Whalley Charitable Trust
Whalley Charitable Trust is a private foundation focused on Arts and culture, based in WINDBER, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 20 grants totaling $142K. Net investment income was $89K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.5M
-0.1% YoY
Annual Giving
$142K
-0.1% YoY
Grant Count
20
+11.1% YoY
Avg Grant Size
$7K
-10.1% YoY
Under IRS private-foundation payout rules, Whalley Charitable Trust reported a distributable amount of $185K for 2024 — the minimum it must pay out in qualifying distributions.
About Whalley Charitable Trust
Based on IRS filings
Whalley Charitable Trust is a private foundation focused on Arts and culture, based in WINDBER, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 20 grants totaling $142K. Net investment income was $89K.
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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 | $3,516,321 | $3,518,644 | $3,602,865 |
| Revenue | $197,509 | $113,650 | $204,090 |
| Expenses | $199,969 | $198,965 | $200,770 |
| Qualifying Distributions | $161,841 | $161,616 | $162,137 |
| Net Investment Income | $88,562 | $79,456 | $101,776 |
| Distributable Amount | $184,773 | $171,981 | $175,117 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
95 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Windber Area School District ($40,000), Nittany Performing Arts Centre ($25,000), Arcadia Theater ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY WILLIAMSPORT, PA | CHARITABLE | $200 |
| AMERICAN RED CROSS WASHINGTON, DC | COMMUNITY | $10,000 |
| ARCADIA THEATER WINDBER, PA | CONCERT SPONSOR | $20,000 |
| BAND OF BROTHERS SHAKESPEARE COMPAN JOHNSTOWN, PA | CHARITABLE | $1,500 |
| CENTRE VOLUNTEERS IN MEDICINE STATE COLLEGE, PA | MEDICAL | $4,400 |
| CHILDREN'S AID HOME PROGRAMS OF SOM SOMERSET, PA | COMMUNITY | $500 |
| COMMUNITY FOUNDATION OF THE ALLEGHE JOHNSTOWN, PA | CHARITABLE | $1,640 |
| EASTER SEALS WESTERN PENNSYLVANIA JOHNSTOWN, PA | CHARITABLE | $600 |
| EUREKA COAL HERITAGE FOUNDATION WINDBER, PA | COMMUNITY | $1,000 |
| JUNIOR ACHIEVEMENT OF WESTERN PENNS JOHNSTOWN, PA | CHARITABLE | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID KLEMENTIK | TRUSTEE | — | $10,000 |
| RUTH KLEMENTIK | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Whalley Charitable Trust?
Whalley Charitable Trust is a private foundation focused on Arts and culture, based in WINDBER, PA. It holds $3.5M in total assets as of 2024.
How large is Whalley Charitable Trust?
As of 2024, Whalley Charitable Trust holds $3.5M in total assets with $198K in annual revenue. It awarded 20 grants totaling $142K in 2024.
Where does Whalley Charitable Trust operate?
Whalley Charitable Trust has awarded grants in District of Columbia, Illinois, Minnesota, Missouri, Pennsylvania.
What size grants does Whalley Charitable Trust award?
In 2024, Whalley Charitable Trust awarded 20 grants totaling $142K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Whalley Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Whalley Charitable Trust reported a distributable amount of $185K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Whalley Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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