Kasper Whelan Educational Trust Foundation

Private foundation · Grantmaker Pottsville, PA EIN: 38-7238007
N/A

The Kasper Whelan Educational Trust is a private foundation based in Pottsville, Pennsylvania. It provides scholarship funds to college students.

Kasper Whelan Educational Trust Foundation at a glance

In short: Kasper Whelan Educational Trust Foundation gave $41K across 27 grants in 2025 (avg $2K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$40,500
+3.8% vs 2024
Grants made (2025)
27
+3.8% vs 2024
Average grant
$1,500
+0.0% vs 2024
Median grant
$1,500
Total assets
$755,191
+2.3% vs 2024
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

How to apply to Kasper Whelan Educational Trust Foundation

Accepts unsolicited proposals
No
How to Apply

The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: PO Box 660, Pottsville, PA 17901
Phone: (570) 516-8325

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Kasper Whelan Educational Trust Foundation funds

How this funder distributes its grants

Grant Size Distribution

106 grants across all recorded years

106<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 106 grants of 106 (100%).

Geographic Focus

Where this funder awards grants

All grant dollars in filing year 2025 went to recipients in Pennsylvania.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 27 itemized grants.

States

Cities

PottsvilleAuburnOrwigsburgSaint ClairTamaquaAshlandMinersvilleSchuylkill HavenHeginsMahanoy CityNew RinggoldAndreasBarnesvilleNew PhiladelphiaPine GroveCumbolaFrackvilleGordonMarlinPort Carbon

How Kasper Whelan Educational Trust Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−7%). Method
  • In 2025 it paid out 100% 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

$0$20K$40K$60K1 grant2020 1 grant2021 29 grants2022 23 grants2023 26 grants2024 27 grants2025

From 2020 to 2025, annual grant giving ranged from $23K (2020) to $44K (2022). In 2025 it made 27 grants totaling $41K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
27 grants to individuals Recipients not named —$40,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$755,191$39,960$52,101$40,50027$40,500$39,772$40,331
2024$738,211$37,263$47,946$39,00026$39,000$37,100$40,330
2023$653,383$16,367$43,799$34,50023$35,887$16,367$35,544
2022$675,182$15,846$53,582$43,50029$49,055$11,676$35,502
2021$708,346$32,251$53,028$42,0001$48,044$27,551$43,529
2020$729,123$771,592$42,469$22,5001—$20,440$20,731

Under IRS private-foundation payout rules, Kasper Whelan Educational Trust Foundation reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The trust states that it provides funds for scholarships to college students. Its 2025 grants were designated “for education.”

Grantmaking

In filing year 2025, the trust awarded 27 grants totaling $40,500. Each grant was $1,500. Examples include grants of $1,500 to three individual recipients, all in Pennsylvania, for education.

Leadership & Key People

Officers and directors from IRS filings

Kasper Whelan Educational Trust Foundation's only listed officer is MID Penn Bank, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • MID Penn Bank

    Trustee

    On filings since 2021

    1 hr/week

    $9K (2021) → $8K (2025)

Former officers (1)
  • Former: Riverview Bank (2020–2022) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Mid Penn Bank — Trustee: $8KMid Penn BankTrustee$8K

The highest reported compensation on the 2025 filing was $8K, to Mid Penn Bank (Trustee).

Frequently asked questions about Kasper Whelan Educational Trust Foundation

How much does Kasper Whelan Educational Trust Foundation give each year?

Kasper Whelan Educational Trust Foundation gave $41K across 27 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $39K across 26 grants.

What is Kasper Whelan Educational Trust Foundation's typical grant size?

Kasper Whelan Educational Trust Foundation's median grant in 2025 was $1,500, and its average grant was $1,500, across 27 grants on its 2025 IRS Form 990-PF.

Where does Kasper Whelan Educational Trust Foundation give grants?

Kasper Whelan Educational Trust Foundation gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does Kasper Whelan Educational Trust Foundation give general operating support?

Not in 2025: none of the 27 grants with a stated purpose on Kasper Whelan Educational Trust Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "For Education" (27 grants).

How large is Kasper Whelan Educational Trust Foundation?

Kasper Whelan Educational Trust Foundation reported $755K in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets).

What does Kasper Whelan Educational Trust Foundation fund?

The trust states that it provides funds for scholarships to college students. Its 2025 grants were designated “for education.” See mission & focus areas ↑

How do I apply for a grant from Kasper Whelan Educational Trust Foundation?

The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Kasper Whelan Educational Trust Foundation's EIN?

Kasper Whelan Educational Trust Foundation's EIN (Employer Identification Number) is 38-7238007. IRS Form 990 filing data is available on this page for 2020–2025.

Does Kasper Whelan Educational Trust Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 27, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  7. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Kasper Whelan Educational Trust Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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