Dorothy Whitney Charitable Trust

DALLAS, TX EIN: 04-6019483

Dorothy Whitney Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 2 grants totaling $82K. Net investment income was $195K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.1M

+4.9% YoY

Annual Giving

$82K

+11.9% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$41K

+11.9% YoY

Under IRS private-foundation payout rules, Dorothy Whitney Charitable Trust reported a distributable amount of $120K for 2024 — the minimum it must pay out in qualifying distributions.

About Dorothy Whitney Charitable Trust

Based on IRS filings

Dorothy Whitney Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 2 grants totaling $82K. Net investment income was $195K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BostonChicago

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$134K$268K$402K$536K20202021202220232024
Metric202420232022
Total Assets$2,103,170$2,004,015$2,035,560
Revenue$218,559$72,681$-51,287
Expenses$117,141$103,482$161,514
Qualifying Distributions$94,437$84,361$130,916
Net Investment Income$194,664$46,935$22,614
Distributable Amount$119,871$108,550$111,447

Giving Over Time

Total grant dollars and number of grants per year

$0$30K$60K$90K$120K2 grants20202 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

ANIMAL RESCUE LEAGUE OF …$41KNATIONAL ANTI-VIVISECTIO…$41K

Grant Size Distribution

10 grants across all recorded years

4<$50K6$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Animal Rescue League of Boston ($41,048), National Anti-vivisection Society ($41,048).

RecipientPurposeAmount
ANIMAL RESCUE LEAGUE OF BOSTON BOSTON, MAUNRESTRICTED GENERAL$41,048
NATIONAL ANTI-VIVISECTION SOCIETY CHICAGO, ILUNRESTRICTED GENERAL$41,048

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$31K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$30,665

Frequently Asked Questions

How large is Dorothy Whitney Charitable Trust?

As of 2024, Dorothy Whitney Charitable Trust holds $2.1M in total assets with $219K in annual revenue. It awarded 2 grants totaling $82K in 2024.

Where does Dorothy Whitney Charitable Trust operate?

Dorothy Whitney Charitable Trust has awarded grants in Illinois, Massachusetts.

What size grants does Dorothy Whitney Charitable Trust award?

In 2024, Dorothy Whitney Charitable Trust awarded 2 grants totaling $82K — an average of about $41K per grant, based on its IRS Form 990 filings.

How much is Dorothy Whitney Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Dorothy Whitney Charitable Trust reported a distributable amount of $120K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Dorothy Whitney Charitable Trust's EIN?

Dorothy Whitney Charitable Trust's EIN (Employer Identification Number) is 04-6019483. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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