The Whelan Family Foundation Inc

Private foundation · Grantmaker Vero Beach, FL EIN: 27-3120778

The Whelan Family Foundation Inc is a private foundation based in Vero Beach, Florida. Its 2024 filing reports 12 grants totaling $18,050, all listed for general support of charitable organizations.

Key facts about The Whelan Family Foundation Inc

In short: The Whelan Family Foundation Inc gave $18K across 12 grants in 2024 (avg $2K), mostly in Massachusetts. 67% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
27-3120778
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$18,050
Grants made (2024)
12
Average grant
$1,504
Median grant
$275
New grantees (estimate)
67% first-time grantees (8 of 12, 2024; small sample)
Total assets
$130,672
Primary geography
Massachusetts (91% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; 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 2024 IRS Form 990-PF · View filing

Total Assets

$131K

-9.4% YoY

Annual Giving

$18K

-8.4% YoY

Grant Count

12

-42.9% YoY

Avg Grant Size

$2K

+60.3% YoY

Under IRS private-foundation payout rules, The Whelan Family Foundation Inc reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

Is The Whelan Family Foundation Inc open to new grantees?

67%

first-time grantees, 2024

In 2024, 8 of 12 grantees (67%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $2K; repeat grants $356. How we count

Medians: $375 first-time, $275 repeat.

  • 25% of 2024 grantees were also funded in 2023. Method
  • Giving fell 27% from 2021 to 2024. Method
  • In 2024 it paid out 246% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants went to organizations including Nativity Preparatory School and Holy Name of the Sacred Heart of Jesus in New Bedford, Massachusetts. Among other grantees, the Haitian Health Foundation describes its mission as improving the health and well-being of women, children, families, and communities in Haiti through healthcare, education, and community development. Leadership Institute describes its mission as educating people for successful participation in government, politics, and media.

Grantmaking

In 2024, the foundation gave 12 grants totaling $18,050. Grants ranged from $50 to $7,500, with a median grant of $275. The largest awards were $7,500 to Nativity Preparatory School and $7,125 to Holy Name of the Sacred Heart of Jesus, both in New Bedford, Massachusetts. Other grants included $1,000 to Matthew 25 Fund of Christ in Blue Ash, Ohio; $800 to Prince Henry Society in New Bedford; and $500 to VNA Hospice Foundation in Woburn, Massachusetts. All listed grant purposes were general support.

How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Your AI grants department

Ready to take the next step with The Whelan Family Foundation Inc?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

In 2024, Massachusetts organizations received 91% of grant dollars, Ohio 6%, Connecticut 2%, Virginia 1%, and Missouri 0%.

Grant Distribution by State

17states

Share of 2024 grant dollars across all 12 itemized grants.

Cities

New BedfordBostonMt CalvaryVero BeachDarrenPerryvilleDaytonEllicott CityNorwichTauntonEnglewoodMaryland HeightsPittsburghStill RiverSwartz CreekAbseconArlingtonBlue AshBlue HillCambridge

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K23 grants2020 22 grants2021 8 grants2022 21 grants2023 12 grants2024

From 2020 to 2024, annual grant giving ranged from $9K (2022) to $25K (2021). In 2024 it made 12 grants totaling $18K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Nativity Preparatory School: $8KNativity Preparatory School$8KHoly Name of the Sacred Heart of Jesus: $7KHoly Name of the Sacred Heartof Jesus$7KMatthew 25 Fund of Christ: $1KMatthew 25 Fund of Christ$1KPrince Henry Society: $800Prince Henry Society$800VNA Hospice Foundation: $500VNA Hospice Foundation$500Haitian Health Foundation: $300Haitian Health Foundation$300St Vincent De Paul Taunton Catholic North: $250St Vincent De Paul TauntonCatholic North$250Leadership Institute: $250Leadership Institute$250Sister Rose House: $100Sister Rose House$100Zeiterion Performing Arts: $100Zeiterion Performing Arts$100

The largest 2024 recipient was Nativity Preparatory School ($8K). Together the top 10 received $18K.

