The Wakerly Family Foundation
a private charitable foundation

The Wakerly Family Foundation, a private foundation, exists to provide financial assistance to qualified public charitable organizations, enabling them to conduct programs for the benefit of our communities. We support organizations that are funded primarily by non-governmental sources.

The major service area of projects funded by the Wakerly Family Foundation initially included the San Francisco Bay Area counties of San Mateo and Santa Clara, California. However, for many years beginning in the late 1990s, the State of California applied unfavorable state-income-tax rules to donors to private foundations. By penalizing donors to private foundations, the State of California seemed to be saying, “We encourage charitable works to be done only by ourselves and by other public entities, such as public foundations.” As a result, the Wakerly Family Foundation’s board decided to concentrate the majority of the Foundation’s ongoing charitable giving to recipients outside the State of California.

As a result of increased giving outside of California in 2002-2004 and the death of our founding president, Kate Wakerly, in 2004, the Foundation is no longer accepting unsolicited proposals from any applicants, regardless of location.  The Foundation still solicits proposals from selected organizations from time to time.

Detailed statement of purpose and grant guidelines.

Tax determination letters and returns.