Kathryn M Whitten Trust
Kathryn M Whitten Trust is a private foundation, based in LONG BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $521K in total assets. In 2024, it awarded 4 grants totaling $32K. Net investment income was $36K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$521K
+0.2% YoY
Annual Giving
$32K
+115.3% YoY
Grant Count
4
+33.3% YoY
Avg Grant Size
$8K
+61.4% YoY
Under IRS private-foundation payout rules, Kathryn M Whitten Trust reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.
About Kathryn M Whitten Trust
Based on IRS filings
Kathryn M Whitten Trust is a private foundation, based in LONG BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $521K in total assets. In 2024, it awarded 4 grants totaling $32K. Net investment income was $36K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $520,612 | $519,374 | $492,979 |
| Revenue | $42,007 | $48,185 | $15,097 |
| Expenses | $40,735 | $21,843 | $26,419 |
| Qualifying Distributions | $33,064 | $15,924 | $19,808 |
| Net Investment Income | $35,526 | $41,919 | $8,873 |
| Distributable Amount | $34,311 | $30,712 | $31,494 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
22 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include California State University Fullerton ($11,500), Concordia University Irvine ($8,250), California State University Long Beach ($7,750).
| Recipient | Purpose | Amount |
|---|---|---|
| CALIFORNIA STATE UNIVERSITY FULLERTON FULLERTON, CA | SCHOLARSHIP | $11,500 |
| CONCORDIA UNIVERSITY IRVINE IRVINE, CA | SCHOLARSHIP | $8,250 |
| CALIFORNIA STATE UNIVERSITY LONG BEACH LONG BEACH, CA | SCHOLARSHIP | $7,750 |
| UNIVERSITY OF ARIZONA TUCSON, AZ | SCHOLARSHIP | $4,250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FARMERS MERCHANTS TRUST CO | TRUSTEE | 2 | $3,503 |
Frequently Asked Questions
How large is Kathryn M Whitten Trust?
As of 2024, Kathryn M Whitten Trust holds $521K in total assets with $42K in annual revenue. It awarded 4 grants totaling $32K in 2024.
Where does Kathryn M Whitten Trust operate?
Kathryn M Whitten Trust has awarded grants in Arizona, California.
What size grants does Kathryn M Whitten Trust award?
In 2024, Kathryn M Whitten Trust awarded 4 grants totaling $32K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Kathryn M Whitten Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Kathryn M Whitten Trust reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Kathryn M Whitten Trust's EIN?
Kathryn M Whitten Trust's EIN (Employer Identification Number) is 95-6040517. IRS Form 990 filing data is available on this page for 2020–2024.
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Browse active grant opportunities in Kathryn M Whitten Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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