The Whalen-Wilson Foundation
The Whalen-Wilson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MURRELLS INLET, SC. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $142K in total assets. In 2024, it awarded 4 grants totaling $40K. Net investment income was $447.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$142K
+8.1% YoY
Annual Giving
$40K
-41.5% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$10K
-41.5% YoY
Under IRS private-foundation payout rules, The Whalen-Wilson Foundation reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.
About The Whalen-Wilson Foundation
Based on IRS filings
The Whalen-Wilson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MURRELLS INLET, SC. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $142K in total assets. In 2024, it awarded 4 grants totaling $40K. Net investment income was $447.
Focus Areas
Ready to take the next step with The Whalen-Wilson Foundation?
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 | $142,184 | $131,542 | $99,769 |
| Revenue | $50,752 | $100,373 | $4 |
| Expenses | $40,110 | $68,600 | $15,000 |
| Qualifying Distributions | $39,805 | $68,050 | $15,000 |
| Net Investment Income | $447 | — | $4 |
| Distributable Amount | $6,390 | $6,112 | $4,914 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Sheperd of the Sea Lutheran Church ($24,500), Claflin University ($5,000), Stephens College ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Claflin University Orangeburg, SC | Scholarship | $5,000 |
| Stephens College Columbia, MO | Scholarship | $5,000 |
| Newberry College Newberry, SC | Scholarship | $5,000 |
| Sheperd of the Sea Lutheran Church Garden City, SC | Pastors Fund &Food Bank | $24,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Lawrence F Schliessmann | President | 3 | — |
| Ruth G Schliessmann | Vice President | 3 | — |
| Clarissa M Schliessman | Secretary | 1 | — |
| Aseia Schliessman | Treasurer | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Whalen-Wilson Foundation?
The Whalen-Wilson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MURRELLS INLET, SC. It holds $142K in total assets as of 2024.
How large is The Whalen-Wilson Foundation?
As of 2024, The Whalen-Wilson Foundation holds $142K in total assets with $51K in annual revenue. It awarded 4 grants totaling $40K in 2024.
Where does The Whalen-Wilson Foundation operate?
The Whalen-Wilson Foundation has awarded grants in Minnesota, Missouri, South Carolina.
What size grants does The Whalen-Wilson Foundation award?
In 2024, The Whalen-Wilson Foundation awarded 4 grants totaling $40K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is The Whalen-Wilson Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Whalen-Wilson Foundation reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Whalen-Wilson Foundation's EIN?
The Whalen-Wilson Foundation's EIN (Employer Identification Number) is 81-0765617. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.