Grant Size Distribution

86 grants across all recorded years

86<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 86 grants of 86 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Nativity Preparatory School New Bedford, MAGeneral Support$7,500
Holy Name of the Sacred Heart of Jesus New Bedford, MAGeneral Support$7,125
Matthew 25 Fund of Christ Blue Ash, OHGeneral Support$1,000
Prince Henry Society New Bedford, MAGeneral Support$800
VNA Hospice Foundation Woburn, MAGeneral Support$500
Haitian Health Foundation Norwich, CTGeneral Support$300
St Vincent De Paul Taunton Catholic North Taunton, MAGeneral Support$250
Leadership Institute Arlington, VAGeneral Support$250
Sister Rose House New Bedford, MAGeneral Support$100
Zeiterion Performing Arts New Bedford, MAGeneral Support$100

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $130,672 $7,662 $21,984 $18,050 (12 grants)
2023 $144,192 $3,683 $21,023 $19,705 (21 grants)
2022 $161,867 $60,311 $10,138 $9,205 (8 grants)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$130,672$144,192$161,867
Revenue$7,662$3,683$60,311
Expenses$21,984$21,023$10,138
Qualifying Distributions$18,050$19,705$9,205
Net Investment Income$5,062$5,012$1,074
Distributable Amount$7,330$7,479$5,218

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists William N Whelan III as president, treasurer, and director; Jean F Whelan as secretary and director; and Mark G Shub Esq as director.

The Whelan Family Foundation Inc is led by William N. Whelan III, President, Treasurer & Director on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • William N. Whelan III

    President, Treasurer & Director

    On filings since 2020

    10 hrs/week

    No compensation reported

  • Jean F. Whelan

    Secretary & Director

    On filings since 2020

    10 hrs/week

    No compensation reported

  • Mark G. Shub Esq.

    Director

    On filings since 2020

    5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 9037 Somerset Bay Ln Apt 401, Vero Beach, FL 32963
Phone: (508) 789-5321

Frequently asked questions about The Whelan Family Foundation Inc

How much does The Whelan Family Foundation Inc give each year?

The Whelan Family Foundation Inc gave $18K across 12 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $20K across 21 grants.

What is The Whelan Family Foundation Inc's typical grant size?

The Whelan Family Foundation Inc's median grant in 2024 was $275, and its average grant was $1,504, across 12 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Whelan Family Foundation Inc that year got $2K on average.

Where does The Whelan Family Foundation Inc give grants?

The Whelan Family Foundation Inc gives mostly in Massachusetts: 91% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Ohio (6%). The most frequent recipient cities were New Bedford, MA (6 grants).

Does The Whelan Family Foundation Inc give general operating support?

Yes: 100% of The Whelan Family Foundation Inc's 2024 grants with a stated purpose (12 of 12) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are The Whelan Family Foundation Inc's largest grantees?

The Whelan Family Foundation Inc's largest 2024 grantees include Nativity Preparatory School ($7,500), Holy Name of the Sacred Heart of Jesus ($7,125) and Matthew 25 Fund of Christ ($1,000), according to its 2024 IRS Form 990-PF. Together they received 87% of its itemized 2024 grant dollars.

How large is The Whelan Family Foundation Inc?

The Whelan Family Foundation Inc reported $131K in total assets on its 2024 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).

What does The Whelan Family Foundation Inc fund?

No mission statement for the foundation is provided. Its 2024 grants went to organizations including Nativity Preparatory School and Holy Name of the Sacred Heart of Jesus in New Bedford, Massachusetts. See mission & focus areas ↑

How do I apply for a grant from The Whelan Family Foundation Inc?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Whelan Family Foundation Inc's EIN?

The Whelan Family Foundation Inc's EIN (Employer Identification Number) is 27-3120778. IRS Form 990 filing data is available on this page for 2020–2024.

Does The Whelan Family Foundation Inc accept unsolicited proposals?

No, 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 September 2026.

Your AI grants department

Here's the math on researching The Whelan Family Foundation Inc by hand.

Explore Open Grants

Browse active grant opportunities in The Whelan Family Foundation Inc's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Florida

Robert E & Janice C Harpenau Founda

Troy, IN

The foundation supports charitable, religious, and community organizations, primarily in Indiana, with a small share of giving in Kentucky. Its 2025 grants ranged from $1,000 to $25,000, with a median of $2,000. It gives only to preselected organizations and does not accept unsolicited requests.

