Funder DirectoryTHE GEORGE WHALEN JR FDTN INC
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Private foundation (trust)EIN 141820581Est. 2000-03

THE GEORGE WHALEN JR FDTN INC

MILLBROOK, NY 12545

Accepts unsolicited proposals

Total Assets

$1.7M

FY 2024

Annual Giving

$83K

FY 2024

Grants Made

27

FY 2024

Avg Grant

$3K

FY 2024

Grant Range

$500–$15K

Typical

Deadlines

Open / rolling

Applications

Programs & Activities

Program 1

$2K

Charitable contributions/grants paid to twenty-seven exempt organizations during 2024

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$114K

Total Expenses

$87K

Qualifying Distributions

$85K

Distributable Amount

$83K

Min. Investment Return

$84K

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

27 grants

Grant sizes from minimum $500 through median $2K to maximum $15K, 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

6 years

Giving over time from 2018 to 2024. Peak $84K in 2023. Hover bars for details.

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

Top Recipients

146 grants

MID HUDSON REGIONAL HOSPITAL
$42K
6 grants
MILLBROOK COMMUNITY PARTNERSHIP INC
$40K
4 grants
HUDSON VALLEY HOSPICE
$37K
9 grants
CHURCH OF THE IMMACULATE CONCEPTION
$27K
4 grants
AMENIA FREE LIBRARY
$26K
5 grants
DUTCHESS COMMUNITY COLLEGE
$25K
2 grants
MAPLEBROOK SCHOOL
$21K
6 grants
CARDINAL HAYES HOME
$18K
6 grants

Grant Size Distribution

146 grants

<$10K
141
grants
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

New York
$398K
96% of total
New Jersey
$11K
3% of total
Connecticut
$5K
1% of total

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THE GEORGE WHALEN JR FDTN INC — Grants, Financials & Contact | Grantivo