Whalley Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Whalley Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 23-7128436

Foundation Overview

Based in Windber, PA, Whalley Charitable Trust has awarded 281 grants totaling $1,722,482 to organizations in Pennsylvania, District of Columbia and 7 other states across the US. Individual grants range from $50 to $40,000, with a median award of $1,920.

Latest Tax Year
2024
Total Giving (all years)
$1,722,482
Total Assets
$3,351,822
Median Grant (all grants)
$1,920

Latest Form 990-PF Snapshot

Total Grants
40
Median Grant
$3,687
% Median Grant Growth
+47% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 20%

8 of 40 recipients (20%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
Pennsylvania

91% of all grants are concentrated in Pennsylvania, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Pennsylvania, funding concentrates in Windber (30%), Johnstown (24%), State College (18%).

Funding Trajectory
-40%

Declining funding trend with 40% decrease over 8 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes + 3 others

Diversified giving across multiple program areas with primary emphasis on general purposes (39%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Whalley Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
American Cancer Society $200 Williamsport, PA, US Charitable 2024
American Red Cross $10,000 Washington, DC, US Community 2024
Arcadia Theater $20,000 Windber, PA, US Concert Sponsor 2024
Band Of Brothers Shakespeare Compan $1,500 Johnstown, PA, US Charitable 2024
Centre Volunteers In Medicine $4,400 State College, PA, US Medical 2024
Children's Aid Home Programs Of Som $500 Somerset, PA, US Community 2024
Community Foundation Of The Alleghe $1,640 Johnstown, PA, US Charitable 2024
Easter Seals Western Pennsylvania $600 Johnstown, PA, US Charitable 2024
Eureka Coal Heritage Foundation $1,000 Windber, PA, US Community 2024
Junior Achievement Of Western Penns $2,000 Johnstown, PA, US Charitable 2024
Laurel Arts $1,000 Somerset, PA, US Artistic 2024
Mount Nittany Health Foundation $4,373 State College, PA, US Medical 2024
Nittany Performing Arts Centre $25,000 State College, PA, US Artistic 2024
Penn State University $10,000 State College, PA, US Educational 2024
Pennsylvania Chamber Orchestra $6,000 State College, PA, US Artistic 2024
Somerset Comm Hosp Foundation $760 Somerset, PA, US Medical 2024
State College Presbyterian Church $5,000 State College, PA, US Charitable 2024
Stephens College $3,000 Columbia, MO, US Educational 2024
Windber Area School District $40,000 Windber, PA, US Educational 2024
Windber Public Library $5,000 Windber, PA, US Educational 2024
American Cancer Society $200 Williamsport, PA, US Charitable 2024
American Red Cross $10,000 Washington, DC, US Community 2024
Arcadia Theater $20,000 Windber, PA, US Concert Sponsor 2024
Band Of Brothers Shakespeare Compan $1,500 Johnstown, PA, US Charitable 2024
Centre Volunteers In Medicine $4,400 State College, PA, US Medical 2024
Children's Aid Home Programs Of Som $500 Somerset, PA, US Community 2024
Community Foundation Of The Alleghe $1,640 Johnstown, PA, US Charitable 2024
Easter Seals Western Pennsylvania $600 Johnstown, PA, US Charitable 2024
Eureka Coal Heritage Foundation $1,000 Windber, PA, US Community 2024
Junior Achievement Of Western Penns $2,000 Johnstown, PA, US Charitable 2024
Laurel Arts $1,000 Somerset, PA, US Artistic 2024
Mount Nittany Health Foundation $4,373 State College, PA, US Medical 2024
Nittany Performing Arts Centre $25,000 State College, PA, US Artistic 2024