Assets

$206K

Grants

20

Total Given

$95K

Bristol-Myers Squibb Foundation Inc

Princeton, NJ

The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.

Assets

$83.3M

Grants

144

Total Given

$67.7M

Publix Super Markets Charities Inc

Lakeland, FL

Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.

Assets

$233.8M

Grants

3,269

Total Given

$52.5M

The Community Foundation for Northeast Florida Inc

Jacksonville, FL

The Community Foundation for Northeast Florida supports neighborhood strengthening, nonprofit capacity, education, older adults, the arts, and other community needs, primarily in Baker, Clay, Duval, Nassau, Putnam, and St. Johns counties. Its 2024 grants had a median of $5,000, while its Program Support grants offer up to $25,000; eligible nonprofits may apply to competitive programs, but donor-advised funds do not accept applications.

Philanthropy, Voluntarism & Grantmaking

Assets

$708.7M

Grants

2,470

Total Given

$78.0M

Community Foundation of Tampa Bay Inc

Tampa, FL

The Community Foundation of Tampa Bay funds nonprofits through competitive grants and other programs focused on economic opportunity, environmental resilience, health and wellbeing, education, and vibrant communities. Its typical grant is about $25,000, and it serves Hillsborough, Pinellas, Pasco, Hernando, and Citrus counties. It accepts applications through its competitive grants process and rolling Critical Needs List.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.0B

Grants

698

Total Given

$54.3M

Gulf Coast Community Foundation Inc

Venice, FL

Gulf Coast Community Foundation funds arts and culture, civic and economic development, education, the environment, health and human services, and disaster response, with grants generally serving Sarasota and Charlotte counties, DeSoto County, Boca Grande, Lakewood Ranch, and Longboat Key, Florida. In 2025, grants ranged from $5,030 to $2,101,739, with a median of $16,251; Community Grants are capped at $25,000 per nonprofit per fiscal year. It accepts letters of inquiry for Community Grants; Catalytic and Initiative Grants are by invitation.

Philanthropy, Voluntarism & Grantmaking

Assets

$533.7M

Grants

651

Total Given

$45.0M

Early Learning Coalition of Broward County Inc

Fort Lauderdale, FL

The Early Learning Coalition of Broward funds child care reimbursement and early-learning providers, including programs supporting child care and preschool, primarily in Broward County, Florida. Its 2025 grants ranged from $5,127 to $3,994,863, with a median of $158,921. The profile does not state whether it accepts unsolicited requests.

Human Services

Assets

$15.9M

Grants

636

Total Given

$152.2M

Leslie L Alexander Foundation Inc

Delray Beach, FL

The Leslie L Alexander Foundation supports animal rescue, education, children’s services, and other charitable work. In 2024, grants ranged from $600 to $1 million, with a median of $35,000; giving was concentrated in Florida and Texas, with awards also made elsewhere. It gives only to preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$291.4M

Grants

622

Total Given

$28.4M

CSX Foundation Inc

Jacksonville, FL

Philanthropy, Voluntarism & Grantmaking

Assets

$9.7M

Grants

607

Total Given

$13.7M

United Way Miami Inc

Miami, FL

United Way Miami funds education, economic mobility, health and wellbeing, and resilient-community programs, with its community focus in Miami-Dade County. Its 2025 grants ranged from $5,082 to $1,693,432, with a median of $18,410; published opportunities include selected awards of up to $153,000. It publishes specific grant opportunities and application details; whether it accepts unsolicited requests is not stated.

Philanthropy, Voluntarism & Grantmaking

Assets

$157.2M

Grants

562

Total Given

$32.6M

The Community Foundation of Sarasota CO Inc

Sarasota, FL

The Community Foundation of Sarasota County funds nonprofit programs in areas including education, health care, basic needs, animal welfare, arts, and community capacity building. Its programmatic grants average $10,000–$25,000 and support organizations serving Sarasota, Manatee, Charlotte, and DeSoto counties; the profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$518.5M

Grants

540

Total Given

$41.2M

Wayne M Densch Charities Inc

Orlando, FL

Education

Assets

$19.2M

Grants

524

Total Given

$463K

More Funders in Florida

The Whelan Family Foundation Inc down — hundreds of funders to go?

Want AI to do this for you?