Private foundation (trust)EIN 275271127Est. 2011-10

WHIMSIE FUND

MALVERN, PA 19355

Total Assets

$6.4M

FY 2024

Annual Giving

$322K

FY 2024

Grants Made

17

FY 2024

Avg Grant

$19K

FY 2024

Grant Range

$3K–$111K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.2M

Total Expenses

$544K

Qualifying Distributions

$322K

Distributable Amount

$301K

Min. Investment Return

$315K

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

17 grants

Grant sizes from minimum $3K through median $10K to maximum $111K, 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 $350K in 2021. Hover bars for details.

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

Top Recipients

66 grants

LAGUNA BLANCA SCHOOL
$272K
5 grants
YMCA CHANNEL ISLANDS
$261K
2 grants
YMCA YOUTH & FAMILY SERVICES
$206K
4 grants
SANTA BARBARA MARITIME MUSEUM
$103K
5 grants
LOBERTO THEATRE
$70K
5 grants
LAKE FOREST COLLEGE
$70K
4 grants
ROGER WILLIAMS UNIVERSITY
$68K
4 grants
SANTA BARBARA YOUTH SAILING FDN
$50K
3 grants

Grant Size Distribution

66 grants

<$10K
32
grants
$10–50K
28
grants
$50–250K
6
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

California
$1.2M
84% of total
Rhode Island
$73K
5% of total
Illinois
$70K
5% of total
New York
$25K
2% of total
Maryland
$25K
2% of total
District of Columbia
$10K
1% of total
Pennsylvania
$10K
1% of total
Georgia
$9K
1% of total

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