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U O Whaley Charitable Trust is a private trust based in CHICAGO, IL. The foundation received its IRS ruling in 2023. The principal officer is Jp Morgan Chase Bank N. It holds total assets of $7M. Annual income is reported at $6.5M. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2022 to 2023. According to available records, U O Whaley Charitable Trust has made 5 grants totaling $129K, with a median grant of $26K. The foundation has supported 5 unique organizations. Grants have been distributed to organizations in Texas and District of Columbia and Virginia. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
U O Whaley Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in TX, DC, VA.
U O Whaley Charitable Trust has distributed a total of $129K across 5 grants. The median grant size is $26K, with an average of $26K. Individual grants have ranged from $26K to $26K.
U O Whaley Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
U O Whaley Charitable Trust is headquartered in CHICAGO, IL. While based in IL, the foundation distributes grants to organizations across 3 states.
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Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$218K
Total Assets
$6.5M
Fair Market Value
$7.7M
Net Worth
$6.5M
Grants Paid
$129K
Contributions
N/A
Net Investment Income
$257K
Distribution Amount
$355K
Total: $6.4M
Total Grants
5
Total Giving
$129K
Average Grant
$26K
Median Grant
$26K
Unique Recipients
5
Most Common Grant
$26K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| March Of DimesGENERAL | Arlington, VA | $26K | 2023 |
| American Red CrossGENERAL | Washington, DC | $26K | 2023 |
| The Salvation ArmyGENERAL | Dallas, TX | $26K | 2023 |
| Goodwill Industries Of Fort WorthGENERAL | Fort Worth, TX | $26K | 2023 |
| Tarrant County Assoc For The BlindGENERAL | Fort Worth, TX | $26K | 2023 |