Nonprofit · EIN 72-6185747
WHATLEY CHARITABLE TRUST
Tax-exempt · PITTSBURGH, PA 15219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $39,942 | $51,813 | -$11,871 | $795,669 | $0 | $795,669 |
| June 30, 2024 | 990-PF | $116,885 | $53,063 | $63,822 | $807,575 | $0 | $807,575 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $23,448
- Net gain from sales of assets
- $16,491
- Other income
- $3
Expenses
- Grants and similar amounts paid
- $35,337
- Compensation of officers, directors and key employees
- $12,074
- Disbursements for charitable purposes
- $40,413
- Excise tax on investment income
- $415
Balance sheet and other
- Total assets, start of year
- $807,575
- Total assets, end of year
- $795,669
- Total liabilities, end of year
- $0
- Net assets, end of year
- $795,669
- Fair market value of assets
- $888,986
- Qualifying distributions
- $40,413
- Net investment income
- $39,935
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK N A 500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219 | TRUSTEE | 1 | $12,074 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK N A 500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219 | TRUSTEE | 3 | $11,408 |
Address and contacts
- Address (IRS master file)
- 500 1ST AVE, PITTSBURGH, PA 15219-3128
- In care of
- % COMPASS BANK
- Signed the 990-PF
- PNC BANK N A, TAX MANAGER
- Phone
- (412) 442-1522
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 72-6185747
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $795,669
- Income (IRS master file)
- $120,271
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $39,942 | $51,813 | $795,669 | XML |
| 990-PF | June 2024 | $116,885 | $53,063 | $807,575 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 72-6185747).
Questions about WHATLEY CHARITABLE TRUST
- What is the EIN of WHATLEY CHARITABLE TRUST?
- The employer identification number (EIN) of WHATLEY CHARITABLE TRUST is 72-6185747.
- Is WHATLEY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to WHATLEY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHATLEY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHATLEY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHATLEY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of WHATLEY CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,074 (PNC BANK N A, TRUSTEE).
- How much revenue does WHATLEY CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $39,942, expenses of $51,813 and total assets of $795,669 at year end.
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