Whitaker Fund
Whitaker Fund is a private foundation, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $952K in total assets. In 2024, it awarded 14 grants totaling $63K. Net investment income was $66K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$952K
-0.3% YoY
Annual Giving
$63K
+0.0% YoY
Grant Count
14
+0.0% YoY
Avg Grant Size
$4K
+0.0% YoY
Under IRS private-foundation payout rules, Whitaker Fund reported a distributable amount of $51K for 2024 — the minimum it must pay out in qualifying distributions.
About Whitaker Fund
Based on IRS filings
Whitaker Fund is a private foundation, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $952K in total assets. In 2024, it awarded 14 grants totaling $63K. Net investment income was $66K.
Ready to take the next step with Whitaker Fund?
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 | $952,370 | $955,226 | $974,634 |
| Revenue | $72,600 | $51,241 | $73,651 |
| Expenses | $75,456 | $70,649 | $71,392 |
| Qualifying Distributions | $68,977 | $66,573 | $65,936 |
| Net Investment Income | $66,066 | $47,129 | $70,161 |
| Distributable Amount | $50,703 | $48,093 | $50,012 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
70 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include United Way of Roanoke Valley ($12,000), Va Fnd for Independent Colleges ($10,000), Leukemia Sociaty of Va ($8,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY ROANOKE, VA | GENERAL | $3,000 |
| ANGELS OF ASSISSI ROANOKE, VA | GENERAL | $2,000 |
| BOYS AND GIRLS CLUB OF ROANOKE VALLEY ROANOKE, VA | GENERAL | $2,500 |
| BRADLEY FREE CLINIC ROANOKE, VA | GENERAL | $2,500 |
| UNITED WAY OF ROANOKE VALLEY ROANOKE, VA | GENERAL | $12,000 |
| RESCUE MISSION ROANOKE, VA | GENERAL | $2,500 |
| HABITAT FOR HUMANITY ROANOKE ROANOKE, VA | GENERAL | $2,500 |
| JUVENILE DIABETES FDN ROANOKE ROANOKE, VA | GENERAL | $1,500 |
| LEUKEMIA SOCIATY OF VA RYE BROOK, NY | GENERAL | $8,000 |
| VA WESTERN COMM COLLEGE ROANOKE, VA | GENERAL | $6,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FRED C WHITAKER JR | President | 2 | — |
| JONATHAN K WRIGHT | Secretary/Treas | 2 | $5,000 |
Frequently Asked Questions
How large is Whitaker Fund?
As of 2024, Whitaker Fund holds $952K in total assets with $73K in annual revenue. It awarded 14 grants totaling $63K in 2024.
Where does Whitaker Fund operate?
Whitaker Fund has awarded grants in New York, Virginia.
What size grants does Whitaker Fund award?
In 2024, Whitaker Fund awarded 14 grants totaling $63K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Whitaker Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Whitaker Fund reported a distributable amount of $51K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Whitaker Fund's EIN?
Whitaker Fund's EIN (Employer Identification Number) is 23-7289515. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Whitaker Fund's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Mckinstry Charitable Foundation
SEATTLE, WA
Assets
$134K
Grants
317
Total Given
$1.1M
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
Intact Charitable Trust Usa
PLYMOUTH, MN
Assets
$159K
Grants
148
Total Given
$668K
Texas Instruments Foundation
DALLAS, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
Hca Healthcare Foundation
NASHVILLE, TN
Assets
$192.7M
Grants
999
Total Given
$25.4M
LPL Financial Foundation Inc
BOSTON, MA
Assets
$7.8M
Grants
55
Total Given
$2.3M
Community Foundation
MEMPHIS, TN
Assets
$953.1M
Grants
761
Total Given
$134.3M
Names Family Foundation
FIRCREST, WA
Assets
$178.4M
Grants
177
Total Given
$7.0M
The James Foundation Inc
AUBURN, IN
Assets
—
Grants
85
Total Given
$11.7M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Whitaker Fund on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities