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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $50K (100%)

States

Indiana

Cities

IndianapolisMuncie

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.