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Whalley Charitable Trust is a private trust based in WINDBER, PA. The foundation received its IRS ruling in 1972. It holds total assets of $3.5M. Annual income is reported at $846K. The foundation is governed by 2 officers and trustees. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Pennsylvania and Illinois. According to available records, Whalley Charitable Trust has made 100 grants totaling $616K, with a median grant of $2K. Annual giving has grown from $98K in 2020 to $142K in 2023. Grantmaking activity was highest in 2022 with $284K distributed across 50 grants. Individual grants have ranged from N/A to $40K, with an average award of $6K. The foundation has supported 36 unique organizations. The foundation primarily supports organizations in Pennsylvania, District of Columbia, Missouri, which account for 97% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
N/A
Median Grant
$1K
Average Grant
$5K
Largest Grant
$40K
Based on 18 grants from the most recent 990-PF filing.
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.
Whalley Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 100 grants. Its grantmaking reaches organizations primarily in PA, DC, MO.
Whalley Charitable Trust has distributed a total of $616K across 100 grants. The median grant size is $2K, with an average of $6K. Individual grants have ranged from N/A to $40K.
Trust distributes amount of income earned each year - no other restrictions.
Whalley Charitable Trust is headquartered in WINDBER, PA. While based in PA, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| David Klementik | TRUSTEE | $10K | $0 | $10K |
| Ruth Klementik | TRUSTEE | $0 | $0 | N/A |
Total Giving
$199K
Total Assets
$3.5M
Fair Market Value
$3.6M
Net Worth
$3.5M
Grants Paid
$142K
Contributions
N/A
Net Investment Income
$79K
Distribution Amount
$172K
Total: $1.7M
Total Grants
100
Total Giving
$616K
Average Grant
$6K
Median Grant
$2K
Unique Recipients
36
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American Cancer SocietyCHARITABLE | Williamsport, PA | $200 | 2023 |
| Windber Area School DistrictEDUCATIONAL | Windber, PA | $40K | 2023 |
| Arcadia TheaterCONCERT SPONSOR | Windber, PA | $20K | 2023 |
| Penn State UniversityEDUCATIONAL | State College, PA | $10K | 2023 |
| Windber Municipal AuthorityCOMMUNITY BUILDING | Windber, PA | $5K | 2023 |
| Windber Public LibraryEDUCATIONAL | Windber, PA | $5K | 2023 |
| Pennsylvania Chamber OrchestraARTISTIC | State College, PA | $5K | 2023 |
| Centre Volunteers In MedicineSCIENTIFIC | State College, PA | $4K | 2023 |
| Stephens CollegeEDUCATIONAL | Columbia, MO | $3K | 2023 |
| Junior Achievement Of Western PennsCHARITABLE | Johnstown, PA | $2K | 2023 |
| Community Foundation Of The AllegheCHARITABLE | Johnstown, PA | $2K | 2023 |
| Band Of Brothers Shakespeare CompanCHARITABLE | Johnstown, PA | $2K | 2023 |
| Laurel ArtsARTISTIC | Somerset, PA | $1K | 2023 |
| Eureka Coal Heritage FoundationCOMMUNITY | Windber, PA | $1K | 2023 |
| Pink ZoneCOMMUNITY | State College, PA | $1K | 2023 |
| Somerset Comm Hosp FoundationMEDICAL | Somerset, PA | $760 | 2023 |
| American Assn Of University WomenCHARITABLE | Johnstown, PA | $600 | 2023 |
| American Red CrossCHARITABLE | Washington, DC | $10K | 2022 |
| Juniata Valley Council BsaEDUCATIONAL | Reedsville, PA | $5K | 2022 |
| Girl Scouts Of Western PaEDUCATIONAL | Pittsburgh, PA | $4K | 2022 |
| Nittany Performing Ars CentreARTISTIC | State College, PA | $3K | 2022 |
| Windber Borough Anniversary AccountCOMMUNITY/QUASQUICENTENNIAL | Windber, PA | $2K | 2022 |