The George Whalen Jr Fdtn Inc
The George Whalen Jr Fdtn Inc is a private foundation based in Millbrook, New York. In its 2025 filing, it reported grants to 30 exempt organizations, including community, health-care, education, religious, and human-services organizations.
The George Whalen Jr Fdtn Inc at a glance
In short: The George Whalen Jr Fdtn Inc gave $82K across 30 grants in 2025 (avg $3K), mostly in New York. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $81,750
- -1.5% vs 2024
- Grants made (2025)
- 30
- +11.1% vs 2024
- Average grant
- $2,725
- -11.4% vs 2024
- Median grant
- $2,000
- Total assets
- $924,970
- +2.7% vs 2024
- New grantees (estimate)
- 20% first-time grantees (6 of 30, 2025)
- Primary geography
- New York (84% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The George Whalen Jr Fdtn Inc
- Accepts unsolicited proposals
- Yes
- How to Apply
-
The filing indicates that the foundation accepts unsolicited requests. Requests should explain the purpose of the funding.
- Review Cycle
- None listed.
- Deadline
- None listed.
- Contact
Application contact: The George Whalen Jr Foundation Inc
Mailing address: PO Box Ac, Millbrook, NY 12545
Phone: (845) 677-3434
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The George Whalen Jr Fdtn Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Millbrook Community Partnership Inc ($10K). Together the top 10 received $54K.
Grant Size Distribution
134 grants across all recorded years
The most common grant size was under $50K: 134 grants of 134 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 84% of grant dollars went to recipients in New York, 12% to Massachusetts, 2% to New Jersey, and 1% to Connecticut. Listed New York recipients include organizations in Millbrook, Millerton, Amenia, and Poughkeepsie.
Grant Distribution by State
Share of 2025 grant dollars across all 30 itemized grants.
Cities
Is The George Whalen Jr Fdtn Inc open to new grantees?
20%
first-time grantees, 2025
In 2025, 6 of 30 grantees (20%) were first-time recipients. First grants averaged $4K; repeat grants $2K. How we count
Medians: $4K first-time, $2K repeat.
- 73% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $53K (2019) to $84K (2023). In 2025 it made 30 grants totaling $82K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Millbrook Community Partnership Inc Millbrook, NY | General Operations | $10,000 |
| Berkshire Taconic Sheffield, MA | General Operations | $10,000 |
| Cardinal Hayes Home Millbrook, NY | General Operations | $7,000 |
| Mid Hudson Regional Hospital Poughkeepsie, NY | General Operations | $5,000 |
| Northeast Millerton Library Millerton, NY | General Operations | $5,000 |
| Townscape Millerton, NY | General Operations | $5,000 |
| Church of the Immaculate Conception Amenia, NY | General Operations | $3,000 |
| Grace Church Millbrook, NY | General Operations | $3,000 |
| Hudson Valley Hospice Poughkeepsie, NY | General Operations | $3,000 |
| Maplebrook School Millbrook, NY | General Operations | $3,000 |
Ready to take the next step with The George Whalen Jr Fdtn Inc?
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 | $924,970 | $110,472 | $85,778 | $81,750 | 30 | $84,136 | $58,829 | $91,712 |
| 2024 | $900,276 | $113,869 | $86,603 | $83,000 | 27 | $84,890 | $52,421 | $83,495 |
| 2023 | $873,010 | $92,381 | $87,730 | $83,750 | 26 | $85,957 | $50,607 | $74,471 |
| 2022 | $868,359 | $118,690 | $81,014 | $75,500 | 30 | $78,729 | $56,405 | $76,581 |
| 2021 | $830,683 | $126,517 | $59,895 | $58,250 | 21 | $59,270 | $85,892 | $69,853 |
| 2020 | $764,061 | $101,832 | $60,948 | $58,500 | 21 | — | $55,421 | $60,162 |
| 2019 | $723,177 | $73,348 | $54,779 | $52,500 | 23 | — | $35,981 | $58,253 |
Under IRS private-foundation payout rules, The George Whalen Jr Fdtn Inc reported a distributable amount of $92K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The filing does not state a separate foundation mission. Its 2025 grants show support for organizations working in a range of areas. For example, Millbrook Community Partnership describes its work as developing a park and community cultural and gathering space, while Berkshire Taconic Community Foundation says it connects donors with causes and strengthens nonprofits. Other 2025 recipients include organizations whose stated missions include caring for disabled children and young adults, providing hospice care, improving community health, educating students with learning disabilities, and providing local social and educational programs.
