Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
WHATLEY CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15219
A Employer identification number

72-6185747
B Telephone number (see instructions)

(412) 442-1522
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$888,986J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 23,448 23,441  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,491
b Gross sales price for all assets on line 6a 96,820
7 Capital gain net income (from Part IV, line 2)... 16,491
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3 3  
12 Total. Add lines 1 through 11........ 39,942 39,935  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,074 9,659   2,415
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,661     2,661
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,741 446   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,476 10,105 0 5,076
25 Contributions, gifts, grants paid....... 35,337 35,337
26 Total expenses and disbursements. Add lines 24 and 25 51,813 10,105 0 40,413
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -11,871
b Net investment income (if negative, enter -0-) 29,830
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 10,211 45,980 45,980
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 224,372 Click to see attachment
List of Attached Documents:
// Content
206,687 		264,230
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 572,992 Click to see attachment
List of Attached Documents:
// Content
543,002 		578,776
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 807,575 795,669 888,986
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 807,575 795,669
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 807,575 795,669
30 Total liabilities and net assets/fund balances (see instructions). 807,575 795,669
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
807,575
2
Enter amount from Part I, line 27a .....................
2
-11,871
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9
4
Add lines 1, 2, and 3 ..........................
4
795,713
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
44
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
795,669
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1. BROADCOM INC   2023-08-14 2024-07-09
b 1. ELI LILLY & CO   2023-08-14 2024-07-09
c 3. AMERIPRISE FINANCIAL INC   2023-08-14 2024-11-12
d 17. CDW CORP/DE   2023-08-14 2024-11-12
e 100. ISHARES MSCI USA MIN VOL FACTOR   2023-11-16 2024-12-03
5. ABBVIE INC   2021-04-06 2024-12-13
1. ELI LILLY & CO   2023-08-14 2024-12-13
2. STRYKER CORP   2022-12-22 2024-12-13
10. BROADCOM INC   2023-08-14 2025-01-07
3. AMERIPRISE FINANCIAL INC   2023-08-14 2025-02-21
1. COSTCO WHOLESALE CORP   2023-08-14 2025-02-21
1. THE HERSHEY COMPANY   2024-12-10 2025-02-21
11. THE HERSHEY COMPANY   2023-08-14 2025-02-21
18. MERCK & CO INC   2023-08-14 2025-02-21
4. MOTOROLA SOLUTIONS INC   2023-08-14 2025-02-21
2. ABBOTT LABORATORIES INC   2021-04-06 2025-03-14
2. ABBVIE INC   2021-04-06 2025-03-14
1. AMERICAN TOWER CORP   2023-08-14 2025-03-14
1. AMERIPRISE FINANCIAL INC   2023-08-14 2025-03-14
1. APPLE INC   2025-02-21 2025-03-14
1. ATMOS ENERGY CORP   2024-02-22 2025-03-14
1. AUTOMATIC DATA PROCESSING INC   2023-08-14 2025-03-14
7. BANK OF AMERICA CORP   2020-11-06 2025-03-14
3. BROADCOM INC   2023-08-14 2025-03-14
9. CSX CORP   2023-12-07 2025-03-14
2. CHEVRON CORPORATION   2023-08-14 2025-03-14
6. COCA COLA CO   2023-08-14 2025-03-14
10. COMCAST CORPORATION CL A   2023-08-14 2025-03-14
2. HONEYWELL INTL INC   2023-12-07 2025-03-14
1. HUBBELL INC   2023-08-14 2025-03-14
1. ILLINOIS TOOL WORKS INC   2023-08-14 2025-03-14
5. INTERPUBLIC GROUP COMPANIES INC   2023-08-14 2025-03-14
3. JPMORGAN CHASE & CO   2023-08-14 2025-03-14
2. JOHNSON & JOHNSON   2023-08-14 2025-03-14
2. LAM RESEARCH CORP   2023-08-14 2025-03-14
1. ELI LILLY & CO   2023-08-14 2025-03-14
2. MARSH & MCLENNAN   2023-04-11 2025-03-14
1. MARRIOTT INTERNATIONAL INC   2023-12-20 2025-03-14
1. MCDONALD'S CORP   2023-08-14 2025-03-14
1. MCKESSON CORPORATION   2024-12-13 2025-03-14
2. MERCK & CO INC   2023-08-14 2025-03-14
4. MICROSOFT CORP   2022-07-25 2025-03-14
4. MONDELEZ INTERNATIONAL   2023-08-14 2025-03-14
2. MORGAN STANLEY   2023-08-14 2025-03-14
4. NEXTERA ENERGY INC   2023-08-14 2025-03-14
1. PARKER HANNIFIN CORP   2016-04-13 2025-03-14
2. PAYCHEX INC   2023-08-14 2025-03-14
1. PEPSICO INC   2020-03-19 2025-03-14
2. PHILLIPS 66   2023-11-10 2025-03-14
2. PROLOGIS INC   2023-08-14 2025-03-14
2. RAYMOND JAMES FINANCIAL INC   2024-02-22 2025-03-14
3. SCHLUMBERGER LTD   2023-08-14 2025-03-14
2. STARBUCKS CORP   2021-04-06 2025-03-14
1. STRYKER CORP   2022-12-22 2025-03-14
3. TJX COMPANIES INC NEW   2023-09-26 2025-03-14
2. TAIWAN SEMICONDUCTOR MTG CO   2023-11-10 2025-03-14
1. TEXAS INSTRUMENTS INC   2020-03-19 2025-03-14
1. UNITEDHEALTH GROUP INC   2023-08-14 2025-03-14
2. VISA INC   2022-07-25 2025-03-14
2. WEC ENERGY GROUP INC   2023-08-14 2025-03-14
1. WILLIAMS SONOMA INC   2023-08-14 2025-03-14
1. ACCENTURE PLC CLASS A   2023-08-14 2025-03-14
2. EATON CORP PLC   2023-08-14 2025-03-14
1. NEW LINDE PLC   2024-11-12 2025-03-14
1. INTERPUBLIC GROUP COMPANIES INC   2024-12-10 2025-04-29
69. INTERPUBLIC GROUP COMPANIES INC   2023-08-14 2025-04-29
1. SCHLUMBERGER LTD   2024-12-10 2025-04-29
55. SCHLUMBERGER LTD   2023-08-14 2025-04-29
3. BROADCOM INC   2023-08-14 2025-06-18
2. MICROSOFT CORP   2022-07-25 2025-06-18
2. ABBOTT LABORATORIES INC   2021-04-06 2025-06-20
2. ABBVIE INC   2021-04-06 2025-06-20
1. AMERICAN TOWER CORP   2023-08-14 2025-06-20
1. AMERIPRISE FINANCIAL INC   2023-08-14 2025-06-20
2. APPLE INC   2025-02-21 2025-06-20
2. ATMOS ENERGY CORP   2024-02-22 2025-06-20
1. AUTOMATIC DATA PROCESSING INC   2023-08-14 2025-06-20
101.249 BNYM INTERNATIONAL STOCK FUND   2024-05-23 2025-06-20
414.11 BAIRD AGGREGATE BOND FUND   2023-06-01 2025-06-20
9. BANK OF AMERICA CORP     2025-06-20
1. BROADCOM INC   2023-08-14 2025-06-20
11. CSX CORP   2023-12-07 2025-06-20
2. CHEVRON CORPORATION   2023-08-14 2025-06-20
6. COCA COLA CO   2023-08-14 2025-06-20
9. COMCAST CORPORATION CL A   2023-08-14 2025-06-20
1. COSTCO WHOLESALE CORP   2023-08-14 2025-06-20
1. HOME DEPOT INC   2023-08-14 2025-06-20
1. HONEYWELL INTL INC   2023-12-07 2025-06-20
2. ILLINOIS TOOL WORKS INC   2023-08-14 2025-06-20
4. ISHARES RUSSELL 2000   2022-07-25 2025-06-20
6. ISHARES MSCI EAFE SMALL-CAP ETF   2023-11-16 2025-06-20
176. ISHARES U S TREASURY BOND   2023-06-01 2025-06-20
26. ISHARES MSCI INTL QUALITY   2023-05-03 2025-06-20
3. JPMORGAN CHASE & CO   2023-08-14 2025-06-20
1. JOHNSON & JOHNSON   2023-08-14 2025-06-20
3. LAM RESEARCH CORP   2023-08-14 2025-06-20
1. ELI LILLY & CO   2023-08-14 2025-06-20
1. MARSH & MCLENNAN   2023-04-11 2025-06-20
1. MARRIOTT INTERNATIONAL INC   2023-12-20 2025-06-20
1. MCDONALD'S CORP   2023-08-14 2025-06-20
1. MCKESSON CORPORATION   2024-12-13 2025-06-20
2. MERCK & CO INC   2023-08-14 2025-06-20
2. MICROSOFT CORP   2022-07-25 2025-06-20
4. MONDELEZ INTERNATIONAL   2023-08-14 2025-06-20
4. MORGAN STANLEY   2023-08-14 2025-06-20
1. MOTOROLA SOLUTIONS INC   2023-08-14 2025-06-20
5. NEXTERA ENERGY INC   2023-08-14 2025-06-20
2. PAYCHEX INC   2023-08-14 2025-06-20
1. PEPSICO INC   2020-03-19 2025-06-20
1. PHILLIPS 66   2023-11-10 2025-06-20
43.677 PRINCIPAL MIDCAP FUND-R6   2020-03-19 2025-06-20
1. PROLOGIS INC   2023-08-14 2025-06-20
2. RAYMOND JAMES FINANCIAL INC   2024-02-22 2025-06-20
3. STARBUCKS CORP   2021-04-06 2025-06-20
3. TJX COMPANIES INC NEW   2023-09-26 2025-06-20
1. T-MOBILE US INC   2025-04-29 2025-06-20
1. TAIWAN SEMICONDUCTOR MTG CO   2023-11-10 2025-06-20
2. TEXAS INSTRUMENTS INC     2025-06-20
1. UNITEDHEALTH GROUP INC   2023-08-14 2025-06-20
566.736 VANGUARD TOTAL BD MKT INDX 584     2025-06-20
58. VANGUARD FTSE EMERGING MARKETS   2017-03-02 2025-06-20
1. VISA INC   2022-07-25 2025-06-20
3. WEC ENERGY GROUP INC   2023-08-14 2025-06-20