Penn State University $10,000 State College, PA, US Educational 2024
Pennsylvania Chamber Orchestra $6,000 State College, PA, US Artistic 2024
Somerset Comm Hosp Foundation $760 Somerset, PA, US Medical 2024
State College Presbyterian Church $5,000 State College, PA, US Charitable 2024
Stephens College $3,000 Columbia, MO, US Educational 2024
Windber Area School District $40,000 Windber, PA, US Educational 2024
Windber Public Library $5,000 Windber, PA, US Educational 2024
American Assn Of University Women $600 Johnstown, PA, US Charitable 2023
American Cancer Society $200 Williamsport, PA, US Charitable 2023
Arcadia Theater $20,000 Windber, PA, US Concert Sponsor 2023
Band Of Brothers Shakespeare Compan $1,500 Johnstown, PA, US Charitable 2023
Centre Volunteers In Medicine $4,400 State College, PA, US Scientific 2023
Community Foundation Of The Alleghe $1,640 Johnstown, PA, US Charitable 2023
Eureka Coal Heritage Foundation $1,000 Windber, PA, US Community 2023
Junior Achievement Of Western Penns $2,000 Johnstown, PA, US Charitable 2023
Laurel Arts $1,000 Somerset, PA, US Artistic 2023
Penn State University $10,000 State College, PA, US Educational 2023
Pennsylvania Chamber Orchestra $5,000 State College, PA, US Artistic 2023
Pink Zone $1,000 State College, PA, US Community 2023
Somerset Comm Hosp Foundation $760 Somerset, PA, US Medical 2023
Stephens College $3,000 Columbia, MO, US Educational 2023
Windber Area School District $40,000 Windber, PA, US Educational 2023
Windber Area School District $40,000 Windber, PA, US Educational 2023
Windber Municipal Authority $5,000 Windber, PA, US Community Building 2023
Windber Public Library $5,000 Windber, PA, US Educational 2023
American Assn Of University Women $600 Johnstown, PA, US Charitable 2023
American Cancer Society $200 Williamsport, PA, US Charitable 2023
Arcadia Theater $20,000 Windber, PA, US Concert Sponsor 2023
Band Of Brothers Shakespeare Compan $1,500 Johnstown, PA, US Charitable 2023
Centre Volunteers In Medicine $4,400 State College, PA, US Scientific 2023
Community Foundation Of The Alleghe $1,640 Johnstown, PA, US Charitable 2023
Eureka Coal Heritage Foundation $1,000 Windber, PA, US Community 2023
Junior Achievement Of Western Penns $2,000 Johnstown, PA, US Charitable 2023
Laurel Arts $1,000 Somerset, PA, US Artistic 2023
Penn State University $10,000 State College, PA, US Educational 2023
Pennsylvania Chamber Orchestra $5,000 State College, PA, US Artistic 2023
Pink Zone $1,000 State College, PA, US Community 2023
Somerset Comm Hosp Foundation $760 Somerset, PA, US Medical 2023
Stephens College $3,000 Columbia, MO, US Educational 2023
Windber Area School District $40,000 Windber, PA, US Educational 2023
Windber Area School District $40,000 Windber, PA, US Educational 2023
Windber Municipal Authority $5,000 Windber, PA, US Community Building 2023
Windber Public Library $5,000 Windber, PA, US Educational 2023
American Assn Of University Women $500 Johnstown, PA, US Charitable 2022
Band Of Brothers Shakespeare Compan $1,500 Johnstown, PA, US Charitable 2022
Centre Volunteers In Medicine $5,000 State College, PA, US Scientific 2022
Community Foundation Of The Alleghe $1,640 Johnstown, PA, US Charitable 2022
Girl Scouts Of Western Pa $4,000 Pittsburgh, PA, US Educational 2022
Laurel Arts $1,000 Somerset, PA, US Artistic 2022
Penn State University $10,000 State College, PA, US Educational 2022
Pennsylvania Chamber Orchestra $5,000 State College, PA, US Artistic 2022
Somerset Comm Hosp Foundation $760 Somerset, PA, US Medical 2022
