Whatley Charitable Trust Co Compass Bank
EIN 726185747Total Given 2018–2025
$166K
20 grants · $21K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$8K
typical small grants · $5K–$10K
grant size
60%
deep partner · 6/10 multi-year
repeat
$889K
Assets (2025)
10
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
COMPASS BANK - WEALTH MANAGEMENT GR
Phone
(205) 297-6712
Deadlines
NONE
How to Apply
LETTER DESCRIBING PROJECT, OTHER SOURCE FINDINGS, PROOF OF EXEMPTION, CURRENT FINANCIAL DATA, AND REQUESTED AMOUNT.
Restrictions
CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES EXCLUDING POLITICAL PER REGS IRC SEC 501 (C) (3) AND 170 (C) (2)
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $35K | $731K | $46K | 7 |
| 2019 | $35K | $747K | $41K | 5 |
| 2020 | N/A | $739K | $48K | N/A |
| 2021 | $50K | $901K | $83K | 3 |
| 2023 | $11K | $824K | $131K | 1 |
| 2025 | $35K | $889K | $40K | 4 |
Grant Size Distribution
Based on 20 grants on record
Minimum
$2K
25th Pctl
$5K
Median
$8K
Average
$8K
75th Pctl
$10K
Maximum
$25K
Geographic Distribution
Officers & Directors
PA
Pnc Bank N a
2 yrs
Trustee
PA
Pnc Bank N a
2 yrs
Trustee
BB
Bbva Bank
Trustee
CB
Compass Bank
3 yrs
Trustee
CB
Compass Bank
3 yrs
Trustee
CB
Compass Bank
3 yrs
Trustee
Grants Awarded (20 total)
| Purpose | ||||
|---|---|---|---|---|
| Cahaba River Society Inc | Birmingham, AL | $25,000 | GENERAL | 2021 |
| Compassion & Choices | Denver, CO | $12,500 | GENERAL | 2021 |
| Linus Pauling Institute | Corvallis, OR | $12,500 | GENERAL | 2021 |
| Oregon State University | Corvallis, OR | $10,844 | GENERAL SUPPORT | 2023 |
| Sierra Club Foundation | San Francisco, CA | $10,337 | GENERAL CONTRIBUTION | 2025 |
| Compassion & Choices | Denver, CO | $10,000 | GENERAL | 2025 |
| Birmingham Festival Theater | Birmingham, AL | $10,000 | GENERAL | 2019 |
| Cahaba River Society Inc | Birmingham, AL | $10,000 | GENERAL | 2019 |
| Birmingham Festival Theater | Birmingham, AL | $9,000 | GENERAL | 2018 |
| Cahaba River Society Inc | Birmingham, AL | $9,000 | GENERAL | 2018 |
| Oregon State University | Corvallis, OR | $7,500 | GENERAL SUPPORT | 2025 |
| Student Conservation Association | Mt Laurel, NJ | $7,500 | GENERAL SUPPORT | 2025 |
| Public Radio Wbhm 903 Fm | Birmingham, AL | $5,000 | GENERAL | 2018 |
| Linus Pauling Institute | Corvallis, OR | $5,000 | GENERAL | 2018 |
| Public Radio Wbhm 903 Fm | Birmingham, AL | $5,000 | GENERAL | 2019 |
| Compassion & Choices | Denver, CO | $5,000 | GENERAL | 2019 |
| Linus Pauling Institute | Corvallis, OR | $5,000 | GENERAL | 2019 |
| Compassion & Choices | Denver, CO | $3,000 | GENERAL | 2018 |
| Freedom From Religion Foundation | Madison, WI | $2,000 | GENERAL | 2018 |
| Public Citizen Foundation | Washington, DC | $2,000 | GENERAL | 2018 |