Whalley Charitable Trust
Whalley Charitable Trust is a private foundation based in Windber, Pennsylvania. In its 2025 filing, it reported making 24 grants totaling $199,269 to organizations with charitable, community, medical, educational, and artistic purposes.
Whalley Charitable Trust at a glance
In short: Whalley Charitable Trust gave $199K across 24 grants in 2025 (avg $8K), mostly in Pennsylvania. 29% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $199,269
- +40.4% vs 2024
- Grants made (2025)
- 24
- +20.0% vs 2024
- Average grant
- $8,303
- +17.0% vs 2024
- Median grant
- $5,000
- Total assets
- $3,507,458
- -0.3% vs 2024
- New grantees (estimate)
- 29% first-time grantees (7 of 24, 2025; small sample)
- Primary geography
- Pennsylvania (60% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Whalley Charitable Trust
- How to Apply
-
The filing lists David Klementik as the contact, says there is no special form, and states there are no deadlines. The filing says the trust distributes the amount of income earned each year and has no other restrictions on awards.
- Contact
Application contact: David Klementik
Mailing address: PO Box 188, Windber, PA 15963-0188
Phone: (724) 626-8049
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Whalley Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was First Presbyterian Church of Naples ($40K). Together the top 10 received $168K.
Grant Size Distribution
101 grants across all recorded years
The most common grant size was under $50K: 101 grants of 101 (100%).
Geographic Focus
Where this funder awards grants
The trust’s 2025 grant dollars were reported as 60% to Pennsylvania, 20% to Florida, and 5% each to Washington, DC, North Carolina, and Tennessee. Listed recipients also included organizations in Georgia.
Grant Distribution by State
Share of 2025 grant dollars across all 24 itemized grants.
States
Cities
Is Whalley Charitable Trust open to new grantees?
29%
first-time grantees, 2025
In 2025, 7 of 24 grantees (29%) were first-time recipients. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $11K; repeat grants $7K. How we count
Medians: $5K first-time, $2K repeat.
- 67% of 2025 grantees were also funded in 2024. Method
- Giving grew 40% from 2022 to 2025. Method
- In 2025 it paid out 113% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $92K (2021) to $199K (2025). In 2025 it made 24 grants totaling $199K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Presbyterian Church of Naples Naples, FL | Community | $40,000 |
| State College Presbyterian Church State College, PA | Charitable | $40,000 |
| Mount Nittany Health Foundation State College, PA | Medical | $35,000 |
| Penn State University State College, PA | Educational | $10,000 |
| Samaritan's Purse Boone, NC | Community | $10,000 |
| St Jude Children's Research Hosp Memphis, TN | Medical | $10,000 |
| Junior Achievement of Western Penns Johnstown, PA | Charitable | $6,540 |
| Pennsylvania Chamber Orchestra State College, PA | Artistic | $6,000 |
| American Red Cross Washington, DC | Community | $5,000 |
| Boys & Girls Club of America Atlanta, GA | Charitable | $5,000 |
Ready to take the next step with Whalley Charitable Trust?
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 | $3,507,458 | $249,225 | $259,554 | $199,269 | 24 | $219,806 | $115,319 | $194,778 |
| 2024 | $3,516,321 | $197,509 | $199,969 | $141,973 | 20 | $161,841 | $88,562 | $184,773 |
| 2023 | $3,518,644 | $113,650 | $198,965 | $142,100 | 18 | $161,616 | $79,456 | $171,981 |
| 2022 | $3,602,865 | $204,090 | $200,770 | $142,100 | 25 | $162,137 | $101,776 | $175,117 |
| 2021 | $3,600,639 | $523,741 | $150,829 | $92,232 | 14 | $112,145 | $122,474 | $199,793 |
| 2020 | $3,226,633 | $157,791 | $152,683 | $97,944 | 18 | — | $57,611 | $173,223 |
Under IRS private-foundation payout rules, Whalley Charitable Trust reported a distributable amount of $195K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants included support for health, education, community, charitable, and artistic purposes.
Among its grantees, Centre Volunteers in Medicine says it serves and advocates for medically underserved people living or working in Centre County. Eureka Coal Heritage Foundation describes its mission as educating the public about the heritage of the coal mining industry. Samaritan’s Purse says it provides spiritual and physical aid to people in need, and Special Olympics says it promotes acceptance and inclusion through sports, health, and education programs. These are the grantees’ stated missions.
Grantmaking
In 2025, the trust made 24 grants totaling $199,269. Grant amounts ranged from $200 to $40,000, with a median grant of $5,000.
Its largest reported grants were $40,000 each to First Presbyterian Church of Naples for community purposes and State College Presbyterian Church for charitable purposes, followed by $35,000 to Mount Nittany Health Foundation for medical purposes. Other notable grants included $10,000 each to Penn State University, Samaritan’s Purse, and St. Jude Children’s Research Hospital.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists David Klementik and Ruth Klementik as trustees.