2. WILLIAMS SONOMA INC   2023-08-14 2025-06-20
7. WISDOMTREE U.S. QUALITY DIVI   2023-11-16 2025-06-20
2. ACCENTURE PLC CLASS A   2023-08-14 2025-06-20
1. EATON CORP PLC   2023-08-14 2025-06-20
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,724   851 873
b 928   538 390
c 1,683   1,034 649
d 3,274   3,511 -237
e 9,390   7,481 1,909
867   528 339
788   538 250
750   477 273
2,312   851 1,461
1,591   1,034 557
1,031   562 469
168   192 -24
1,850   2,454 -604
1,581   1,960 -379
1,688   1,150 538
252   240 12
422   211 211
211   187 24
485   345 140
213   246 -33
149   113 36
292   252 40
286   171 115
583   255 328
269   302 -33
313   327 -14
414   365 49
354   465 -111
421   397 24
340   309 31
254   238 16
132   164 -32
697   464 233
325   346 -21
157   133 24
808   538 270
463   339 124
243   219 24
300   289 11
648   577 71
188   218 -30
1,552   1,036 516
258   294 -36
231   174 57
292   275 17
604   112 492
291   250 41
148   118 30
253   225 28
223   248 -25
286   237 49
123   179 -56
195   227 -32
369   239 130
339   264 75
347   192 155
176   102 74
486   513 -27
663   429 234
213   172 41
168   67 101
317   312 5
585   440 145
455   457 -2
25   31 -6
1,717   2,269 -552
34   41 -7
1,844   3,279 -1,435
759   255 504
958   518 440
266   240 26
371   211 160
219   187 32
510   345 165
397   491 -94
308   227 81
308   252 56
2,350   2,524 -174
4,050   4,037 13
411   265 146
248   85 163
354   369 -15
298   327 -29
417   365 52
311   419 -108
981   562 419
350   330 20
222   198 24
483   476 7
838   721 117
420   344 76
4,000   4,073 -73
1,092   935 157
827   464 363
150   173 -23
269   199 70
763   538 225
218   169 49
259   219 40
288   289 -1
728   577 151
159   218 -59
961   518 443
274   294 -20
531   349 182
409   287 122
362   344 18
301   250 51
130   118 12
125   112 13
2,000   953 1,047
106   124 -18
298   237 61
279   341 -62
371   264 107
223   238 -15
210   96 114
397   265 132
304   513 -209
5,435   6,212 -777
2,762   2,244 518
339   214 125
314   258 56
321   133 188
572   466 106
573   624 -51
335   220 115
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
      3,268
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       873
b       390
c       649
d       -237
e       1,909
      339
      250
      273
      1,461
      557
      469
      -24
      -604
      -379
      538
      12
      211
      24
      140
      -33
      36
      40
      115
      328
      -33
      -14
      49
      -111
      24
      31
      16
      -32
      233
      -21
      24
      270
      124
      24
      11
      71
      -30
      516
      -36
      57
      17
      492
      41
      30
      28
      -25
      49
      -56
      -32
      130
      75
      155
      74
      -27
      234
      41
      101
      5
      145
      -2
      -6
      -552
      -7
      -1,435
      504
      440
      26
      160
      32
      165
      -94
      81
      56
      -174
      13
      146
      163
      -15
      -29
      52
      -108
      419
      20
      24
      7
      117
      76
      -73
      157
      363
      -23
      70
      225
      49
      40
      -1
      151
      -59
      443
      -20
      182
      122
      18
      51
      12
      13
      1,047
      -18
      61
      -62
      107
      -15
      114
      132
      -209
      -777
      518
      125
      56
      188
      106
      -51
      115
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 16,491
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 415
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 415
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 415
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,490
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,490
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,075
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow416 Refundedright arrow 11 659
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 442-1522

