Charles F Barth for Whaley
Charles F Barth for Whaley is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $337K in total assets. In 2026, it awarded 1 grant totaling $20K. Net investment income was $44K.
Charles F Barth for Whaley at a glance
In short: Charles F Barth for Whaley gave $20K across 1 grant in 2026 (avg $20K), mostly in Michigan. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $19,764
- +29.4% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $19,764
- +29.4% vs 2025
- Median grant
- $19,764
- Total assets
- $336,574
- +12.4% vs 2025
- Primary geography
- Michigan (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Charles F Barth for Whaley funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Whaley Children's Center ($20K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Charles F Barth for Whaley gives
- Giving grew 42% from 2023 to 2026. Method
- In 2026 it paid out 115% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $14K (2023) to $20K (2026). In 2026 it made 1 grant totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Whaley Children's Center Flint, MI | Unrestricted General | $19,764 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $336,574 | $47,830 | $26,912 | $19,764 | 1 | $22,222 | $43,652 | $19,251 |
| 2025 | $299,522 | $30,376 | $21,554 | $15,274 | 1 | $17,553 | $26,192 | $17,757 |
| 2024 | $294,233 | $11,664 | $19,718 | $14,048 | 1 | $16,160 | $6,287 | $16,480 |
| 2023 | $295,817 | $-6,926 | $21,863 | $13,939 | 1 | $16,002 | $2,958 | $15,561 |
| 2022 | $320,470 | $65,825 | $22,305 | $19,658 | 1 | $20,363 | $63,987 | $17,513 |
| 2021 | $318,638 | $22,707 | $16,319 | $14,288 | 1 | — | $21,356 | $17,396 |
Under IRS private-foundation payout rules, Charles F Barth for Whaley reported a distributable amount of $19K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles F Barth for Whaley's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$512 (2022) → $5K (2026)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $5K, to Bank of America (Trustee).
Frequently asked questions about Charles F Barth for Whaley
How much does Charles F Barth for Whaley give each year?
Charles F Barth for Whaley gave $20K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $15K across 1 grant.
How large is Charles F Barth for Whaley?
Charles F Barth for Whaley reported $337K in total assets on its 2026 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).
Where does Charles F Barth for Whaley operate?
Charles F Barth for Whaley has awarded grants in Michigan.
What is Charles F Barth for Whaley's EIN?
Charles F Barth for Whaley's EIN (Employer Identification Number) is 38-6063154. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 28, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 30, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 27, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 22, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS October 2, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 29, 2026)
- IRS filings on file for fiscal years 2021–2025
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