The George Whalen Jr Fdtn Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILLBROOK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $900K in total assets. In 2024, it awarded 27 grants totaling $83K. Net investment income was $52K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$900K
+3.1% YoY
Annual Giving
$83K
-0.9% YoY
Grant Count
27
+3.8% YoY
Avg Grant Size
$3K
-4.6% YoY
Under IRS private-foundation payout rules, The George Whalen Jr Fdtn Inc reported a distributable amount of $83K for 2024 — the minimum it must pay out in qualifying distributions.
About The George Whalen Jr Fdtn Inc
Based on IRS filings
The George Whalen Jr Fdtn Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILLBROOK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $900K in total assets. In 2024, it awarded 27 grants totaling $83K. Net investment income was $52K.
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 | $900,276 | $873,010 | $868,359 |
| Revenue | $113,869 | $92,381 | $118,690 |
| Expenses | $86,603 | $87,730 | $81,014 |
| Qualifying Distributions | $84,890 | $85,957 | $78,729 |
| Net Investment Income | $52,421 | $50,607 | $56,405 |
| Distributable Amount | $83,495 | $74,471 | $76,581 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
125 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Church of the Immaculate Conception ($15,000), Millbrook Community Partnership Inc ($10,000), Community Foundation of the Hudson Valley ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMENIA FREE LIBRARY AMENIA, NY | GENERAL OPERATIONS | $1,000 |
| ANGELS OF LIGHT MILLBROOK, NY | GENERAL OPERATIONS | $1,500 |
| CARDINAL HAYES HOME MILLBROOK, NY | GENERAL OPERATIONS | $3,000 |
| CENTRAL BAPTIST CHURCH SALT POINT, NY | GENERAL OPERATIONS | $1,000 |
| CHURCH OF THE IMMACULATE CONCEPTION AMENIA, NY | GENERAL OPERATIONS | $15,000 |
| DUTCHESS OUTREACH POUGHKEEPSIE, NY | GENERAL OPERATIONS | $1,000 |
| GRACE CHURCH MILLBROOK, NY | GENERAL OPERATIONS | $2,500 |
| HUDSON VALLEY HOSPICE POUGHKEEPSIE, NY | GENERAL OPERATIONS | $5,000 |
| HUDSON VALLEY HOSPICE POUGHKEEPSIE, NY | GENERAL PURPOSES | $2,000 |
| INNISFREE FOUNDATION MONTCLAIR, NJ | GENERAL OPERATIONS | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GEORGE T WHALEN JR | PRESIDENT | 2 | — |
| CATHERINE R SHANKS | SECRETARY | 2 | — |
| GEORGE T WHALEN III | VP AND TREASURER | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The George Whalen Jr Fdtn Inc?
The George Whalen Jr Fdtn Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILLBROOK, NY. It holds $900K in total assets as of 2024.
How large is The George Whalen Jr Fdtn Inc?
As of 2024, The George Whalen Jr Fdtn Inc holds $900K in total assets with $114K in annual revenue. It awarded 27 grants totaling $83K in 2024.
Where does The George Whalen Jr Fdtn Inc operate?
The George Whalen Jr Fdtn Inc has awarded grants in Connecticut, New Jersey, New York.
What size grants does The George Whalen Jr Fdtn Inc award?
In 2024, The George Whalen Jr Fdtn Inc awarded 27 grants totaling $83K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The George Whalen Jr Fdtn Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The George Whalen Jr Fdtn Inc reported a distributable amount of $83K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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