Robert J Whaley Charitable Trust
Robert J Whaley Charitable Trust is a private foundation focused on Human Services, based in Columbus, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 1 grant totaling $80K. Net investment income was $88K.
Robert J Whaley Charitable Trust at a glance
In short: Robert J Whaley Charitable Trust gave $80K across 1 grant in 2025 (avg $80K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $80,105
- +1.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $80,105
- +1.4% vs 2024
- Median grant
- $80,105
- Total assets
- $1,160,271
- -0.1% vs 2024
- Primary geography
- Michigan (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.
Who Robert J Whaley Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Donald Whaley Childrens Center ($80K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Robert J Whaley Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 102% 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
From 2021 to 2025, annual grant giving ranged from $75K (2021) to $80K (2025). In 2025 it made 1 grant totaling $80K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Donald Whaley Childrens Center Flint, MI | General Operating | $80,105 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,160,271 | $100,610 | $99,966 | $80,105 | 1 | $82,747 | $87,748 | $81,457 |
| 2024 | $1,161,535 | $203,564 | $93,990 | $78,963 | 1 | $81,519 | $191,518 | $74,606 |
| 2023 | $1,049,164 | $81,142 | $94,630 | $78,686 | 1 | $81,195 | $69,591 | $73,235 |
| 2022 | $1,063,606 | $121,772 | $94,515 | $76,874 | 1 | $79,574 | $108,517 | $83,493 |
| 2021 | $1,039,996 | $93,672 | $90,418 | $74,755 | 1 | — | $81,267 | $80,604 |
Under IRS private-foundation payout rules, Robert J Whaley Charitable Trust reported a distributable amount of $81K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert J Whaley Charitable Trust's only listed officer is Huntington National Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Huntington National Bank
Trustee
On filings since 2021
1 hr/week
$14K (2021) → $14K (2025)
Data from IRS Form 990 filings, 2021–2025. "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
The highest reported compensation on the 2025 filing was $14K, to Huntington National Bank (Trustee).
Frequently asked questions about Robert J Whaley Charitable Trust
How much does Robert J Whaley Charitable Trust give each year?
Robert J Whaley Charitable Trust gave $80K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $79K across 1 grant.
How large is Robert J Whaley Charitable Trust?
Robert J Whaley Charitable Trust reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $83K in qualifying distributions that year, against a required minimum of $81K (roughly 5% of its investment assets).
What is Robert J Whaley Charitable Trust?
Robert J Whaley Charitable Trust is a private foundation focused on Human Services, based in Columbus, OH. It holds $1.2M in total assets as of 2025.
Where does Robert J Whaley Charitable Trust operate?
Robert J Whaley Charitable Trust has awarded grants in Michigan.
What is Robert J Whaley Charitable Trust's EIN?
Robert J Whaley Charitable Trust's EIN (Employer Identification Number) is 38-6758742. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 22, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 7, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 4, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS November 3, 2025)
- IRS filings on file for fiscal years 2021–2025
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