U O Whaley Charitable Trust XXXXX4005
U O Whaley Charitable Trust XXXXX4005 is a private foundation, based in Chicago, IL. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $7.0M in total assets. In 2025, it awarded 5 grants totaling $372K. Net investment income was $857K.
Key facts about U O Whaley Charitable Trust XXXXX4005
In short: U O Whaley Charitable Trust XXXXX4005 gave $372K across 5 grants in 2025 (avg $74K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 75-6066569
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $371,740
- Grants made (2025)
- 5
- Average grant
- $74,348
- Median grant
- $74,348
- Total assets
- $6,959,592
- Primary geography
- Texas (60% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$7.0M
+6.9% YoY
Annual Giving
$372K
+42.8% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$74K
+42.8% YoY
Under IRS private-foundation payout rules, U O Whaley Charitable Trust XXXXX4005 reported a distributable amount of $423K for 2025 — the minimum it must pay out in qualifying distributions.
How U O Whaley Charitable Trust XXXXX4005 gives
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2025 grant dollars across all 5 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $129K (2023) to $372K (2025). In 2025 it made 5 grants totaling $372K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was March of Dimes ($74K). Together the top 5 received $372K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $50–100K range: 10 grants of 15 (67%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| March of Dimes Arlington, VA | General | $74,348 |
| American Red Cross Office of the General Counsel Washington, DC | General | $74,348 |
| The Salvation Army Dallas, TX | General | $74,348 |
| Goodwill Industries of Fort Worth Controller Fort Worth, TX | General | $74,348 |
| Tarrant County Assoc for the Blind Fort Worth, TX | General | $74,348 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,959,592 | $6,507,600 | $6,523,406 |
| Revenue | $916,541 | $338,366 | $311,448 |
| Expenses | $466,221 | $353,677 | $218,020 |
| Qualifying Distributions | $402,344 | $288,894 | $160,399 |
| Net Investment Income | $856,782 | $276,594 | $256,689 |
| Distributable Amount | $422,510 | $400,289 | $355,084 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 3, 2023)
- IRS filings on file for fiscal years 2022–2024
Leadership & Key People
Officers and directors from IRS filings
U O Whaley Charitable Trust XXXXX4005's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2022
2 hrs/week
$17K (2022) → $87K (2025)
Data from IRS Form 990 filings, 2022–2025. "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 $87K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about U O Whaley Charitable Trust XXXXX4005
How much does U O Whaley Charitable Trust XXXXX4005 give each year?
U O Whaley Charitable Trust XXXXX4005 gave $372K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $260K across 5 grants.
What is U O Whaley Charitable Trust XXXXX4005's typical grant size?
U O Whaley Charitable Trust XXXXX4005's median grant in 2025 was $74,348, and its average grant was $74,348, across 5 grants on its 2025 IRS Form 990-PF.
Where does U O Whaley Charitable Trust XXXXX4005 give grants?
U O Whaley Charitable Trust XXXXX4005 gives mostly in Texas: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Virginia (20%) and District of Columbia (20%). The most frequent recipient cities were Fort Worth, TX (2 grants).
Does U O Whaley Charitable Trust XXXXX4005 give general operating support?
Yes: 100% of U O Whaley Charitable Trust XXXXX4005's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are U O Whaley Charitable Trust XXXXX4005's largest grantees?
U O Whaley Charitable Trust XXXXX4005's largest 2025 grantees include March of Dimes ($74,348), American Red Cross Office of the General Counsel ($74,348) and The Salvation Army ($74,348), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is U O Whaley Charitable Trust XXXXX4005?
U O Whaley Charitable Trust XXXXX4005 reported $7.0M in total assets on its 2025 IRS Form 990-PF. It paid out $402K in qualifying distributions that year, against a required minimum of $423K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is U O Whaley Charitable Trust XXXXX4005's EIN?
U O Whaley Charitable Trust XXXXX4005's EIN (Employer Identification Number) is 75-6066569. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching U O Whaley Charitable Trust XXXXX4005 by hand.
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