Whitfield Family Charitable Trust

Foundation · Grantmaker Charleston, SC EIN: 57-6107128

Whitfield Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Charleston, SC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.4M in total assets. In 2025, it awarded 19 grants totaling $288K. Net investment income was $109K.

Key facts about Whitfield Family Charitable Trust

In short: Whitfield Family Charitable Trust gave $288K across 19 grants in 2025 (avg $15K), mostly in South Carolina. 5% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
57-6107128
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$287,500
Grants made (2025)
19
Average grant
$15,132
Median grant
$5,000
New grantees (estimate)
5% first-time grantees (1 of 19, 2025)
Total assets
$2,428,412
Primary geography
South Carolina (76% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.4M

-6.8% YoY

Annual Giving

$288K

+16.9% YoY

Grant Count

19

+0.0% YoY

Avg Grant Size

$15K

+16.9% YoY

Under IRS private-foundation payout rules, Whitfield Family Charitable Trust reported a distributable amount of $116K for 2025 — the minimum it must pay out in qualifying distributions.

Is Whitfield Family Charitable Trust open to new grantees?

5%

first-time grantees, 2025

In 2025, 1 of 19 grantees (5%) were first-time recipients. First grants averaged $3K; repeat grants $16K. How we count

Medians: $3K first-time, $5K repeat.

  • 95% of 2025 grantees were also funded in 2024. Method
  • Giving fell 35% from 2022 to 2025. Method
  • In 2025 it paid out 253% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of all 19 itemized 2025 grant dollars.

Cities

CharlestonNorth CharlestonGreenwoodJacksonvilleMoncks CornerTownvilleWheatonCharlotteDallasDecaturNew YorkMount PleasantChasRoanokeArlingtonAtlantaColumbiaFort LauderdaleSummerville

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K22 grants201925 grants202019 grants202117 grants202220 grants202319 grants202419 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Charleston Southern University: $125KCharleston Southern University$125KGrace on the Ashely (Lottie Moon): $45KGrace on the Ashely (LottieMoon)$45KMissions Around the World: $20KMissions Around the World$20KTunnel to Towers: $20KTunnel to Towers$20KStar Gospel Mission: $10KStar Gospel Mission$10KThe Faith and Learning International: $10KThe Faith and LearningInternational$10KWounded Warriors: $10KWounded Warriors$10KCharleston Christian School: $5KCharleston Christian School$5KConnie Maxwell Childrens Home: $5KConnie Maxwell Childrens Home$5KFaith Home: $5KFaith Home$5K

Grant Size Distribution

94 grants across all recorded years

89<$50K$50–100K3$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
CHARLESTON SOUTHERN UNIVERSITY North Charleston, SCENDOWMENT AND NEW CONSTRUCTION$125,000
GRACE ON THE ASHELY (LOTTIE MOON) Charleston, SCRELIGIOUS OPERATIONS$45,000
MISSIONS AROUND THE WORLD Decatur, TXWORLDWIDE MISSIONS$20,000
TUNNEL TO TOWERS New York, NYOPERATIONS$20,000
STAR GOSPEL MISSION Charleston, SCADDICTION HOUSING AND REHAB$10,000
THE FAITH AND LEARNING INTERNATIONAL Wheaton, ILMISSIONS$10,000
WOUNDED WARRIORS Jacksonville, FLPROGRAM FUNDING$10,000
CHARLESTON CHRISTIAN SCHOOL Chas, SCEDUCATAION$5,000
CONNIE MAXWELL CHILDRENS HOME Greenwood, SCHOUSING AND EDUCATION FOR CHILDREN$5,000
FAITH HOME Greenwood, SCADDICTION HOUSING AND REHAB$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2019202020212022202320242025
Metric202520242023
Total Assets$2,428,412$2,605,641$2,463,430
Revenue$128,792$139,060$164,694
Expenses$315,020$273,402$261,150
Qualifying Distributions$293,116$250,950$240,875
Net Investment Income$108,568$118,347$61,216
Distributable Amount$115,959$120,937$119,270

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 19, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 14, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS February 3, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 14, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS January 26, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 12, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 19, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Whitfield Family Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Shirley D. Whitfield

    Trustee

    On filings since 2019

    3 hrs/week

    No compensation reported

  • Timothy W. Whitfield

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • William F. Whitfield Jr.

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Whitfield Family Charitable Trust

How much does Whitfield Family Charitable Trust give each year?

Whitfield Family Charitable Trust gave $288K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $246K across 19 grants.

What is Whitfield Family Charitable Trust's typical grant size?

Whitfield Family Charitable Trust's median grant in 2025 was $5,000, and its average grant was $15,132, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Whitfield Family Charitable Trust that year got $3K on average.

Where does Whitfield Family Charitable Trust give grants?

Whitfield Family Charitable Trust gives mostly in South Carolina: 76% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Texas (8%) and New York (7%). The most frequent recipient cities were North Charleston, SC (4 grants), Charleston, SC (4 grants) and Greenwood, SC (2 grants).

Does Whitfield Family Charitable Trust give general operating support?

Not in 2025: none of the 19 grants with a stated purpose on Whitfield Family Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.

Who are Whitfield Family Charitable Trust's largest grantees?

Whitfield Family Charitable Trust's largest 2025 grantees include Charleston Southern University ($125,000), Grace on the Ashely (Lottie Moon) ($45,000) and Missions Around the World ($20,000), according to its 2025 IRS Form 990-PF. Together they received 66% of its itemized 2025 grant dollars.

How large is Whitfield Family Charitable Trust?

Whitfield Family Charitable Trust reported $2.4M in total assets on its 2025 IRS Form 990-PF. It paid out $293K in qualifying distributions that year, against a required minimum of $116K (roughly 5% of its investment assets).

What is Whitfield Family Charitable Trust?

Whitfield Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Charleston, SC. It holds $2.4M in total assets as of 2025.

What is Whitfield Family Charitable Trust's EIN?

Whitfield Family Charitable Trust's EIN (Employer Identification Number) is 57-6107128. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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