Nonprofit · EIN 23-7128436
WHALLEY CHARITABLE TR
Tax-exempt · WINDBER, PA 15963
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $249,225 | $259,554 | -$10,329 | $3,507,458 | $2,697 | $3,504,761 |
| December 31, 2024 | 990-PF | $197,509 | $199,969 | -$2,460 | $3,516,321 | $1,231 | $3,515,090 |
| December 31, 2023 | 990-PF | $113,650 | $198,965 | -$85,315 | $3,518,644 | $1,094 | $3,517,550 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $110,825
- Interest
- $1,717
- Net gain from sales of assets
- $136,229
- Other income
- $454
Expenses
- Grants and similar amounts paid
- $199,269
- Compensation of officers, directors and key employees
- $10,000
- Salaries, compensation and benefits (total)
- $18,000
- Disbursements for charitable purposes
- $219,806
- Excise tax on investment income
- $1,603
Balance sheet and other
- Total assets, start of year
- $3,516,321
- Total assets, end of year
- $3,507,458
- Total liabilities, end of year
- $2,697
- Net assets, end of year
- $3,504,761
- Fair market value of assets
- $4,097,197
- Qualifying distributions
- $219,806
- Net investment income
- $153,464
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID KLEMENTIK PO BOX 188, WINDBER, PA 159630188 | TRUSTEE | 5 | $10,000 |
| RUTH KLEMENTIK PO BOX 188, WINDBER, PA 159630188 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID KLEMENTIK PO BOX 188, WINDBER, PA 159630188 | TRUSTEE | 0 | $10,000 |
| RUTH KLEMENTIK PO BOX 188, WINDBER, PA 159630188 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID KLEMENTIK PO BOX 188, WINDBER, PA 159630188 | TRUSTEE | 0 | $10,000 |
| RUTH KLEMENTIK PO BOX 188, WINDBER, PA 159630188 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 188, WINDBER, PA 15963-0188
- Signed the 990-PF
- DAVID KLEMENTIK, TRUSTEE
- Phone
- (724) 626-8049
- Return prepared by
- KOTZAN CPA AND ASSOCIATES PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7128436
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1972
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,507,458
- Income (IRS master file)
- $959,808
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $249,225 | $259,554 | $3,507,458 | XML |
| 990-PF | December 2024 | $197,509 | $199,969 | $3,516,321 | XML |
| 990-PF | December 2023 | $113,650 | $198,965 | $3,518,644 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7128436).
Questions about WHALLEY CHARITABLE TR
- What is the EIN of WHALLEY CHARITABLE TR?
- The employer identification number (EIN) of WHALLEY CHARITABLE TR is 23-7128436.
- Is WHALLEY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to WHALLEY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHALLEY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHALLEY CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHALLEY CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WHALLEY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $10,000 (DAVID KLEMENTIK, TRUSTEE).
- How much revenue does WHALLEY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $249,225, expenses of $259,554 and total assets of $3,507,458 at year end.
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