Tj Whalen Memorial Foundation Inc
Tj Whalen Memorial Foundation Inc is a private foundation focused on Diseases, Disorders & Medical Disciplines, based in SANTE FE, NM. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $776K in total assets. In 2024, it awarded 12 grants totaling $64K. Net investment income was $38K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$776K
+19.3% YoY
Annual Giving
$64K
-28.0% YoY
Grant Count
12
-7.7% YoY
Avg Grant Size
$5K
-22.0% YoY
Under IRS private-foundation payout rules, Tj Whalen Memorial Foundation Inc reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.
About Tj Whalen Memorial Foundation Inc
Based on IRS filings
Tj Whalen Memorial Foundation Inc is a private foundation focused on Diseases, Disorders & Medical Disciplines, based in SANTE FE, NM. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $776K in total assets. In 2024, it awarded 12 grants totaling $64K. Net investment income was $38K.
Focus Areas
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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 | $775,869 | $650,428 | $623,962 |
| Revenue | $165,477 | $27,614 | $29,654 |
| Expenses | $92,178 | $112,182 | $40,094 |
| Qualifying Distributions | $86,312 | $112,182 | $40,094 |
| Net Investment Income | $38,111 | $23,864 | $19,654 |
| Distributable Amount | $34,593 | $31,050 | $35,298 |
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
35 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Rsdsa Supporting Crps Community ($30,000), Doctors Without Borders ($5,000), Navajo Water Project ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALZHEIMERS FOUNDATION NEW YORK, NY | DONATION | $2,500 |
| NATIONAL PARK FOUNDATION WASHINGTON, DC | DONATION | $2,000 |
| LOYOLA UNIVERSITY BALTIMORE, MD | DONATION | $2,500 |
| LOYOLA HIGH SCHOOL LOS ANGELES, CA | DONATION | $2,500 |
| DOCTORS WITHOUT BORDERS NEW YORK, NY | DONATION | $5,000 |
| NAVAJO WATER PROJECT LOS ANGELES, CA | DONATION | $5,000 |
| FOODSHARE FEEDING AMERICA WALLINGFORD, CT | DONATION | $2,500 |
| RSDSA SUPPORTING CRPS COMMUNITY MILFORD, CT | DONATION | $30,000 |
| SAVE THE CHILDREN FAIRFIELD, CT | DONATION | $2,500 |
| THE NATURE CONSERVANCY ARLINGTON, VA | DONATION | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT WHALEN | PRESIDENT & | — | — |
| MARYJO WHALEN | SECRETARY & | — | — |
| DR JOHN ANDREOLI | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Tj Whalen Memorial Foundation Inc?
Tj Whalen Memorial Foundation Inc is a private foundation focused on Diseases, Disorders & Medical Disciplines, based in SANTE FE, NM. It holds $776K in total assets as of 2024.
How large is Tj Whalen Memorial Foundation Inc?
As of 2024, Tj Whalen Memorial Foundation Inc holds $776K in total assets with $165K in annual revenue. It awarded 12 grants totaling $64K in 2024.
Where does Tj Whalen Memorial Foundation Inc operate?
Tj Whalen Memorial Foundation Inc has awarded grants in California, Connecticut, District of Columbia, Maryland, New Mexico, New York, Tennessee, Virginia.
What size grants does Tj Whalen Memorial Foundation Inc award?
In 2024, Tj Whalen Memorial Foundation Inc awarded 12 grants totaling $64K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Tj Whalen Memorial Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tj Whalen Memorial Foundation Inc reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tj Whalen Memorial Foundation Inc's EIN?
Tj Whalen Memorial Foundation Inc's EIN (Employer Identification Number) is 85-4226916. IRS Form 990 filing data is available on this page for 2022–2024.
Explore Open Grants
Browse active grant opportunities in Tj Whalen Memorial 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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