WHALESBACK FOUNDATION
https://N/ATotal Given 2016–2024
$2.7M
143 grants · $295K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $2K–$25K
grant size
50%
supporter · 33/66 multi-year
repeat
$9.6M
Assets · 2021
66
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
2125268363
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $256K | $5.2M | $224K | 25 |
| 2017 | $250K | $6.0M | $-86K | 24 |
| 2018 | $271K | $5.4M | $137K | 25 |
| 2019 | N/A | $6.8M | $158K | N/A |
| 2020 | $320K | $7.7M | $191K | 19 |
| 2021 | $314K | $9.6M | $348K | 20 |
| 2022 | $438K | $7.5M | $394K | 19 |
| 2023 | $409K | $9.0M | $369K | 8 |
| 2024 | $396K | $11.4M | $215K | 3 |
Grant Size Distribution
Based on 143 grants on record
Minimum
$500
25th Pctl
$2K
Median
$5K
Average
$19K
75th Pctl
$25K
Maximum
$334K
Geographic Distribution
Officers & Directors
| Name | Title |
|---|---|
| CONSTANCE ROOSEVELT | TRUSTEE |
| THEODORE ROOSEVELT IV | PRES./SECT./TREAS./TRUSTEE |
Grants Awarded (143 total)
| Purpose | ||||
|---|---|---|---|---|
| SCHWAB CHARITABLE DONOR ADVISED FUND | ORLANDO, FL | $334,000 | GENERAL USE | 2023 |
| SCHWAB CHARITABLE DONOR ADVISED FUND | ORLANDO, FL | $260,548 | DONATED 437 SHS OF SPDR S&P STOCK WITH A BOOK VALUE OF $89,303 | 2024 |
| AMERICAN MUSEUM OF NATURAL HISTORY | NEW YORK, NY | $125,000 | GENERAL OPERATIONS | 2022 |
| SCHWAB CHARITABLE DONOR ADVISED FUND | ORLANDO, FL | $85,000 | GENERAL OPERATING EXPENSES | 2024 |
| AMERICAN MUSEUM OF NATURAL HISTORY | NEW YORK, NY | $70,000 | GENERAL OPERATIONS | 2020 |
| CENTER FOR CLIMATE AND ENERGY SOLUTIONS | ARLINGTON, VA | $50,000 | GENERAL OPERATIONS | 2022 |
| COUNCIL ON FOREIGN RELATIONS | NEW YORK, NY | $50,000 | GENERAL OPERATIONS | 2022 |
| AMERICAN MUSEUM OF NATURAL HISTORY | NEW YORK, NY | $50,000 | GENERAL OPERATIONS | 2018 |
| COUNCIL ON FOREIGN RELATIONS | NEW YORK, NY | $50,000 | GENERAL OPERATIONS | 2018 |
| CENTER FOR CLIMATE AND ENERGY SOLUTIONS | ARLINGTON, VA | $50,000 | GENERAL OPERATIONS | 2020 |
| COUNCIL ON FOREIGN RELATIONS | NEW YORK, NY | $50,000 | GENERAL OPERATIONS | 2020 |
| CENTER FOR CLIMATE AND ENERGY SOLUTIONS | ARLINGTON, VA | $50,000 | GENERAL OPERATIONS | 2021 |
| COUNCIL ON FOREIGN RELATIONS | NEW YORK, NY | $50,000 | GENERAL OPERATIONS | 2021 |
| WOODWELL CLIMATE RESEARCH CENTER | FALMOUTH, MA | $50,000 | GENERAL OPERATING EXPENSES | 2024 |
| AMERICAN MUSEUM OF NATURAL HISTORY | NEW YORK, NY | $50,000 | GENERAL OPERATIONS | 2016 |
| COUNCIL OF FOREIGN RELATIONS | NEW YORK, NY | $50,000 | GENERAL OPERATIONS | 2017 |
| WOODWELL CLIMATE RESEARCH CENTER | FALMOUTH, MA | $45,000 | GENERAL OPERATIONS | 2021 |
| SCHWAB CHARITABLE DONOR ADVISED FUND | ORLANDO, FL | $43,500 | GENERAL USE | 2023 |
| THE WILDERNESS SOCIETY | WASHINGTON, DC | $42,000 | GENERAL OPERATIONS | 2022 |
| WOODWELL CLIMATE RESEARCH CENTER | FALMOUTH, MA | $41,000 | GENERAL OPERATIONS | 2020 |
| WOODWELL CLIMATE RESEARCH CENTER | FALMOUTH, MA | $35,000 | GENERAL OPERATIONS | 2022 |
| KORN FERRY | LOS ANGELES, CA | $33,800 | GENERAL OPERATIONS | 2021 |
| THE WILDERNESS SOCIETY | WASHINGTON, DC | $30,000 | GENERAL OPERATIONS | 2021 |
| WOODS HOLE RESEARCH CENTER | FALMOUTH, MA | $28,000 | GENERAL OPERATIONS | 2016 |
| BROOKLYN COMMUNITY FOUNDATION | BROOKLYN, NY | $27,500 | GENERAL OPERATIONS | 2018 |