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Foundation Dossiers

California · Public charity

Bob and Pat Whalen Foundation Inc

The organization's mission is to provide support for the education of current and retired military personnel and to do grantmaking to charitable organizations.

$5k
Granted FY2020
15
Grants FY2020
14
Organizations funded FY2020
Read the full brief
Median grant, FY2020
$200
Largest grant, FY2020
$2,350
States reached, FY2020
4
Total assets, FY2020
$70k

Top grantees

Largest recipients by total granted, FY2020 to FY2020, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
The Salvation Army$2,3501n/a
University of San Diego$1,00010%
St Josephs Indian School$3751n/a
Alpha Project for the Homeless$12010%
Rancho Coastal Humane Society$10010%
Forever Balboa Park$5010%
Judicial Watch Inc$3510%
VAPA Foundation$2510%

Plus 6 recipients with no EIN on record ($1k), not named here.

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About Bob and Pat Whalen Foundation Inc

How much does Bob and Pat Whalen Foundation Inc give?
Bob and Pat Whalen Foundation Inc reported 15 grants totaling $5,365 in its FY2020 IRS filing.
What does Bob and Pat Whalen Foundation Inc fund?
By grant dollars over FY2020 to FY2020, its largest causes are Human Services (48%), Education (31%), Animals (7%).
Who are Bob and Pat Whalen Foundation Inc's largest grantees?
By total granted over FY2020 to FY2020: The Salvation Army ($2k), University of San Diego ($1k), St Josephs Indian School ($375).
Where is Bob and Pat Whalen Foundation Inc based?
Bob and Pat Whalen Foundation Inc is based in CA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 15 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2025) is on record but names no grant recipient in the published copy, so the figures above are from FY2020, the most recent year this funder’s grantee list reached the public record.

Source object · view filing

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More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
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51% of grant dollars land in the regranting layer
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$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home