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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
2023-12-01
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
$151,581
2023
Total expenses
$178,976
2023
Total assets
$1,772,374
2023
Num. employees
0
2023

Grants made by SJ and Mildred Whalen Foundation

GranteeGrant descriptionAmount
Lees-Mcrae CollegeEndowment$30,000
Silver Bullet ProductionsAnnual Fund &$20,000
St Jude Children's Research HospitalAnnual Fund$15,000
...and 2 more grants made

Personnel at SJ and Mildred Whalen Foundation

NameTitle
Matthew CarothersTrustee

Financials for SJ and Mildred Whalen Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$60,457
Net rental income$0
Net gain from sale of non-inventory assets$89,687
Gross sales of inventory$0
Miscellaneous revenues$1,437
Total revenues$151,581

Form 990s for SJ and Mildred Whalen Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-23990PFView PDF
2022-122023-04-28990PFView PDF
2021-122022-05-05990PFView PDF
2020-122021-05-04990PFView PDF
2019-122020-09-24990PRView PDF
...and 8 more Form 990s
Data update history
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
June 9, 2023
Posted financials
Added Form 990PF for fiscal year 2020
May 19, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Grantmaking organizationsPrivate 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
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