Windber Area School District $40,000 Windber, PA, US Educational 2022
Windber Borough Police Dept $100 Windber, PA, US Charitable 2022
Windber Public Library $10,000 Windber, PA, US Educational 2022
Windber Borough Anniversary Account $2,000 Windber, PA, US Community/quasquicentennial 2022
Arcadia Theater $20,000 Windber, PA, US Concert Sponsor 2022
Windber Municipal Authority $15,000 Windber, PA, US Community Building 2022
Junior Achievement Of Western Penns $2,000 Johnstown, PA, US Charitable 2022
Penn State University Development $1,000 State College, PA, US Charitable 2022
Children's Aid Society Foundation $500 Somerset, PA, US Charitable 2022
Easter Seals $600 Johnstown, PA, US Charitable 2022
American Red Cross $10,000 Washington, DC, US Charitable 2022
American Cancer Society $500 Williamsport, PA, US Charitable 2022
Children's Aid Home Programs Of Som $500 Somerset, PA, US Charitable 2022
Stephens College $2,500 Columbia, MO, US Educational 2022
Juniata Valley Council Bsa $5,000 Reedsville, PA, US Educational 2022
Nittany Performing Ars Centre $3,000 State College, PA, US Artistic 2022
American Assn Of University Women $500 Johnstown, PA, US Charitable 2022
Band Of Brothers Shakespeare Compan $1,500 Johnstown, PA, US Charitable 2022
Centre Volunteers In Medicine $5,000 State College, PA, US Scientific 2022
Community Foundation Of The Alleghe $1,640 Johnstown, PA, US Charitable 2022
Girl Scouts Of Western Pa $4,000 Pittsburgh, PA, US Educational 2022
Laurel Arts $1,000 Somerset, PA, US Artistic 2022
Penn State University $10,000 State College, PA, US Educational 2022
Pennsylvania Chamber Orchestra $5,000 State College, PA, US Artistic 2022
Somerset Comm Hosp Foundation $760 Somerset, PA, US Medical 2022
Windber Area School District $40,000 Windber, PA, US Educational 2022
Windber Borough Police Dept $100 Windber, PA, US Charitable 2022
Windber Public Library $10,000 Windber, PA, US Educational 2022
Windber Borough Anniversary Account $2,000 Windber, PA, US Community/quasquicentennial 2022
Arcadia Theater $20,000 Windber, PA, US Concert Sponsor 2022
Windber Municipal Authority $15,000 Windber, PA, US Community Building 2022
Junior Achievement Of Western Penns $2,000 Johnstown, PA, US Charitable 2022
Penn State University Development $1,000 State College, PA, US Charitable 2022
Children's Aid Society Foundation $500 Somerset, PA, US Charitable 2022
Easter Seals $600 Johnstown, PA, US Charitable 2022
American Red Cross $10,000 Washington, DC, US Charitable 2022
American Cancer Society $500 Williamsport, PA, US Charitable 2022
Children's Aid Home Programs Of Som $500 Somerset, PA, US Charitable 2022
Stephens College $2,500 Columbia, MO, US Educational 2022
Juniata Valley Council Bsa $5,000 Reedsville, PA, US Educational 2022
Nittany Performing Ars Centre $3,000 State College, PA, US Artistic 2022
American Assn Of University Women $500 Johnstown, PA, US Charitable 2022
Band Of Brothers Shakespeare Compan $1,500 Johnstown, PA, US Charitable 2022
Centre Volunteers In Medicine $5,000 State College, PA, US Scientific 2022
Community Foundation Of The Alleghe $1,640 Johnstown, PA, US Charitable 2022
Girl Scouts Of Western Pa $4,000 Pittsburgh, PA, US Educational 2022
Laurel Arts $1,000 Somerset, PA, US Artistic 2022
Penn State University $10,000 State College, PA, US Educational 2022
Pennsylvania Chamber Orchestra $5,000 State College, PA, US Artistic 2022
Somerset Comm Hosp Foundation $760 Somerset, PA, US Medical 2022
Windber Area School District $40,000 Windber, PA, US Educational 2022
Windber Borough Police Dept $100 Windber, PA, US Charitable 2022
