U O Whaley Charitable Trust Xxxxx4005

CHICAGO, IL EIN: 75-6066569

U O Whaley Charitable Trust Xxxxx4005 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $6.5M in total assets. In 2024, it awarded 5 grants totaling $260K. Net investment income was $277K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.5M

-0.2% YoY

Annual Giving

$260K

+101.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$52K

+101.6% YoY

Under IRS private-foundation payout rules, U O Whaley Charitable Trust Xxxxx4005 reported a distributable amount of $400K for 2024 — the minimum it must pay out in qualifying distributions.

About U O Whaley Charitable Trust Xxxxx4005

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $234K (60%)

District of Columbia $78K (20%)

Virginia $78K (20%)

States

District of Columbia Texas Virginia

Cities

ArlingtonDallasFort WorthWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$6,507,600	$6,523,406	$6,430,946
Revenue	$338,366	$311,448	$116,065
Expenses	$353,677	$218,020	$20,549
Qualifying Distributions	$288,894	$160,399	$5,877
Net Investment Income	$276,594	$256,689	$101,394
Distributable Amount	$400,289	$355,084	$71,537

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include March of Dimes ($52,069), American Red Cross ($52,069), The Salvation Army ($52,069).

Recipient	Purpose	Amount
MARCH OF DIMES ARLINGTON, VA	GENERAL	$52,069
AMERICAN RED CROSS WASHINGTON, DC	GENERAL	$52,069
THE SALVATION ARMY DALLAS, TX	GENERAL	$52,069
GOODWILL INDUSTRIES OF FORT WORTH FORT WORTH, TX	GENERAL	$52,069
TARRANT COUNTY ASSOC FOR THE BLIND FORT WORTH, TX	GENERAL	$52,069

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is U O Whaley Charitable Trust Xxxxx4005?

As of 2024, U O Whaley Charitable Trust Xxxxx4005 holds $6.5M in total assets with $338K in annual revenue. It awarded 5 grants totaling $260K in 2024.

Where does U O Whaley Charitable Trust Xxxxx4005 operate?

U O Whaley Charitable Trust Xxxxx4005 has awarded grants in District of Columbia, Texas, Virginia.

What size grants does U O Whaley Charitable Trust Xxxxx4005 award?

In 2024, U O Whaley Charitable Trust Xxxxx4005 awarded 5 grants totaling $260K — an average of about $52K per grant, based on its IRS Form 990 filings.

How much is U O Whaley Charitable Trust Xxxxx4005 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, U O Whaley Charitable Trust Xxxxx4005 reported a distributable amount of $400K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2022–2024.