Whalley Charitable Tr

Windber, PA
Tax-exempt since Nov. 1972
EIN: 23-7128436

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$198k (2024)

Expenses

$200k (2024)

Total Assets

$3.52M (2024)

Total Liabilities

$1.23k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$197,509

Expenses

$199,969

Net Income

-$2,460

Net Assets

$3,515,090

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,599	1.8%
Dividends	$91,744	46.5%
Sales of Assets	$101,164	51.2%
Other Income	$1,002	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$161,841	80.9%
Compensation of Officers*	$10,000	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,516,321
Total Liabilities	$1,231
Net Assets	$3,515,090

Compensation

Key Employees and Officers	Compensation	Other
David Klementik (Trustee)	$10,000	$0
Ruth Klementik (Trustee)	$0	$0

990-PF

Filed on July 1, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$113,650

Expenses

$198,965

Net Income

-$85,315

Net Assets

$3,517,550

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,278	2.9%
Dividends	$84,990	74.8%
Sales of Assets	$23,735	20.9%
Other Income	$1,647	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$161,616	81.2%
Compensation of Officers*	$10,000	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,518,644
Total Liabilities	$1,094
Net Assets	$3,517,550

Compensation

Key Employees and Officers	Compensation	Other
David Klementik (Trustee)	$10,000	$0
Ruth Klementik (Trustee)	$0	$0

990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$204,090

Expenses

$200,770

Net Income

$3,320

Net Assets

$3,602,865

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,607	1.3%
Dividends	$100,774	49.4%
Sales of Assets	$100,709	49.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,137	80.8%
Compensation of Officers*	$10,000	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,602,865
Total Liabilities	$0
Net Assets	$3,602,865

Compensation

Key Employees and Officers	Compensation	Other
David Klementik (Trustee)	$10,000	$0
Ruth Klementik (Trustee)	$0	$0

990-PF

Filed on June 30, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$523,741

Expenses

$150,829

Net Income

$372,912

Net Assets

$3,599,545

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,679	0.7%
Dividends	$84,586	16.2%
Sales of Assets	$435,476	83.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,145	74.4%
Compensation of Officers*	$10,000	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,600,639
Total Liabilities	$1,094
Net Assets	$3,599,545

Compensation

Key Employees and Officers	Compensation	Other
David Klementik (Trustee)	$10,000	$0
Ruth Klementik (Trustee)	$0	$0

990-PF

Filed on June 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$157,791

Expenses

$152,683

Net Income

$5,108

Net Assets

$3,226,632

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,924	3.8%
Dividends	$67,977	43.1%
Sales of Assets	$83,890	53.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,565	76.3%
Compensation of Officers*	$10,000	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,226,633
Total Liabilities	$1
Net Assets	$3,226,632

Compensation

Key Employees and Officers	Compensation	Other
David Klementik (Trustee)	$10,000	$0
Ruth Klementik (Trustee)	$0	$0

990-PF

Filed on May 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$231,581

Expenses

$230,362

Net Income

$1,219

Net Assets

$3,221,525

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37,649	16.3%
Dividends	$64,390	27.8%
Sales of Assets	$129,542	55.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,146	80.8%
Compensation of Officers*	$10,000	4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,223,509
Total Liabilities	$1,984
Net Assets	$3,221,525

Compensation

Key Employees and Officers	Compensation	Other
David Klementik (Trustee)	$10,000	$0
Ruth Klementik (Trustee)	$0	$0

990-PF

Filed on May 2, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$216,541

Expenses

$198,422

Net Income

$18,119

Net Assets

$3,220,306

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,965	2.8%
Dividends	$72,622	33.5%
Sales of Assets	$137,954	63.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,720	78.0%
Compensation of Officers*	$10,000	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,220,306
Total Liabilities	$0
Net Assets	$3,220,306

Compensation

Key Employees and Officers	Compensation	Other
David Klementik (Trustee)	$10,000	$0
Ruth Klementik (Trustee)	$0	$0

990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$314,306

Expenses

$216,223

Net Income

$98,083

Net Assets

$3,202,187

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$51,572	16.4%
Dividends	$67,721	21.5%
Sales of Assets	$193,084	61.4%
Other Income	$1,929	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,404	80.7%
Compensation of Officers*	$10,000	4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,204,696
Total Liabilities	$2,509
Net Assets	$3,202,187

Compensation

Key Employees and Officers	Compensation	Other
David Klementik (Trustee)	$10,000	$0
Ruth Klementik (Trustee)	$0	$0

990-PF

Filed on May 5, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$216,239

Expenses

$289,263

Net Income

-$73,024

Net Assets

$3,104,104

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,295	2.9%
Dividends	$67,124	31.0%
Sales of Assets	$141,899	65.6%
Other Income	$921	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$249,450	86.2%
Compensation of Officers*	$10,000	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,104,104
Total Liabilities	$0
Net Assets	$3,104,104

Compensation

Key Employees and Officers	Compensation	Other
David Klementik (Trustee)	$10,000	$0
Ruth Klementik (Trustee)	$0	$0

990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$221,171

Expenses

$285,789

Net Income

-$64,618

Net Assets

$3,177,128

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,604	3.9%
Dividends	$66,689	30.2%
Sales of Assets	$145,878	66.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,942	85.0%
Compensation of Officers*	$10,000	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,177,350
Total Liabilities	$222
Net Assets	$3,177,128

Compensation

Key Employees and Officers	Compensation	Other
David Klementik (Trustee)	$10,000	$0
Ruth Klementik (Trustee)	$0	$0

990-PF

Filed on May 6, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$279,983

Expenses

$458,705

Net Income

-$178,722

Net Assets

$3,241,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,665	6.0%
Dividends	$78,257	28.0%
Sales of Assets	$184,739	66.0%
Other Income	$322	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$414,037	90.3%
Compensation of Officers*	$10,000	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,241,986
Total Liabilities	$240
Net Assets	$3,241,746

Compensation

Key Employees and Officers	Compensation	Other
David Klementik (Trustee)	$10,000	$0
Ruth Klementik (Trustee)	$0	$0

990-PF

Filed on May 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$319,052

Expenses

$388,256

Net Income

-$69,204

Net Assets

$3,420,468

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,122	4.4%
Dividends	$75,935	23.8%
Sales of Assets	$228,659	71.7%
Other Income	$336	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$341,359	87.9%
Compensation of Officers*	$10,000	2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,420,468
Total Liabilities	$0
Net Assets	$3,420,468

Compensation

Key Employees and Officers	Compensation	Other
David Klementik (Trustee)	$10,000	$0
Ruth Klementik (Trustee)	$0	$0

990-PF

Filed on May 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$222,508

Expenses

$445,815

Net Income

-$223,307

Net Assets

$3,489,672

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$113,234	50.9%
Sales of Assets	$108,609	48.8%
Other Income	$664	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$402,084	90.2%
Compensation of Officers*	$10,000	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,490,691
Total Liabilities	$1,019
Net Assets	$3,489,672

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$264,901

Expenses

$398,728

Net Income

-$133,827

Net Assets

$3,712,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$120,388	45.4%
Sales of Assets	$144,096	54.4%
Other Income	$410	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$356,700	89.5%
Compensation of Officers*	$10,000	2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,712,982
Total Liabilities	$3
Net Assets	$3,712,979

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Whalley Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $198k (2024)

Expenses $200k (2024)

Total Assets $3.52M (2024)

Total Liabilities $1.23k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$198k (2024)

Expenses

$200k (2024)

Total Assets

$3.52M (2024)

Total Liabilities

$1.23k (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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