Danielle Whalen Memorial Foundation

Private foundation · Grantmaker Bayport, NY EIN: 11-3465851

Danielle Whalen Memorial Foundation is a private foundation, based in Bayport, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $116K in total assets. In 2024, it awarded 1 grant totaling $4K. Net investment income was $3K.

Danielle Whalen Memorial Foundation at a glance

In short: Danielle Whalen Memorial Foundation gave $4K across 1 grant in 2024 (avg $4K), mostly in New York. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$3,698
-45.8% vs 2023
Grants made (2024)
1
+0.0% vs 2023
Average grant
$3,698
-45.8% vs 2023
Median grant
$3,698
Total assets
$115,867
-1.3% vs 2023
Primary geography
New York (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Danielle Whalen Memorial Foundation funds

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Miscellanous Charities: $4KMiscellanous Charities$4K

The largest 2024 recipient was Miscellanous Charities ($4K).

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states

Share of the 2024 grant dollars on its one itemized grant.

Cities

BayportMemphisPukalaiAmericusBethesdaBransonBrush PrairieKansas CityLa FayetteLos AngelesSeafordSyosset

How Danielle Whalen Memorial Foundation gives

  • Giving fell 67% from 2021 to 2024. Method
  • In 2024 it paid out 66% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K5 grants2020 7 grants2021 6 grants2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $4K (2024) to $11K (2021). In 2024 it made 1 grant totaling $4K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Miscellanous Charities Bayport, NYGeneral$3,698
Your AI grants department

Ready to take the next step with Danielle Whalen Memorial Foundation?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$115,867$2,759$4,277$3,6981$3,698$2,711$5,562
2023$117,385$-227$7,306$6,8201$6,820$2,389$5,704
2022$124,918$-2,419$9,719$7,5186$7,518$109$6,219
2021$137,073$6,902$13,334$11,2737—$1,218$6,950
2020$143,526$3,312$11,103$8,9995—$1,025$7,372

Under IRS private-foundation payout rules, Danielle Whalen Memorial Foundation reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Danielle Whalen Memorial Foundation is led by James W. Whalen III, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • James W. Whalen III

    President

    On filings since 2020

    2 hrs/week

    No compensation reported

  • James W. Whalen IV

    Secretary & Treasurer

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Jeanne L. Whalen

    V.p.

    On filings since 2020

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Danielle Whalen Memorial Foundation

How much does Danielle Whalen Memorial Foundation give each year?

Danielle Whalen Memorial Foundation gave $4K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $7K across 1 grant.

How large is Danielle Whalen Memorial Foundation?

Danielle Whalen Memorial Foundation reported $116K in total assets on its 2024 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Danielle Whalen Memorial Foundation operate?

Danielle Whalen Memorial Foundation has awarded grants in Alabama, California, Delaware, Georgia, Hawaii, Maryland, Missouri, New York, Tennessee, Washington.

What is Danielle Whalen Memorial Foundation's EIN?

Danielle Whalen Memorial Foundation's EIN (Employer Identification Number) is 11-3465851. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Explore Open Grants

Browse active grant opportunities in Danielle Whalen Memorial Foundation's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Foulkrod Foundation

Pearland, TX

The foundation supports charitable work in health and medical research, public safety, animal welfare, services for people with developmental disabilities, education, and religion, with most 2024 funding going to Texas and some to organizations in other states. Its 2024 grants ranged from $200 to $1,700, with a median of $1,500. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$167K

Grants

11

Total Given

$13K

Cornelius a & Muriel P Wood Tua

Dallas, TX

Assets

$1.6M

Grants

7

Total Given

$91K

Hakim Family Foundation

Nashville, TN

The Hakim Family Foundation supports charitable organizations working in areas including international humanitarian relief, education, health, child welfare, hunger, and housing. Its 2024 grants ranged from $5,000 to $50,000, with a median of $10,000, and went to organizations across multiple states and Washington, D.C. It funds only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$711K

Grants

77

Total Given

$1.0M

The Charles and Elizabeth Barr

Louisville, KY

The Charles and Elizabeth Barr funds arts and cultural organizations, schools, historic preservation, gardening, and other public and educational purposes. Its 2025 grants ranged from $1,000 to $150,000, with a median of $9,000; most funding went to Kentucky, though it also gave in other states. It funds only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$6.7M

Grants

32

Total Given

$515K

The Milton M Meyer and Mildred B Meyer Foundation

Bradenton Beach, FL

The foundation supports a range of charitable causes, including cancer research, community programs, and medical services, with 2025 grants of $250 to $10,000 (median $750). Its 2025 giving primarily supported organizations in Georgia, Virginia, New York, Washington, DC, and Florida. It does not accept unsolicited requests and gives only to preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$262K

Grants

16

Total Given

$29K

The Bilici Foundation

Los Alamitos, CA

Education

Assets

$7K

Grants

5

Total Given

$1K

More similar funders

More Funders in New York

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Danielle Whalen Memorial Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

Danielle Whalen Memorial Foundation down — hundreds of funders to go?

Want AI to do this for you?