FundersNew York

The George Whalen JR Fdtn Inc

Millbrook, NY · EIN 14-1820581. Reported 104 grants totalling $300,500 to 37 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$1,500median grant
$300,500granted, 2021-2024
37organizations funded
88%of grantees funded again the next year
$1,721,198assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. The George Whalen JR Fdtn Inc did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $1,500. Half of everything it gave fell between $1,000 and $3,000; the smallest was $250 and the largest $16,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
16 grants
$1,000 - $5,000
67 grants
$5,000 - $10,000
12 grants
$10,000 - $25,000
9 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
Millbrook Community Partnership IncMillbrook, NY$40,000442024
Mid Hudson Regional HospitalPoughkeepsie, NY$34,000442024
Hudson Valley HospicePoughkeepsie, NY$28,000742024
Church of the Immaculate ConceptionAmenia, NY$26,750442024
Amenia Free LibraryAmenia, NY$17,000442024
Dutchess Community CollegePoughkeepsie, NY$15,000112023
Cardinal Hayes HomeMillbrook, NY$12,000442024
Maplebrook SchoolMillbrook, NY$12,000442024
Innisfree FoundationMontclair, NJ$11,000442024
Community Foundation of the Hudson ValleyPoughkeepsie, NY$10,000112024
St Mary's ChurchWappingers Falls, NY$10,000112023
Central Baptist ChurchSalt Point, NY$9,000442024
Wethersfield FoundationAmenia, NY$8,000442024
Millbrook Central SchoolMillbrook, NY$6,000442024
Upton Lake Christian SchoolClinton Corners, NY$6,000332024
Grace ChurchMillbrook, NY$5,500442024
Town of AmeniaAmenia, NY$5,000112024
Town of Amenia - Fountain SquareAmenia, NY$5,000112022
Angels of LightMillbrook, NY$4,500442024
Dutchess OutreachPoughkeepsie, NY$4,000442024
Miles of HopeLagrangeville, NY$4,000442024
Millbrook Early Childhood Education CenterMillbrook, NY$4,000332024
Millbrook LibraryMillbrook, NY$4,000442024
Sparrow's NestWappingers Falls, NY$4,000442024
Stanford LibraryStanfordville, NY$4,000442024
North East Community CenterMillerton, NY$3,000112024
Noble HorizonchiSalisbury, CT$2,000442024
Vassar Brothers HospitalPoughkeepsie, NY$2,000112021
Lakeville Journal FoundationLakeville, CT$1,500332024
Catholic Charities Community Services of Dutchess Food PantryPoughkeepsie, NY$500112024
Pleasant Valley First Presbyterian ChurchPoughkeepsie, NY$500112022
Pleasant Valley Presbyterian ChurchPoughkeepsie, NY$500112021
The St John Vianney Clergy ResidenceNew York, NY$500112022
The Stissing CenterPine Plains, NY$500222023
Christ the King SeminaryAmenia, NY$250112022
Pathfinder FoundationSalt Point, NY$250112022
The Mack-Haydn TheatreChatham, NY$250112022

23 of 37 (62%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 88%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is unusually consistent. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What kind of organizations it funds

By the recipient's own IRS classification, for the 41 grants where we could identify the organization. These are assigned categories, not our guesses.

Human Services
17 grants
Education
15 grants
Food & Nutrition
4 grants
Environment
4 grants
Health Care
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202121$58,250$1,500
202230$75,500$1,000
202326$83,750$1,750
202427$83,000$2,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 95% of this one's giving went to organizations in New York. If you are outside its footprint, that matters more than how well your programme fits.

New York
$286K
New Jersey
$11K
Connecticut
$4K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Berkshire Taconic Community8 shared recipientsFidelity Investments Charitable Gift Fund8 shared recipientsVanguard Charitable Endowment Program6 shared recipientsCommunity Foundations of the Hudson6 shared recipientsThe Dyson Foundation5 shared recipientsDonor Advised Charitable Giving Inc5 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $1,500. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in New York.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding human services in New YorkEvery funder in this group, rankedFoundations funding education in New YorkEvery funder in this group, rankedFoundations funding environment in New YorkEvery funder in this group, ranked

Where these numbers come from

Everything above is taken from The George Whalen JR Fdtn Inc's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: Po Box Ac, Millbrook, NY, 12545. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 14-1820581 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email hello@funderscope.com and we will correct it.