Robert J Whaley Trust Uw 2 8 15

Columbus, OH
Tax-exempt since May 2001
EIN: 38-6758742

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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.

Category: Human Services — Multipurpose and Other / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Revenue

$101k (2025)

Expenses

$100k (2025)

Total Assets

$1.16M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 June
2025

Revenue

$100,610

Expenses

$99,966

Net Income

$644

Net Assets

$1,160,271

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,874	44.6%
Sales of Assets	$55,736	55.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,747	82.8%
Compensation of Officers*	$13,917	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,160,271
Total Liabilities	$0
Net Assets	$1,160,271

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$13,917	$0

990-PF

Filed on Nov. 3, 2025

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

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Fiscal Year Ending June
2024

Revenue

$203,564

Expenses

$93,990

Net Income

$109,574

Net Assets

$1,161,535

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,440	19.4%
Sales of Assets	$164,124	80.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,519	86.7%
Compensation of Officers*	$13,056	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,161,535
Total Liabilities	$0
Net Assets	$1,161,535

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$13,056	$0

990-PF

Filed on Nov. 4, 2024

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

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Fiscal Year Ending June
2023

Revenue

$81,142

Expenses

$94,630

Net Income

-$13,488

Net Assets

$1,049,164

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,076	45.7%
Sales of Assets	$44,066	54.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,195	85.8%
Compensation of Officers*	$12,590	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,049,164
Total Liabilities	$0
Net Assets	$1,049,164

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$12,590	$0

990-PF

Filed on Nov. 7, 2023

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

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Fiscal Year Ending June
2022

Revenue

$121,772

Expenses

$94,515

Net Income

$27,257

Net Assets

$1,063,606

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,786	28.6%
Sales of Assets	$86,986	71.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,574	84.2%
Compensation of Officers*	$14,498	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,063,606
Total Liabilities	$0
Net Assets	$1,063,606

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$14,498	$0

990-PF

Filed on Nov. 14, 2022

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

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Fiscal Year Ending June
2021

Revenue

$93,672

Expenses

$90,418

Net Income

$3,254

Net Assets

$1,039,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,734	34.9%
Sales of Assets	$60,938	65.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,366	85.6%
Compensation of Officers*	$13,608	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,039,996
Total Liabilities	$1
Net Assets	$1,039,995

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$13,608	$0

990-PF

Filed on Oct. 22, 2021

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

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Fiscal Year Ending June
2020

Revenue

$69,395

Expenses

$86,559

Net Income

-$17,164

Net Assets

$1,037,167

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,366	45.2%
Sales of Assets	$37,471	54.0%
Other Income	$558	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,189	86.9%
Compensation of Officers*	$12,479	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,037,168
Total Liabilities	$1
Net Assets	$1,037,167

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$12,479	$0

990-PF

Filed on Nov. 9, 2020

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

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Fiscal Year Ending June
2019

Revenue

$61,806

Expenses

$89,044

Net Income

-$27,238

Net Assets

$1,049,963

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,976	58.2%
Sales of Assets	$25,830	41.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,972	84.2%
Compensation of Officers*	$12,529	14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,049,963
Total Liabilities	$0
Net Assets	$1,049,963

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$12,529	$0

990-PF

Filed on July 31, 2019

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

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Fiscal Year Ending June
2018

Revenue

$90,010

Expenses

$87,274

Net Income

$2,736

Net Assets

$1,077,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,466	37.2%
Sales of Assets	$56,544	62.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,520	85.4%
Compensation of Officers*	$12,980	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,077,201
Total Liabilities	$0
Net Assets	$1,077,201

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$12,980	$0

990-PF

Filed on Sept. 11, 2018

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

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Fiscal Year Ending June
2017

Revenue

$77,905

Expenses

$86,534

Net Income

-$8,629

Net Assets

$1,074,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,802	39.5%
Sales of Assets	$46,847	60.1%
Other Income	$256	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,683	86.3%
Compensation of Officers*	$12,933	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,074,465
Total Liabilities	$0
Net Assets	$1,074,465

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$12,933	$0

990-PF

Filed on Oct. 27, 2017

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

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Fiscal Year Ending June
2016

Revenue

$57,889

Expenses

$87,851

Net Income

-$29,962

Net Assets

$1,083,968

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,859	56.8%
Sales of Assets	$25,030	43.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,314	84.6%
Compensation of Officers*	$12,161	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,083,968
Total Liabilities	$0
Net Assets	$1,083,968

990-PF

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

PDF

Fiscal Year Ending June
2015

Revenue

$71,138

Expenses

$81,890

Net Income

-$10,752

Net Assets

$1,113,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,438	48.4%
Sales of Assets	$36,700	51.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,177	85.7%
Compensation of Officers*	$12,864	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,113,892
Total Liabilities	$0
Net Assets	$1,113,892

990-PF

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

PDF

Fiscal Year Ending June
2014

Revenue

$107,945

Expenses

$74,765

Net Income

$33,180

Net Assets

$1,123,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$19,050	17.6%
Program Services	$0
Investment Income	$31,544	29.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$57,351	53.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,123,660
Total Liabilities	$0
Net Assets	$1,123,660

Compensation

Key Employees and Officers	Compensation	Related	Other
Barbara Hamilton Welch (Trustee)	$0	$0	$0
John Cherry (Junior Warde)	$0	$0	$0
Craig Leavitt (Trustee)	$0	$0	$0
Mark Wilson (Trustee)	$0	$0	$0
Velecia Ford (Secretary)	$0	$0	$0
John Snell (Senior Warde)	$0	$0	$0
Ta'mara Oertel (Trustee)	$0	$0	$0
Gale Luketich (Trustee)	$0	$0	$0

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990

Filed on Feb. 16, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$88,592

Expenses

$71,139

Net Income

$17,453

Net Assets

$1,090,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$16,583	18.7%
Program Services	$0
Investment Income	$31,518	35.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$40,491	45.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,090,591
Total Liabilities	$0
Net Assets	$1,090,591

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$72,200

Expenses

$71,050

Net Income

$1,150

Net Assets

$1,073,125

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$24,536	34.0%
Program Services	$0
Investment Income	$30,773	42.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$16,891	23.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,073,125
Total Liabilities	$0
Net Assets	$1,073,125

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated March 23, 2026

Robert J Whaley Trust Uw 2 8 15

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $101k (2025)

Expenses $100k (2025)

Total Assets $1.16M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2013

Revenue

$101k (2025)

Expenses

$100k (2025)

Total Assets

$1.16M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

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2010

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2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

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2006

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2005

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2004

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2003

Fiscal Year Ending June
2002