Sj & Mildred Whalen Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Sj & Mildred Whalen Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 26-6428414
Foundation Overview
Based in Cincinnati, OH, Sj & Mildred Whalen Foundation has awarded 68 grants totaling $1,250,000 to organizations in District of Columbia, New York and 4 other states across the US. Individual grants range from $10,000 to $30,000, with a median award of $20,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
4 of 16 recipients (25%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
40% of grants are awarded in Florida, with additional funding distributed across 5 other locations. The foundation balances regional focus with broader geographic diversity. Within Florida, funding concentrates in Naples (67%), Sarasota (33%).
Funding Trajectory
Strong 100% growth in annual giving over 4 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Dual focus on general purposes (75%) and community projects, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Sj & Mildred Whalen Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Alzheimer's Disease & Related | $20,000 | Washington, DC, US | Annual Fund | 2024 |
| Tisch Multiple Sclerosis Research Center | $20,000 | New York, NY, US | Project/program Support | 2024 |
| Silver Bullet Productions | $20,000 | Santa Fe, NM, US | Annual Fund | 2024 |
| Lees Mcrae College Inc | $30,000 | Banner Elk, NC, US | Endowment | 2024 |
| The Salvation Army | $20,000 | Naples, FL, US | Annual Fund | 2024 |
| Planned Parenthood Of Sw & Central Fl | $20,000 | Sarasota, FL, US | Annual Fund | 2024 |
| Shelter For Abused Women & Children Inc | $20,000 | Naples, FL, US | Annual Fund | 2024 |
| St Jude Children's Hospital | $20,000 | Memphis, TN, US | Annual Fund | 2024 |
| Alzheimer's Disease & Related | $20,000 | Washington, DC, US | Annual Fund | 2024 |
| Tisch Multiple Sclerosis Research Center | $20,000 | New York, NY, US | Project/program Support | 2024 |
| Silver Bullet Productions | $20,000 | Santa Fe, NM, US | Annual Fund | 2024 |
| Lees Mcrae College Inc | $30,000 | Banner Elk, NC, US | Endowment | 2024 |
| The Salvation Army | $20,000 | Naples, FL, US | Annual Fund | 2024 |
| Planned Parenthood Of Sw & Central Fl | $20,000 | Sarasota, FL, US | Annual Fund | 2024 |
| Shelter For Abused Women & Children Inc | $20,000 | Naples, FL, US | Annual Fund | 2024 |
| St Jude Children's Hospital | $20,000 | Memphis, TN, US | Annual Fund | 2024 |
| Alzheimer's Disease & Related | $15,000 | Washington, DC, US | Annual Fund | 2023 |
| Tisch Multiple Sclerosis Research Center | $15,000 | New York, NY, US | Project/program Support | 2023 |
| Silver Bullet Productions | $20,000 | Santa Fe, NM, US | Annual Fund & | 2023 |
| Lees Mcrae College Inc | $30,000 | Banner Elk, NC, US | Endowment | 2023 |
| The Salvation Army | $20,000 | Naples, FL, US | Annual Fund | 2023 |
| Planned Parenthood | $15,000 | Sarasota, FL, US | Annual Fund | 2023 |
| Shelter For Abused Women & Children Inc | $10,000 | Naples, FL, US | Annual Fund | 2023 |
| St Jude Children's Research | $15,000 | Memphis, TN, US | Annual Fund | 2023 |
| Alzheimer's Disease & Related | $15,000 | Washington, DC, US | Annual Fund | 2023 |
| Tisch Multiple Sclerosis Research Center | $15,000 | New York, NY, US | Project/program Support | 2023 |
| Silver Bullet Productions | $20,000 | Santa Fe, NM, US | Annual Fund & | 2023 |
| Lees Mcrae College Inc | $30,000 | Banner Elk, NC, US | Endowment | 2023 |
| The Salvation Army | $20,000 | Naples, FL, US | Annual Fund | 2023 |
| Planned Parenthood | $15,000 | Sarasota, FL, US | Annual Fund | 2023 |
| Shelter For Abused Women & Children Inc | $10,000 | Naples, FL, US | Annual Fund | 2023 |
| St Jude Children's Research | $15,000 | Memphis, TN, US | Annual Fund | 2023 |
| Alzheimer's Disease & Related | $15,000 | Washington, DC, US | Annual Fund | 2022 |
| Tisch Multiple Sclerosis Research Center | $15,000 | New York, NY, US | Project/program Support | 2022 |
| Silver Bullet Productions | $20,000 | Santa Fe, NM, US | Annual Fund & | 2022 |
| Lees Mcrae College Inc | $30,000 | Banner Elk, NC, US | Endowment | 2022 |
| The Salvation Army | $20,000 | Naples, FL, US | Annual Fund | 2022 |
