Private Foundation

WHALLEY CHARITABLE TRUST

WHALLEY CHARITABLE TRUST, of WINDBER, PA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $198K in revenue, $200K in expenses, $3.5M in total assets. IRS filings disclose 180 grants awarded by this foundation, totaling roughly $1.1M.

EIN: 237128436 WINDBER, PA Latest filing: 2024

Total Revenue$198K

Total Expenses$200K

Total Assets$3.5M

Grants Given180

Grant Total$1.1M

Filing Years2020–2024

Sample Grants Given

WINDBER AREA SCHOOL DISTRICT

WINDBER, PA · 2024

EDUCATIONAL

$40,000

NITTANY PERFORMING ARTS CENTRE

STATE COLLEGE, PA · 2024

ARTISTIC

$25,000

ARCADIA THEATER

WINDBER, PA · 2024

CONCERT SPONSOR

$20,000

AMERICAN RED CROSS

WASHINGTON, DC · 2024

COMMUNITY

$10,000

PENN STATE UNIVERSITY

STATE COLLEGE, PA · 2024

EDUCATIONAL

$10,000

Showing up to 5 of 180 total records — full history available with membership.

Officers & Directors

TRUSTEE David Klementik

TRUSTEE Ruth Klementik

Officer compensation and complete director data available with membership.

Top Grant Purposes

EDUCATIONAL

$638,195 56 grants

CHARITABLE

$98,176 59 grants

CONCERT SPONSOR

$80,600 5 grants

PHONE SYSTEM FOR MEDICAL CENTER

$80,000 2 grants

ARTISTIC

$69,000 15 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$198K	$200K	$3.5M
2023	$114K	$199K	$3.5M
2022	$204K	$201K	$3.6M
2021	$524K	$151K	$3.6M
2020	$158K	$153K	$3.2M

Between 2020 and 2024, reported annual revenue grew from $158K to $198K (+25%), with total assets most recently reported at $3.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in DC, IA, IL, KS, MD, MN, and 3 other states.

DCIAILKSMDMNMONJPA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for WHALLEY CHARITABLE TRUST

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports