The Whelan Family Foundation Inc
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.
The Whelan Family Foundation Inc at a glance
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.
- Annual giving (2024)
- $18,050
- -8.4% vs 2023
- Grants made (2024)
- 12
- -42.9% vs 2023
- Average grant
- $1,504
- +60.3% vs 2023
- Median grant
- $275
- Total assets
- $130,672
- -9.4% vs 2023
- New grantees (estimate)
- 67% first-time grantees (8 of 12, 2024; small sample)
- Primary geography
- Massachusetts (91% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Whelan Family Foundation Inc
- 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.
- Contact
Mailing address: 9037 Somerset Bay Ln Apt 401, Vero Beach, FL 32963
Phone: (508) 789-5321
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Whelan Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Nativity Preparatory School ($8K). Together the top 10 received $18K.
Grant Size Distribution
86 grants across all recorded years
The most common grant size was under $50K: 86 grants of 86 (100%).
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
Share of 2024 grant dollars across all 12 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $9K (2022) to $25K (2021). In 2024 it made 12 grants totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Nativity Preparatory School New Bedford, MA | General Support | $7,500 |
| Holy Name of the Sacred Heart of Jesus New Bedford, MA | General Support | $7,125 |
| Matthew 25 Fund of Christ Blue Ash, OH | General Support | $1,000 |
| Prince Henry Society New Bedford, MA | General Support | $800 |
| VNA Hospice Foundation Woburn, MA | General Support | $500 |
| Haitian Health Foundation Norwich, CT | General Support | $300 |
| St Vincent De Paul Taunton Catholic North Taunton, MA | General Support | $250 |
| Leadership Institute Arlington, VA | General Support | $250 |
| Sister Rose House New Bedford, MA | General Support | $100 |
| Zeiterion Performing Arts New Bedford, MA | General Support | $100 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $130,672 | $7,662 | $21,984 | $18,050 | 12 | $18,050 | $5,062 | $7,330 |
| 2023 | $144,192 | $3,683 | $21,023 | $19,705 | 21 | $19,705 | $5,012 | $7,479 |
| 2022 | $161,867 | $60,311 | $10,138 | $9,205 | 8 | $9,205 | $1,074 | $5,218 |
| 2021 | $111,906 | $66,789 | $27,953 | $24,870 | 22 | $24,870 | $2,989 | $4,022 |
| 2020 | $73,070 | $12,627 | $18,650 | $16,182 | 23 | — | $11,987 | $3,771 |
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.
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.
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Figures come from The Whelan Family Foundation 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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