1. Directory
  2. Ohio
  3. Cincinnati
  4. SJ and Mildred Whalen Foundation
EIN 26-6428414

SJ and Mildred Whalen Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Cincinnati
State
Ohio
Year formed
2009
Most recent tax filings
2024-12-01
NTEE code, primary
T20: Private Foundations
Description
The SJ and Mildred Whalen Foundation is a private foundation located in Cincinnati, OH. It primarily funds the annual fund and made six grants last year to grantees such as The Salvation Army and others.
Also known as...
Mildred Whalen Ttee
Total revenues
$1,039,698
2024
Total expenses
$213,148
2024
Total assets
$2,597,328
2024
Num. employees
0
2024

Grants made by SJ and Mildred Whalen Foundation

GranteeGrant descriptionAmount
Lees-Mcrae CollegeEndowment$30,000
Shelter for Abused Women and ChildrenAnnual Fund$20,000
St Jude Children's Research HospitalAnnual Fund$20,000
...and 2 more grants made

Personnel at SJ and Mildred Whalen Foundation

NameTitle
Matthew CarothersTrustee

Financials for SJ and Mildred Whalen Foundation

RevenuesFYE 12/2024
Total grants, contributions, etc.$0
Investment income and dividends$76,352
Net rental income$0
Net gain from sale of non-inventory assets$963,346
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,039,698

Form 990s for SJ and Mildred Whalen Foundation

Fiscal year endingDate received by IRSFormPDF link
2024-122025-04-21990PFView PDF
2023-122024-04-23990PFView PDF
2022-122023-04-28990PFView PDF
2021-122022-05-05990PFView PDF
2020-122021-05-04990PFView PDF
...and 9 more Form 990s

Organizations like SJ and Mildred Whalen Foundation

OrganizationLocationRevenue
FW Albrecht Family FoundationAkron, OH$617,167
Keehi Memorial OrganizationHonolulu, HI$1,029,685
The Kai Family FoundationTucson, AZ$299,990
The Kentland FoundationBerryville, VA$2,764,464
Edith and Douglas Durgie Family FoundationPennington, NJ$281,898
Barstow FoundationColumbus, OH$340,271
The Hulston Family FoundationKansas City, MO$1,254,417
THE GERDA L CARLSTROM Charitable Trust FboPO Box Chicago, IL$379,113
The Beck FoundationFairfax Station, VA$398,708
The Gregg Arthur Miller FoundationJericho, NY$506,177
Data update history
May 29, 2025
Posted financials
Added Form 990PF for fiscal year 2024
May 24, 2024
Posted financials
Added Form 990PF for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 11, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 3, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsMilitary and veteran charitiesCharities
Issues
AnimalsMilitary and veterans
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 630858
Cincinnati, OH 45263
Metro area
Cincinnati, OH-KY-IN
County
Hamilton County, OH
Phone
(513) 534-5310
IRS details
EIN
26-6428414
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2009
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
Free account sign-up

Want updates when SJ and Mildred Whalen Foundation has new information, or want to find more organizations like SJ and Mildred Whalen Foundation?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2025 Nonprofit Metrics LLC
Terms of Service and Privacy Policy