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 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
Under IRS private-foundation payout rules, Burt H Whiteley Residual Trust Xxx-xx-xxxx reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.
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
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Bpoe Muncie Lodge ($4,707), Muncie Fire Department ($4,707), Salvation Army Indiana Division ($3,138).
| Recipient | Purpose | Amount |
|---|---|---|
| BPOE MUNCIE LODGE MUNCIE, IN | PROGRAM SUPPORT | $4,707 |
| SALVATION ARMY INDIANA DIVISION INDIANAPOLIS, IN | PROGRAM SUPPORT | $3,138 |
| MUNCIE FIRE DEPARTMENT MUNCIE, IN | PROGRAM SUPPORT | $4,707 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT | TRUSTEE | 1 | $3,582 |
Frequently Asked Questions
How large is Burt H Whiteley Residual Trust Xxx-xx-xxxx?
As of 2024, Burt H Whiteley Residual Trust Xxx-xx-xxxx holds $226K in total assets with $18K in annual revenue. It awarded 3 grants totaling $13K in 2024.
Where does Burt H Whiteley Residual Trust Xxx-xx-xxxx operate?
Burt H Whiteley Residual Trust Xxx-xx-xxxx has awarded grants in Indiana.
What size grants does Burt H Whiteley Residual Trust Xxx-xx-xxxx award?
In 2024, Burt H Whiteley Residual Trust Xxx-xx-xxxx awarded 3 grants totaling $13K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Burt H Whiteley Residual Trust Xxx-xx-xxxx required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Burt H Whiteley Residual Trust Xxx-xx-xxxx reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Burt H Whiteley Residual Trust Xxx-xx-xxxx's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.