Burt H Whiteley Residual Trust Xxx-xx-xxxx

EVANSVILLE, IN EIN: 35-6009799

Burt H Whiteley Residual Trust Xxx-xx-xxxx is a private foundation, based in EVANSVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $226K in total assets. In 2024, it awarded 3 grants totaling $13K. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$226K

+0.1% YoY

Annual Giving

$13K

+3038.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$4K

+3038.0% YoY

About Burt H Whiteley Residual Trust Xxx-xx-xxxx

Based on IRS filings

Burt H Whiteley Residual Trust Xxx-xx-xxxx is a private foundation, based in EVANSVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $226K in total assets. In 2024, it awarded 3 grants totaling $13K. Net investment income was $17K.

Ready to take the next step with Burt H Whiteley Residual Trust Xxx-xx-xxxx?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

IndianapolisMuncie

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$8K$15K$23K$31K20202021202220232024
Metric202420232022
Total Assets$225,652$225,399$202,801
Revenue$18,080$26,972$7,359
Expenses$17,820$4,351$17,312
Qualifying Distributions$16,472$3,786$16,251
Net Investment Income$17,204$26,213$6,785
Distributable Amount$12,911$11,070$11,375

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$7K$10K$13K3 grants20203 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

BPOE MUNCIE LODGE$5KMUNCIE FIRE DEPARTMENT$5KSALVATION ARMY INDIANA D…$3K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

OLD NATIONAL WEALTH …TRUSTEE$4K

From 2024 filing

NameTitleHoursCompensation
OLD NATIONAL WEALTH MANAGEMENTTRUSTEE1$3,582

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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