THE OTTO WHALLEY FAMILY FOUNDATION INC
Cite this
Plain text THE OTTO WHALLEY FAMILY FOUNDATION INC. Strategy Studio, nonprofit organization profile, tax years 2014–2025. https://strategystudio.org/org/522135652. Retrieved 2026-10-20.
APA Strategy Studio. (n.d.). THE OTTO WHALLEY FAMILY FOUNDATION INC [Nonprofit organization profile; tax years 2014–2025]. Retrieved October 20, 2026, from https://strategystudio.org/org/522135652
MLA “THE OTTO WHALLEY FAMILY FOUNDATION INC.” Strategy Studio, tax years 2014–2025, https://strategystudio.org/org/522135652. Accessed 20 Oct. 2026.
Retrieved 2026-10-20; covers tax years 2014–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990PF · revenue $84K · expenses $129K · assets $72K
- Also known as
- INC C/O METROPOLITAN AGENTS INC
- EIN
- 52-2135652
- Address
- 4550 MONTGOMERY AVE, BETHESDA, MD 20814-3304
- NTEE code
- T20
- Subsection
- 501(c)(3)
- Ruling year
- 2000
- 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 4 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
4 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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Henry Otto | PRESIDENT | 2014-2025 | 1 | $0 reported | 1 |
| Judy Whalley | SECRETARY/TR | 2016-2025 | 1 | $0 reported | 1 |
| Matthew Stagner | VIDE PRESIDE | 2014-2025 | 1 | $0 reported | 1 |
| Judy F Whalley (former) | SEC/TREAS/DIRECTOR | 2014-2015 | 1 | $0 reported | 1 |
People by year
2025 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HENRY OTTO | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| JUDY WHALLEY | SECRETARY/TR | 1 | $0 | - | $0 | $0 | 1 |
| MATTHEW STAGNER | VIDE PRESIDE | 1 | $0 | - | $0 | $0 | 1 |
2024 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HENRY OTTO | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JUDY L WHALLEY | SEC/TREAS/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MATTHEW STAGNER | VICE PRES/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2023 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HENRY OTTO | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JUDY L WHALLEY | SEC/TREAS/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MATTHEW STAGNER | VICE PRES/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2022 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HENRY OTTO | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JUDY L WHALLEY | SEC/TREAS/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MATTHEW STAGNER | VICE PRES/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2021 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HENRY OTTO | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JUDY L WHALLEY | SEC/TREAS/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MATTHEW STAGNER | VICE PRES/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2020 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HENRY OTTO | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JUDY L WHALLEY | SEC/TREAS/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MATTHEW STAGNER | VICE PRES/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2019 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HENRY OTTO | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JUDY L WHALLEY | SEC/TREAS/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MATTHEW STAGNER | VICE PRES/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2018 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HENRY OTTO | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JUDY L WHALLEY | SEC/TREAS/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MATTHEW STAGNER | VICE PRES/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2017 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HENRY OTTO | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JUDY L WHALLEY | SEC/TREAS/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MATTHEW STAGNER | VICE PRES/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2016 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HENRY OTTO | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JUDY L WHALLEY | SEC/TREAS/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MATTHEW STAGNER | VICE PRES/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2015 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HENRY OTTO | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JUDY F WHALLEY | SEC/TREAS/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MATTHEW STAGNER | VICE PRES/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2014 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HENRY OTTO | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JUDY F WHALLEY | SEC/TREAS/DIRECTOR | 5 | $0 | - | $0 | $0 | 1 |
| MATTHEW STAGNER | VICE PRES/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
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.
