STRATEGY STUDIO / PUBLIC DATA EXPLORER

WALES FAMILY FOUNDATION

Cite this

Plain text WALES FAMILY FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2014–2024. https://strategystudio.org/org/464080656. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). WALES FAMILY FOUNDATION [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/464080656

MLA “WALES FAMILY FOUNDATION.” Strategy Studio, tax years 2014–2024, https://strategystudio.org/org/464080656. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2014–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $33K · expenses $20K · assets $327K

EIN
46-4080656
Address
8408 MENIER ST, DALLAS, TX 75209-3355
NTEE code
T20
Subsection
501(c)(3)
Ruling year
2015
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 3 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
James R Wales PRESIDENT2014-2024 0 $0 reported 1
Loretta M Wales SECRETARY2014-2024 0 $0 reported 1
Greg Mattlage (former) DIRECTOR2014-2020 0 $0 reported 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES R WALES PRESIDENT0 $0-$0 $01
LORETTA M WALES SECRETARY0 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES R WALES PRESIDENT0 $0-$0 $01
LORETTA M WALES SECRETARY0 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES R WALES PRESIDENT0 $0-$0 $01
LORETTA M WALES SECRETARY0 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES R WALES PRESIDENT0 $0-$0 $01
LORETTA M WALES SECRETARY0 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES R WALES PRESIDENT0 $0-$0 $01
LORETTA M WALES SECRETARY0 $0-$0 $01
GREG MATTLAGE DIRECTOR0 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES R WALES PRESIDENT0 $0-$0 $01
LORETTA M WALES SECRETARY0 $0-$0 $01
GREG MATTLAGE DIRECTOR0 $0-$0 $01
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES R WALES PRESIDENT0 $0-$0 $01
LORETTA M WALES SECRETARY0 $0-$0 $01
GREG MATTLAGE DIRECTOR0 $0-$0 $01
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES R WALES PRESIDENT0 $0-$0 $01
LORETTA M WALES SECRETARY0 $0-$0 $01
GREG MATTLAGE DIRECTOR0 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES R WALES PRESIDENT0 $0-$0 $01
LORETTA M WALES SECRETARY0 $0-$0 $01
GREG MATTLAGE DIRECTOR0 $0-$0 $01
2015 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES R WALES PRESIDENT0 $0-$0 $01
LORETTA M WALES SECRETARY0 $0-$0 $01
GREG MATTLAGE DIRECTOR0 $0-$0 $01
2014 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES R WALES PRESIDENT0 $0-$0 $01
LORETTA M WALES SECRETARY0 $0-$0 $01
GREG MATTLAGE DIRECTOR0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 2 grants to organizations · $12K
2022 · 3 grants to organizations · $813K
2021 · 6 grants to organizations · $24K · 1 grant to individuals · $450
2020 · 4 grants to organizations · $18K
2019 · 2 grants to organizations · $32K
2018 · 1 grant to organizations · $25K
2017 · 6 grants to organizations · $59K
2016 · 2 grants to organizations · $2K
2015 · 16 grants to organizations · $65K
2014 · 18 grants to organizations · $196K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$33,012$19,557 $327,395$327,395 -- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$31,105$30,770 $313,940$313,940 -- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$355,023$820,936 $313,605$313,605 -- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$52,018$45,244 $779,518$779,518 -- ---
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$66,587$39,016 $805,032$795,532 -- ---
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
-$10,177$57,631 $804,335$794,835 -- ---
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$102,892$49,714 $872,143$862,643 -- ---
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$55,414$84,484 $818,965$809,465 -- ---
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$77,265$24,546 $875,190$850,191 -- ---
2015 · Form 990PF period ending 2015-12-31 · amended · view filing · original 990 ↗
$63,688$83,068 $797,472$797,472 -- ---
2015 · Form 990PF period ending 2015-12-31 · superseded · view filing · original 990 ↗
$63,688$83,068 $797,472$797,472 -- ---
2014 · Form 990PF period ending 2014-12-31 · amended · view filing · original 990 ↗
$24,806$207,954 $816,852$816,852 -- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
WEIR FAMILY FOUNDATIONTXT20 $30,502$26,600 Foundation Mana$0 Same NTEE code T20, revenue within 2x, same state, similar name
CLARK FAMILY FOUNDATIONTXT20 $33,000$33,030 President$0 Same NTEE code T20, revenue within 2x, same state, similar name
SAHNI FAMILY FOUNDATIONTXT20 $32,772$50,620 President$0 Same NTEE code T20, revenue within 2x, same state, similar name
LUMRY FAMILY FOUNDATIONTXT20 $35,323$40,788 PRESIDENT/ TREASURER$0 Same NTEE code T20, revenue within 2x, same state, similar name
B THOMAS FAMILY FOUNDATIONTXT20 $35,437$115,500 President$0 Same NTEE code T20, revenue within 2x, same state, similar name
MCWILLIAMS FAMILY FOUNDATIONTXT20 $30,875$38,419 PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x, same state, similar name
LLOYD BOLDING FAMILY FOUNDATIONTXT20 $35,125$32,262 PRES$0 Same NTEE code T20, revenue within 2x, same state, similar name
WILTON FOUNDATIONTXT20 $34,138$32,861 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
NANCY AND ROMAN BORUTA FAMILY FOUNDATIONTXT20 $35,000$45,004 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
BETTIS FOUNDATIONTXT20 $33,855$63,796 Director$0 Same NTEE code T20, revenue within 2x, same state
MOBLEY FOUNDATIONTXT20 $35,143$1,157,462 President$0 Same NTEE code T20, revenue within 2x, same state
D 14 28@FOUNDATIONTXT20 $31,800$73,000 President$0 Same NTEE code T20, revenue within 2x, same state
JMC FOUNDATION INCTXT20 $35,000$31,500 President/Treas$0 Same NTEE code T20, revenue within 2x, same state
LIONHEART FOUNDATIONTXT20 $32,127$10,100 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
WIZARD ISLAND FOUNDATIONTXT20 $30,711$21,366 PRESIDENT & DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
MARK BYNUM FOUNDATIONTXT20 $32,706$20,250 President$0 Same NTEE code T20, revenue within 2x, same state
COOPS KIDS FOUNDATIONTXT20 $30,750$40,599 President$0 Same NTEE code T20, revenue within 2x, same state
BRITTANY F AND MICHAEL T NORMAN FAMILY FOUNDATIONTXT20 $31,144$57,195 PRESIDENT AND DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
BILL NOWOTNY FOUNDATIONTXT20 $34,909$70,485 Vice President$0 Same NTEE code T20, revenue within 2x, same state
PASSION GRANTS FOUNDATIONTXT20 $30,700$38,125 TRUSTEE/PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
FOUNDATION OF FIRST FRUITSTXT20 $34,100$31,337 PRES/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
PATRICE D COOPER FOUNDATIONTXT20 $34,374$19,622 Director$0 Same NTEE code T20, revenue within 2x, same state
ELIZA MOUNT THOMAS FOUNDATION INCTXT20 $33,730$61,798 AGENT FOR FIDUCIARY$15,821 Same NTEE code T20, revenue within 2x, same state
SOMERVILLE HEALTH FOUNDATION INCTXT20 $35,484$39,837 AGENT FOR TRUSTEE$7,841 Same NTEE code T20, revenue within 2x, same state
KAPIL ALINA BHANDARI FOUNDATION INCTXT20 $30,512$3,000 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
The Benjamin & Heather Crane Foundation Private foundation$3,9801 12013–2013 CRANE FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $19,557 spent · pay $0 · grants $12,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $12,500 63.9%
Other expenses $3,857 19.7%
Fees: accounting $3,200 16.4%
Total$19,557100%

