Sj & Mildred Whalen Foundation
Sj & Mildred Whalen Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 8 grants totaling $170K. Net investment income was $1.0M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.6M
+46.5% YoY
Annual Giving
$170K
+21.4% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$21K
+21.4% YoY
Under IRS private-foundation payout rules, Sj & Mildred Whalen Foundation reported a distributable amount of $148K for 2024 — the minimum it must pay out in qualifying distributions.
About Sj & Mildred Whalen Foundation
Based on IRS filings
Sj & Mildred Whalen Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 8 grants totaling $170K. Net investment income was $1.0M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,597,328 | $1,772,374 | $1,799,856 |
| Revenue | $1,039,698 | $151,581 | $58,162 |
| Expenses | $213,148 | $178,976 | $178,426 |
| Qualifying Distributions | $176,469 | $148,215 | $145,541 |
| Net Investment Income | $1,005,769 | $118,817 | $28,705 |
| Distributable Amount | $147,758 | $140,172 | $144,621 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
36 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lees Mcrae College Inc ($30,000), Alzheimer's Disease & Related ($20,000), Tisch Multiple Sclerosis Research Center ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALZHEIMER'S DISEASE & RELATED WASHINGTON, DC | ANNUAL FUND | $20,000 |
| TISCH MULTIPLE SCLEROSIS RESEARCH CENTER NEW YORK, NY | PROJECT/PROGRAM SUPPORT | $20,000 |
| SILVER BULLET PRODUCTIONS SANTA FE, NM | ANNUAL FUND | $20,000 |
| LEES MCRAE COLLEGE INC BANNER ELK, NC | ENDOWMENT | $30,000 |
| THE SALVATION ARMY NAPLES, FL | ANNUAL FUND | $20,000 |
| PLANNED PARENTHOOD OF SW & CENTRAL FL SARASOTA, FL | ANNUAL FUND | $20,000 |
| SHELTER FOR ABUSED WOMEN & CHILDREN INC NAPLES, FL | ANNUAL FUND | $20,000 |
| ST JUDE CHILDREN'S HOSPITAL MEMPHIS, TN | ANNUAL FUND | $20,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | CO-TRUSTEE | 1 | $38,227 |
| PATRICIA K HAWLEY | CO-TRUSTEE | 1 | — |
| CHRISTOPHER HAWLEY | CO-TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Sj & Mildred Whalen Foundation?
Sj & Mildred Whalen Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds $2.6M in total assets as of 2024.
How large is Sj & Mildred Whalen Foundation?
As of 2024, Sj & Mildred Whalen Foundation holds $2.6M in total assets with $1.0M in annual revenue. It awarded 8 grants totaling $170K in 2024.
Where does Sj & Mildred Whalen Foundation operate?
Sj & Mildred Whalen Foundation has awarded grants in District of Columbia, Florida, North Carolina, New Mexico, New York, Tennessee.
What size grants does Sj & Mildred Whalen Foundation award?
In 2024, Sj & Mildred Whalen Foundation awarded 8 grants totaling $170K — an average of about $21K per grant, based on its IRS Form 990 filings.
How much is Sj & Mildred Whalen Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sj & Mildred Whalen Foundation reported a distributable amount of $148K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sj & Mildred Whalen Foundation's EIN?
Sj & Mildred Whalen Foundation's EIN (Employer Identification Number) is 26-6428414. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Sj & Mildred Whalen Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.