Civic Intelligence

Whaley Family Foundation Inc.

EIN 56-2196964 • Durham, NC

Pub. 78 EligibleNTEE T20
3942 Bristol RoadDurham, NC 27707
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Net Margin

48th percentile

16%

Higher net margin than 48% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2025

Asset Growth

75th percentile

11%

Faster asset growth than 75% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

606%

Faster revenue growth than 91% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$2,066,263

Up $212,263 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,066,263

Up $212,263 (+11%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin48th percentile

Revenue

Up

$121,830

Up $104,585 (+606%) from 2023

Expenses

Up

$102,248

Up $1,650 (+1.6%) from 2023

Net Income

Up

$19,582

Up $102,935 (+123%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $558,588Liabilities 2011: $02011Assets 2012: $595,112Liabilities 2012: $02012Assets 2013: $721,081Liabilities 2013: $02013Assets 2014: $749,499Liabilities 2014: $02014Assets 2015: $758,753Liabilities 2015: $02015Assets 2019: $1,489,473Liabilities 2019: $02019Assets 2020: $1,774,548Liabilities 2020: $0Net Assets 2020: $1,774,5482020Assets 2021: $2,131,304Liabilities 2021: $0Net Assets 2021: $2,131,3042021Assets 2022: $1,598,999Liabilities 2022: $0Net Assets 2022: $1,598,9992022Assets 2023: $1,854,000Liabilities 2023: $0Net Assets 2023: $1,854,0002023Assets 2024: $2,066,263Liabilities 2024: $0Net Assets 2024: $2,066,2632024

Latest loaded filing

2024

Assets$2,066,263
Liabilities$0
Net Assets$2,066,263
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $35,280Expenses 2011: $38,638Net Income 2011: -$3,3582011Revenue 2012: $65,617Expenses 2012: $60,188Net Income 2012: $5,4292012Revenue 2013: $140,467Expenses 2013: $26,735Net Income 2013: $113,7322013Revenue 2014: $33,521Expenses 2014: $28,593Net Income 2014: $4,9282014Revenue 2015: $40,766Expenses 2015: $38,094Net Income 2015: $2,6722015Revenue 2019: $42,921Expenses 2019: $71,059Net Income 2019: -$28,1382019Revenue 2020: $160,655Expenses 2020: $81,041Net Income 2020: $79,6142020Revenue 2021: $439,820Expenses 2021: $94,647Net Income 2021: $345,1732021Revenue 2022: $52,453Expenses 2022: $116,189Net Income 2022: -$63,7362022Revenue 2023: $17,245Expenses 2023: $100,598Net Income 2023: -$83,3532023Revenue 2024: $121,830Expenses 2024: $102,248Net Income 2024: $19,5822024

Latest loaded filing

2024

Revenue$121,830
Expenses$102,248
Net Income$19,582
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.12$0.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.02$0.10$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.05$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.44$0.09$0.35
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.16$0.08$0.08
2019Summary only. Only limited summary data is available for this year.$1.49$0.00$0.04$0.07$0.03
2015Summary only. Only limited summary data is available for this year.$0.76$0.00$0.04$0.04$0.00
2014Summary only. Only limited summary data is available for this year.$0.75$0.00$0.03$0.03$0.00
2013Summary only. Only limited summary data is available for this year.$0.72$0.00$0.14$0.03$0.11
2012Summary only. Only limited summary data is available for this year.$0.60$0.00$0.07$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$0.56$0.00$0.04$0.04$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 24, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY M WHALEYPresident And CFO-$0--
DONALD M WHALEYVice President-$0--
JASON M WHALEYTreasurer, Asst Secretary-$0--
LEANNE WHALEY OWENSSecretary, Asst Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE WHALEY FAMILY FUND (A DAF)SUPPORT CHARITABLE MISSION-PURCHASE, NY, US$2,095,790
Paid GrantTENNESSEE TECH UNIVERSITY FOUNDATIONSCHOLARSHIPS-COOKEVILLE, TN, US$20,000
Paid GrantTHE UNC ESHELMAN SCHOOL OF PHARMACY FOUNDATION INCSCHOLARSHIPS-CHAPEL HILL, NC, US$19,956
Paid GrantTRIANGLE DAY SCHOOLTDS ANNUAL FUND-DURHAM, NC, US$17,500
Paid GrantACTION KIVUSUPPORT CHARITABLE MISSION-LOS ANGELES, CA, US$10,000
Paid GrantTHE BOTANICAL GARDEN FOUNDATION INCOPERATING SUPPORT-CHAPEL HILL, NC, US$10,000
Paid GrantSALISBURY UNIVERSITY FOUNDATION INCSCHOOL OF LIBERAL ARTS-SALISBURY, MD, US$7,000
Paid GrantBEACH TO BAY HERITAGE AREASUPPORT CHARITABLE MISSION-BERLIN, MD, US$4,000
Paid GrantWICOMICO PUBLIC LIBRARY FRIENDS FOUNDATIONSUPPORT CHARITABLE MISSION-SALISBURY, MD, US$3,000
Paid GrantSALISBURY UNIVERSITY FOUNDATION INCADVENTURES IN IDEAS HUMANITIES SERIES-SALISBURY, MD, US$3,000
Paid GrantSALISBURY ART SPACEOPERATING SUPPORT-SALISBURY, MD, US$3,000
Filing and Contact Details

