William L Whitwell Charitable Trust

ROANOKE, VA EIN: 92-6075811

William L Whitwell Charitable Trust is a private foundation, based in ROANOKE, VA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $4K in total assets. In 2024, it awarded 2 grants totaling $40K. Net investment income was $33K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4K

-61.3% YoY

Annual Giving

$40K

-9.1% YoY

Grant Count

-60.0% YoY

Avg Grant Size

$20K

+127.3% YoY

Under IRS private-foundation payout rules, William L Whitwell Charitable Trust reported a distributable amount of $672 for 2024 — the minimum it must pay out in qualifying distributions.

About William L Whitwell Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $70K (83%)

North Carolina $14K (17%)

States

North Carolina Virginia

Cities

CharlottesvilleElonHertfordRoanoke

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$4,482	$11,578
Revenue	$35,088	$50,756
Expenses	$42,184	$44,694
Qualifying Distributions	$40,069	$44,054
Net Investment Income	$32,973	$50,116
Distributable Amount	$672	$2,947

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

7 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include North Cross School ($20,000), Virginia Institute of Autism ($20,000).

Recipient	Purpose	Amount
North Cross School roanoke, VA	To support the NCS Arts Endowment and the Annual Fund, specically Arts and Yearbook.	$20,000
VIRGINIA INSTITUTE OF AUTISM CHARLOTTESVILLE, VA	To empower people to embrace the strengths and meet the challenges related to autism and neurodevelopmental disabilities by providing compassionate, evidence-based services throughout their lives.	$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Glenn Feldmann Darby Goodlat	Trustee	0.5	$139

Frequently Asked Questions

How large is William L Whitwell Charitable Trust?

As of 2024, William L Whitwell Charitable Trust holds $4K in total assets with $35K in annual revenue. It awarded 2 grants totaling $40K in 2024.

Where does William L Whitwell Charitable Trust operate?

William L Whitwell Charitable Trust has awarded grants in North Carolina, Virginia.

What size grants does William L Whitwell Charitable Trust award?

In 2024, William L Whitwell Charitable Trust awarded 2 grants totaling $40K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is William L Whitwell Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William L Whitwell Charitable Trust reported a distributable amount of $672 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William L Whitwell Charitable Trust's EIN?

William L Whitwell Charitable Trust's EIN (Employer Identification Number) is 92-6075811. IRS Form 990 filing data is available on this page for 2023–2024.