremy Brock | Mabank, TX | $450 | CHARITABLE GIFT | 2021 |
| Mission Alive | Dallas, TX | $350 | CHARITABLE GIFT | 2017 |
| Shelter Ministries-Gensis | Dallas, TX | $175 | CHARITABLE GIFT | 2017 |