Located atright arrow500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4right arrow15219
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK N A TRUSTEE
1 		12,074    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
873,929
b
Average of monthly cash balances.......................
1b
21,641
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
895,570
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
895,570
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
13,434
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
882,136
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
44,107
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
44,107
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
415
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
415
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
43,692
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
43,692
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
43,692
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
40,413
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
40,413
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 43,692
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 35,337
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 40,413
a Applied to 2023, but not more than line 2a 35,337
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 5,076
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		38,616
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
PNC Bank Charitable Trust Grant Rev
Tower at PNC Plaza 300 Fifth Ave M
Pittsburgh,PA15222
(412) 442-1522
bThe form in which applications should be submitted and information and materials they should include:
SEE FOOTNOTES
cAny submission deadlines:
SEE FOOTNOTES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE FOOTNOTES
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

SIERRA CLUB FOUNDATION

85 SECOND STREET STE 750
SAN FRANCISCO,CA94105 		NONE N/A GENERAL CONTRIBUTION 10,337

OREGON STATE UNIVERSITY

1500 SW JEFFERSON AVE
CORVALLIS,OR97331 		NONE PC GENERAL SUPPORT 7,500

COMPASSION & CHOICES

PO BOX 101810
DENVER,CO802501810 		NONE PC GENERAL 10,000

STUDENT CONSERVATION ASSOCIATION

525 FELLOWSHIP ROAD SUITE 33D
MT LAUREL,NJ08054 		NONE PC GENERAL SUPPORT 7,500
Total .................................right arrow 3a 35,337
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 23,448  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 16,491  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECTION 897 CAPITA 		    1 3  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   39,942  
13Total. Add line 12, columns (b), (d), and (e)..................
13
39,942
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpStockSchedule
Name:
WHATLEY CHARITABLE TRUST
EIN:
72-6185747
Name of Stock End of Year Book Value End of Year Fair Market Value
002824100 ABBOTT LABORATORIES 3,130 3,808
00287Y109 ABBVIE INC 4,285 5,197
01609W102 ALIBABA GROUP HOLDIN    
02079K107 ALPHABET INC/CA-CL C    
02079K305 ALPHABET INC/CA-CL A    
023135106 AMAZON COM INC    
026874784 AMERICAN INTERNATION    
052769106 AUTODESK INC    
060505104 BANK OF AMERICA CORP 3,957 5,347
084670702 BERKSHIRE HATHAWAY I    
097023105 BOEING CO    
099724106 BORG WARNER INC.    
149123101 CATERPILLAR INC    
166764100 CHEVRON CORPORATION 3,757 3,293
20030N101 COMCAST CORPORATION 5,162 3,962
244199105 DEERE & CO    
254687106 DISNEY WALT CO    
