EIN 23-7128436

Whalley Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1972
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Whalley Charitable Trust is a private foundation that primarily funds charitable, educational, scientific, miner's memorial day weekend, medical, and artistic grants. Last year, they made 18 grants to organizations such as the Windber Area School District. They are located in Windber, PA.
Total revenues
$113,650
2023
Total expenses
$198,965
2023
Total assets
$3,518,644
2023
Num. employees
0
2023

Grants made by Whalley Charitable Trust

GranteeGrant descriptionAmount
Penn State University Retirees AssociationEducational$10,000
Pa Centre Chamber Orchestra SocietyArtistic$5,000
Windber Public Library AssociationEducational$5,000
...and 5 more grants made

Personnel at Whalley Charitable Trust

NameTitleCompensation
David KlementikTrustee$10,000

Financials for Whalley Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$88,268
Net rental income$0
Net gain from sale of non-inventory assets$23,735
Gross sales of inventory$0
Miscellaneous revenues$1,647
Total revenues$113,650

Form 990s for Whalley Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-13990PFView PDF
2022-122023-06-30990PFView PDF
2021-122022-06-15990PFView PDF
2020-122021-05-10990PFView PDF
2019-122021-06-09990PFView PDF
...and 8 more Form 990s
Data update history
August 24, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 19, 2023
Posted financials
Added Form 990PF for fiscal year 2021
May 15, 2023
Used new vendors
Identified 1 new vendor, including
October 27, 2022
Posted financials
Added Form 990PF for fiscal year 2020
October 17, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsTax deductible donationsNo full-time employees
General information
Address
PO Box 188
Windber, PA 15963
Metro area
Johnstown, PA
County
Somerset County, PA
Phone
(724) 626-8049
IRS details
EIN
23-7128436
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1972
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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