Whalen Family Foundation
Whalen Family Foundation is a private foundation, based in Houston, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.4M in total assets. In 2025, it awarded 4 grants totaling $74K. Net investment income was $203K.
Whalen Family Foundation at a glance
In short: Whalen Family Foundation gave $74K across 4 grants in 2025 (avg $19K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $74,000
- -38.3% vs 2024
- Grants made (2025)
- 4
- -33.3% vs 2024
- Average grant
- $18,500
- -7.5% vs 2024
- Median grant
- $13,250
- Total assets
- $2,418,852
- +5.7% vs 2024
- Primary geography
- Texas (73% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Whalen Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Breakthrough T1D ($45K). Together the top 4 received $74K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 23 grants of 24 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Whalen Family Foundation gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 58% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $30K (2019) to $120K (2024). In 2025 it made 4 grants totaling $74K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Breakthrough T1D Houston, TX | Diabetes Cure Research | $45,000 |
| Tunnel to Towers Foundation Staten Island, NY | Honor First Responders and Veterans | $20,000 |
| Texas Lions Camp Kerrville, TX | TLC-4-Families Program Funding | $6,500 |
| Alzheimer's Association Houston, TX | Alzheimer's Research | $2,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,418,852 | $408,708 | $101,365 | $74,000 | 4 | $76,100 | $202,503 | $131,332 |
| 2024 | $2,289,379 | $521,256 | $144,456 | $120,000 | 6 | $122,410 | $317,117 | $114,978 |
| 2023 | $2,087,478 | $131,903 | $110,458 | $90,000 | 6 | $92,040 | $109,406 | $105,354 |
| 2022 | $2,066,033 | $1,748,522 | $121,771 | $84,000 | 5 | $85,613 | $1,646,767 | $75,477 |
| 2021 | $496,936 | $109,248 | $48,499 | $40,000 | 3 | $41,705 | $465 | $63,570 |
| 2020 | $508,785 | $687,242 | $32,793 | $30,000 | 3 | — | $59,867 | $13,626 |
| 2019 | $143,018 | $33,025 | $32,163 | $30,000 | 4 | — | $29,780 | $21,895 |
Under IRS private-foundation payout rules, Whalen Family Foundation reported a distributable amount of $131K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Whalen Family Foundation is led by Virginia A. Whalen, President & Treasurer on every filing since 2019; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Virginia A. Whalen
President & Treasurer
On filings since 2019
0.2 hrs/week
No compensation reported
Bradley M. Whalen
Director
On filings since 2019
0.1 hrs/week
No compensation reported
Mary Katherine Seibert
Director
On filings since 2019
0.1 hrs/week
No compensation reported
Michele W. Stanton
Director
On filings since 2019
0.1 hrs/week
No compensation reported
James W. Whalen
Vice President & Secretary
On filings since 2019
0.8 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Whalen Family Foundation
How much does Whalen Family Foundation give each year?
Whalen Family Foundation gave $74K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $120K across 6 grants.
What is Whalen Family Foundation's typical grant size?
Whalen Family Foundation's median grant in 2025 was $13,250, and its average grant was $18,500, across 4 grants on its 2025 IRS Form 990-PF.
Where does Whalen Family Foundation give grants?
Whalen Family Foundation gives mostly in Texas: 73% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (27%). The most frequent recipient cities were Houston, TX (2 grants).
Does Whalen Family Foundation give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Whalen Family Foundation's 2025 IRS Form 990-PF were described as general or operating support.
How large is Whalen Family Foundation?
Whalen Family Foundation reported $2.4M in total assets on its 2025 IRS Form 990-PF. It paid out $76K in qualifying distributions that year, against a required minimum of $131K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Whalen Family Foundation's EIN?
Whalen Family Foundation's EIN (Employer Identification Number) is 46-5357542. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2019–2024
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