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.
Key facts about Whelan Family Scholarship Fund
In short: Whelan Family Scholarship Fund gave $5K across 1 grant in 2025 (avg $5K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 20-3207724
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $5,000
- Grants made (2025)
- 1
- Average grant
- $5,000
- Median grant
- $5,000
- Total assets
- $63,612
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$64K
-6.0% YoY
Annual Giving
$5K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$5K
+0.0% YoY
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.
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.
Ready to take the next step with Whelan Family Scholarship Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Regis College Weston, MA | Scholarship | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $63,612 | $67,646 | $71,196 |
| Revenue | $1,786 | $2,231 | $1,030 |
| Expenses | $5,820 | $5,781 | $3,238 |
| Qualifying Distributions | $5,525 | $5,500 | $3,000 |
| Net Investment Income | $1,518 | $1,972 | $1,569 |
| Distributable Amount | $4,392 | $4,153 | $3,656 |
Data update history
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)
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.
Here's the math on researching Whelan Family Scholarship Fund by hand.
Explore Open Grants
Browse active grant opportunities in Whelan Family Scholarship Fund's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Maine
Ernst & Young Foundation
New York, NY
The Ernst & Young Foundation primarily supports higher education and preparation for business careers, with additional grants for educational projects, social justice, and disaster relief. Its 2025 grants ranged from $5,056 to $316,005, with a median of $13,525, and went to organizations across the United States.
Assets
$47.6M
Grants
637
Total Given
$16.7M
The Sudbury Foundation
Sudbury, MA
The Sudbury Foundation funds community life, youth and family services, local food and farming, essential needs, and equity and inclusion in Sudbury and surrounding Massachusetts communities. Its 2024 grants ranged from $1,083 to $100,000, with a median of $6,000; applications are open for some programs, while Community grants are by invitation only.
Assets
$36.9M
Grants
137
Total Given
$1.9M
Mary E Brock Trust
Johnston, RI
The Mary E Brock Trust supports churches, public libraries, and college scholarships, with most funding going to organizations in New Hampshire and some to Massachusetts and Vermont. In 2025, it gave $19,554 across 11 grants, ranging from $630 to $6,308, with a median grant of $1,052. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$521K
Grants
11
Total Given
$20K
Sons of Italy 216 Charitable
Brockton, MA
Assets
$208K
Grants
6
Total Given
$9K
Arthur Cunningham Scholarship Fund
Boston, MA
The fund provides scholarships for students through the Lynn Knights of Columbus, with selection criteria set by a Knights vote. In 2025, it gave 31 grants totaling $52,000, typically $500–$6,000, primarily in Massachusetts, with grants also going to organizations in several other states. It supports only preselected organizations and does not accept unsolicited funding requests.
Assets
$644K
Grants
31
Total Given
$52K
Tulsa Community Foundation
Tulsa, OK
Tulsa Community Foundation supports a broad range of charitable needs, including arts and humanities, healthcare, education, scholarships, emergency assistance, and endowments. Its 2024 grants had a median of $18,560 and primarily benefited the Tulsa area and eastern Oklahoma, with grants also reaching elsewhere in the U.S.; it administers application cycles for selected funds.
Assets
$1.1B
Grants
1,066
Total Given
$158.6M
Enterprise Holdings Foundation
Saint Louis, MO
Enterprise Holdings Foundation supports nonprofits in health, education, arts, disaster relief, reforestation, hunger relief, and community equity, with an emphasis on organizations actively supported by Enterprise employees and their families. Its reported grants range widely: 2024 giving averaged about $7,700 across 9,499 grants, while the foundation also offers awards of up to $40,000; it supports communities where Enterprise operates worldwide. Unsolicited requests are accepted at any time, but eligible applications must be submitted by an Enterprise team member or their spouse or domestic partner on behalf of a nonprofit they actively support.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Maine Community Foundation Inc
Ellsworth, ME
Maine Community Foundation supports Maine communities through grants for community building, arts, education, the environment, economic development, human services, and other areas. Its 2024 grants ranged from $5,030 to $2,487,900, with a median of $17,500; the Community Building Grant Program offers awards up to $10,000. Applications are submitted online, and the information does not state whether unsolicited requests are accepted.
Assets
$807.6M
Grants
1,161
Total Given
$57.6M
TD Charitable Foundation
Portland, ME
The foundation funds education, human services, housing and financial stability, nonprofit capacity-building, and community programs, with particular consideration for underserved and low- to moderate-income communities. Its stated award range is $135–$475,000, though the 2025 median grant was $10,000; it focuses primarily on Florida, New Jersey, and New York. It accepts unsolicited requests through online applications from eligible 501(c)(3) public charities in states with a TD Bank, N.A. branch.
Assets
$9.1M
Grants
1,003
Total Given
$24.9M
Simple Generosity Foundation
Cape Elizabeth, ME
Simple Generosity Foundation supports nonprofits across varied missions, with an emphasis on smaller organizations, mainly in the United States. Its 2025 grants ranged from $5,002 to $271,548, with a median of $6,287. It does not describe an open unsolicited-request process: nonprofits must join its network and be matched to a client giving program to receive donations.
Assets
$2.8M
Grants
339
Total Given
$4.4M
Elmina B Sewall Foundation
Freeport, ME
The Elmina B. Sewall Foundation funds equity and well-being for people, animals, and the environment in Maine, including work on animal welfare, food systems, Wabanaki communities, nature-based education, and rural partnerships. Its 2024 grants ranged from $150 to $580,000, with a median of $30,975. It accepts applications during designated periods; some programs are open to applications, while others are by invitation.
Assets
$164.8M
Grants
296
Total Given
$14.4M
Onion Foundation
Auburn, ME
The Onion Foundation funds arts and nature-related work, including arts education, public engagement, equitable outdoor access, and nature learning, primarily in Maine. In 2024, grants ranged from $1,000 to $625,000, with a median of $15,000; it accepts unsolicited requests from eligible applicants during open grant cycles.
Assets
$63.6M
Grants
245
Total Given
$4.4M
More Funders in Maine
Whelan Family Scholarship Fund down — hundreds of funders to go?