Private foundation (trust)EIN 356725404Est. 2002-01
Whelan Family Foundation
Holmes Beach, FL 34217
Total Assets
$684K
FY 2023
Annual Giving
$43K
FY 2023
Grants Made
5
FY 2023
Avg Grant
$9K
FY 2023
Grant Range
$1K–$29K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$14K
Total Expenses
$47K
Qualifying Distributions
$47K
Distributable Amount
$32K
Min. Investment Return
$32K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
5 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
6 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
35 grants
Grant Size Distribution
35 grants
Geographic Focus
7 states
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