Whalley Charitable Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
David Klementik
Trustee
On filings since 2020
5 hrs/week
$10K (2020) → $10K (2025)
Ruth Klementik
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 $10K, to David Klementik (Trustee).
Frequently asked questions about Whalley Charitable Trust
How much does Whalley Charitable Trust give each year?
Whalley Charitable Trust gave $199K across 24 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $142K across 20 grants.
What is Whalley Charitable Trust's typical grant size?
Whalley Charitable Trust's median grant in 2025 was $5,000, and its average grant was $8,303, across 24 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Whalley Charitable Trust that year got $11K on average.
Where does Whalley Charitable Trust give grants?
Whalley Charitable Trust gives mostly in Pennsylvania: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (20%) and District of Columbia (5%). The most frequent recipient cities were State College, PA (5 grants), Johnstown, PA (5 grants), Windber, PA (3 grants) and Somerset, PA (3 grants).
Does Whalley Charitable Trust give general operating support?
Not in 2025: none of the 24 grants with a stated purpose on Whalley Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (9 grants), "Community" (6 grants) and "Medical" (4 grants).
Who are Whalley Charitable Trust's largest grantees?
Whalley Charitable Trust's largest 2025 grantees include First Presbyterian Church of Naples ($40,000), State College Presbyterian Church ($40,000) and Mount Nittany Health Foundation ($35,000), according to its 2025 IRS Form 990-PF. Together they received 58% of its itemized 2025 grant dollars.
How large is Whalley Charitable Trust?
Whalley Charitable Trust reported $3.5M in total assets on its 2025 IRS Form 990-PF. It paid out $220K in qualifying distributions that year, against a required minimum of $195K (roughly 5% of its investment assets).
What does Whalley Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants included support for health, education, community, charitable, and artistic purposes. See mission & focus areas ↑
How do I apply for a grant from Whalley Charitable Trust?
The filing lists David Klementik as the contact, says there is no special form, and states there are no deadlines. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Whalley Charitable Trust's EIN?
Whalley Charitable Trust's EIN (Employer Identification Number) is 23-7128436. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 30, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Whalley Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Pennsylvania
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.
Assets
$83.3M
Grants
144
Total Given
$67.7M
AbbVie Foundation
North Chicago, IL
The AbbVie Foundation funds health equity, access to care, cancer care, community health, and related community-led programs through partnerships and employee initiatives. Its 2025 grants ranged from $8,000 to $15 million, with a median of $25,000; it supports work worldwide, with the largest share of recent grants going to Illinois. It makes grants only to preselected organizations and does not accept unsolicited requests.
Assets
$265.6M
Grants
65
Total Given
$47.1M
Centre Foundation Inc
State College, PA
Centre Foundation supports nonprofits and community projects in areas including arts and culture, education, health and human services, recreation, animal welfare, and the environment, primarily in Centre County and surrounding regions. Its 2024 grants had a median award of about $15,000, though amounts vary by program; whether it accepts unsolicited requests is not stated.
Assets
$83.4M
Grants
173
Total Given
$5.1M
Nisource Charitable Foundation
Columbus, OH
The NiSource Charitable Foundation supports nonprofits addressing safety, workforce and economic development, environmental stewardship, STEM and energy education, and basic needs in communities across Indiana, Kentucky, Maryland, Ohio, Pennsylvania, and Virginia. Its 2024 grants ranged from $60 to $2.1 million, with a median of $3,000. The filing directs applicants to contact the Foundation for application materials and deadlines; it does not state whether unsolicited requests are accepted.
Assets
$43.0M
Grants
683
Total Given
$7.5M
The Pittsburgh Foundation
Pittsburgh, PA
The Pittsburgh Foundation funds nonprofits working in basic needs, equity and social justice, environmental action, arts and culture, and economic mobility, with most opportunities for organizations in Allegheny County or primarily serving its residents. Its 2024 grants had a median amount of about $18,600, though awards varied widely. The profile does not state whether it accepts unsolicited requests.
Assets
$1.5B
Grants
1,132
Total Given
$64.0M
The William Penn Foundation
Philadelphia, PA
The William Penn Foundation funds arts and culture, children and families, civic participation, the environment and public spaces, and workforce training, primarily in the Philadelphia region. Its 2024 median grant was $50,000, though awards varied widely. It accepts unsolicited requests through limited open applications and invites letters of inquiry from public charities.
Assets
$3.4B
Grants
1,027
Total Given
$148.8M
More similar funders
More Funders in Pennsylvania
Cite this profile
Grantable. (2026). Whalley Charitable Trust funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/whalley-charitable-trust-morg_12a0897fdc124f70904d63c691912d84
BibTeX
@misc{grantable_237128436_2026,
author = {{Grantable}},
title = {{Whalley Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/whalley-charitable-trust-morg_12a0897fdc124f70904d63c691912d84},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Whalley Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Whalley Charitable Trust down — hundreds of funders to go?