Funder DirectorySJ & MILDRED WHALEN FOUNDATION
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Private foundation (trust)EIN 266428414Est. 2009-11

SJ & MILDRED WHALEN FOUNDATION

CINCINNATI, OH 452630858

Total Assets

$3.4M

FY 2024

Annual Giving

$170K

FY 2024

Grants Made

8

FY 2024

Avg Grant

$21K

FY 2024

Grant Range

$20K–$30K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.0M

Total Expenses

$213K

Qualifying Distributions

$176K

Distributable Amount

$148K

Min. Investment Return

$162K

Undistributed Income

$101K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

8 grants

Grant sizes from minimum $20K through median $20K to maximum $30K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $170K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

36 grants

THE SALVATION ARMY
$110K
5 grants
SILVER BULLET PRODUCTIONS
$100K
5 grants
LEES MCRAE COLLEGE INC
$90K
3 grants
ALZHEIMER'S DISEASE & RELATED
$80K
5 grants
SHELTER FOR ABUSED WOMEN & CHILDREN INC
$70K
5 grants
ST JUDE CHILDREN'S RESEARCH
$65K
4 grants
PLANNED PARENTHOOD
$55K
4 grants
TISCH MULTIPLE SCLEROSIS RESEARCH CENTER
$50K
3 grants

Grant Size Distribution

36 grants

<$10K
5
grants
$10–50K
31
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Florida
$255K
39% of total
New Mexico
$100K
15% of total
North Carolina
$90K
14% of total
Tennessee
$85K
13% of total
District of Columbia
$80K
12% of total
New York
$50K
8% of total

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SJ & MILDRED WHALEN FOUNDATION — Grants, Financials & Contact | Grantivo