SJ & Mildred Whalen Foundation
SJ & Mildred Whalen Foundation is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 8 grants totaling $180K. Net investment income was $170K.
SJ & Mildred Whalen Foundation at a glance
In short: SJ & Mildred Whalen Foundation gave $180K across 8 grants in 2025 (avg $23K), top state Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $180,000
- +5.9% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $22,500
- +5.9% vs 2024
- Median grant
- $20,000
- Total assets
- $2,563,023
- -1.3% vs 2024
- Primary geography
- Florida (33% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who SJ & Mildred Whalen Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Silver Bullet Productions ($30K). Together the top 8 received $180K.
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 38 grants of 38 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How SJ & Mildred Whalen Foundation gives
- Giving grew 29% from 2022 to 2025. Method
- In 2025 it paid out 112% of its IRS minimum distribution (the 5% rule). 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
From 2019 to 2025, annual grant giving ranged from $85K (2020) to $180K (2025). In 2025 it made 8 grants totaling $180K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Silver Bullet Productions Santa Fe, NM | Annual Fund | $30,000 |
| Lees McRae College Inc Banner Elk, NC | Endowment | $30,000 |
| Alzheimer's Disease & Related Washington, DC | Annual Fund | $20,000 |
| Tisch Multiple Sclerosis Research Center New York, NY | Project/Program Support | $20,000 |
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,563,023 | $205,733 | $241,288 | $180,000 | 8 | $187,458 | $169,769 | $167,157 |
| 2024 | $2,597,328 | $1,039,698 | $213,148 | $170,000 | 8 | $176,469 | $1,005,769 | $147,758 |
| 2023 | $1,772,374 | $151,581 | $178,976 | $140,000 | 8 | $148,215 | $118,817 | $140,172 |
| 2022 | $1,799,856 | $58,162 | $178,426 | $140,000 | 8 | $145,541 | $28,705 | $144,621 |
| 2021 | $1,920,479 | $195,888 | $161,716 | $125,000 | 6 | $125,588 | $160,639 | $158,939 |
| 2020 | $1,886,764 | $85,282 | $119,092 | $85,000 | 6 | — | $55,532 | $129,657 |
| 2019 | $1,921,021 | $53,743 | $125,874 | $95,000 | 6 | — | $33,067 | $126,851 |
Under IRS private-foundation payout rules, SJ & Mildred Whalen Foundation reported a distributable amount of $167K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
SJ & Mildred Whalen Foundation's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Fifth Third Bank N A
Co-Trustee
On filings since 2020
1 hr/week
$29K (2020) → $40K (2025)
Patricia K. Christopher Hawley
Co-Trustee
On filings since 2019
1 hr/week
No compensation reported
Christopher Hawley
Co-Trustee
On filings since 2022
1 hr/week
No compensation reported
Former officers (1)
- Former: Fifth Third Bank (2019) — Co-Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $40K, to Fifth Third Bank N a (Co-Trustee).
Frequently asked questions about SJ & Mildred Whalen Foundation
How much does SJ & Mildred Whalen Foundation give each year?
SJ & Mildred Whalen Foundation gave $180K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $170K across 8 grants.
What is SJ & Mildred Whalen Foundation's typical grant size?
SJ & Mildred Whalen Foundation's median grant in 2025 was $20,000, and its average grant was $22,500, across 8 grants on its 2025 IRS Form 990-PF.
Where does SJ & Mildred Whalen Foundation give grants?
SJ & Mildred Whalen Foundation's top state is Florida, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New Mexico (17%) and North Carolina (17%). The most frequent recipient cities were Naples, FL (2 grants).
Does SJ & Mildred Whalen Foundation give general operating support?
Yes: 75% of SJ & Mildred Whalen Foundation's 2025 grants with a stated purpose (6 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are SJ & Mildred Whalen Foundation's largest grantees?
SJ & Mildred Whalen Foundation's largest 2025 grantees include Silver Bullet Productions ($30,000), Lees McRae College Inc ($30,000) and Alzheimer's Disease & Related ($20,000), according to its 2025 IRS Form 990-PF. Together they received 44% of its itemized 2025 grant dollars.
How large is SJ & Mildred Whalen Foundation?
SJ & Mildred Whalen Foundation reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $187K in qualifying distributions that year, against a required minimum of $167K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 21, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 19, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 28, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
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