25746U109 DOMINION ENERGY INC    
302130109 EXPEDITORS INTERNATI    
30303M102 META PLATFORMS INC    
303075105 FACTSET RESH SYS INC    
37045V100 GENERAL MOTORS CO    
416515104 HARTFORD FINL SVCS G    
438516106 HONEYWELL INTL INC 4,471 5,123
444859102 HUMANA INC    
452327109 ILLUMINA INC    
46120E602 INTUITIVE SURGICAL I    
46625H100 JPMORGAN CHASE & CO 5,560 10,437
48251W104 KKR & CO INC CLASS A    
502431109 L3 HARRIS TECHNOLOGI    
571748102 MARSH & MCLENNAN 4,123 4,591
594918104 MICROSOFT CORP 16,463 26,363
609207105 MONDELEZ INTERNATION 4,103 3,777
61174X109 MONSTER BEVERAGE COR    
617446448 MORGAN STANLEY 3,572 5,775
62944T105 NVR INC    
66987V109 NOVARTIS AG SPONSORE    
67066G104 NVIDIA CORP    
68389X105 ORACLE CORP    
701094104 PARKER HANNIFIN CORP 2,026 6,985
713448108 PEPSICO INC 2,406 2,509
717081103 PFIZER INC    
747525103 QUALCOMM    
75886F107 REGENERON PHARMACEUT    
771195104 ROCHE HOLDING LTD SP    
784117103 SEI INVESTMENT CO    
79466L302 SALESFORCE INC    
806857108 SCHLUMBERGER LTD SED    
824348106 SHERWIN-WILLIAMS CO    
855244109 STARBUCKS CORP 3,690 3,299
882508104 TEXAS INSTRUMENTS IN 3,670 4,568
89832Q109 TRUIST FINANCIAL COR    
92343V104 VERIZON COMMUNICATIO    
92826C839 VISA INC 4,827 7,811
98138H101 WORKDAY INC CL A    
988498101 YUM! BRANDS INC    
G5960L103 MEDTRONIC PLC SEDOL    
020002101 ALLSTATE CORP    
075887109 BECTON DICKINSON & C    
143130102 CARMAX INC    
20825C104 CONOCOPHILLIPS    
35671D857 FREEPORT-MCMORAN INC    
40412C101 HCA HEALTHCARE INC    
437076102 HOME DEPOT INC 4,616 5,133
573284106 MARTIN MARIETTA MATL    
631103108 NASDAQ INC    
64110L106 NETFLIX INC    
670100205 NOVO NORDISK A S ADR    
70450Y103 PAYPAL HOLDINGS INC-    
78467J100 SS&C TECHNOLOGIES HO    
82509L107 SHOPIFY INC - A W/I    
852234103 BLOCK INC    
863667101 STRYKER CORP 2,380 3,561
874054109 TAKE TWO INTERACTIVE    
88160R101 TESLA INC    
907818108 UNION PACIFIC CORP    
92532F100 VERTEX PHARMACEUTICA    
94106L109 WASTE MANAGEMENT INC    
949746101 WELLS FARGO & COMPAN    
03027X100 AMERICAN TOWER CORP 2,595 2,873
03076C106 AMERIPRISE FINANCIAL 3,305 4,804
049560105 ATMOS ENERGY CORP 2,266 3,082
053015103 AUTOMATIC DATA PROCE 4,529 5,551
11135F101 BROADCOM INC 4,683 14,885
12514G108 CDW CORP/DE    
126408103 CSX CORP 4,911 4,601
191216100 COCA COLA CO 5,325 5,872
22160K105 COSTCO WHOLESALE COR 2,809 4,950
427866108 THE HERSHEY COMPANY    
443510607 HUBBELL INC 2,472 3,267
452308109 ILLINOIS TOOL WORKS 3,843 3,956
460690100 INTERPUBLIC GROUP CO    
478160104 JOHNSON & JOHNSON 3,803 3,361
512807108 LAM RESEARCH CORP    
532457108 ELI LILLY & CO 5,380 7,795
571903202 MARRIOTT INTERNATION 3,661 4,098
580135101 MCDONALD'S CORP 4,622 4,675
58933Y105 MERCK & CO INC 3,349 2,375
620076307 MOTOROLA SOLUTIONS I 2,587 3,784
65339F101 NEXTERA ENERGY INC 4,295 4,304
704326107 PAYCHEX INC 3,883 4,509
718546104 PHILLIPS 66 2,039 2,147
74340W103 PROLOGIS INC 2,839 2,418
754730109 RAYMOND JAMES FINANC 3,051 3,834
872540109 TJX COMPANIES INC NE 3,649 4,816
874039100 TAIWAN SEMICONDUCTOR 2,317 4,983
91324P102 UNITEDHEALTH GROUP I 7,229 4,368
92939U106 WEC ENERGY GROUP INC 3,188 3,855
969904101 WILLIAMS SONOMA INC 1,264 3,104
G1151C101 ACCENTURE PLC CLASS 5,764 5,380
G29183103 EATON CORP PLC 4,761 7,497
037833100 APPLE INC 5,403 4,514
512807306 LAM RESEARCH CORP 2,325 3,407
58155Q103 MCKESSON CORPORATION 4,068 5,129
872590104 T-MOBILE US INC 3,332 3,336
G54950103 NEW LINDE PLC 4,942 5,161

