Funder DirectoryWHALLEY CHARITABLE TRUST
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Private foundation (trust)EIN 237128436Est. 1972-11

WHALLEY CHARITABLE TRUST

WINDBER, PA 159630188

Accepts unsolicited proposals

Total Assets

$3.4M

FY 2024

Annual Giving

$142K

FY 2024

Grants Made

20

FY 2024

Avg Grant

$7K

FY 2024

Grant Range

$200–$40K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2024 filing

Total Revenue

$198K

Total Expenses

$200K

Qualifying Distributions

$162K

Distributable Amount

$185K

Min. Investment Return

$186K

Undistributed Income

$20K

Payout rate 88%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.88%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

20 grants

Grant sizes from minimum $200 through median $4K to maximum $40K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $142K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

126 grants

WINDBER AREA SCHOOL DISTRICT
$280K
7 grants
PENN STATE UNIVERSITY
$113K
6 grants
ARCADIA THEATER
$65K
4 grants
WINDBER HEALTH CARE FOUNDATION
$40K
1 grant
PENNSYLVANIA CHAMBER ORCHESTRA
$29K
6 grants
WINDBER PUBLIC LIBRARY
$26K
5 grants
CENTRE VOLUNTEERS IN MEDICINE
$25K
5 grants
NITTANY PERFORMING ARTS CENTRE
$25K
1 grant

Grant Size Distribution

126 grants

<$10K
110
grants
$10–50K
16
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

9 states

Pennsylvania
$722K
95% of total
District of Columbia
$20K
3% of total
Missouri
$11K
1% of total
Minnesota
$1K
0% of total
Maryland
$1K
0% of total
Illinois
$750
0% of total
New Jersey
$500
0% of total
Kansas
$150
0% of total
Iowa
$50
0% of total

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WHALLEY CHARITABLE TRUST — Grants, Financials & Contact | Grantivo