Private foundation (trust)EIN 411988112Est. 2000-12

WHALEY FOUNDATION

MENDOTA HEIGHTS, MN 55118

Total Assets

$8.0M

FY 2023

Annual Giving

$859K

FY 2023

Grants Made

28

FY 2023

Avg Grant

$31K

FY 2023

Grant Range

$1K–$400K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$371K

Total Expenses

$901K

Qualifying Distributions

$859K

Distributable Amount

$365K

Min. Investment Return

$371K

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

28 grants

Grant sizes from minimum $1K through median $5K to maximum $400K, 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

4 years

Giving over time from 2020 to 2023. Peak $1.1M in 2020. Hover bars for details.

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

Top Recipients

95 grants

CRETIN-DERHAM HALL SCHOOL
$1.6M
4 grants
MINNESOTA HISTORICAL SOCIETY
$400K
4 grants
MACALESTER COLLEGE - ANNUAL FUND
$320K
4 grants
WALKER ARTS CENTER
$228K
4 grants
UNIVERSITY OF MINNESOTA - CARLSON MIN CORP PROGRAMUNIVERSITY OF MINNESOTA C
$200K
1 grant
GREATER TW UNITED WAY
$105K
3 grants
KGSA FOUNDATION
$71K
4 grants
NATIVITY SCHOOL FUND - 2023 STEWARDSHIP
$63K
1 grant

Grant Size Distribution

95 grants

<$10K
64
grants
$10–50K
18
grants
$50–250K
8
grants
$250K–1M
5
grants
$1–5M
$5M+

Geographic Focus

5 states

Minnesota
$3.3M
99% of total
New York
$12K
0% of total
Massachusetts
$10K
0% of total
District of Columbia
$8K
0% of total
Colorado
$2K
0% of total

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WHALEY FOUNDATION — Grants, Financials & Contact | Grantivo