2025 · 11 grants to organizations · $125K
2024 · 20 grants to organizations · $89K
2023 · 16 grants to organizations · $53K
2022 · 13 grants to organizations · $100K
2021 · 11 grants to organizations · $90K
2020 · 11 grants to organizations · $117K
2019 · 17 grants to organizations · $108K
2018 · 16 grants to organizations · $55K
2017 · 16 grants to organizations · $194K
2016 · 23 grants to organizations · $204K
2015 · 18 grants to organizations · $180K
2014 · 16 grants to organizations · $178K
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $83,518 | $128,953 | $71,931 | $71,931 | $3,368 | - | - | - | - |
| 2024 · Form 990PF | ||||||||
| $75,578 | $89,136 | $115,619 | $115,619 | $0 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $33,047 | $54,582 | $129,177 | $129,177 | $1,040 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $74,975 | $101,612 | $150,712 | $150,712 | $940 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $69,853 | $91,323 | $177,349 | $177,349 | $680 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $70,576 | $118,517 | $198,819 | $198,819 | - | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $64,129 | $109,181 | $246,760 | $246,760 | - | - | $0 | - | - |
| 2018 · Form 990PF | ||||||||
| $5,029 | $61,956 | $291,812 | $291,812 | $5,472 | - | $0 | - | - |
| 2017 · Form 990PF | ||||||||
| $141,762 | $196,417 | $356,428 | $348,739 | $128,050 | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| $121,552 | $206,189 | $403,394 | $403,394 | $120,432 | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| $121,552 | $206,189 | $403,394 | $403,394 | $120,432 | - | $0 | - | - |
| 2015 · Form 990PF | ||||||||
| $137,986 | $181,014 | $488,031 | $488,031 | $119,010 | - | $0 | - | - |
| 2015 · Form 990PF | ||||||||
| $137,986 | $181,014 | $488,031 | $488,031 | $119,010 | - | $0 | - | - |
| 2014 · Form 990PF | ||||||||
| $128,094 | $178,664 | $531,059 | $531,059 | $100,510 | - | $0 | - | - |
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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| CORCORAN FAMILY FOUNDATION INC | MD | T20 | $87,269 | $111,905 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| J & M SACHS FAMILY FOUNDATION INC | MD | T20 | $78,844 | $48,152 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| BSG FAMILY FOUNDATION | MD | T20 | $82,511 | $58,858 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| JUDY AND MARK LERNER FAMILY FOUNDATION INC | MD | T20 | $78,782 | $49,945 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| ROBERS FAMILY FOUNDATION 2AY-74C08 | MD | T20 | $83,957 | $80,866 | PRESIDENT/TREASURER | $0 | Same NTEE code T20, revenue within 2x, same state |
| HOLZAPFEL FAMILY CHARITABLE FOUNDATION | MD | T20 | $83,500 | $56,297 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| TURLOCK EDUCATION OPPORTUNITY FOUNDATION INC | MD | T20 | $78,882 | $177,716 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| DRS ILA & VINOD SHAH FOUNDATION INC | MD | T20 | $80,739 | $73,150 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE SANDRA AND GILBERT@OKEN FOUNDATION | MD | T20 | $84,666 | $115,287 | VP - TREASURER | $2,000 | Same NTEE code T20, revenue within 2x, same state |
| LESLY AND PAT SAJAK FOUNDATION | MD | T20 | $86,910 | $75,517 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| CRESTON G TATE & BETTY J TATE FOUNDATION | MD | T20 | $81,242 | $121,367 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| JOHN H AND ELIZABETH L FELTHAM FOUNDATION | MD | T20 | $85,628 | $115,866 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| UNIVERSITY OF THE SOUTHERN CARIBBEAN ALUMNI ASSN NA INC | MD | T20 | $84,927 | $63,932 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE FARLEY FAMILY FOUNDATION | AZ | T20 | $82,500 | $66,900 | Trustee | $0 | Same NTEE code T20, revenue within 2x, similar name |
| THUNEN FAMILY FOUNDATION INC | CA | T20 | $82,858 | $63,769 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| THE CORCILLO FAMILY FOUNDATION INC | NY | T20 | $80,187 | $40,964 | PRESIDENT/TREASURER | $0 | Same NTEE code T20, revenue within 2x, similar name |
