The George Whalen Jr Fdtn Inc

Private foundation · Grantmaker Millbrook, NY EIN: 14-1820581

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.

Key facts about The George Whalen Jr Fdtn Inc

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.

EIN
14-1820581
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$81,750
Grants made (2025)
30
Average grant
$2,725
Median grant
$2,000
New grantees (estimate)
20% first-time grantees (6 of 30, 2025)
Total assets
$924,970
Primary geography
New York (84% of itemized 2025 grant dollars)
Accepts unsolicited proposals
Yes
How to apply
The filing indicates that the foundation accepts unsolicited requests. Full details ↓
Deadline
None listed.

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$925K

+2.7% YoY

Annual Giving

$82K

-1.5% YoY

Grant Count

30

+11.1% YoY

Avg Grant Size

$3K

-11.4% YoY

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.

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.

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.

Review Cycle

None listed.

How to Apply

The filing indicates that the foundation accepts unsolicited requests. Requests should explain the purpose of the funding.

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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

4states

Share of 2025 grant dollars across all 30 itemized grants.

Cities

MillbrookPoughkeepsieAmeniaWappingers FallsLagrangevilleSalisburyStanfordvilleSalt PointMontclairLakevilleMillertonClinton CornersPine PlainsChathamNew YorkSheffield

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K23 grants2019 21 grants2020 21 grants2021 30 grants2022 26 grants2023 27 grants2024 30 grants2025

From 2019 to 2025, annual grant giving ranged from $53K (2019) to $84K (2023). In 2025 it made 30 grants totaling $82K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Millbrook Community Partnership Inc: $10KMillbrook CommunityPartnership Inc$10KBerkshire Taconic: $10KBerkshire Taconic$10KCardinal Hayes Home: $7KCardinal Hayes Home$7KMid Hudson Regional Hospital: $5KMid Hudson Regional Hospital$5KNortheast Millerton Library: $5KNortheast Millerton Library$5KTownscape: $5KTownscape$5KChurch of the Immaculate Conception: $3KChurch of the ImmaculateConception$3KGrace Church: $3KGrace Church$3KHudson Valley Hospice: $3KHudson Valley Hospice$3KMaplebrook School: $3KMaplebrook School$3K

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

134<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 134 grants of 134 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Millbrook Community Partnership Inc Millbrook, NYGeneral Operations$10,000
Berkshire Taconic Sheffield, MAGeneral Operations$10,000
Cardinal Hayes Home Millbrook, NYGeneral Operations$7,000
Mid Hudson Regional Hospital Poughkeepsie, NYGeneral Operations$5,000
Northeast Millerton Library Millerton, NYGeneral Operations$5,000
Townscape Millerton, NYGeneral Operations$5,000
Church of the Immaculate Conception Amenia, NYGeneral Operations$3,000
Grace Church Millbrook, NYGeneral Operations$3,000
Hudson Valley Hospice Poughkeepsie, NYGeneral Operations$3,000
Maplebrook School Millbrook, NYGeneral Operations$3,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $924,970 $110,472 $85,778 $81,750
2024 $900,276 $113,869 $86,603 $83,000
2023 $873,010 $92,381 $87,730 $83,750
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$924,970$900,276$873,010
Revenue$110,472$113,869$92,381
Expenses$85,778$86,603$87,730
Qualifying Distributions$84,136$84,890$85,957
Net Investment Income$58,829$52,421$50,607
Distributable Amount$91,712$83,495$74,471

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 27, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS July 15, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS September 13, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)

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.

Contact

Application contact: The George Whalen Jr Foundation Inc
Mailing address: PO Box Ac, Millbrook, NY 12545
Phone: (845) 677-3434

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.

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