Whalley Charitable Trust
EIN 237128436Total Given 2016–2024
$1.2M
193 grants · $128K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$2K
typical micro grants · $600–$5K
grant size
56%
supporter · 45/81 multi-year
repeat
$3.4M
Assets (2024)
81
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
DAVID KLEMENTIK
Phone
(724) 626-8049
Deadlines
NONE
How to Apply
NO SPECIAL FORM
Restrictions
TRUST DISTRIBUTES AMOUNT OF INCOME EARNED EACH YEAR - NO OTHER RESTRICTIONS.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $236K | $3.3M | $216K | 38 |
| 2017 | $161K | $3.6M | $314K | 29 |
| 2018 | $140K | $3.2M | $217K | 31 |
| 2019 | N/A | $3.6M | $232K | N/A |
| 2020 | $98K | $4.1M | $158K | 18 |
| 2021 | $92K | $4.2M | $524K | 14 |
| 2022 | $142K | $3.4M | $204K | 25 |
| 2023 | $142K | $3.6M | $114K | 18 |
| 2024 | $142K | $3.4M | $198K | 20 |
Grant Size Distribution
Based on 193 grants on record
Minimum
$50
25th Pctl
$600
Median
$2K
Average
$6K
75th Pctl
$5K
Maximum
$40K
Geographic Distribution
Officers & Directors
RK
Ruth Klementik
Trustee
DK
David Klementik
Trustee
DK
David Klementik
Trustee
RK
Ruth Klementik
Trustee
DK
David Klementik
Trustee
RK
Ruth Klementik
Trustee
DK
David Klementik
Trustee
RK
Ruth Klementik
Trustee
RK
Ruth Klementik
Trustee
DK
David Klementik
Trustee
DK
David Klementik
Trustee
RK
Ruth Klementik
Trustee
RK
Ruth Klementik
Trustee
DK
David Klementik
Trustee
DK
David Klementik
Trustee
RK
Ruth Klementik
Trustee
RK
Ruth Klementik
Trustee
DK
David Klementik
Trustee
Grants Awarded (193 total)
| Purpose | ||||
|---|---|---|---|---|
| Windber Area School District | Windber, PA | $40,000 | EDUCATIONAL | 2020 |
| Windber Area School District | Windber, PA | $40,000 | EDUCATIONAL | 2021 |
| Windber Area School District | Windber, PA | $40,000 | EDUCATIONAL | 2023 |
| Windber Area School District | Windber, PA | $40,000 | EDUCATIONAL | 2023 |
| Windber Area School District | Windber, PA | $40,000 | EDUCATIONAL | 2024 |
| Arcadia Theater | Windber, PA | $40,000 | CONCERT SPONSOR | 2016 |
| Windber Health Care Foundation | Windber, PA | $40,000 | PHONE SYSTEM FOR MEDICAL CENTER | 2016 |
| Windber Area School District | Windber, PA | $40,000 | EDUCATIONAL | 2016 |
| Windber Health Care Foundation | Windber, PA | $40,000 | PHONE SYSTEM FOR MEDICAL CENTER | 2017 |
| Windber Area School District | Windber, PA | $40,000 | EDUCATIONAL | 2017 |
| Windber Area School District | Windber, PA | $40,000 | EDUCATIONAL | 2022 |
| Windber Health Care Foundation | Windber, PA | $40,000 | PHONE SYSTEM FOR MEDICAL CENTER | 2018 |
| Windber Area School District | Windber, PA | $40,000 | EDUCATIONAL | 2018 |
| Penn State University | State College, PA | $30,000 | EDUCATIONAL | 2020 |
| Penn State University | University Park, PA | $30,000 | EDUCATIONAL/ATHLETICS | 2017 |
| Penn State University | University Park, PA | $30,000 | EDUCATIONAL | 2018 |
| Nittany Performing Arts Centre | State College, PA | $25,000 | ARTISTIC | 2024 |
| Penn State University | State College, PA | $22,500 | EDUCATIONAL | 2021 |
| Arcadia Theater | Windber, PA | $20,000 | CONCERT SPONSOR | 2023 |
| Arcadia Theater | Windber, PA | $20,000 | CONCERT SPONSOR | 2024 |
| Arcadia Theater | Windber, PA | $20,000 | CONCERT SPONSOR | 2017 |
| Arcadia Theater | Windber, PA | $20,000 | CONCERT SPONSOR | 2022 |
| Penn State University | University Park, PA | $16,110 | EDUCATION/ATHLETICS | 2016 |
| First Presbyterian Church | Windber, PA | $15,000 | RELIGIOUS - GENERAL OPERATING EXP | 2016 |
| Windber Municipal Authority | Windber, PA | $15,000 | COMMUNITY BUILDING | 2022 |