Whaley Foundation

Foundation · Grantmaker Mendota Heights, MN EIN: 41-1988112 Website

The Whaley Foundation is a private independent foundation established in 2000 and located in Mendota Heights, Minnesota. It operates as a 501(c)(3) organization designated for philanthropic, charitable, educational, and religious purposes.

Key facts about Whaley Foundation

EIN: 41-1988112
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $1,144,000
Grants made (2024): 29
Average grant: $39,448
Median grant: $5,000
New grantees (estimate): 17% first-time grantees (5 of 29, 2024)
Primary geography: Minnesota (99% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Whaley Foundation funds

By grant dollars, the top recipient states for Whaley Foundation's 29 itemized 2024 grants were Minnesota (99%). The most frequent recipient cities were Saint Paul, MN (13 grants) and Minneapolis, MN (11 grants). 100% of grants with a stated purpose were for general or operating support.

Is Whaley Foundation open to new grantees?

17%

first-time grantees, 2024

In 2024, 5 of 29 grantees (17%) were first-time recipients. First grants averaged $140K; repeat grants $19K. How we count

Medians: $5K first-time, $5K repeat.

83% of 2024 grantees were also funded in 2023. Method
Giving grew 74% from 2021 to 2024. Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Whaley Foundation

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$1.1M

+33.2% YoY

Grant Count

+3.6% YoY

Avg Grant Size

$39K

+28.6% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's primary funding interests include:

Education: Elementary, secondary, and higher education institutions
Religion: Christian and Catholic organizations and initiatives
Arts: Support for cultural institutions
General charitable purposes: Public charities and nonprofit organizations

Grantmaking

The foundation does not currently list open grant opportunities or formal application procedures in available sources.

Grant Range

$5,000 to $290,000

Average Grant

Varies by source documentation

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Geographic Focus

Where this funder awards grants

The foundation supports organizations across multiple U.S. locations, with primary activity in:

Minnesota (primary focus): Golden Valley, Minneapolis, Mendota Heights, North Mankato, Roseville, Saint Paul, St. Paul
Other states: Colorado, Massachusetts, New York, Washington, D.C.

Grant Distribution by State

Minnesota $1.1M (99%)

District of Columbia $4K (0%)

Colorado $4K (0%)

New York $2K (0%)

Share of all 29 itemized 2024 grant dollars.

States

Colorado District of Columbia Massachusetts Minnesota New York

Cities

Saint PaulMinneapolisNew YorkWashingtonDenverYampaBostonBreckenridgeGolden ValleyNorth MankatoRoseville

Financial History

Multi-year comparison from IRS filings

As of December 2024

Total assets: $9,463,937
Total revenue: $3,329,324
Total expenses: $1,196,700
Net income: $2,132,624
Total liabilities: $0
Investment income and dividends: $111,683

Historical Context The foundation has maintained consistent financial stability since its establishment, with assets and giving levels documented through annual Form 990-PF filings from 2011 to present.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	—	—	—
Revenue	—	—	—
Expenses	—	—	—
Qualifying Distributions	—	—	—
Net Investment Income	—	—	—
Distributable Amount	—	—	—

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2024

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

124 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Cretin-Derham Hall ($400,000), Walker Art Center ($290,000), Friends of the Saint Paul Public Library ($129,500).

Recipient	Purpose	Amount
CRETIN-DERHAM HALL St Paul, MN	EDUCATION - GENERAL PURPOSES	$400,000
WALKER ART CENTER Minneapolis, MN	PUBLIC CHARITY - GENERAL PURPOSES	$290,000
FRIENDS OF THE SAINT PAUL PUBLIC LIBRARY Saint Paul, MN	PUBLIC CHARITY - GENERAL PURPOSES	$129,500
NATIVITY SCHOOL FUND - 2023 STEWARDSHIP St Paul, MN	EDUCATION - GENERAL PURPOSES	$62,500
SISTERS RISING WORLDWIDE St Paul, MN	PUBLIC CHARITY - GENERAL PURPOSES	$50,000
UNITED WAY Minneapolis, MN	PUBLIC CHARITY - GENERAL PURPOSES	$40,000
KGSA FOUNDATION St Paul, MN	EDUCATION - GENERAL PURPOSES	$35,000
MACALESTER COLLEGE - ANNUAL FUND St Paul, MN	EDUCATION - GENERAL PURPOSES	$30,000
MPR - GNC St Paul, MN	EDUCATION - GENERAL PURPOSES	$25,000
CATHOLIC CHARITIES - HOPE STREET Minneapolis, MN	RELIGIOUS - GENERAL PURPOSES	$20,000

Leadership & Key People

Leadership team and compensation from IRS filings

John P. Whaley - Director
Annette M. Whaley - Director
Megan J. Whaley - Vice President

All leadership team members serve without compensation.

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
John P Whaley	Director	—	—
Annette M Whaley	Director	—	—
Megan J Whaley	Vice President	—	—

Contact Information

Address: 1327 Riverside Lane, Mendota Heights, MN 55118
Phone: 612-215-1667
Email: whaleyfamily10@gmail.com

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Whaley Foundation fund?

The foundation's primary funding interests include: • **Education**: Elementary, secondary, and higher education institutions • **Religion**: Christian and Catholic organizations and initiatives • **Arts**: Support for cultural institutions • **General charitable purposes**: Public charities and nonprofit organizations

How do I apply for a grant from Whaley Foundation?

**Grant Activity (2024)** • Total distributions: $1,144,000 • Number of grants: 21 documented grants • Grant range: $5,000 to $290,000 • Median grant size: Approximately $5,000 • Average grant size: Varies by source documentation **Recent Grant Recipients (2024)** • Walker Art Center: $290,000 • The Friends of The Saint Paul Public Library: $129,500 • Sisters Rising Worldwide: $50,000 • Cretin-Derham Hall School (among other recipients) The foundation does not currently list open grant opportun…

Where does Whaley Foundation make grants?

The foundation supports organizations across multiple U.S. locations, with primary activity in: • **Minnesota** (primary focus): Golden Valley, Minneapolis, Mendota Heights, North Mankato, Roseville, Saint Paul, St. Paul • **Other states**: Colorado, Massachusetts, New York, Washington, D.C.