Sj & Mildred Whalen Foundation
EIN 266428414Total Given 2020–2024
$660K
36 grants · $132K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$20K
typical small grants · $15K–$20K
grant size
80%
deep partner · 8/10 multi-year
repeat
$3.4M
Assets (2024)
10
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(513) 534-5310
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $85K | $3.0M | $85K | 6 |
| 2021 | $125K | $3.4M | $196K | 6 |
| 2022 | $140K | $2.6M | $58K | 8 |
| 2023 | $140K | $3.0M | $152K | 8 |
| 2024 | $170K | $3.4M | $1.0M | 8 |
Grant Size Distribution
Based on 36 grants on record
Minimum
$10K
25th Pctl
$15K
Median
$20K
Average
$18K
75th Pctl
$20K
Maximum
$30K
Geographic Distribution
Officers & Directors
FA
Fifth Third Bank N a
5+ yrs
Co-Trustee
CH
Christopher Hawley
3 yrs
Co-Trustee
PH
Patricia K Hawley
3 yrs
Co-Trustee
PH
Patricia K Hawley
3 yrs
Co-Trustee
FA
Fifth Third Bank N a
5+ yrs
Co-Trustee
CH
Christopher Hawley
3 yrs
Co-Trustee
FA
Fifth Third Bank N a
5+ yrs
Co-Trustee
CH
Christopher Hawley
3 yrs
Co-Trustee
PH
Patricia K Hawley
3 yrs
Co-Trustee
PH
Patricia K Christopher Hawley
2 yrs
Co-Trustee
FA
Fifth Third Bank N a
5+ yrs
Co-Trustee
PH
Patricia K Christopher Hawley
2 yrs
Co-Trustee
FA
Fifth Third Bank N a
5+ yrs
Co-Trustee
Grants Awarded (36 total)
| Purpose | ||||
|---|---|---|---|---|
| The Salvation Army | Naples, FL | $30,000 | ANNUAL FUND | 2021 |
| Lees McRae College Inc | Banner Elk, NC | $30,000 | ENDOWMENT | 2023 |
| Lees McRae College Inc | Banner Elk, NC | $30,000 | ENDOWMENT | 2024 |
| Lees McRae College Inc | Banner Elk, NC | $30,000 | ENDOWMENT | 2022 |
| Silver Bullet Productions | Santa Fe, NM | $20,000 | ANNUAL FUND | 2020 |
| The Salvation Army | Naples, FL | $20,000 | ANNUAL FUND | 2020 |
| Alzheimer'S Disease & Related | Washington, DC | $20,000 | ANNUAL FUND | 2021 |
| Silver Bullet Productions | Santa Fe, NM | $20,000 | ANNUAL FUND | 2021 |
| Shelter for Abused Women & Children Inc | Naples, FL | $20,000 | ANNUAL FUND | 2021 |
| St Jude Children'S Research | Memphis, TN | $20,000 | ANNUAL FUND | 2021 |
| Silver Bullet Productions | Santa Fe, NM | $20,000 | ANNUAL FUND & | 2023 |
| The Salvation Army | Naples, FL | $20,000 | ANNUAL FUND | 2023 |
| Alzheimer'S Disease & Related | Washington, DC | $20,000 | ANNUAL FUND | 2024 |
| Tisch Multiple Sclerosis Research Center | New York, NY | $20,000 | PROJECT/PROGRAM SUPPORT | 2024 |
| Silver Bullet Productions | Santa Fe, NM | $20,000 | ANNUAL FUND | 2024 |
| The Salvation Army | Naples, FL | $20,000 | ANNUAL FUND | 2024 |
| Planned Parenthood of Sw & Central Fl | Sarasota, FL | $20,000 | ANNUAL FUND | 2024 |
| Shelter for Abused Women & Children Inc | Naples, FL | $20,000 | ANNUAL FUND | 2024 |
| St Jude Children'S Hospital | Memphis, TN | $20,000 | ANNUAL FUND | 2024 |
| Silver Bullet Productions | Santa Fe, NM | $20,000 | ANNUAL FUND & | 2022 |
| The Salvation Army | Naples, FL | $20,000 | ANNUAL FUND | 2022 |
| St Jude Children'S Research | Memphis, TN | $15,000 | ANNUAL FUND | 2020 |
| Planned Parenthood | Sarasota, FL | $15,000 | ANNUAL FUND | 2021 |
| Alzheimer'S Disease & Related | Washington, DC | $15,000 | ANNUAL FUND | 2023 |
| Tisch Multiple Sclerosis Research Center | New York, NY | $15,000 | PROJECT/PROGRAM SUPPORT | 2023 |