WHALEY FOUNDATION

Financials

Giving

$859K

FY2023 · qualifying distributions

Total assets

$7.3M

FY2023 · end of year

Revenue

$371K

FY2023

Expenses

$901K

FY2023

Giving by year

Total assets by year

Year	Form	Revenue	Expenses	Giving	Assets	Net assets
FY2023	990-PF	$371,465	$900,592	$859,025	$7,331,313

Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.

Grants paid

156 on file

Recipient	Purpose	Amount	Year	Source
MINNESOTA HISTORICAL SOCIETYST PAUL, MN	PUBLIC CHARITY - GENERAL PURPOSES	$100,000	2022

Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.

Officers and directors

Name	Title	Compensation
John P Whaley	DIRECTOR	$0
Annette M Whaley	DIRECTOR	$0
Megan J Whaley	VICE PRESIDENT	$0

From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.

Can I apply?

What its returns show