Bob And Pat Whalen Foundation Inc
- Assets
- $62.5k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Mccall, ID
- Founding
- 08/2017
- Data as of
- 12/2023
- EIN
- 47-4086713
Organization Overview
Bob And Pat Whalen Foundation Inc is located in Mccall, ID. The organization was established in 2017. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bob And Pat Whalen Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Bob And Pat Whalen Foundation Inc generated $667.0 in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (13.6%) each year. All expenses for the organization totaled $4.4k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
NO GRANTMAKING TO CHARITIES WAS DONE DURING THE YEAR. THE FOUNDATION EXPECTS TO RECEIVE FUNDS FROM THE FOUNDERS' ESTATE AFTER AN ESTATE INVESTMENT IS SOLD AND PROCEEDS DISTRIBUTED ACCORDING TO THE TRUST.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert J Whalen CEO | 0 | $0 | |
Robert D Frank Secretary | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $667 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $667 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $1,874 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $2,477 |
| Total expenses | $4,351 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $62,465 |
| Other assets | $0 |
| Total assets | $62,465 |
| Total liabilities | $0 |
| Net assets or fund balances | $62,465 |
Grants Awarded
Over the last fiscal year, Bob And Pat Whalen Foundation Inc has awarded $5,365 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
ST JOSEPHS INDIAN SCHOOL PURPOSE: EDUCATIONAL | $375 |
UNIVERSITY OF SAN DIEGO PURPOSE: EDUCATIONAL | $1,000 |
SALVATION ARMY PURPOSE: CHARITABLE | $2,350 |
SPECIAL OLYMPICS PURPOSE: ATHLETIC | $200 |
VAPA FOUNDATION PURPOSE: EDUCATIONAL | $25 |
ASHE COUNTY NC RESCUE PURPOSE: CIVIC | $50 |