Windber Public Library $10,000 Windber, PA, US Educational 2022
Windber Borough Anniversary Account $2,000 Windber, PA, US Community/quasquicentennial 2022
Arcadia Theater $20,000 Windber, PA, US Concert Sponsor 2022
Windber Municipal Authority $15,000 Windber, PA, US Community Building 2022
Junior Achievement Of Western Penns $2,000 Johnstown, PA, US Charitable 2022
Penn State University Development $1,000 State College, PA, US Charitable 2022
Children's Aid Society Foundation $500 Somerset, PA, US Charitable 2022
Easter Seals $600 Johnstown, PA, US Charitable 2022
American Red Cross $10,000 Washington, DC, US Charitable 2022
American Cancer Society $500 Williamsport, PA, US Charitable 2022
Children's Aid Home Programs Of Som $500 Somerset, PA, US Charitable 2022
Stephens College $2,500 Columbia, MO, US Educational 2022
Juniata Valley Council Bsa $5,000 Reedsville, PA, US Educational 2022
Nittany Performing Ars Centre $3,000 State College, PA, US Artistic 2022
American Assn Of University Women $600 Johnstown, PA, US Charitable 2021
Ann Harris Smith Foundation $750 Johnstown, PA, US Charitable 2021
Band Of Brothers Shakespeare Compan $1,500 Johnstown, PA, US Charitable 2021
Centre Volunteers In Medicine $6,552 State College, PA, US Scientific 2021
Community Foundation Of The Alleghe $2,750 Johnstown, PA, US Charitable 2021
Girl Scouts Of Western Pa $4,000 Pittsburgh, PA, US Educational 2021
Laurel Arts $1,000 Somerset, PA, US Artistic 2021
Penn State University $22,500 State College, PA, US Educational 2021
Pennsylvania Chamber Orchestra $5,000 State College, PA, US Artistic 2021
Somerset Comm Hosp Foundation $480 Somerset, PA, US Medical 2021
Windber American Leagion $2,000 Windber, PA, US Charitable 2021
Windber Area School District $40,000 Windber, PA, US Educational 2021
Windber Borough Police Dept $100 Windber, PA, US Charitable 2021
Windber Public Library $5,000 Windber, PA, US Educational 2021
American Cancer Society $500 Williamsport, PA, US Charitable 2020
Johnstown Kiwanis $300 Johnstown, PA, US Charitable 2020
Girl Scouts Of Western Pa $3,500 Pittsburgh, PA, US Educational 2020
Arcadia Theater $5,000 Windber, PA, US Educational 2020
Penn State University $30,000 State College, PA, US Educational 2020
Eureka Coal Heritage Fnd $1,000 Windber, PA, US Miner's Memorial Day Weekend 2020
Alzheimer's Association $150 Chicago, IL, US Scientific 2020
Windber Area Elementary School $2,500 Windber, PA, US Educational 2020
Allegheny Christian Services Corp $1,000 Davidsville, PA, US Charitable 2020
Somerset Comm Hosp Foundation $380 Somerset, PA, US Medical 2020
Children's Aid Society Foundation $1,000 Somerset, PA, US Charitable 2020
Pennsylvania Chamber Orchestra $5,000 State College, PA, US Artistic 2020
Windber Borough Police Dept $50 Windber, PA, US Charitable 2020
Windber Area School District $40,000 Windber, PA, US Educational 2020
Easter Seals $600 Chicago, IL, US Charitable 2020
State College Rotary $964 State College, PA, US Charitable 2020
Centre Volunteers In Medicine $5,000 State College, PA, US Scientific 2020
High Five Non Profit Foundation $1,000 Rochester, MN, US Educational 2020
Community Fdn For The Alleghenies $2,750 Johnstown, PA, US Cancer Education & Event Sponsor 2018
American Cancer Society $500 Hollidaysburg, PA, US Charitable 2018
Johnstown Kiwanis $300 Johnstown, PA, US Charitable 2018
Girl Scouts Of Western Pa $2,500 Johnstown, PA, US Educational 2018
Windber Health Care Foundation $40,000 Windber, PA, US Phone System For Medical Center 2018
Mount Aloysius College $1,100 Cresson, PA, US Educational 2018
