Funder DirectoryU O WHALEY CHARITABLE TRUST XXXXX4005
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Private foundation (trust)EIN 756066569Est. 2023-08

U O WHALEY CHARITABLE TRUST XXXXX4005

CHICAGO, IL 60603

Total Assets

$7.7M

FY 2023

Annual Giving

$129K

FY 2023

Grants Made

5

FY 2023

Avg Grant

$26K

FY 2023

Grant Range

$26K–$26K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$311K

Total Expenses

$218K

Qualifying Distributions

$160K

Distributable Amount

$355K

Min. Investment Return

$359K

Undistributed Income

$260K

Payout rate 45%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.45%

Payout rate

Qualifying distributions as a share of distributable amount.

Top Recipients

5 grants

MARCH OF DIMES
$26K
1 grant
AMERICAN RED CROSS
$26K
1 grant
THE SALVATION ARMY
$26K
1 grant
GOODWILL INDUSTRIES OF FORT WORTH
$26K
1 grant
TARRANT COUNTY ASSOC FOR THE BLIND
$26K
1 grant

Grant Size Distribution

5 grants

<$10K
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Texas
$77K
60% of total
Virginia
$26K
20% of total
District of Columbia
$26K
20% of total

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U O WHALEY CHARITABLE TRUST XXXXX4005 — Grants, Financials & Contact | Grantivo