Whelan Family Foundation
Whelan Family Foundation is a private foundation, based in Holmes Beach, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $461K in total assets. In 2025, it awarded 5 grants totaling $44K. Net investment income was $16K.
Whelan Family Foundation at a glance
In short: Whelan Family Foundation gave $44K across 5 grants in 2025 (avg $9K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $44,000
- +0.0% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $8,800
- +0.0% vs 2024
- Median grant
- $5,000
- Total assets
- $460,836
- -7.0% vs 2024
- Primary geography
- Florida (82% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Whelan Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Catholic Faith Appeal Diocese of Venice in Florida ($30K). Together the top 5 received $44K.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 29 grants of 29 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Whelan Family Foundation gives
- Giving fell 31% from 2022 to 2025. Method
- In 2025 it paid out 132% of its IRS minimum distribution (the 5% rule). 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 $43K (2023) to $129K (2019). In 2025 it made 5 grants totaling $44K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Catholic Faith Appeal Diocese of Venice in Florida Venice, FL | General | $30,000 |
| Comm Pregnancy Clinics Inc Naples, FL | General | $6,000 |
| St Meinrad Archabbey Saint Meinrad, IN | General | $5,000 |
| Mission Helpers of the Sacred Towson, MD | General | $2,000 |
| St Augustine High School New Orleans, LA | General | $1,000 |
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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 | $460,836 | $16,265 | $51,077 | $44,000 | 5 | $49,175 | $16,267 | $37,358 |
| 2024 | $495,647 | $52,218 | $48,825 | $44,000 | 5 | $48,825 | $52,218 | $35,315 |
| 2023 | $492,987 | $14,417 | $47,400 | $43,000 | 5 | $47,400 | $14,968 | $32,033 |
| 2022 | $525,419 | $12,036 | $68,754 | $64,000 | 7 | $68,000 | $13,833 | $33,494 |
| 2021 | $582,138 | $38,959 | $76,659 | $72,000 | 7 | $75,750 | $38,784 | $37,625 |
| 2020 | $619,838 | $35,597 | $80,372 | $76,500 | 5 | — | $35,325 | $33,112 |
| 2019 | $664,613 | $20,335 | $132,884 | $129,250 | 6 | — | $20,151 | $35,440 |
Under IRS private-foundation payout rules, Whelan Family Foundation reported a distributable amount of $37K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Whelan Family Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
John M Whelan
Trustee
On filings since 2019
1 hr/week
No compensation reported
Kathleen R Whelan
Trustee
On filings since 2019
1 hr/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 Whelan Family Foundation
How much does Whelan Family Foundation give each year?
Whelan Family Foundation gave $44K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $44K across 5 grants.
What is Whelan Family Foundation's typical grant size?
Whelan Family Foundation's median grant in 2025 was $5,000, and its average grant was $8,800, across 5 grants on its 2025 IRS Form 990-PF.
Where does Whelan Family Foundation give grants?
Whelan Family Foundation gives mostly in Florida: 82% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Indiana (11%).
Does Whelan Family Foundation give general operating support?
Yes: 100% of Whelan Family Foundation's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Whelan Family Foundation's largest grantees?
Whelan Family Foundation's largest 2025 grantees include Catholic Faith Appeal Diocese of Venice in Florida ($30,000), Comm Pregnancy Clinics Inc ($6,000) and St Meinrad Archabbey ($5,000), according to its 2025 IRS Form 990-PF. Together they received 93% of its itemized 2025 grant dollars.
How large is Whelan Family Foundation?
Whelan Family Foundation reported $461K in total assets on its 2025 IRS Form 990-PF. It paid out $49K in qualifying distributions that year, against a required minimum of $37K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated October 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 May 6, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 23, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 18, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Whelan Family Foundation funds
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