Burt H Whiteley Residual Trust XXX-XX-XXXX
Burt H Whiteley Residual Trust XXX-XX-XXXX is a private foundation, based in Evansville, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $222K in total assets. In 2025, it awarded 3 grants totaling $13K. Net investment income was $14K.
Burt H Whiteley Residual Trust XXX-XX-XXXX at a glance
In short: Burt H Whiteley Residual Trust XXX-XX-XXXX gave $13K across 3 grants in 2025 (avg $4K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $13,280
- +5.8% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $4,427
- +5.8% vs 2024
- Median grant
- $4,980
- Total assets
- $222,086
- -1.6% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Burt H Whiteley Residual Trust XXX-XX-XXXX funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was BPOE Muncie Lodge ($5K). Together the top 3 received $13K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Burt H Whiteley Residual Trust XXX-XX-XXXX gives
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 129% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $400 (2023) to $13K (2025). In 2025 it made 3 grants totaling $13K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| BPOE Muncie Lodge Muncie, IN | Program Support | $4,980 |
| Muncie Fire Department Muncie, IN | Program Support | $4,980 |
| Salvation Army Indiana Division Indianapolis, IN | Program Support | $3,320 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $222,086 | $15,127 | $18,538 | $13,280 | 3 | $17,536 | $14,364 | $13,568 |
| 2024 | $225,652 | $18,080 | $17,820 | $12,552 | 3 | $16,472 | $17,204 | $12,911 |
| 2023 | $225,399 | $26,972 | $4,351 | $400 | 3 | $3,786 | $26,213 | $11,070 |
| 2022 | $202,801 | $7,359 | $17,312 | $12,814 | 3 | $16,251 | $6,785 | $11,375 |
| 2021 | $212,755 | $28,048 | $17,634 | $13,064 | 3 | $16,823 | $27,437 | $12,930 |
| 2020 | $202,339 | $16,487 | $15,354 | $11,299 | 3 | — | $15,823 | $11,323 |
Under IRS private-foundation payout rules, Burt H Whiteley Residual Trust XXX-XX-XXXX reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Burt H Whiteley Residual Trust XXX-XX-XXXX's only listed officer is OLD National Wealth Management, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
OLD National Wealth Management
Trustee
On filings since 2020
1 hr/week
$3K (2020) → $4K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to Old National Wealth Management (Trustee).
Frequently asked questions about Burt H Whiteley Residual Trust XXX-XX-XXXX
How much does Burt H Whiteley Residual Trust XXX-XX-XXXX give each year?
Burt H Whiteley Residual Trust XXX-XX-XXXX gave $13K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 3 grants.
What is Burt H Whiteley Residual Trust XXX-XX-XXXX's typical grant size?
Burt H Whiteley Residual Trust XXX-XX-XXXX's median grant in 2025 was $4,980, and its average grant was $4,427, across 3 grants on its 2025 IRS Form 990-PF.
Where does Burt H Whiteley Residual Trust XXX-XX-XXXX give grants?
Burt H Whiteley Residual Trust XXX-XX-XXXX gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Muncie, IN (2 grants).
Does Burt H Whiteley Residual Trust XXX-XX-XXXX give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Burt H Whiteley Residual Trust XXX-XX-XXXX's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (3 grants).
How large is Burt H Whiteley Residual Trust XXX-XX-XXXX?
Burt H Whiteley Residual Trust XXX-XX-XXXX reported $222K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).
What is Burt H Whiteley Residual Trust XXX-XX-XXXX's EIN?
Burt H Whiteley Residual Trust XXX-XX-XXXX's EIN (Employer Identification Number) is 35-6009799. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
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