The Harry Whaley Charitable Trust

PARKERSBURG, WV EIN: 27-6573729

The Harry Whaley Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PARKERSBURG, WV. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 4 grants totaling $140K. Net investment income was $92K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.5M

+2.5% YoY

Annual Giving

$140K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$35K

+0.0% YoY

Under IRS private-foundation payout rules, The Harry Whaley Charitable Trust reported a distributable amount of $163K for 2024 — the minimum it must pay out in qualifying distributions.

About The Harry Whaley Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

West Virginia $700K (100%)

States

West Virginia

Cities

ParkersburgSt MarysVienna

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,522,431	$2,461,891	$2,555,138
Revenue	$239,186	$81,496	$125,609
Expenses	$178,646	$175,549	$181,813
Qualifying Distributions	$166,164	$163,765	$164,899
Net Investment Income	$91,626	$70,213	$113,710
Distributable Amount	$162,542	$148,967	$153,724

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

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Christ Evangelical Luther ($58,100), Wayside United Methodist ($58,100), Pleasant Valley Church ($15,400).

Recipient	Purpose	Amount
CHRIST EVANGELICAL LUTHER VIENNA, WV	CHARITABLE	$58,100
HUMANE SOCIETY OF PARKERS PARKERSBURG, WV	CHARITABLE	$8,400
PLEASANT VALLEY CHURCH ST MARYS, WV	CHARITABLE	$15,400
WAYSIDE UNITED METHODIST VIENNA, WV	CHARITABLE	$58,100

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Harry Whaley Charitable Trust?

The Harry Whaley Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PARKERSBURG, WV. It holds $2.5M in total assets as of 2024.

How large is The Harry Whaley Charitable Trust?

As of 2024, The Harry Whaley Charitable Trust holds $2.5M in total assets with $239K in annual revenue. It awarded 4 grants totaling $140K in 2024.

Where does The Harry Whaley Charitable Trust operate?

The Harry Whaley Charitable Trust has awarded grants in West Virginia.

What size grants does The Harry Whaley Charitable Trust award?

In 2024, The Harry Whaley Charitable Trust awarded 4 grants totaling $140K — an average of about $35K per grant, based on its IRS Form 990 filings.

How much is The Harry Whaley Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Harry Whaley Charitable Trust reported a distributable amount of $163K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Harry Whaley Charitable Trust's EIN?

The Harry Whaley Charitable Trust's EIN (Employer Identification Number) is 27-6573729. IRS Form 990 filing data is available on this page for 2020–2024.