Penn State University $30,000 University Park, PA, US Educational 2018
Eureka Coal Heritage Fnd $1,500 Windber, PA, US Miner's Memorial Day Weekend 2018
Alzheimer's Association $150 Harrisburg, PA, US Scientific 2018
In Touch Hospice $372 Somerset, PA, US Medical/charitable 2018
Windber Public Library $500 Windber, PA, US Educational 2018
Band Of Brothers Shakespeare Co $1,500 Johnstown, PA, US Educational 2018
Wounded Warrior Project $150 Topeka, KS, US Charitable 2018
Windber Area School District $40,000 Windber, PA, US Educational 2018
Easter Seals $600 Johnstown, PA, US Charitable 2018
Windber Youth Football $300 Windber, PA, US Educational 2018
Children's Cancer Rec Foundation $1,000 New Oxford, PA, US Medical 2018
Windber Volunteer Fire Company 1 $2,000 Windber, PA, US Charitable/community 2018
Special Olympics Pennsylvania $500 Norristown, PA, US Charitable 2018
Stephens College $2,500 Columbia, MO, US Educational 2018
Marine Toys For Tots Foundation $50 Des Moines, IA, US Charitable 2018
Upj Campus Ministry $1,500 Johnstown, PA, US Religious 2018
Pennsylvania Chamber Orchestra $2,500 State College, PA, US Artistic 2018
Laurel Highlands Council Bsa $1,920 Pittsburgh, PA, US Educational 2018
New Day Inc $1,000 Windber, PA, US Charitable 2018
Nas Wildwood Aviation Museum $500 Cape May, NJ, US Educational 2018
High Five's Non Profit Foundation $1,000 Johnstown, PA, US Charitable 2018
Boysgirls Club Of Somerset County $350 Somerset, PA, US Educational 2018
State College Rotary $900 State College, PA, US Charitable 2018
John P Murtha Foundation $1,250 Johnstown, PA, US Charitable 2018
Aopa Air Safety Foundation $1,000 Frederick, MD, US Educational 2018
Community Fdn For The Alleghenies $2,500 Johnstown, PA, US Cancer Research 2017
Arcadia Theater $20,000 Windber, PA, US Concert Sponsor 2017
American Cancer Society $500 Hollidaysburg, PA, US Charitable 2017
Johnstown Kiwanis $300 Johnstown, PA, US Charitable 2017
Johnstown Symphony $600 Johnstown, PA, US Concert Sponsor 2017
Girl Scouts Of Western Pa $2,000 Pittsburgh, PA, US Educational 2017
Windber Health Care Foundation $40,000 Windber, PA, US Phone System For Medical Center 2017
Veteran Community Init $1,000 Johnstown, PA, US Dinner & Recognition Ceremony 2017
Mount Aloysius College $1,100 Cresson, PA, US Educational 2017
Penn State University $30,000 University Park, PA, US Educational/athletics 2017
Eureka Coal Heritage Fnd $1,500 Windber, PA, US Miner's Memorial Day Weekend 2017
Alzheimer's Association $150 Harrisburg, PA, US Scientific 2017
In Touch Hospice $380 Somerset, PA, US Medical/charitable 2017
Windber Public Library $2,000 Windber, PA, US Educational 2017
Band Of Brothers Shakespeare Co $1,500 Johnstown, PA, US Educational 2017
Greater Johnstown Comm Ymca $5,000 Johnstown, PA, US Charitable 2017
Wounded Warrior Project $150 Topeka, KS, US Charitable 2017
Windber Area School District $40,000 Windber, PA, US Educational 2017
Easter Seals $600 Johnstown, PA, US Charitable 2017
Foundation For Free Enterprise Educ $2,875 Erie, PA, US Educational 2017
Windber Youth Baseball & Softball $50 Windber, PA, US Educational 2017
Children's Cancer Rec Foundation $1,000 New Oxford, PA, US Medical 2017
Laurel Arts $1,000 Somerset, PA, US Artistic 2017
Windber Volunteer Fire Company 1 $100 Windber, PA, US Charitable/community 2017
Special Olympics Pennsylvania $500 Norristown, PA, US Charitable 2017
Stephens College $2,500 Columbia, MO, US Educational 2017
Marine Toys For Tots Foundation $50 Des Moines, IA, US Charitable 2017
