STRATEGY STUDIO / PUBLIC DATA EXPLORER

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Henry Otto PRESIDENT2014-2025 1 $0 reported 1
Judy Whalley SECRETARY/TR2016-2025 1 $0 reported 1
Matthew Stagner VIDE PRESIDE2014-2025 1 $0 reported 1
Judy F Whalley (former) SEC/TREAS/DIRECTOR2014-2015 1 $0 reported 1

People by year

2025 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY OTTO PRESIDENT1 $0-$0 $01
JUDY WHALLEY SECRETARY/TR1 $0-$0 $01
MATTHEW STAGNER VIDE PRESIDE1 $0-$0 $01
2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY OTTO PRESIDENT/DIRECTOR1 $0-$0 $01
JUDY L WHALLEY SEC/TREAS/DIRECTOR1 $0-$0 $01
MATTHEW STAGNER VICE PRES/DIRECTOR1 $0-$0 $01
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY OTTO PRESIDENT/DIRECTOR1 $0-$0 $01
JUDY L WHALLEY SEC/TREAS/DIRECTOR1 $0-$0 $01
MATTHEW STAGNER VICE PRES/DIRECTOR1 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY OTTO PRESIDENT/DIRECTOR1 $0-$0 $01
JUDY L WHALLEY SEC/TREAS/DIRECTOR1 $0-$0 $01
MATTHEW STAGNER VICE PRES/DIRECTOR1 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY OTTO PRESIDENT/DIRECTOR1 $0-$0 $01
JUDY L WHALLEY SEC/TREAS/DIRECTOR1 $0-$0 $01
MATTHEW STAGNER VICE PRES/DIRECTOR1 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY OTTO PRESIDENT/DIRECTOR1 $0-$0 $01
JUDY L WHALLEY SEC/TREAS/DIRECTOR1 $0-$0 $01
MATTHEW STAGNER VICE PRES/DIRECTOR1 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY OTTO PRESIDENT/DIRECTOR1 $0-$0 $01
JUDY L WHALLEY SEC/TREAS/DIRECTOR1 $0-$0 $01
MATTHEW STAGNER VICE PRES/DIRECTOR1 $0-$0 $01
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY OTTO PRESIDENT/DIRECTOR1 $0-$0 $01
JUDY L WHALLEY SEC/TREAS/DIRECTOR1 $0-$0 $01
MATTHEW STAGNER VICE PRES/DIRECTOR1 $0-$0 $01
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY OTTO PRESIDENT/DIRECTOR1 $0-$0 $01
JUDY L WHALLEY SEC/TREAS/DIRECTOR1 $0-$0 $01
MATTHEW STAGNER VICE PRES/DIRECTOR1 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY OTTO PRESIDENT/DIRECTOR1 $0-$0 $01
JUDY L WHALLEY SEC/TREAS/DIRECTOR1 $0-$0 $01
MATTHEW STAGNER VICE PRES/DIRECTOR1 $0-$0 $01
2015 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY OTTO PRESIDENT/DIRECTOR1 $0-$0 $01
JUDY F WHALLEY SEC/TREAS/DIRECTOR1 $0-$0 $01
MATTHEW STAGNER VICE PRES/DIRECTOR1 $0-$0 $01
2014 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY OTTO PRESIDENT/DIRECTOR1 $0-$0 $01
JUDY F WHALLEY SEC/TREAS/DIRECTOR5 $0-$0 $01
MATTHEW STAGNER VICE PRES/DIRECTOR1 $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.