| Planned Parenthood | $15,000 | Sarasota, FL, US | Annual Fund | 2022 |
| Shelter For Abused Women & Children Inc | $10,000 | Naples, FL, US | Annual Fund | 2022 |
| St Jude Children's Research | $15,000 | Memphis, TN, US | Annual Fund | 2022 |
| Alzheimer's Disease & Related | $15,000 | Washington, DC, US | Annual Fund | 2022 |
| Tisch Multiple Sclerosis Research Center | $15,000 | New York, NY, US | Project/program Support | 2022 |
| Silver Bullet Productions | $20,000 | Santa Fe, NM, US | Annual Fund & | 2022 |
| Lees Mcrae College Inc | $30,000 | Banner Elk, NC, US | Endowment | 2022 |
| The Salvation Army | $20,000 | Naples, FL, US | Annual Fund | 2022 |
| Planned Parenthood | $15,000 | Sarasota, FL, US | Annual Fund | 2022 |
| Shelter For Abused Women & Children Inc | $10,000 | Naples, FL, US | Annual Fund | 2022 |
| St Jude Children's Research | $15,000 | Memphis, TN, US | Annual Fund | 2022 |
| Alzheimer's Disease & Related | $15,000 | Washington, DC, US | Annual Fund | 2022 |
| Tisch Multiple Sclerosis Research Center | $15,000 | New York, NY, US | Project/program Support | 2022 |
| Silver Bullet Productions | $20,000 | Santa Fe, NM, US | Annual Fund & | 2022 |
| Lees Mcrae College Inc | $30,000 | Banner Elk, NC, US | Endowment | 2022 |
| The Salvation Army | $20,000 | Naples, FL, US | Annual Fund | 2022 |
| Planned Parenthood | $15,000 | Sarasota, FL, US | Annual Fund | 2022 |
| Shelter For Abused Women & Children Inc | $10,000 | Naples, FL, US | Annual Fund | 2022 |
| St Jude Children's Research | $15,000 | Memphis, TN, US | Annual Fund | 2022 |
| Alzheimer's Disease & Related | $20,000 | Washington, DC, US | Annual Fund | 2021 |
| Silver Bullet Productions | $20,000 | Santa Fe, NM, US | Annual Fund | 2021 |
| The Salvation Army | $30,000 | Naples, FL, US | Annual Fund | 2021 |
| Planned Parenthood | $15,000 | Sarasota, FL, US | Annual Fund | 2021 |
| Shelter For Abused Women & Children Inc | $20,000 | Naples, FL, US | Annual Fund | 2021 |
| St Jude Children's Research | $20,000 | Memphis, TN, US | Annual Fund | 2021 |
| Alzheimer's Disease & Related | $10,000 | Washington, DC, US | Annual Fund | 2020 |
| Silver Bullet Productions | $20,000 | Santa Fe, NM, US | Annual Fund | 2020 |
| The Salvation Army | $20,000 | Naples, FL, US | Annual Fund | 2020 |
| Planned Parenthood | $10,000 | Sarasota, FL, US | Annual Fund | 2020 |
| Shelter For Abused Women & Children Inc | $10,000 | Naples, FL, US | Annual Fund | 2020 |
| St Jude Children's Research | $15,000 | Memphis, TN, US | Annual Fund | 2020 |
Foundations Similar to Sj & Mildred Whalen Foundation
Discover 5 foundations with comparable assets ($3,290,055-$3,417,672), similar grant patterns, and geographic focus in OH that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Blossomchurch Tw
EIN: 34-6500706 | 48 grants awarded |
$3,371,962
(≈ Similar) |
$20,487
median grant |
Brooklyn, OH
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The James W Gettelfinger
EIN: 31-1659080 | 49 grants awarded |
$3,327,939
(≈ Similar) |
$10,000
median grant |
Cincinnati, OH
Same state |
|
|
Mahan Marian R Pfdn
EIN: 46-7505533 | 21 grants awarded |
$3,310,902
(≈ Similar) |
$30,323
median grant |
Brooklyn, OH
Same state |
|
|
The Bill And Kathy O'neill
EIN: 46-4251139 | 109 grants awarded |
$3,417,672
(≈ Similar) |
$10,000
median grant |
Hunting Valley, OH
Same state |
|
|
Arthur Harvey Foundation Ct 1045000077
EIN: 31-6053064 | 92 grants awarded |
$3,290,055
(≈ Similar) |
$10,000
median grant |
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Same state |
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Contact Information
Official contact details for Sj & Mildred Whalen Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 26-6428414 |
| Website | N/A |
| Address | PO BOX 630858 Cincinnati, OH 45263-0858 |
Key People (3)
Board members, trustees, and key staff who oversee Sj & Mildred Whalen Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Co-trustee | Fifth Third Bank N A |
|---|---|
| Co-trustee | Patricia K Hawley |
| Co-trustee | Christopher Hawley |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Sj & Mildred Whalen Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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