Whelan Family Foundation

HOLMES BEACH, FL EIN: 35-6725404

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$496K

+0.5% YoY

Annual Giving

$44K

+2.3% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$9K

+2.3% YoY

Go deeper than public filings

PRO
  • Giving trend analysis — growing or declining?
  • Organizations like yours that won grants here
  • Strategic fit assessment for your organization
  • Application timing recommendations

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$22K$44K$66K$88K201920202021202220232024
Metric202420232022
Total Assets$495,647$492,987$525,419
Revenue$52,218$14,417$12,036
Expenses$48,825$47,400$68,754
Qualifying Distributions$48,825$47,400$68,000
Net Investment Income$52,218$14,968$13,833
Distributable Amount$35,315$32,033$33,494

Giving Over Time

Total grant dollars and number of grants per year

$0$32K$65K$97K$129K6 grants20195 grants20207 grants20217 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Catholic Faith Appeal Di…$30KCOMMUNITY PREGNANCY CLIN…$6KST MEINRAD ARCHABBEY$5KMISSION HELPERS OF THE S…$2KST AUGUSTINE HIGH SCHOOL$1K

Grant Size Distribution

35 grants across all recorded years

34<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Whelan Family Foundation fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

PRO
  • Similar orgs that won grants here
  • GrantGraph™ relationship mapping
  • 11M+ connections in GrantGraph™
Explore with Pro

Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

6states

Cities

AlexandriaBostonNaplesNew OrleansPhiladelphiaSaint MeinradSt MeinradTowsonVenice

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

What could you do with Whelan Family Foundation on Grantable?

  • Assess strategic fit with your organization
  • Get AI-generated opportunity briefs
  • Monitor for new funding opportunities
  • Draft a tailored letter of inquiry