Whatley Charitable Trust
Whatley Charitable Trust is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $796K in total assets. In 2025, it awarded 4 grants totaling $35K. Net investment income was $30K.
Whatley Charitable Trust at a glance
In short: Whatley Charitable Trust gave $35K across 4 grants in 2025 (avg $9K), top state California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $35,337
- +1.6% vs 2024
- Grants made (2025)
- 4
- +33.3% vs 2024
- Average grant
- $8,834
- -23.8% vs 2024
- Median grant
- $8,750
- Total assets
- $795,669
- -1.5% vs 2024
- Primary geography
- California (29% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Whatley Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Sierra Club Foundation ($10K). Together the top 4 received $35K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Whatley Charitable Trust gives
- In 2025 it paid out 92% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $11K (2023) to $50K (2021). In 2025 it made 4 grants totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sierra Club Foundation San Francisco, CA | General Contribution | $10,337 |
| Compassion & Choices Denver, CO | General | $10,000 |
| Oregon State University Corvallis, OR | General Support | $7,500 |
| Student Conservation Association Mt Laurel, NJ | General Support | $7,500 |
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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 | $795,669 | $39,942 | $51,813 | $35,337 | 4 | $40,413 | $29,830 | $43,692 |
| 2024 | $807,575 | $116,885 | $53,063 | $34,793 | 3 | $39,658 | $107,168 | $40,202 |
| 2023 | $744,395 | $130,851 | $22,521 | $10,844 | 1 | $12,953 | $121,200 | $36,902 |
| 2022 | $636,199 | $33,025 | $14,420 | — | — | $2,462 | $20,371 | $42,931 |
| 2021 | $619,357 | $83,004 | $64,981 | $50,000 | 3 | — | $74,939 | $40,674 |
Under IRS private-foundation payout rules, Whatley Charitable Trust reported a distributable amount of $44K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Whatley Charitable Trust's only listed officer is PNC Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
PNC Bank N A
Trustee
On filings since 2023
1 hr/week
$11K (2023) → $12K (2025)
Former officers (2)
- Former: PNC Bank NA (2022) — Trustee
- Former: Bbva Bank (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $12K, to PNC Bank N a (Trustee).
Frequently asked questions about Whatley Charitable Trust
How much does Whatley Charitable Trust give each year?
Whatley Charitable Trust gave $35K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $35K across 3 grants.
What is Whatley Charitable Trust's typical grant size?
Whatley Charitable Trust's median grant in 2025 was $8,750, and its average grant was $8,834, across 4 grants on its 2025 IRS Form 990-PF.
Where does Whatley Charitable Trust give grants?
Whatley Charitable Trust's top state is California, with 29% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Colorado (28%) and Oregon (21%).
Does Whatley Charitable Trust give general operating support?
Yes: 100% of Whatley Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Whatley Charitable Trust?
Whatley Charitable Trust reported $796K in total assets on its 2025 IRS Form 990-PF. It paid out $40K in qualifying distributions that year, against a required minimum of $44K (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 Whatley Charitable Trust's EIN?
Whatley Charitable Trust's EIN (Employer Identification Number) is 72-6185747. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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