Nonprofit · EIN 27-6573729
HARRY WHALEY CHARITABLE TRUST
Tax-exempt · PARKERSBURG, WV 26101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $232,374 | $181,640 | $50,734 | $2,573,480 | $0 | $2,573,480 |
| December 31, 2024 | 990-PF | $239,186 | $178,646 | $60,540 | $2,522,431 | $0 | $2,522,431 |
| December 31, 2023 | 990-PF | $81,496 | $175,549 | -$94,053 | $2,461,891 | $0 | $2,461,891 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $83,193
- Interest
- $9,316
- Net gain from sales of assets
- $139,865
Expenses
- Grants and similar amounts paid
- $140,000
- Compensation of officers, directors and key employees
- $38,910
- Disbursements for charitable purposes
- $167,140
- Excise tax on investment income
- $3,050
Balance sheet and other
- Total assets, start of year
- $2,522,431
- Total assets, end of year
- $2,573,480
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,573,480
- Fair market value of assets
- $3,598,956
- Qualifying distributions
- $167,140
- Net investment income
- $232,374
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 |
|---|---|---|---|
| UNITED BANK INC 514 MARKET STREET, PARKERSBURG, WV 26101 | TRUSTEE | 0 | $38,910 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNITED BANK INC 514 MARKET STREET, PARKERSBURG, WV 26101 | TRUSTEE | 0 | $37,446 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNITED BANK INC 514 MARKET STREET, PARKERSBURG, WV 26101 | TRUSTEE | 0 | $33,848 |
Address and contacts
- Address (IRS master file)
- 514 MARKET ST, PARKERSBURG, WV 26101-5341
- In care of
- % UNITED BANK INC
- Signed the 990-PF
- UNITED BANK INC, TRUSTEE
- Phone
- (304) 424-8643
- Return prepared by
- COKELEY & ASSOC PLLC
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
- 27-6573729
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,573,480
- Income (IRS master file)
- $694,557
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $232,374 | $181,640 | $2,573,480 | IRS |
| 990-PF | December 2024 | $239,186 | $178,646 | $2,522,431 | IRS |
| 990-PF | December 2023 | $81,496 | $175,549 | $2,461,891 | 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 27-6573729).
Questions about HARRY WHALEY CHARITABLE TRUST
- What is the EIN of HARRY WHALEY CHARITABLE TRUST?
- The employer identification number (EIN) of HARRY WHALEY CHARITABLE TRUST is 27-6573729.
- Is HARRY WHALEY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to HARRY WHALEY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARRY WHALEY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARRY WHALEY CHARITABLE TRUST 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 HARRY WHALEY CHARITABLE TRUST 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 HARRY WHALEY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $38,910 (UNITED BANK INC, TRUSTEE).
- How much revenue does HARRY WHALEY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $232,374, expenses of $181,640 and total assets of $2,573,480 at year end.
Other nonprofits in PARKERSBURG
- PARKERSBURG AREA COMMUNITY FOUNDATION INC EIN 55-0748246 · last filed 990 for 2025
- SPARTAN FOUNDATION EIN 20-4153385 · last filed 990-PF for 2025
- ROSS FOUNDATION INC EIN 20-4652067 · last filed 990-PF for 2024
- SISTERS OF ST JOSEPH CHARITABLE FUND INC EIN 55-0751850 · last filed 990 for 2025
- ESBENSHADE FOUNDATION EIN 55-0779947 · last filed 990-PF for 2025
- MEAGEL CHARITABLE TR EIN 55-6138839 · last filed 990-PF for 2025
- UNITED WAY ALLIANCE OF THE MID OHIO VALLEY INC EIN 55-0403123 · last filed 990 for 2025
- VIRGINIA L NEPTUNE CHARITABLE FOUNDATION EIN 20-1120910 · last filed 990-PF for 2025
All nonprofits in PARKERSBURG · West Virginia · Philanthropy, voluntarism and grantmaking foundations