Private foundation (trust)EIN 237289515Est. 1980-08

WHITAKER FUND

SAN DIEGO, CA 92106

Total Assets

$1.0M

FY 2023

Annual Giving

$63K

FY 2023

Grants Made

14

FY 2023

Avg Grant

$4K

FY 2023

Grant Range

$2K–$12K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$51K

Total Expenses

$71K

Qualifying Distributions

$67K

Distributable Amount

$48K

Min. Investment Return

$49K

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

14 grants

Grant sizes from minimum $2K through median $3K to maximum $12K, 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 2018 to 2023. Peak $63K in 2018. Hover bars for details.

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

Top Recipients

70 grants

UNITED WAY OF ROANOKE VALLEY
$60K
5 grants
VA WESTERN COMM COLLEGE
$30K
5 grants
VA FOUND FOR INDEPENDENT COLLEGES
$30K
3 grants
LEUKEMIA SOCIETY OF VA
$24K
3 grants
VA FND FOR INDEPENDENT COLLEGES
$20K
2 grants
THE VA COLLEGE FUND
$20K
3 grants
LEUKEMIA SOCIATY OF VA
$16K
2 grants
AMERICAN CANCER SOCIETY
$15K
5 grants

Grant Size Distribution

70 grants

<$10K
65
grants
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Virginia
$273K
87% of total
New York
$40K
13% of total

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WHITAKER FUND — Grants, Financials & Contact | Grantivo