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 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
5
+0.0% YoY
Avg Grant Size
$52K
+101.6% YoY
About U O Whaley Charitable Trust Xxxxx4005
Based on IRS filings
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.
Ready to take the next step with U O Whaley Charitable Trust Xxxxx4005?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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