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.