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Whaley Foundation

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$1.1M

+33.2% YoY

Grant Count

29

+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

5states

Cities

BOSTONBRECKENRIDGEDENVERGOLDEN VALLEYMINNEAPOLISNEW YORKNORTH MANKATOROSEVILLESAINT PAULST PAULWASHINGTONYAMPA

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
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$286K$572K$858K$1M21 grants202023 grants202123 grants202228 grants202329 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CRETIN-DERHAM HALL$400KWALKER ART CENTER$290KFRIENDS OF THE SAINT PAU…$130KNATIVITY SCHOOL FUND - 2…$63KSISTERS RISING WORLDWIDE$50KUNITED WAY$40KKGSA FOUNDATION$35KMACALESTER COLLEGE - ANN…$30KMPR - GNC$25KCATHOLIC CHARITIES - HOP…$20K

Grant Size Distribution

124 grants across all recorded years

104<$50K7$50–100K6$100–250K7$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

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

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOHN P WHALEYDIRECTOR
ANNETTE M WHALEYDIRECTOR
MEGAN J WHALEYVICE PRESIDENT

Contact Information

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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