| WALLACK FAMILY FOUNDATION INC | NH | T20 | $88,245 | $131,371 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| CHUMBLEY FAMILY FOUNDATION INC | GA | T20 | $86,420 | $78,963 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| CMK FAMILY FOUNDATION INC | NY | T20 | $80,000 | $83,870 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| KOE FAMILY FOUNDATION INC | DC | T20 | $79,830 | $155,235 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| THE WEISMAN FAMILY FOUNDATION | CA | T20 | $88,267 | $110,999 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, similar name |
| KERR FAMILY FOUNDATION INC | FL | T20 | $84,780 | $33,490 | DIRECTOR, CHAIR, SECRETARY | $0 | Same NTEE code T20, revenue within 2x, similar name |
| REAY FAMILY FOUNDATION INC | MT | T20 | $81,577 | $46,247 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| BOER FAMILY FOUNDATION INC | FL | T20 | $81,197 | $133,343 | EX. DIR. | $0 | Same NTEE code T20, revenue within 2x, similar name |
| THE KOUNS FAMILY FOUNDATION | FL | T20 | $79,826 | $106,424 | TRUSTEE | $48,000 | Same NTEE code T20, revenue within 2x, similar name |
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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| SPLIT ROCK CHARITABLE FOUNDATION INC | Private foundation | $6,145,674 | 2 | 2 | 2024–2024 | KUKLA FAMILY FOUNDATION INC; DOLLAR FAMILY FOUNDATION INC |
| ABE & RAE WEINGARTEN FUND | Private foundation | $1,385,504 | 1 | 1 | 2021–2021 | LASHER FAMILY FOUNDATION |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO INC | DAF sponsor | $6,500 | 1 | 1 | 2024–2024 | THURMAN THOMAS FAMILY FOUNDATION INC |
| ANALOG DEVICES FOUNDATION | Private foundation | $5,074 | 2 | 1 | 2021–2022 | THURMAN THOMAS FAMILY FOUNDATION INC |
| WISNOSKY FAMILY FOUNDATION INC | Private foundation | $5,000 | 1 | 1 | 2022–2022 | TURLOCK EDUCATION OPPORTUNITY FOUNDATION INC |
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.
2025 · Form 990PF · $128,953 spent · pay $0 · grants $125,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $125,000 | 96.9% | |
| Fees: accounting | $2,288 | 1.8% | |
| Taxes | $1,665 | 1.3% | |
| Total | $128,953 | 100% |
2024 · Form 990PF · $89,136 spent · pay $0 · grants $89,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $89,000 | 99.8% | |
| Taxes | $136 | 0.2% | |
| Total | $89,136 | 100% |
2023 · Form 990PF · $54,582 spent · pay $0 · grants $53,400 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $53,400 | 97.8% | |
| Taxes | $1,182 | 2.2% | |
| Total | $54,582 | 100% |
2022 · Form 990PF · $101,612 spent · pay $0 · grants $100,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $100,500 | 98.9% | |
| Taxes | $1,112 | 1.1% | |
| Total | $101,612 | 100% |
2021 · Form 990PF · $91,323 spent · pay $0 · grants $90,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $90,500 | 99.1% | |
| Taxes | $823 | 0.9% | |
| Total | $91,323 | 100% |
2020 · Form 990PF · $118,517 spent · pay $0 · grants $117,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $117,000 | 98.7% | |
| Taxes | $1,517 | 1.3% | |
| Total | $118,517 | 100% |
2019 · Form 990PF · $109,181 spent · pay $0 · grants $107,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $107,500 | 98.5% | |
| Taxes | $1,681 | 1.5% | |
| Total | $109,181 | 100% |
2018 · Form 990PF · $61,956 spent · pay $0 · grants $55,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $55,000 | 88.8% | |
| Taxes | $6,956 | 11.2% | |
| Total | $61,956 | 100% |
2017 · Form 990PF · $196,417 spent · pay $0 · grants $194,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $194,500 | 99.0% | |
| Fees: other professional | $1,600 | 0.8% | |
| Taxes | $317 | 0.2% | |
| Total | $196,417 | 100% |
2016 · Form 990PF · $206,189 spent · pay $0 · grants $204,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $204,000 | 98.9% | |
| Fees: other professional | $1,825 | 0.9% | |
| Taxes | $364 | 0.2% | |
| Total | $206,189 | 100% |
2015 · Form 990PF · $181,014 spent · pay $0 · grants $180,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $180,500 | 99.7% | |
| Taxes | $228 | 0.1% | |
| Fees: other professional | $200 | 0.1% | |
| Other expenses | $86 | 0.0% | |
| Total | $181,014 | 100% |
2014 · Form 990PF · $178,664 spent · pay $0 · grants $178,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $178,500 | 99.9% | |
| Taxes | $164 | 0.1% | |
| Total | $178,664 | 100% |