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· Private foundation

Whalley Charitable Trust

Its FY2024 filing reports that it accepted unsolicited grant applications.

$142k
Granted FY2024still arriving
20
Grants FY2024still arriving
3
States reached
$40k
Largest
01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$579kArts & Culture$212kHealth$119kRecreation & Sports$31kPublic Safety & Disaster$24kYouth Development$23kCommunity Improvement$20kPhilanthropy$16kOther$0
02FY2024 · 20 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k15 grants · $37k
  • $10k–50k5 grants · $105k
$4,373
Median grant
3
States reached
$3.5M
Total assets
Largest grants
RecipientAmount
WINDBER AREA SCHOOL DISTRICT$40,000
NITTANY PERFORMING ARTS CENTRE$25,000
ARCADIA THEATER$20,000
PENN STATE UNIVERSITY$10,000
AMERICAN RED CROSS$10,000
PENNSYLVANIA CHAMBER ORCHESTRA$6,000
STATE COLLEGE PRESBYTERIAN CHURCH$5,000
WINDBER PUBLIC LIBRARY$5,000
CENTRE VOLUNTEERS IN MEDICINE$4,400
MOUNT NITTANY HEALTH FOUNDATION$4,373
STEPHENS COLLEGE$3,000
JUNIOR ACHIEVEMENT OF WESTERN PENNS$2,000
COMMUNITY FOUNDATION OF THE ALLEGHE$1,640
BAND OF BROTHERS SHAKESPEARE COMPAN$1,500
EUREKA COAL HERITAGE FOUNDATION$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–24, $25k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%AMERICAN RED CROSS: $10k → 14%AMERICAN RED CROSS: $10k → 14%NEW DAY INC: $1k → 14%CHILDREN'S AID SOCIETY FOUNDATION: $1k → 14%CHILDREN'S AID SOCIETY FOUNDATION: $500 → 14%CHILDREN'S AID SOCIETY FOUNDATION: $500 → 14%ALLEGHENY CHRISTIAN SERVICES CORP: $1k → 14%ALLEGHENY CHRISTIAN SERVICES CORP: $592 → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MN
IL
IA
PA
NJ
MO
MD
KS
DC
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

96%of every dollar goes to organizations it has funded before.
$1.0M · 38 repeat orgs$39k to everyone else

Grantees it renews have grown median revenue +31% since the first grant, against +1% for those funded once.

38 repeat relationships: 17 still active in FY2024, 21 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

38
24

Total granted

$1.0M
$29k

Median revenue growth · since first grant

+31%
+1%

Still filing today

39%
29%

New vs renewed · share of each year

In FY2024, 93% of grant dollars renewed an existing relationship; $10k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
Human ServicesArts & CultureHealthEducationPublic BenefitPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • WH
    WINDBER HEALTHCARE FOUNDATION INC
    2× · 2017–2018 · $80k · revenue +105%
  • PC
    PA CENTRE CHAMBER ORCHESTRA SOCIETY
    8× · 2017–2024 · $36k · revenue +10%
  • AN
    American National Red Cross & Its Constituent Chapters and Branches
    2× · 2022–2024 · $20k · revenue +23%

Funded once

  • GJ
    GREATER JOHNSTOWN COMMUNITY YMCA
    one grant, 2017 · $5k · revenue -37%
  • FF
    FOUNDATION FOR FREE ENTERPRISE EDUC
    one grant, 2017 · $3k
  • WA
    WINDBER AREA ELEMENTARY SCHOOL
    one grant, 2020 · $3k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Philadelphia County Medical Society

The mission of the philadelphia county medical society (pcms) is to aggressively advance and support the interests of physicians and their patients. pcms is pennsylvania's premier county medical organization.

—
2
Greater Philadelphia Tourism Marketing Corporation

Visit philadelphia is our name and our mission. as the region's official tourism marketing agency, we build greater philadelphia's image, drive visitation and boost the economy.

Community Improvement
3
Pocono Health System

We heal, comfort and care for the people of our community by providing advanced and compassionate health care of superior quality and value supported by education and clinical research.

—
4
Central Maine Healthcare Corporation

To provide exceptional healthcare services in a safe and trustful environment through the expertise, committment, and compassion of our family of caregivers.

Health
5
Monongahela Valley Hospital Inc

The mission of penn highlands mon valley is to enhance the health of the residents of the mid-monongahela valley area by providing outstanding healthcare services.

Health
6
Chester County Hospital & Health System

The provision of management services to the chester county hospital and its affiliates.

Health
7
Allegheny County Medical Society

Improving healthcare through education, advocacy, service, and physical well-being.

—
8
Lancaster Chamber of Commerce & Industry

The lancaster chamber of commerce & industry's mission is to create the environment, facilitate partnerships, and lead on issues that elevate business success. the chamber has 5 strategic priorities: public policy, workforce, business…

—
9
Delaware Valley University

See schedule o.we are inspired by the ideals of our founder who, in 1896, emphasized respect for all people and ideas, who honored knowledge with practice, progress and the common good. our historical commitment to experiential learning…

—
10
Commonwealth Care Alliance Inc

Commonwealth care alliance, inc.'s mission is to improve the health and well-being of people with significant needs by innovating, coordinating and providing the highest quality, individualized care.

Health
11
Central Maine Medical Center

To provide exceptional healthcare services in a safe and trustfulenvironment through the expertise, commitment and compassion of ourfamily of caregivers.

Health
12
Salem Health Hospitals & Clinics

To support salem health, salem health west valley and related organizations.

