Kathryn M Whitten Trust

Private foundation · Grantmaker Long Beach, CA EIN: 95-6040517

Kathryn M Whitten Trust is a private foundation, based in Long Beach, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $544K in total assets. In 2025, it awarded 5 grants totaling $43K. Net investment income was $64K.

Kathryn M Whitten Trust at a glance

In short: Kathryn M Whitten Trust gave $43K across 5 grants in 2025 (avg $9K), mostly in California. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$43,250
+36.2% vs 2024
Grants made (2025)
5
+25.0% vs 2024
Average grant
$8,650
+9.0% vs 2024
Median grant
$8,750
Total assets
$544,133
+4.5% vs 2024
Primary geography
California (74% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

Who Kathryn M Whitten Trust funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

University of Arizona: $9KUniversity of Arizona$9KConcordia University Irvine: $4KConcordia University Irvine$4KWashington State University: $3KWashington State University$3K

The largest 2025 recipient was University of Arizona ($9K). Together the top 3 received $16K.

Organizations only. It also paid 2 individual scholarships ($27,750), which are not listed by name.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

IrvineTucsonHuntington BeachLong BeachPullmanFullertonSpring Valley

How Kathryn M Whitten Trust gives

  • Giving grew 140% from 2022 to 2025. Method
  • In 2025 it paid out 112% 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$60K7 grants2020 5 grants2021 3 grants2022 3 grants2023 4 grants2024 5 grants2025

From 2020 to 2025, annual grant giving ranged from $15K (2023) to $43K (2025). In 2025 it made 5 grants totaling $43K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
2 individual scholarships Recipients not named —$27,750
University of Arizona Tucson, AZScholarship$8,750
Concordia University Irvine Irvine, CAScholarship$4,250
Washington State University Pullman, WAScholarship$2,500
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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$544,133$75,067$51,522$43,2505$44,552$64,261$39,855
2024$520,612$42,007$40,735$31,7504$33,064$35,526$34,311
2023$519,374$48,185$21,843$14,7503$15,924$41,919$30,712
2022$492,979$15,097$26,419$18,0003$19,808$8,873$31,494
2021$504,713$30,604$30,163$21,5005$23,100$23,541$35,438
2020$504,272$20,101$32,930$25,6007—$13,474$31,035

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

Leadership & Key People

Officers and directors from IRS filings

Kathryn M Whitten Trust's only listed officer is Farmers Merchants Trust CO, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Farmers Merchants Trust CO

    Trustee

    On filings since 2020

    2 hrs/week

    $5K (2020) → $4K (2025)

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

Farmers Merchants Trust CO — Trustee: $4KFarmers Merchants Trust…Trustee$4K

The highest reported compensation on the 2025 filing was $4K, to Farmers Merchants Trust CO (Trustee).

Frequently asked questions about Kathryn M Whitten Trust

How much does Kathryn M Whitten Trust give each year?

Kathryn M Whitten Trust gave $43K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $32K across 4 grants.

What is Kathryn M Whitten Trust's typical grant size?

Kathryn M Whitten Trust's median grant in 2025 was $8,750, and its average grant was $8,650, across 5 grants on its 2025 IRS Form 990-PF.

Where does Kathryn M Whitten Trust give grants?

Kathryn M Whitten Trust gives mostly in California: 74% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Arizona (20%) and Washington (6%).

Does Kathryn M Whitten Trust give general operating support?

Not in 2025: none of the 5 grants with a stated purpose on Kathryn M Whitten Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (5 grants).

Who are Kathryn M Whitten Trust's largest grantees?

Kathryn M Whitten Trust's largest 2025 grantees include University of Arizona ($8,750), Concordia University Irvine ($4,250) and Washington State University ($2,500), according to its 2025 IRS Form 990-PF. It also paid 2 individual scholarships ($27,750), which are not listed by name. Together they received 36% of its itemized 2025 grant dollars.

How large is Kathryn M Whitten Trust?

Kathryn M Whitten Trust reported $544K in total assets on its 2025 IRS Form 990-PF. It paid out $45K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets).

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 2020–2025.

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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 19, 2022)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 4, 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 March 20, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 24, 2026)
  7. IRS filings on file for fiscal years 2020–2025

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

Figures come from Kathryn M Whitten Trust'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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