Filer

Filer Name
Whaley Family Foundation Inc
EIN
56-2196964
Phone
9194518554
Address
3942 BRISTOL ROAD, DURHAM, NC 27707

Signing Officer

Name
Gary M Whaley
Title
President and CFO
Phone
9194518554
Signed
2026-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Blackman & Sloop Advisors Inc
Address
1414 RALEIGH ROAD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Laura Bennett
Phone
9199428700
Raw XML AppendixShowing 400 of 411 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.

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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05085
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0THE WHALEY FAMILY FUND (A DAF)
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt02095791
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0DISTRIBUTED ASSETS INCLUDE$24,961.71 OF CASH FROM MORGAN STANLEY ACCOUNT 8151 ON 12/16/2025$7,560.02 OF CASH FROM MORGAN STANLEY ACCOUNT 8138 8/27/2025 AND 10/28/2025$568,215.90 OF PUBLICLY TRADED CORPORATE STOCK FROM MORGAN STANLEY ACCOUNT 8138 ON 8/27/2025 AND 10/28/2025$22,673.46 OF CASH FROM MORGAN STANLEY ACCOUNT 1612 ON 8/27/2025 AND 10/28/2025$1,472,379.72 OF PUBLICLY TRADED CORPORATE STOCK FROM MORGAN STANLEY ACCOUNT 1612 ON 8/27/2025TOTAL FMV OF DISTRIBUTED CASH AND STOCK $2,095,790.81
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GARY M WHALEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DONALD M WHALEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JASON M WHALEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LEANNE WHALEY OWENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT AND CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER, ASST SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY, ASST TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03942 BRISTOL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1662 RIVER OAK COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt229 MYRTLE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33 JEWEL FLOWER PLACE
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GARY M WHALEY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT CHARITABLE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TDS ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT CHARITABLE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SCHOOL OF LIBERAL ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT CHARITABLE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SUPPORT CHARITABLE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9ADVENTURES IN IDEAS HUMANITIES SERIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE WHALEY FAMILY FUND (A DAF)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TENNESSEE TECH UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE UNC ESHELMAN SCHOOL OF PHARMACY FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TRIANGLE DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ACTION KIVU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE BOTANICAL GARDEN FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SALISBURY UNIVERSITY FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7BEACH TO BAY HERITAGE AREA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8WICOMICO PUBLIC LIBRARY FRIENDS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9SALISBURY UNIVERSITY FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10SALISBURY ART SPACE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02000 WESTCHESTER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1UNIV ADVAN DERRYBERRY HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34911 NEAL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41110 N VIRGIL AVE SUITE 160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 2655
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt714 SOUTH MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8122 S DIVISION STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 2655
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10212 W MAIN STREET SUITE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PURCHASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1COOKEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHAPEL HILL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SALISBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BERLIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd9218022655
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt063446
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt097456
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063446
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02034039
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02034039
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02194941
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02034039
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt097456
LiquidationExplanationStmt/ExplanationTxt0THE ORGANIZATION TRANSFERRED ITS REMAINING ASSETS, TOTALING $2,095,790.81 OF CASH AND PUBLICLY TRADED SECURITIES, TO A RELATED DONOR ADVISED FUND WITH TRANSFERS OCCURRING ON 8/27, 10/28, AND 12/16 OF 2025. THE ORGANIZATION HAVING NO REMAINING ASSETS WAS DISSOLVED ON 12/31/2025.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEE FOR DISSOLUTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01680
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010118
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010118
TaxesSchedule/TaxesDetail/Amt02546
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY M WHALEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum09194518554
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHALEY FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WHAL
ReturnHeader/Filer/EIN0562196964
ReturnHeader/Filer/PhoneNum09194518554
ReturnHeader/Filer/USAddress/AddressLine1Txt03942 BRISTOL ROAD
ReturnHeader/Filer/USAddress/CityNm0DURHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027707
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561304727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKMAN & SLOOP ADVISORS INC

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