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$83,518$128,953 $71,931$71,931 $3,368- ---
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$75,578$89,136 $115,619$115,619 $0- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$33,047$54,582 $129,177$129,177 $1,040- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$74,975$101,612 $150,712$150,712 $940- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$69,853$91,323 $177,349$177,349 $680- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$70,576$118,517 $198,819$198,819 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$64,129$109,181 $246,760$246,760 -- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$5,029$61,956 $291,812$291,812 $5,472- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$141,762$196,417 $356,428$348,739 $128,050- $0--
2016 · Form 990PF period ending 2016-12-31 · amended · view filing · original 990 ↗
$121,552$206,189 $403,394$403,394 $120,432- $0--
2016 · Form 990PF period ending 2016-12-31 · superseded · view filing · original 990 ↗
$121,552$206,189 $403,394$403,394 $120,432- $0--
2015 · Form 990PF period ending 2015-12-31 · amended · view filing · original 990 ↗
$137,986$181,014 $488,031$488,031 $119,010- $0--
2015 · Form 990PF period ending 2015-12-31 · superseded · view filing · original 990 ↗
$137,986$181,014 $488,031$488,031 $119,010- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CORCORAN FAMILY FOUNDATION INCMDT20 $87,269$111,905 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
J & M SACHS FAMILY FOUNDATION INCMDT20 $78,844$48,152 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
BSG FAMILY FOUNDATIONMDT20 $82,511$58,858 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
JUDY AND MARK LERNER FAMILY FOUNDATION INCMDT20 $78,782$49,945 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
ROBERS FAMILY FOUNDATION 2AY-74C08MDT20 $83,957$80,866 PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x, same state
HOLZAPFEL FAMILY CHARITABLE FOUNDATIONMDT20 $83,500$56,297 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
TURLOCK EDUCATION OPPORTUNITY FOUNDATION INCMDT20 $78,882$177,716 President$0 Same NTEE code T20, revenue within 2x, same state
DRS ILA & VINOD SHAH FOUNDATION INCMDT20 $80,739$73,150 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
THE SANDRA AND GILBERT@OKEN FOUNDATIONMDT20 $84,666$115,287 VP - TREASURER$2,000 Same NTEE code T20, revenue within 2x, same state
LESLY AND PAT SAJAK FOUNDATIONMDT20 $86,910$75,517 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
CRESTON G TATE & BETTY J TATE FOUNDATIONMDT20 $81,242$121,367 Trustee$0 Same NTEE code T20, revenue within 2x, same state
JOHN H AND ELIZABETH L FELTHAM FOUNDATIONMDT20 $85,628$115,866 Trustee$0 Same NTEE code T20, revenue within 2x, same state
UNIVERSITY OF THE SOUTHERN CARIBBEAN ALUMNI ASSN NA INCMDT20 $84,927$63,932 President$0 Same NTEE code T20, revenue within 2x, same state
THE FARLEY FAMILY FOUNDATIONAZT20 $82,500$66,900 Trustee$0 Same NTEE code T20, revenue within 2x, similar name
THUNEN FAMILY FOUNDATION INCCAT20 $82,858$63,769 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
THE CORCILLO FAMILY FOUNDATION INCNYT20 $80,187$40,964 PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x, similar name
WALLACK FAMILY FOUNDATION INCNHT20 $88,245$131,371 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
CHUMBLEY FAMILY FOUNDATION INCGAT20 $86,420$78,963 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
CMK FAMILY FOUNDATION INCNYT20 $80,000$83,870 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
KOE FAMILY FOUNDATION INCDCT20 $79,830$155,235 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
THE WEISMAN FAMILY FOUNDATIONCAT20 $88,267$110,999 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
KERR FAMILY FOUNDATION INCFLT20 $84,780$33,490 DIRECTOR, CHAIR, SECRETARY$0 Same NTEE code T20, revenue within 2x, similar name
REAY FAMILY FOUNDATION INCMTT20 $81,577$46,247 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
BOER FAMILY FOUNDATION INCFLT20 $81,197$133,343 EX. DIR.$0 Same NTEE code T20, revenue within 2x, similar name
THE KOUNS FAMILY FOUNDATIONFLT20 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
SPLIT ROCK CHARITABLE FOUNDATION INC Private foundation$6,145,6742 22024–2024 KUKLA FAMILY FOUNDATION INC; DOLLAR FAMILY FOUNDATION INC
ABE & RAE WEINGARTEN FUND Private foundation$1,385,5041 12021–2021 LASHER FAMILY FOUNDATION
COMMUNITY FOUNDATION FOR GREATER BUFFALO INC DAF sponsor$6,5001 12024–2024 THURMAN THOMAS FAMILY FOUNDATION INC
ANALOG DEVICES FOUNDATION Private foundation$5,0742 12021–2022 THURMAN THOMAS FAMILY FOUNDATION INC
WISNOSKY FAMILY FOUNDATION INC Private foundation$5,0001 12022–2022 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
LineAs describedTotalShare
Contributions, gifts, grants paid $125,000 96.9%
Fees: accounting $2,288 1.8%
Taxes $1,665 1.3%
Total$128,953100%

View the filing

2024 · Form 990PF · $89,136 spent · pay $0 · grants $89,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $89,000 99.8%
Taxes $136 0.2%
Total$89,136100%

View the filing

2023 · Form 990PF · $54,582 spent · pay $0 · grants $53,400 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $53,400 97.8%
Taxes $1,182 2.2%
Total$54,582100%

View the filing

2022 · Form 990PF · $101,612 spent · pay $0 · grants $100,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $100,500 98.9%
Taxes $1,112 1.1%
Total$101,612100%

View the filing

2021 · Form 990PF · $91,323 spent · pay $0 · grants $90,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $90,500 99.1%
Taxes $823 0.9%
Total$91,323100%

View the filing

2020 · Form 990PF · $118,517 spent · pay $0 · grants $117,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $117,000 98.7%
Taxes $1,517 1.3%
Total$118,517100%

View the filing

2019 · Form 990PF · $109,181 spent · pay $0 · grants $107,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $107,500 98.5%
Taxes $1,681 1.5%
Total$109,181100%

View the filing

2018 · Form 990PF · $61,956 spent · pay $0 · grants $55,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $55,000 88.8%
Taxes $6,956 11.2%
Total$61,956100%

View the filing

2017 · Form 990PF · $196,417 spent · pay $0 · grants $194,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $194,500 99.0%
Fees: other professional $1,600 0.8%
Taxes $317 0.2%
Total$196,417100%

View the filing

2016 · Form 990PF · $206,189 spent · pay $0 · grants $204,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $204,000 98.9%
Fees: other professional $1,825 0.9%
Taxes $364 0.2%
Total$206,189100%

View the filing

2015 · Form 990PF · $181,014 spent · pay $0 · grants $180,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $180,500 99.7%
Taxes $228 0.1%
Fees: other professional $200 0.1%
Other expenses $86 0.0%
Total$181,014100%

View the filing

2014 · Form 990PF · $178,664 spent · pay $0 · grants $178,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $178,500 99.9%
Taxes $164 0.1%
Total$178,664100%

View the filing