Funders › Pennsylvania

Whalley Charitable Trust

Windber, PA · EIN 23-7128436. Reported 101 grants totalling $717,674 to 40 recipients across tax years 2021-2025. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$3,000median grant
$717,674granted, 2021-2025
40recipients, as named on its returns
81%of grantees funded again the next year
$4,097,197assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Whalley Charitable Trust did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $3,000. Half of everything it gave fell between $1,000 and $6,000; the smallest was $100 and the largest $40,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
23 grants
$1,000 - $5,000
35 grants
$5,000 - $10,000
20 grants
$10,000 - $25,000
14 grants
$25,000 - $50,000
9 grants

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.

OrganizationLocationTotal receivedGrantsYears fundedLast
Windber Area School DistrictWindber, PA$200,000542024
Penn State UniversityState College, PA$62,500552025
Arcadia TheaterWindber, PA$60,000332024
State College Presbyterian ChurchState College, PA$45,000222025
First Presbyterian Church of NaplesNaples, FL$40,000112025
Mount Nittany Health FoundationState College, PA$39,373222025
Windber Public LibraryWindber, PA$30,000552025
Pennsylvania Chamber OrchestraState College, PA$27,000552025
American Red CrossWashington, DC$25,000332025
Nittany Performing Arts CentreState College, PA$25,000112024
Centre Volunteers in MedicineState College, PA$24,752552025
Windber Municipal AuthorityWindber, PA$20,000222023
Junior Achievement of Western PennsJohnstown, PA$12,540442025
Samaritan's PurseBoone, NC$10,000112025
St Jude Children's Research HospMemphis, TN$10,000112025
Community Foundation of the AllegheJohnstown, PA$9,014552025
Stephens CollegeColumbia, MO$8,500332024
Girl Scouts of Western PaPittsburgh, PA$8,000222022
Band of Brothers Shakespeare CompanJohnstown, PA$7,500552025
Boys & Girls Club of AmericaAtlanta, GA$5,000112025
Johnstown Synphony OrchestraJohnstown, PA$5,000112025
Juniata Valley Council BSAReedsville, PA$5,000112022
Laurel ArtsSomerset, PA$5,000552025
Special OlympicsWashington, DC$5,000112025
West Side Presbyterian ChurchRidgewood, NJ$5,000112025
Somerset Comm Hosp FoundationSomerset, PA$3,445552025
Eureka Coal Heritage FoundationWindber, PA$3,000332025
Nittany Performing Ars CentreState College, PA$3,000112022
Windber American LeagionWindber, PA$2,000112021
Windber Borough Anniversary AccountWindber, PA$2,000112022
American Assn of University Women C/O Claire Montoya TreasurerJohnstown, PA$1,700332023
Children's Aid Home Programs of SomSomerset, PA$1,500332025
Easter Seals Western PennsylvaniaJohnstown, PA$1,200222025
American Cancer SocietyWilliamsport, PA$1,100442025
Penn State University Development C/O Four DiamondsState College, PA$1,000112022
Pink ZoneState College, PA$1,000112023
Ann Harris Smith Foundation C/O Comm Found of the AllegheniesJohnstown, PA$750112021
Windber Borough Police DeptWindber, PA$700332025
Easter SealsJohnstown, PA$600112022
Children's Aid Society FoundationSomerset, PA$500112022

23 of 40 (58%) received money in more than one year over the 5 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 81%, across 4 year-to-year transitions. The median foundation retains about 67%, so this one is unusually consistent. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 31 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.

Arts & Culture
14 grants
Health Care
5 grants
Diseases & Disorders
4 grants
Education
3 grants
Human Services
3 grants
Youth Development
1 grant
Recreation & Sports
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202114$92,232$2,375
202225$142,100$2,000
202318$142,100$2,500
202420$141,973$3,686
202524$199,269$5,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

85% of its giving went to organizations in Pennsylvania. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.

Pennsylvania
$609K
Florida
$40K
District of Columbia
$30K
North Carolina
$10K
Tennessee
$10K
Missouri
$8K
Georgia
$5K
New Jersey
$5K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

Community Foundation of Greater5 shared recipientsFidelity Investments Charitable Gift Fund4 shared recipientsCentre Foundation Inc3 shared recipientsThe Happy Valley Adventure Bureau3 shared recipients1889 Foundation Inc2 shared recipientsHighmark Foundation2 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $3,000. A request many times that size asks for something it has rarely or never given.
  2. Check you are in its geography. Its giving is concentrated in Pennsylvania.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding arts & culture in PennsylvaniaEvery funder in this groupFoundations funding education in PennsylvaniaEvery funder in this group

Where these numbers come from

Everything above is taken from Whalley Charitable Trust's own Form 990-PF filings, which the IRS publishes in bulk. We used 5 returns (tax years 2021-2025). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.

Address of record on the latest return: Po Box 188, Windber, PA, 15963. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 23-7128436 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded.

Is something here wrong about your foundation? Email [email protected] and we will correct it.