U O Whaley Charitable Trust Xxxxx4005
EIN 756066569Total Given 2023–2023
$129K
5 grants · $129K avg/year
based on 1 yr of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$26K
typical mid grants · $26K–$26K
grant size
0%
transactional · single-year
repeat
$7.7M
Assets (2023)
5
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2022 | N/A | $6.9M | $116K | N/A |
| 2023 | $129K | $7.7M | $311K | 5 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$26K
25th Pctl
$26K
Median
$26K
Average
$26K
75th Pctl
$26K
Maximum
$26K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
2+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
2+ yrs
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| March of Dimes | Arlington, VA | $25,832 | GENERAL | 2023 |
| American Red Cross | Washington, DC | $25,832 | GENERAL | 2023 |
| The Salvation Army | Dallas, TX | $25,832 | GENERAL | 2023 |
| Goodwill Industries of Fort Worth | Fort Worth, TX | $25,832 | GENERAL | 2023 |
| Tarrant County Assoc for the Blind | Fort Worth, TX | $25,832 | GENERAL | 2023 |