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EIN 23-7128436

Whalley Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Windber
State
Pennsylvania
Year formed
1972
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
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
$204,090
2022
Total expenses
$200,770
2022
Total assets
$3,602,865
2022
Num. employees
n/a

Grants made by Whalley Charitable Trust

GranteeGrant descriptionAmount
Windber Public Library AssociationEducational$10,000
Association of American Red Cross RetireesCharitable$10,000
Pa Centre Chamber Orchestra SocietyArtistic$5,000
...and 4 more grants made

Personnel at Whalley Charitable Trust

NameTitleCompensation
David KlementikTrustee$10,000

Financials for Whalley Charitable Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$103,381
Net rental income$0
Net gain from sale of non-inventory assets$100,709
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$204,090

Form 990s for Whalley Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2021-122022-06-15990PFView PDF
2020-122021-05-10990PFView PDF
2019-122021-06-09990PFView PDF
2018-122019-06-19990PFView PDF
2017-122018-09-12990PFView PDF
...and 6 more Form 990s
Data update history
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
November 20, 2019
Posted financials
Added Form 990PF for fiscal year 2018
September 8, 2018
Posted financials
Added Form 990PF for fiscal year 2017
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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