—
How this is measured
The grantee most central to the portfolio’s shape is Wounded Warrior Project Inc; the most unlike its peers is Eureka Coal Heritage Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

23 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 23 of the 66 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
23/23
Grantees still filing
16/23
Grew since first funded

Where the money sits, by cause and then by grantee

WINDBER AREA SCHOOL DISTRICT: $360,000 · OtherWINDBER AREA SCHOOL DISTRICTPENN STATE UNIVERSITY: $172,500 · OtherPENN STATE UNIVERSITYARCADIA THEATER: $120,000 · OtherARCADIA THEATERWINDBER HEALTHCARE FOUNDATION INC: $80,000 · OtherWINDBER HEALTHCARE FOUNDATION INCIndividual grant recipient: $55,000 · OtherIndividual grant recipientPA CENTRE CHAMBER ORCHESTRA SOCIETY: $36,000 · Other+44 more: $146,484 · Other+44 moreNITTANY PERFORMING ARTS CENTRE: $28,000 · Arts & CultureEUREKA COAL HERITAGE FOUNDATION: $7,500 · Arts & CultureLAUREL ARTS INC: $6,000 · Arts & CultureCENTRE VOLUNTEERS IN MEDICINE: $25,352 · HealthAMERICAN CANCER SOCIETY INC: $2,900 · Health+1 more: $150 · HealthAmerican National Red Cross & Its Constituent Chapters and Branches: $20,000 · Human ServicesChildrens Aid Society Foundation: $2,000 · Human ServicesALLEGHENY CHRISTIAN SERVICES CORPORATION: $1,592 · Human ServicesNEW DAY INC: $1,000 · Human Services+1 more: $300 · Human ServicesSTEPHENS COLLEGE: $13,500 · EducationMOUNT ALOYSIUS COLLEGE: $2,200 · EducationCOMMUNITY FOUNDATION OF GREATER JOHNSTOWN: $8,000 · Philanthropy+1 more: $150 · PhilanthropyVETERAN COMMUNITY INITIATIVES INC: $1,000 · Public Benefit
Other$969,984Arts & Culture$41,500Health$28,402Human Services$24,892Education$15,700Philanthropy$8,150Public Benefit$1,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetPA CENTRE CHAMBER ORCHESTRA SOCIETY: $36,000 over 8y, 8.1% of budgetNITTANY PERFORMING ARTS CENTRE: $28,000 over 2y, 5.3% of budgetCENTRE VOLUNTEERS IN MEDICINE: $25,352 over 5y, 0.3% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $20,000 over 2y, 0.0% of budgetSTEPHENS COLLEGE: $13,500 over 5y, 0.0% of budgetCOMMUNITY FOUNDATION OF GREATER JOHNSTOWN: $8,000 over 3y, 0.0% of budgetEUREKA COAL HERITAGE FOUNDATION: $7,500 over 6y, 20% of budgetLAUREL ARTS INC: $6,000 over 6y, 0.3% of budgetGREATER JOHNSTOWN COMMUNITY YMCA: $5,000 over 1y, 0.3% of budgetAMERICAN CANCER SOCIETY INC: $2,900 over 7y, 0.0% of budgetMOUNT ALOYSIUS COLLEGE: $2,200 over 2y, 0.0% of budgetChildrens Aid Society Foundation: $2,000 over 3y, 0.1% of budgetLAUREL HIGHLANDS COUNCIL BOY SCOUTS OF AMERICA: $1,920 over 1y, 0.0% of budgetALLEGHENY CHRISTIAN SERVICES CORPORATION: $1,592 over 2y, 1.5% of budgetNEW DAY INC: $1,000 over 1y, 0.2% of budgetSPECIAL OLYMPICS PENNSYLVANIA INC: $1,000 over 2y, 0.0% of budgetVETERAN COMMUNITY INITIATIVES INC: $1,000 over 1y, 0.5% of budgetEASTER SEALS INC: $600 over 1y, 0.0% of budgetWOUNDED WARRIOR PROJECT INC: $300 over 2y, 0.0% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $150 over 1y, 0.0% of budgetMARINE TOYS FOR TOTS FOUNDATION: $150 over 3y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds WINDBER HEALTHCARE FOUNDATION INC ↗
  • Who funds PA CENTRE CHAMBER ORCHESTRA SOCIETY ↗
  • Who funds NITTANY PERFORMING ARTS CENTRE ↗
  • Who funds CENTRE VOLUNTEERS IN MEDICINE ↗
  • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
  • Who funds STEPHENS COLLEGE ↗
  • Who funds COMMUNITY FOUNDATION OF GREATER JOHNSTOWN ↗
  • Who funds EUREKA COAL HERITAGE FOUNDATION ↗
  • Who funds LAUREL ARTS INC ↗
  • Who funds GREATER JOHNSTOWN COMMUNITY YMCA ↗
  • Who funds AMERICAN CANCER SOCIETY INC ↗
  • Who funds MOUNT ALOYSIUS COLLEGE ↗
  • Who funds Childrens Aid Society Foundation ↗
  • Who funds LAUREL HIGHLANDS COUNCIL BOY SCOUTS OF AMERICA ↗
  • Who funds ALLEGHENY CHRISTIAN SERVICES CORPORATION ↗
  • Who funds THE JOHN P MURTHA FOUNDATION ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Community Foundation of Greater JohnstownPA21.7× affinity8 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →

Open a dossier: Community Foundation of Greater Johnstown · Lee Initiatives Inc · National Philanthropic Trust · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Whalley Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Whalley Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →median 0%
  • Wounded Warrior Project Inc: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–50%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 66 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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More from the funding graph