Marilyn Firminhac Whittaker Charitable Trust
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
Share of the 2021 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2021 recipient was Schwab Charitable Fund ($397K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 2 grants of 4 (50%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Schwab Charitable Fund Orlando, FL | General Purpose | $396,765 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 | 2019 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- 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.
Here's the math on researching Marilyn Firminhac Whittaker Charitable Trust by hand.
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