View the filing

2023 · Form 990PF · $30,770 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Taxes $21,954 71.3%
Fees: accounting $4,500 14.6%
Other expenses $4,316 14.0%
Total$30,770100%

View the filing

2022 · Form 990PF · $820,936 spent · pay $0 · grants $813,020 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $813,020 99.0%
Fees: accounting $4,000 0.5%
Other expenses $3,916 0.5%
Total$820,936100%

View the filing

2021 · Form 990PF · $45,244 spent · pay $0 · grants $24,400 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $24,400 53.9%
Other expenses $16,135 35.7%
Fees: accounting $4,000 8.8%
Interest $707 1.6%
Taxes $2 0.0%
Total$45,244100%

View the filing

2020 · Form 990PF · $39,016 spent · pay $0 · grants $18,250 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $18,250 46.8%
Other expenses $13,816 35.4%
Fees: accounting $3,800 9.7%
Taxes $2,000 5.1%
Interest $1,150 2.9%
Total$39,016100%

View the filing

2019 · Form 990PF · $57,631 spent · pay $0 · grants $32,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $32,000 55.5%
Other expenses $16,559 28.7%
Fees: accounting $3,800 6.6%
Interest $3,052 5.3%
Taxes $2,220 3.9%
Total$57,631100%

View the filing

2018 · Form 990PF · $49,714 spent · pay $0 · grants $25,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $25,000 50.3%
Other expenses $18,832 37.9%
Fees: accounting $3,700 7.4%
Interest $1,582 3.2%
Taxes $600 1.2%
Total$49,714100%

View the filing

2017 · Form 990PF · $84,484 spent · pay $0 · grants $58,775 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $58,775 69.6%
Other expenses $17,899 21.2%
Fees: accounting $3,400 4.0%
Taxes $2,892 3.4%
Interest $1,518 1.8%
Total$84,484100%

View the filing

2016 · Form 990PF · $24,546 spent · pay $0 · grants $2,000 · events $0
LineAs describedTotalShare
Other expenses $18,346 74.7%
Fees: accounting $3,200 13.0%
Contributions, gifts, grants paid $2,000 8.1%
Interest $830 3.4%
Taxes $170 0.7%
Total$24,546100%

View the filing

2015 · Form 990PF · $83,068 spent · pay $0 · grants $65,200 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $65,200 78.5%
Other expenses $14,878 17.9%
Fees: accounting $2,500 3.0%
Taxes $490 0.6%
Total$83,068100%

View the filing

2014 · Form 990PF · $207,954 spent · pay $0 · grants $196,050 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $196,050 94.3%
Other expenses $7,604 3.7%
Fees: legal $2,500 1.2%
Fees: accounting $1,800 0.9%
Total$207,954100%

View the filing