Whittaker Family Foundation

Foundation · Grantmaker WESTPORT, CT EIN: 92-0836768

Whittaker Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTPORT, CT. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $17.5M in total assets. In 2024, it awarded 9 grants totaling $420K. Net investment income was $2.7M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$17.5M

+35.3% YoY

Annual Giving

$420K

-14.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$47K

-14.3% YoY

Under IRS private-foundation payout rules, Whittaker Family Foundation reported a distributable amount of $674K for 2024 — the minimum it must pay out in qualifying distributions.

About Whittaker Family Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $315K (35%)

Connecticut $250K (27%)

Massachusetts $165K (18%)

Pennsylvania $75K (8%)

Missouri $25K (3%)

New Hampshire $25K (3%)

New York $25K (3%)

Texas $25K (3%)

+1 more states

States

Connecticut Florida Iowa Massachusetts Missouri New Hampshire New York Pennsylvania Texas

Cities

Bala CynwydBig SpringsBostonBridgeportDes MoinesHanoverKansas CityNaplesNew YorkPalmetto BaySouthport

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$17,510,522	$12,943,908	$10,115,362
Revenue	$6,130,993	$2,116,606	$10,052,324
Expenses	$513,252	$494,205	—
Qualifying Distributions	$420,000	$490,050	—
Net Investment Income	$2,698,176	$4,931,601	$48,919
Distributable Amount	$673,923	$473,846	$52,847

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Grant Size Distribution

18 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Dana-farber Cancer Institute ($75,000), Beyond Celiac (formerly National Foundation for Celiac Awareness) ($75,000), Horizons at Greens Farms Academy ($50,000).

Recipient	Purpose	Amount
DANA-FARBER CANCER INSTITUTE BOSTON, MA	COMPREHENSIVE CANCER TREATMENT AND RESEARCH	$75,000
HORIZONS AT GREENS FARMS ACADEMY BRIDGEPORT, CT	ASSIST STUDENTS ATTENDING UNDER-RESOURCED BRIDGEPORT CT SCHOOLS	$50,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE (HARVARD BUSINESS SCHOOL) BOSTON, MA	EDUCATION AND RESEARCH IN THE FIELDS OF BUSINESS ADMINISTRATION AND MANAGEMENT, DEVELOPING LEADERS WHO MAKE A DIFFERENCE IN THE WORLD.	$50,000
NAPLES CHILDREN AND EDUCATION FOUNDATION NAPLES, FL	TO MAKE A PROFOUND AND SUSTAINING DIFFERENCE IN THE QUALITY OF CHILDREN'S LIVES.	$25,000
SOUTHPORT CONGREGATIONAL CHURCH SOUTHPORT, CT	HELP PEOPLE FIND MEANING AND PURPOSE IN EVERY DAY LIFE	$50,000
BEYOND CELIAC (FORMERLY NATIONAL FOUNDATION FOR CELIAC AWARENESS) BALA CYNWYD, PA	TO ADVANCE RESEARCH FOR CELIAC DISEASE AND ACCELERATE THE DISCOVERY OF TREATMENTS AND A CURE. TO EDUCATE AND EMPOWER INDIVIDUALS LIVING WITH CELIAC DISEASE.	$75,000
TRUSTEES OF DARTMOUTH COLLEGE HANOVER, NH	A PRIVATE, NONPROFIT, COEDUCATIONAL INSTITUTION DEDICATED TO UNDERGRADUATE EDUCATION, GRADUATE STUDY, AND RESEARCH IN THE ARTS AND SCIENCES AND PROFESSIONAL SCHOOLS.	$25,000
KISSICK FAMILY FOUNDATION KANSAS CITY, MO	PRIVATE GRANT-MAKING FOUNDATION SUPPORTING EDUCATION, HEALTHCARE, AND COMMUNITY-BASED CHARITABLE PROGRAMS.	$25,000
THE EVERGLADES FOUNDATION INC PALMETTO BAY, FL	TO RESTORE AND PROTECT AMERICA'S EVERGLADES THROUGH SCIENCE, ADVOCACY, AND EDUCATION TO BENEFIT PEOPLE AND NATURE.	$45,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
STEPHANI B WHITTAKER	PRESIDENT	5	—
ANDREW R WHITTAKER	TREASURER	5	—
BRUCE J POWERS	DIRECTOR	5	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Whittaker Family Foundation?

Whittaker Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTPORT, CT. It holds $17.5M in total assets as of 2024.

How large is Whittaker Family Foundation?

As of 2024, Whittaker Family Foundation holds $17.5M in total assets with $6.1M in annual revenue. It awarded 9 grants totaling $420K in 2024.

Where does Whittaker Family Foundation operate?

Whittaker Family Foundation has awarded grants in Connecticut, Florida, Iowa, Massachusetts, Missouri, New Hampshire, New York, Pennsylvania, Texas.

What size grants does Whittaker Family Foundation award?

In 2024, Whittaker Family Foundation awarded 9 grants totaling $420K — an average of about $47K per grant, based on its IRS Form 990 filings.

How much is Whittaker Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Whittaker Family Foundation reported a distributable amount of $674K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.