The Whelan Family Foundation Inc
The Whelan Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VERO BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $131K in total assets. In 2024, it awarded 12 grants totaling $18K. Net investment income was $5K.
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.
About The Whelan Family Foundation Inc
Based on IRS filings
The Whelan Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VERO BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $131K in total assets. In 2024, it awarded 12 grants totaling $18K. Net investment income was $5K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
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
86 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Nativity Preparatory School ($7,500), Holy Name of the Sacred Heart of Jesus ($7,125), Matthew 25 Fund of Christ ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ASSOCIATION OF THE MIRACULOUS MEDAL PERRYVILLE, MO | GENERAL SUPPORT | $75 |
| HOLY NAME OF THE SACRED HEART OF JESUS NEW BEDFORD, MA | GENERAL SUPPORT | $7,125 |
| PRINCE HENRY SOCIETY NEW BEDFORD, MA | GENERAL SUPPORT | $800 |
| ST VINCENT DE PAUL TAUNTON CATHOLIC NORTH TAUNTON, MA | GENERAL SUPPORT | $250 |
| HAITIAN HEALTH FOUNDATION NORWICH, CT | GENERAL SUPPORT | $300 |
| LEADERSHIP INSTITUTE ARLINGTON, VA | GENERAL SUPPORT | $250 |
| MATTHEW 25 FUND OF CHRIST BLUE ASH, OH | GENERAL SUPPORT | $1,000 |
| NATIVITY PREPARATORY SCHOOL NEW BEDFORD, MA | GENERAL SUPPORT | $7,500 |
| NEW BEDFORD POLICE ASSOCIATION NEW BEDFORD, MA | GENERAL SUPPORT | $50 |
| SISTER ROSE HOUSE NEW BEDFORD, MA | GENERAL SUPPORT | $100 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM N WHELAN III | PRESIDENT,TREASURER,DIRECT | 10 | — |
| JEAN F WHELAN | SECRETARY & DIRECTOR | 10 | — |
| MARK G SHUB ESQ | DIRECTOR | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Whelan Family Foundation Inc?
The Whelan Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VERO BEACH, FL. It holds $131K in total assets as of 2024.
How large is The Whelan Family Foundation Inc?
As of 2024, The Whelan Family Foundation Inc holds $131K in total assets with $8K in annual revenue. It awarded 12 grants totaling $18K in 2024.
Where does The Whelan Family Foundation Inc operate?
The Whelan Family Foundation Inc has awarded grants in Connecticut, Florida, Illinois, Massachusetts, Maryland, Maine, Michigan, Missouri, Mississippi, New Jersey, New York, Ohio, Pennsylvania, South Dakota, Texas, Virginia, Wisconsin.
What size grants does The Whelan Family Foundation Inc award?
In 2024, The Whelan Family Foundation Inc awarded 12 grants totaling $18K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is The Whelan Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Whelan Family Foundation Inc reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in The Whelan Family Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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