Nonprofit · EIN 77-0441943
WAKERLY FAMILY FOUNDATION
Tax-exempt · LOS ALTOS, CA 94024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $1,044,155 | $365,560 | $678,595 | $7,899,954 | $0 | $7,899,954 |
| June 30, 2025 | 990-PF | $429,013 | $315,009 | $114,004 | $7,041,458 | $0 | $7,041,458 |
| June 30, 2024 | 990-PF | $467,067 | $283,575 | $183,492 | $6,359,482 | $0 | $6,359,482 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $252,061
- Dividends
- $103,159
- Interest
- $76,351
- Net gain from sales of assets
- $612,584
Expenses
- Grants and similar amounts paid
- $363,000
- Disbursements for charitable purposes
- $363,000
- Excise tax on investment income
- $10,975
Balance sheet and other
- Total assets, start of year
- $7,041,458
- Total assets, end of year
- $7,899,954
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,899,954
- Fair market value of assets
- $7,899,954
- Qualifying distributions
- $363,000
- Net investment income
- $792,094
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John F Wakerly c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Pres. Chair | 3 | $0 |
| Regina M Rich c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Vice Chair Secy. | 2 | $0 |
| Ralph T Wakerly c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Treasurer | 2 | $0 |
| Michael J Wakerly c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Member | 0.5 | $0 |
| Susanne D Robertson c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Member | 0.5 | $0 |
| Marie Hoy c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Member | 0.5 | $0 |
990-PF for the year ended June 30, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John F Wakerly c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Pres. Chair | 3 | $0 |
| Regina M Rich c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Vice Chair Secy. | 2 | $0 |
| Ralph T Wakerly c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Treasurer | 2 | $0 |
| Michael J Wakerly c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Member | 0.5 | $0 |
| Susanne D Robertson c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Member | 0.5 | $0 |
| Marie Hoy c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Member | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN F WAKERLY c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Pres Chair | 3 | $0 |
| REGINA M RICH c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Vice Pres Secy | 2 | $0 |
| RALPH T WAKERLY c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Treasurer | 2 | $0 |
| MICHAEL J WAKERLY c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Board Mem | 0.5 | $0 |
| SUSANNE D ROBERTSON c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Board Mem | 0.5 | $0 |
| MARIE HOY c/o 24581 Summerhill Ct, Los Altos, CA 94024 | Board Mem | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 24581 SUMMERHILL CT, LOS ALTOS, CA 94024-4715
- In care of
- % JOHN WAKERLY
- Signed the 990-PF
- John F Wakerly, President
- Phone
- (650) 968-9057
- Website
- wakerly.org/WFF
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0441943 or by the name WAKERLY FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0441943
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $7,899,954
- Income (IRS master file)
- $1,112,926
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $1,044,155 | $365,560 | $7,899,954 | XML |
| 990-PF | June 2025 | $429,013 | $315,009 | $7,041,458 | XML |
| 990-PF | June 2024 | $467,067 | $283,575 | $6,359,482 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0441943).
Questions about WAKERLY FAMILY FOUNDATION
- What is the EIN of WAKERLY FAMILY FOUNDATION?
- The employer identification number (EIN) of WAKERLY FAMILY FOUNDATION is 77-0441943.
- Is WAKERLY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to WAKERLY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WAKERLY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WAKERLY FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WAKERLY FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of WAKERLY FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2026 lists 6 people; 0 received compensation from the organization.
- How much revenue does WAKERLY FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $1,044,155, expenses of $365,560 and total assets of $7,899,954 at year end.
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