Civic Intelligence

Whalley Foundation Inc.

990T • Fiscal year 2024 • EIN 26-2291525

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 14, 2025

5 Carsey LaneHouston, TX 77024

(832) 594-6499

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2013: $4,797,849Liabilities 2013: $0Net Assets 2013: $4,797,8492013Assets 2014: $11,418,858Liabilities 2014: $0Net Assets 2014: $11,418,8582014Assets 2015: $15,042,983Liabilities 2015: $0Net Assets 2015: $15,042,9832015Assets 2016: $12,832,694Liabilities 2016: $0Net Assets 2016: $12,832,6942016Assets 2017: $11,283,668Liabilities 2017: $0Net Assets 2017: $11,283,6682017Assets 2018: $9,860,366Liabilities 2018: $0Net Assets 2018: $9,860,3662018Assets 2019: $10,721,213Liabilities 2019: $0Net Assets 2019: $10,721,2132019Assets 2020: $12,373,694Liabilities 2020: $0Net Assets 2020: $12,373,6942020Assets 2021: $9,244,870Liabilities 2021: $0Net Assets 2021: $9,244,8702021Assets 2022: $14,011,324Liabilities 2022: $0Net Assets 2022: $14,011,3242022Assets 2023: $19,841,385Liabilities 2023: $0Net Assets 2023: $19,841,3852023Assets 2024: $18,177,300Liabilities 2024: $0Net Assets 2024: $18,177,3002024

Latest loaded filing

2024

Assets$18,177,300
Liabilities$0
Net Assets$18,177,300

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2013: $473,550Expenses 2013: $1,214,645Net Income 2013: -$741,0952013Revenue 2014: $7,623,236Expenses 2014: $965,601Net Income 2014: $6,657,6352014Revenue 2015: $5,407,348Expenses 2015: $1,783,223Net Income 2015: $3,624,1252015Revenue 2016: $593,299Expenses 2016: $2,803,588Net Income 2016: -$2,210,2892016Revenue 2017: $470,555Expenses 2017: $2,012,099Net Income 2017: -$1,541,5442017Revenue 2018: $495,241Expenses 2018: $1,917,236Net Income 2018: -$1,421,9952018Revenue 2019: $3,419,198Expenses 2019: $2,553,971Net Income 2019: $865,2272019Revenue 2020: $5,695,766Expenses 2020: $2,840,172Net Income 2020: $2,855,5942020Revenue 2021: $811,243Expenses 2021: $3,936,289Net Income 2021: -$3,125,0462021Revenue 2022: $12,745,193Expenses 2022: $6,131,760Net Income 2022: $6,613,4332022Revenue 2023: $13,715,428Expenses 2023: $6,994,652Net Income 2023: $6,720,7762023Revenue 2024: $8,922,795Expenses 2024: $7,490,164Net Income 2024: $1,432,6312024

Latest loaded filing

2024

Revenue$8,922,795
Expenses$7,490,164
Net Income$1,432,631
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
The Whalley Foundation
EIN
26-2291525
Phone
8325946499
Address
5 CARSEY LANE, HOUSTON, TX 77024

Signing Officer

Name
K Gus Vlahadamis
Title
President
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Osgood & Associates Pc
Address
400 RANDAL WAY SUITE 300, SPRING, TX 77388
Preparer
Michael W Osgood
Phone
2813506700
Raw XML Appendix76 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/AvlblPre2018NOLCarryoverAmt071641
IRS990T/BooksInCareOfDetail/PersonNm0MARY WHALLEY
IRS990T/BooksInCareOfDetail/PhoneNum08325946499
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt05 CARSEY LANE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd077024
IRS990T/BookValueAssetsEOYAmt018177300
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/NetOperatingLossDeductionAmt0119
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt06821
IRS990T/OverpaymentSection/OverpaymentAmt06821
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0290
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt146317
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0211110
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd1211110
IRS990T/PriorYearOverpaymentCreditAmt06821
IRS990TScheduleA/NetOperatingLossDeductionAmt0474
IRS990TScheduleA/PrincipalBusinessActivityCd0211110
IRS990TScheduleA/PrincipalBusinessActivityCd1211110
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0593
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1593
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1593
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0OIL & GAS EXTRACTION
IRS990TScheduleA/TradeOrBusinessDesc1Sch K-1-Enterprise Products Partners
IRS990TScheduleA/UBIBeforeNOLDedAmt0593
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0119
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt06821
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0119
IRS990T/TotalUBTIComputedAmt0119
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0K GUS VLAHADAMIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WHALLEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHAL
ReturnHeader/Filer/EIN0262291525
ReturnHeader/Filer/PhoneNum08325946499
ReturnHeader/Filer/USAddress/AddressLine1Txt05 CARSEY LANE
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721578415
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OSGOOD & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 RANDAL WAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077388
ReturnHeader/PreparerPersonGrp/PhoneNum02813506700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL W OSGOOD
ReturnHeader/ReturnTs02025-11-14T09:54:50-08:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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