501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2020 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 4
filings with a surplus
Average deficit $39K a year · 27% of revenue · last 4 filings
Concern: a surplus in 1 of the last 4 filings.
990-PF Pt I · 4 filings
2 mo
of spending, in cash
Fine: 2.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$71K
Spent
$161K
Net assets
$2.2M
By yearFY2020–FY2024
Revenue
$71K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$71K
FY2021$102K
FY2022$201K
FY2024$211K
Expenses
$161K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$161K
FY2021$180K
FY2022$213K
FY2024$187K
Net assets
$2.2M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$2.2M
FY2021$2.2M
FY2022$2.2M
FY2024$2.0M

From the FY2020 Form 990 (year ending September 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 2008.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 84% · $135K Operating & administrative 16% · $26K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

The filing lists no officers, directors or key staff.

See Whelan Foundation INC executive salaries →

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Programs and updates

A private foundation based in Halesite, NY.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 16 grants · $142K · 2023–2023
Dept of Ed MonelaFY2023$25,000
University of WisconsinFY2023$20,000
University of ScrantonPA · FY2023$20,000
SUNY CortlandNY · FY2023$20,000
Individual RecipientFY2023$10,000
Individual RecipientFY2023$10,000
Camp Northstar INCNY · FY2023$10,000
The New InterdisciplinaryFY2023$7,850
College of New JerseyFY2023$5,000
Adelphi UniversityNY · FY2023$5,000
Long Island All-Star Field HockeyFY2023$2,534
Long Island Cares INCNY · FY2023$2,500
Strength for Life INCNY · FY2023$1,500
Book Fairies INCNY · FY2023$1,000
Port Washington LibraryFY2023$1,000
Ace Family FoundationCA · FY2023$250

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV8
Average grantPart XV$9K
Median grantPart XV$8K
Largest grantPart XV$25K
Top cause focusNTEEHuman Services (19%)

By the numbers

The FY2020 990-PF, line by line.

1The main four
Money in
$71K
Investment income$57K
Gifts and grants$15K
Money out
$161K
Grants paid$135K
Running costs$26K
Owns and owes
$2.2M
net assets
Cash and savings$28K
Total assets$2.2M
Liabilities$0
2In more detail
Revenue in detail
Gifts and grants$15K
Investment income$57K
Total revenue$71K
Assets in detailEnd of year
Cash and savings together$28K
Total assets$2.2M
Liabilities$0
Net assets$2.2M
Operations
Fiscal year endsSeptember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $211K$187K$25K$2.0M 990 PDF
FY2023 Not on file
FY2022 $201K$213K−$12K$2.2M 990 PDF
FY2021 $102K$180K−$78K$2.2M 990 PDF
FY2020 Viewing $71K$161K−$90K$2.2M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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