Upj Campus Ministry $1,500 Johnstown, PA, US Religious 2017
Pennsylvania Chamber Orchestra $2,500 State College, PA, US Artistic 2017
First Presbyterian Church $15,000 Windber, PA, US Religious - General Operating Exp 2016
Community Fdn For The Alleghenies $2,500 Johnstown, PA, US Ovarian Cancer Education 2016
Community Fdn For The Alleghenies $1,400 Johnstown, PA, US Charitable 2016
Arcadia Theater $40,000 Windber, PA, US Concert Sponsor 2016
American Cancer Society $1,000 Hershey, PA, US Charitable 2016
Laurel Highlands Council Bsa $5,784 Ebensburg, PA, US Charitable/educational 2016
Johnstown Kiwanis $300 Johnstown, PA, US Charitable 2016
Johnstown Symphony $1,800 Johnstown, PA, US Concert Sponsor 2016
Girl Scouts Of Western Pa $2,900 Pittsburgh, PA, US Educational 2016
Windber Health Care Foundation $5,000 Windber, PA, US Joyce Murtha Golf Fundraiser 2016
Windber Health Care Foundation $40,000 Windber, PA, US Phone System For Medical Center 2016
Windber Hospice $2,000 Windber, PA, US Horse Show Fundraiser 2016
Veteran Community Init $1,000 Johnstown, PA, US Dinner & Recognition Ceremony 2016
Mount Aloysius College $6,000 Cresson, PA, US Educational 2016
Penn State University $16,110 University Park, PA, US Education/athletics 2016
Penn State University $7,500 University Park, PA, US Educational/athletics 2016
Eureka Coal Heritage Fnd $1,500 Windber, PA, US Miner's Memorial Day Weekend 2016
Jr Achievement Of Western Pa $1,500 Johnstown, PA, US Educational 2016
Alzheimer's Association $150 Washington, DC, US Scientific 2016
In Touch Hospice $380 Somerset, PA, US Medical/charitable 2016
Windber Public Library $2,000 Windber, PA, US Educational 2016
New Day Inc $1,000 Windber, PA, US Charitable 2016
Band Of Brothers Shakespeare Co $1,500 Johnstown, PA, US Educational 2016
Greater Johnstown Comm Ymca $5,000 Johnstown, PA, US Charitable 2016
Boys & Girls Club $500 Somerset, PA, US Charitable/educational 2016
Windber Municipal Authority $12,000 Windber, PA, US Local Government Website/park Pool 2016
Keystone Chapter American Red Cross $2,000 Johnstown, PA, US Charitable 2016
Wounded Warrior Project $364 Topeka, KS, US Charitable 2016
Windber Area School District $40,000 Windber, PA, US Educational 2016
Easter Seals $600 Johnstown, PA, US Charitable 2016
Foundation For Free Enterprise Educ $2,875 Erie, PA, US Educational 2016
Joyce Murtha Breast Care Center $1,000 Windber, PA, US Medical 2016
Windber Youth Baseball & Softball $150 Windber, PA, US Educational 2016
Children's Cancer Rec Foundation $2,000 Harrisburg, PA, US Medical 2016
Laurel Arts $1,000 Somerset, PA, US Artistic 2016
American Legion Windber Post 137 $2,000 Windber, PA, US Charitable 2016
Windber Area Visioning Experience $500 Windber, PA, US Charitable/community 2016
Windber Volunteer Fire Company 1 $10,000 Windber, PA, US Charitable/community 2016

Foundations Similar to Whalley Charitable Trust

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EIN: 25-6783548 | 163 grants awarded
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EIN: 25-1815106 | 186 grants awarded
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Contact Information

Official contact details for Whalley Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 23-7128436
Website N/A
Address PO BOX 188 Windber, PA 15963-0188

Key People (2)

Board members, trustees, and key staff who oversee Whalley Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee David Klementik
Trustee Ruth Klementik

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Whalley Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.