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
Under IRS private-foundation payout rules, Whelan Family Foundation reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Catholic Faith Appeal Diocese of Venice in Florida ($30,000), Community Pregnancy Clinics Inc ($6,000), St Meinrad Archabbey ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MISSION HELPERS OF THE SACRED Towson, MD | GENERAL | $2,000 |
| ST AUGUSTINE HIGH SCHOOL New Orleans, LA | GENERAL | $1,000 |
| ST MEINRAD ARCHABBEY Saint Meinrad, IN | GENERAL | $5,000 |
| COMMUNITY PREGNANCY CLINICS INC Naples, FL | GENERAL | $6,000 |
| Catholic Faith Appeal Diocese of Venice in Florida Venice, FL | GENERAL | $30,000 |
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
Frequently Asked Questions
What is Whelan Family Foundation?
Whelan Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOLMES BEACH, FL. It holds $496K in total assets as of 2024.
How large is Whelan Family Foundation?
As of 2024, Whelan Family Foundation holds $496K in total assets with $52K in annual revenue. It awarded 5 grants totaling $44K in 2024.
Where does Whelan Family Foundation operate?
Whelan Family Foundation has awarded grants in Florida, Indiana, Louisiana, Maryland, Pennsylvania, Virginia.
What size grants does Whelan Family Foundation award?
In 2024, Whelan Family Foundation awarded 5 grants totaling $44K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Whelan Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Whelan Family Foundation reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Whelan Family Foundation's EIN?
Whelan Family Foundation's EIN (Employer Identification Number) is 35-6725404. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Whelan Family Foundation'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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