TY 2024 InvestmentsOtherSchedule2
Name:
WHATLEY CHARITABLE TRUST
EIN:
72-6185747
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
52106N400 LAZARD FUNDS INC INT      
74256W584 PRINCIPAL MIDCAP FUN AT COST 33,338 48,515
921937603 VANGUARD TOTAL BD MK AT COST 139,097 130,999
922042858 VANGUARD FTSE EMERGI AT COST 54,136 68,898
057071854 BAIRD AGGREGATE BOND AT COST 95,802 96,819
464287655 ISHARES RUSSELL 2000 AT COST 20,187 25,032
46429B267 ISHARES U S TREASURY AT COST 97,068 96,930
46432F339 ISHARES MSCI USA QUA      
46434V456 ISHARES MSCI INTL QU AT COST 21,893 26,667
05587K857 BNYM INTERNATIONAL S AT COST 59,800 57,617
464288273 ISHARES MSCI EAFE SM AT COST 9,153 11,556
46429B697 ISHARES MSCI USA MIN      
97717X669 WISDOMTREE U.S. QUAL AT COST 12,528 15,743

TY 2024 OtherDecreasesSchedule
Name:
WHATLEY CHARITABLE TRUST
EIN:
72-6185747
Description Amount
MUTUAL FUND TIMING ADJ 44


TY 2024 OtherIncomeSchedule2
Name:
WHATLEY CHARITABLE TRUST
EIN:
72-6185747
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECTION 897 CAPITAL GAIN 3 3  


TY 2024 OtherIncreasesSchedule
Name:
WHATLEY CHARITABLE TRUST
EIN:
72-6185747
Description Amount
ROUNDING 9


TY 2024 OtherProfessionalFeesSchedule
Name:
WHATLEY CHARITABLE TRUST
EIN:
72-6185747
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANTMAKING FEES 2,661     2,661


TY 2024 TaxesSchedule
Name:
WHATLEY CHARITABLE TRUST
EIN:
72-6185747
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 63 63   0
FEDERAL TAX PAYMENT - PRIOR YE 550 0   0
FEDERAL ESTIMATES - PRINCIPAL 745 0   0
FOREIGN TAXES ON QUALIFIED FOR 240 240   0
FOREIGN TAXES ON NONQUALIFIED 143 143   0