Wakerly Family Foundation
- Assets
- $5.9m
- Revenue
- $179.6k
- Investments
- $5.0m
- Employees
- 0
- Location
- Los Altos, CA
- Founding
- 01/1997
- Data as of
- 06/2022
- EIN
- 77-0441943
Organization Overview
Wakerly Family Foundation is located in Los Altos, CA. The organization was established in 1997. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wakerly Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Wakerly Family Foundation generated $179.6k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 14.7% each year . All expenses for the organization totaled $250.6k during the year ending 06/2022. While expenses have increased by 9.9% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Wakerly Family Foundation has awarded 26 individual grants totaling $488,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Marie Hoy Board Mem | 1 | $0 | |
John F Wakerly Pres Chair | 2.5 | $0 | |
Regina M Rich Vice Pres Secy | 2 | $0 | |
Ralph T Wakerly Treasurer | 2 | $0 | |
Susanne D Robertson Board Mem | 1.5 | $0 | |
Michael J Wakerly Board Mem | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $80,000 |
| Interest on Savings | $14,727 |
| Dividends & Interest | $72,469 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $20 |
| Net ST Capital Gain | $20 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $12,416 |
| Total Revenue | $179,612 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $23 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,600 |
| Total operating and administrative expenses | $2,623 |
| Contributions, gifts, grants paid | $248,000 |
| Total expenses and disbursements | $250,623 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $953,174 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $60,000 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,925,155 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Wakerly Family Foundation has awarded $248,000 in support to 14 organizations.
| Grant Recipient | Amount |
|---|---|
ABCD INC PURPOSE: BREAST CANCER PATIENT SUPPORT | $50,000 |
Milwaukee, WI PURPOSE: ENGR OUTREACH FUND | $30,000 |
BR RICE HS PURPOSE: SCHOLARSHIP PROGRAM | $25,000 |
BEAR NECESSITIES PURPOSE: PEDIATRIC CANCER PATIENT SUPPORT | $25,000 |
Geneva, IL PURPOSE: FOOD FOR NEEDY | $22,000 |
Chicago, IL PURPOSE: FINANCIAL AID AWARDS | $16,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Terros Inc Phoenix, AZ | $47,004,822 | $84,266,385 |
Community Research Foundation Inc San Diego, CA | $20,745,009 | $77,081,989 |
Independent Order Of Odd Fellows San Jose, CA | $263,514,735 | $67,258,563 |
Gallo Employee Benefit Trust Modesto, CA | $5,341,212 | $62,468,490 |
Arizona Behavioral Health Corporation Phoenix, AZ | $19,459,678 | $40,892,493 |
Turning Point Usa Inc Phoenix, AZ | $7,306,560 | $39,843,289 |
Central City Community Health Center Monterey Park, CA | $37,966,009 | $52,273,838 |
Koret Foundation San Francisco, CA | $515,520,670 | $39,088,314 |
South Coast Childrens Society Inc Mission Viejo, CA | $13,233,032 | $36,840,141 |
Partnerships To Uplift Communities Valley Burbank, CA | $45,863,273 | $39,395,312 |
Lake County Tribal Health Consortium Inc Lakeport, CA | $69,377,072 | $39,633,665 |
Child And Family Service Ewa Beach, HI | $20,885,160 | $29,767,300 |