Whelan Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOLMES BEACH, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $496K in total assets. In 2024, it awarded 5 grants totaling $44K. Net investment income was $52K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$496K
+0.5% YoY
Annual Giving
$44K
+2.3% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$9K
+2.3% YoY
About Whelan Family Foundation
Based on IRS filings
Whelan Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOLMES BEACH, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $496K in total assets. In 2024, it awarded 5 grants totaling $44K. Net investment income was $52K.
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 | $495,647 | $492,987 | $525,419 |
| Revenue | $52,218 | $14,417 | $12,036 |
| Expenses | $48,825 | $47,400 | $68,754 |
| Qualifying Distributions | $48,825 | $47,400 | $68,000 |
| Net Investment Income | $52,218 | $14,968 | $13,833 |
| Distributable Amount | $35,315 | $32,033 | $33,494 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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