The Whelan Family Foundation Inc
EIN 273120778Total Given 2017–2023
$123K
85 grants · $18K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$100
typical micro grants · $50–$700
grant size
25%
balanced · 15/59 multi-year
repeat
$151K
Assets (2023)
59
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(508) 789-5321
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $53K | $151K | $53K | 11 |
| 2019 | N/A | $87K | $664 | N/A |
| 2020 | $16K | $75K | $13K | 23 |
| 2021 | $25K | $114K | $67K | 22 |
| 2022 | $9K | $160K | $60K | 8 |
| 2023 | $20K | $151K | $4K | 21 |
Grant Size Distribution
Based on 85 grants on record
Minimum
$10
25th Pctl
$50
Median
$100
Average
$1K
75th Pctl
$700
Maximum
$25K
Geographic Distribution
Officers & Directors
WW
William N Whelan III
6+ yrs
President,Treasurer,Direct
Leadership
JW
Jean F Whelan
6+ yrs
Secretary & Director
Leadership
ME
Mark G Shub Esq
6+ yrs
Director
WW
William N Whelan III
6+ yrs
President,Treasurer,Direct
Leadership
JW
Jean F Whelan
6+ yrs
Secretary & Director
Leadership
ME
Mark G Shub Esq
6+ yrs
Director
WW
William N Whelan III
6+ yrs
President,Treasurer,Direct
Leadership
JW
Jean F Whelan
6+ yrs
Secretary & Director
Leadership
ME
Mark G Shub Esq
6+ yrs
Director
WW
William N Whelan III
6+ yrs
President,Treasurer,Direct
Leadership
JW
Jean F Whelan
6+ yrs
Secretary & Director
Leadership
ME
Mark G Shub Esq
6+ yrs
Director
WW
William N Whelan III
6+ yrs
President,Treasurer,Direct
Leadership
JW
Jean F Whelan
6+ yrs
Secretary & Director
Leadership
ME
Mark G Shub Esq
6+ yrs
Director
WW
William N Whelan III
6+ yrs
President,Treasurer,Direct
Leadership
JW
Jean F Whelan
6+ yrs
Secretary & Director
Leadership
ME
Mark G Shub Esq
6+ yrs
Director
Grants Awarded (85 total)
| Purpose | ||||
|---|---|---|---|---|
| New Bedford Zoo | New Bedford, MA | $25,000 | GENERAL SUPPORT | 2017 |
| Holy Family Holy Name School | New Bedford, MA | $16,500 | GENERAL SUPPORT | 2017 |
| St Francis of Assisi | Englewood, FL | $11,330 | GENERAL SUPPORT | 2020 |
| Save the Bells | New Bedford, MA | $10,000 | GENERAL SUPPORT | 2021 |
| Holy Name of the Sacred Heart | New Bedford, MA | $9,200 | GENERAL SUPPORT | 2023 |
| Holy Name of the Sacred Heart | New Bedford, MA | $7,750 | GENERAL SUPPORT | 2022 |
| Holy Name of the Sacred Heart | New Bedford, MA | $7,500 | GENERAL SUPPORT | 2021 |
| Nativity Prepatory School | Jamaica Plain, MA | $5,000 | GENERAL SUPPORT | 2017 |
| St Francis of Assisi | Englewood, FL | $3,305 | GENERAL SUPPORT | 2017 |
| St Francis of Assisi | Englewood, FL | $3,080 | GENERAL SUPPORT | 2021 |
| Wamsutta Club | New Bedford, MA | $2,500 | GENERAL SUPPORT | 2023 |
| James Arnold Mansion | New Bedford, MA | $2,500 | GENERAL SUPPORT | 2023 |
| Catherine Louise Whelan Memorial Scholarship Fund | New Bedford, MA | $2,200 | GENERAL SUPPORT | 2017 |
| Cleveland Clinic Indian Rive | Vero Beach, FL | $1,500 | GENERAL SUPPORT | 2020 |
| Holy Name Sacred Heart of Jesus | New Bedford, MA | $1,500 | GENERAL SUPPORT | 2023 |
| Buttonwood Park Zoological | New Bedford, MA | $1,000 | GENERAL SUPPORT | 2021 |
| Dr Frederick M Kalisz Jr Memorial Scholarship Fund | New Bedford, MA | $1,000 | GENERAL SUPPORT | 2021 |
| Sacred Heart Holy Name Church | New Bedford, MA | $1,000 | GENERAL SUPPORT | 2023 |
| St Vincent De Paul Taunton Catholic North | Taunton, MA | $1,000 | GENERAL SUPPORT | 2023 |
| Prince Henry Society | New Bedford, MA | $700 | GENERAL SUPPORT | 2021 |
| Prince Henry Society | New Bedford, MA | $700 | GENERAL SUPPORT | 2022 |
| Prince Henry Society | New Bedford, MA | $700 | GENERAL SUPPORT | 2023 |
| St Francis of Assisi Church | Cambridge, MA | $655 | GENERAL SUPPORT | 2020 |
| Yeskiva of Greater Washington | Silver Spring, MD | $500 | GENERAL SUPPORT | 2020 |
| Bishop Stang High School Theater | North Dartmouth, MA | $500 | GENERAL SUPPORT | 2022 |