Grantmaking
In 2025, the foundation reported 30 grants totaling $81,750. Grants ranged from $250 to $10,000, with a median of $2,000. Its largest listed grants were $10,000 each to Millbrook Community Partnership and Berkshire Taconic, followed by $7,000 to Cardinal Hayes Home. Other listed grants included $5,000 each to Mid Hudson Regional Hospital, Northeast Millerton Library, and Townscape.
The foundation’s filing says it does not restrict giving to preselected organizations. It asks organizations to submit a request explaining the purpose of the funding and states that it supports organizations exempt under section 501(c)(3) of the Internal Revenue Code. The filing says the foundation tries to avoid a rigid application procedure and aims to be responsible and flexible. It lists no award restrictions.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists George T Whalen Jr as president, Catherine R Shanks as secretary, and George T Whalen III as vice president and treasurer.
The George Whalen Jr Fdtn Inc is led by George T. Whalen Jr., President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
George T. Whalen Jr.
President
On filings since 2019
2 hrs/week
No compensation reported
Catherine R. Shanks
Secretary
On filings since 2019
2 hrs/week
No compensation reported
George T. Whalen III
Vice President & Treasurer
On filings since 2019
2 hrs/week
No compensation reported
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.
Frequently asked questions about The George Whalen Jr Fdtn Inc
How much does The George Whalen Jr Fdtn Inc give each year?
The George Whalen Jr Fdtn Inc gave $82K across 30 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $83K across 27 grants.
What is The George Whalen Jr Fdtn Inc's typical grant size?
The George Whalen Jr Fdtn Inc's median grant in 2025 was $2,000, and its average grant was $2,725, across 30 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The George Whalen Jr Fdtn Inc that year got $4K on average.
Where does The George Whalen Jr Fdtn Inc give grants?
The George Whalen Jr Fdtn Inc gives mostly in New York: 84% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (12%). The most frequent recipient cities were Millbrook, NY (9 grants), Poughkeepsie, NY (4 grants), Millerton, NY (3 grants) and Amenia, NY (3 grants).
Does The George Whalen Jr Fdtn Inc give general operating support?
Yes: 100% of The George Whalen Jr Fdtn Inc's 2025 grants with a stated purpose (30 of 30) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The George Whalen Jr Fdtn Inc's largest grantees?
The George Whalen Jr Fdtn Inc's largest 2025 grantees include Millbrook Community Partnership Inc ($10,000), Berkshire Taconic ($10,000) and Cardinal Hayes Home ($7,000), according to its 2025 IRS Form 990-PF. Together they received 33% of its itemized 2025 grant dollars.
How large is The George Whalen Jr Fdtn Inc?
The George Whalen Jr Fdtn Inc reported $925K in total assets on its 2025 IRS Form 990-PF. It paid out $84K in qualifying distributions that year, against a required minimum of $92K (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.
What does The George Whalen Jr Fdtn Inc fund?
The filing does not state a separate foundation mission. Its 2025 grants show support for organizations working in a range of areas. See mission & focus areas ↑
How do I apply for a grant from The George Whalen Jr Fdtn Inc?
The filing indicates that the foundation accepts unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The George Whalen Jr Fdtn Inc's EIN?
The George Whalen Jr Fdtn Inc's EIN (Employer Identification Number) is 14-1820581. IRS Form 990 filing data is available on this page for 2019–2025.
Does The George Whalen Jr Fdtn Inc accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
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 May 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 15, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
Live grants for the work The George Whalen Jr Fdtn Inc funds
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Cite this profile
Grantable. (2026). The George Whalen Jr Fdtn Inc funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/the-george-whalen-jr-fdtn-inc-morg_08b7bd7d179c49a8bb75cf5c5889087f
BibTeX
@misc{grantable_141820581_2026,
author = {{Grantable}},
title = {{The George Whalen Jr Fdtn Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-george-whalen-jr-fdtn-inc-morg_08b7bd7d179c49a8bb75cf5c5889087f},
note = {Accessed 2026-10-23. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The George Whalen Jr Fdtn Inc'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.
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