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S J And Mildred Whalen Foundation is a private trust based in CINCINNATI, OH. The foundation received its IRS ruling in 2009. The principal officer is Fifth Third Bank. It holds total assets of $2.6M. Annual income is reported at $627K. Total assets have grown from $978K in 2011 to $1.8M in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Funding is distributed across 4 states, including Florida, District of Columbia, New Mexico. According to available records, S J And Mildred Whalen Foundation has made 36 grants totaling $630K, with a median grant of $15K. Annual giving has grown from $85K in 2020 to $140K in 2023. Grantmaking activity was highest in 2022 with $280K distributed across 16 grants. Individual grants have ranged from $10K to $30K, with an average award of $18K. The foundation has supported 8 unique organizations. The foundation primarily supports organizations in Florida, New Mexico, North Carolina, which account for 64% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$10K
Median Grant
$13K
Average Grant
$14K
Largest Grant
$20K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
S J And Mildred Whalen Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 36 grants. Its grantmaking reaches organizations primarily in FL, NM, NC.
S J And Mildred Whalen Foundation has distributed a total of $630K across 36 grants. The median grant size is $15K, with an average of $18K. Individual grants have ranged from $10K to $30K.
S J And Mildred Whalen Foundation typically selects its grantees rather than accepting unsolicited proposals.
S J And Mildred Whalen Foundation is headquartered in CINCINNATI, OH. While based in OH, the foundation distributes grants to organizations across 6 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Fifth Third Bank N A | CO-TRUSTEE | $33K | $0 | $33K |
| Patricia K Hawley | CO-TRUSTEE | $0 | $0 | N/A |
| Christopher Hawley | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$179K
Total Assets
$1.8M
Fair Market Value
$3M
Net Worth
$1.8M
Grants Paid
$140K
Contributions
N/A
Net Investment Income
$119K
Distribution Amount
$140K
Total: $671K
Total Grants
36
Total Giving
$630K
Average Grant
$18K
Median Grant
$15K
Unique Recipients
8
Most Common Grant
$15K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Lees Mcrae College IncENDOWMENT | Banner Elk, NC | $30K | 2023 |
| Silver Bullet ProductionsANNUAL FUND & | Santa Fe, NM | $20K | 2023 |
| The Salvation ArmyANNUAL FUND | Naples, FL | $20K | 2023 |
| St Jude Children'S ResearchANNUAL FUND | Memphis, TN | $15K | 2023 |
| Planned ParenthoodANNUAL FUND | Sarasota, FL | $15K | 2023 |
| Tisch Multiple Sclerosis Research CenterPROJECT/PROGRAM SUPPORT | New York, NY | $15K | 2023 |
| Alzheimer'S Disease & RelatedANNUAL FUND | Washington, DC | $15K | 2023 |
| Shelter For Abused Women & Children IncANNUAL FUND | Naples, FL | $10K | 2023 |
CLEVELAND, OH
CINCINNATI, OH
DUBLIN, OH