Marilyn Firminhac Whittaker Charitable Trust

Private foundation · Grantmaker Winthrop, WA EIN: 81-6185714

Marilyn Firminhac Whittaker Charitable Trust is a private foundation, based in Winthrop, WA. IRS filing data is available from 2019 through 2021. In 2021, it awarded 1 grant totaling $397K. Net investment income was $2K.

Key facts about Marilyn Firminhac Whittaker Charitable Trust

In short: Marilyn Firminhac Whittaker Charitable Trust gave $397K across 1 grant in 2021 (avg $397K), mostly in Florida. Source: 2021 IRS Form 990-PF.

EIN
81-6185714
Latest 990 filing
Form 990-PF, 2021
Annual giving (2021)
$396,765
Grants made (2021)
1
Average grant
$396,765
Median grant
$396,765
Primary geography
Florida (100% of itemized 2021 grant dollars)

Data from IRS Form 990-PF, 2021; updated September 2026.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$397K

Grant Count

1

Avg Grant Size

$397K

Under IRS private-foundation payout rules, Marilyn Firminhac Whittaker Charitable Trust reported a distributable amount of $16K for 2021 — the minimum it must pay out in qualifying distributions.

How Marilyn Firminhac Whittaker Charitable Trust gives

  • In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of the 2021 grant dollars on its one itemized grant.

Cities

OrlandoSan FranciscoTwispWinthrop

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K3 grants2019 0 grants2020 1 grant2021

From 2019 to 2021, annual grant giving ranged from $397K (2021) to $473K (2019). In 2021 it made 1 grant totaling $397K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2021

Schwab Charitable Fund: $397KSchwab Charitable Fund$397K

The largest 2021 recipient was Schwab Charitable Fund ($397K).

Grant Size Distribution

4 grants across all recorded years

2<$50K$50–100K$100–250K2$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 4 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Schwab Charitable Fund Orlando, FLGeneral Purpose$396,765

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2019 2020 2021
Metric202120202019
Total Assets—$100,755$98,654
Revenue$2,305$2,101$2,267
Expenses$397,544$770$473,733
Qualifying Distributions$396,765——
Net Investment Income$2,305$2,101$2,032
Distributable Amount$16,331$12,081$27,681

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
  2. IRS filings on file for fiscal years 2020–2021

Leadership & Key People

Officers and directors from IRS filings

Marilyn Firminhac Whittaker Charitable Trust is led by Leyland Whittaker, Trustee on every filing since 2019 — the only officer listed, and uncompensated.

Officers on the 2021 filing

  • Leyland Whittaker

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Marilyn Firminhac Whittaker Charitable Trust

How much does Marilyn Firminhac Whittaker Charitable Trust give each year?

Marilyn Firminhac Whittaker Charitable Trust gave $397K across 1 grant in 2021, according to its 2021 IRS Form 990-PF.

Where does Marilyn Firminhac Whittaker Charitable Trust operate?

Marilyn Firminhac Whittaker Charitable Trust has awarded grants in California, Florida, Washington.

How much is Marilyn Firminhac Whittaker Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Marilyn Firminhac Whittaker Charitable Trust reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Marilyn Firminhac Whittaker Charitable Trust's EIN?

Marilyn Firminhac Whittaker Charitable Trust's EIN (Employer Identification Number) is 81-6185714. IRS Form 990 filing data is available on this page for 2019–2021.

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

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