Bob And Pat Whalen Foundation Inc | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Bob And Pat Whalen Foundation Inc. Data shown is extracted from Form 990-PF filings.

EIN: 47-4086713

Foundation Overview

Based in La Jolla, CA, Bob And Pat Whalen Foundation Inc has awarded 15 grants totaling $5,365 to organizations in South Dakota, California and 2 other states across the US. Individual grants range from $25 to $2,350, with a median award of $200.

Latest Tax Year
2020
Total Giving (all years)
$5,365
Total Assets
$99,161
Median Grant (all grants)
$200

Latest Form 990-PF Snapshot

Total Grants
15
Median Grant
$200
Grant Trend
N/A
Data extracted from IRS Form 990-PF filings. Last filing year: June 2021

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Emerging Foundation: 100%

15 of 15 recipients (100%) were new grantees. Recent establishment means most partnerships are naturally new. Pattern may not reflect long-term preferences.

Geographic Focus
California

80% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in San Diego (67%), Rancho Santa Fe (8%), La Jolla (8%).

Funding Trajectory
N/A

Insufficient data to determine funding trend patterns.

Program Areas
General Purposes + 2 others

Diversified giving across multiple program areas with primary emphasis on general purposes (60%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

Loading geographic data...
Loading chart...
Loading chart...
Loading chart...

Grants & Funding

Analyzing past grantees provides valuable insights into Bob And Pat Whalen Foundation Inc'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
St Josephs Indian School $375 Chamberlain, SD, US Educational 2020
University Of San Diego $1,000 San Diego, CA, US Educational 2020
Salvation Army $2,350 San Diego, CA, US Charitable 2020
Special Olympics $200 San Diego, CA, US Athletic 2020
Vapa Foundation $25 San Diego, CA, US Educational 2020
Ashe County Nc Rescue $50 West Jefferson, NC, US Civic 2020
Helen Woodward $200 Rancho Santa Fe, CA, US Animal Rescue 2020
Polinsky Childrens Center $200 San Diego, CA, US Charitable 2020
La Jolla Cc Gift Fund $200 La Jolla, CA, US Charitable 2020
Friends Of Balboa Park $50 San Diego, CA, US Civic 2020
Rancho Coastal Humane Society $100 Encinitas, CA, US Animal Rescue 2020
Judicial Watch $35 Washington, DC, US Civic 2020
Hoover Institution $250 Stanford, CA, US Civic 2020
Alpha Project $120 San Diego, CA, US Charitable 2020
Meals On Wheels $210 San Diego, CA, US Charitable 2020

Foundations Similar to Bob And Pat Whalen Foundation Inc

Discover 5 foundations with comparable assets ($96,865-$101,411), similar grant patterns, and geographic focus in CA 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

EIN: 27-1522887 | 20 grants awarded
$99,800
(≈ Similar)
$200
median grant
Tracy, CA
Same state
100%
Excellent match

EIN: 26-3576459 | 61 grants awarded
$97,226
(≈ Similar)
$400
median grant
Roseville, CA
Same state
99%
Excellent match

EIN: 91-2125950 | 22 grants awarded
$101,232
(≈ Similar)
$400
median grant
Santa Cruz, CA
Same state
99%
Excellent match

EIN: 46-4148435 | 47 grants awarded
$101,411
(≈ Similar)
$400
median grant
San Jose, CA
Same state
99%
Excellent match

EIN: 87-2540824 | 64 grants awarded
$96,865
(≈ Similar)
$250
median grant
Pleasanton, CA
Same state
99%
Excellent match

Contact Information

Official contact details for Bob And Pat Whalen Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 47-4086713
Website N/A
Address PO BOX 990 Mccall, ID 83638-0990

Key People (2)

Board members, trustees, and key staff who oversee Bob And Pat Whalen Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Ceo Robert J Whalen
Secretary Robert D Frank

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 Bob And Pat Whalen Foundation Inc 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

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated June 2021 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.