Whelan Family Scholarship Fund
Whelan Family Scholarship Fund is a private foundation focused on Education, based in Freeport, ME. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $64K in total assets. In 2025, it awarded 1 grant totaling $5K. Net investment income was $2K.
Whelan Family Scholarship Fund at a glance
In short: Whelan Family Scholarship Fund gave $5K across 1 grant in 2025 (avg $5K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $5,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $5,000
- +0.0% vs 2024
- Median grant
- $5,000
- Total assets
- $63,612
- -6.0% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Whelan Family Scholarship Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Regis College ($5K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Whelan Family Scholarship Fund gives
- Giving grew 400% from 2022 to 2025. Method
- In 2025 it paid out 126% 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 2020 to 2025, annual grant giving ranged from $500 (2020) to $5K (2025). In 2025 it made 1 grant totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Regis College Weston, MA | Scholarship | $5,000 |
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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 | $63,612 | $1,786 | $5,820 | $5,000 | 1 | $5,525 | $1,518 | $4,392 |
| 2024 | $67,646 | $2,231 | $5,781 | $5,000 | 1 | $5,500 | $1,972 | $4,153 |
| 2023 | $71,196 | $1,030 | $3,238 | $2,500 | 1 | $3,000 | $1,569 | $3,656 |
| 2022 | $73,404 | $55,680 | $1,059 | $1,000 | 1 | $1,000 | $732 | $1,054 |
| 2021 | $18,783 | $2,789 | $504 | $500 | 1 | $500 | $85 | $875 |
| 2020 | $16,498 | $44 | $500 | $500 | 1 | — | $44 | $821 |
Under IRS private-foundation payout rules, Whelan Family Scholarship Fund reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Whelan Family Scholarship Fund's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ellen Shaughnessy
Trustee
On filings since 2020
1 hr/week
No compensation reported
Thomas C. Whelan
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Scholarship Fund
How much does Whelan Family Scholarship Fund give each year?
Whelan Family Scholarship Fund gave $5K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 1 grant.
How large is Whelan Family Scholarship Fund?
Whelan Family Scholarship Fund reported $64K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
What is Whelan Family Scholarship Fund?
Whelan Family Scholarship Fund is a private foundation focused on Education, based in Freeport, ME. It holds $64K in total assets as of 2025.
Where does Whelan Family Scholarship Fund operate?
Whelan Family Scholarship Fund has awarded grants in Massachusetts, Michigan.
What is Whelan Family Scholarship Fund's EIN?
Whelan Family Scholarship Fund's EIN (Employer Identification Number) is 20-3207724. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS December 2, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 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 20, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
Live grants for the work Whelan Family Scholarship Fund funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Whelan Family Scholarship Fund's focus areas in our free grants database
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