Helen Gates Whitehead Test Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in IOLA, KS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 26 grants totaling $203K. Net investment income was $161K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.2M
+1.4% YoY
Annual Giving
$203K
-4.4% YoY
Grant Count
26
+85.7% YoY
Avg Grant Size
$8K
-48.5% YoY
Under IRS private-foundation payout rules, Helen Gates Whitehead Test Trust reported a distributable amount of $216K for 2024 — the minimum it must pay out in qualifying distributions.
About Helen Gates Whitehead Test Trust
Based on IRS filings
Helen Gates Whitehead Test Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in IOLA, KS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 26 grants totaling $203K. Net investment income was $161K.
Focus Areas
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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 | $2,157,268 | $2,127,973 | $2,212,710 |
| Revenue | $190,861 | $165,319 | $191,448 |
| Expenses | $247,621 | $268,107 | $234,171 |
| Qualifying Distributions | $223,769 | $226,472 | $191,275 |
| Net Investment Income | $161,481 | $152,444 | $128,977 |
| Distributable Amount | $216,026 | $212,029 | $225,156 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
84 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Bowlus Fine Art Center ($83,915), Scholarship Fund - Cnb ($31,875), Author Visit Program ($12,800).
| Recipient | Purpose | Amount |
|---|---|---|
| IOLA HIGH SHCOOL-AFTER PROM IOLA, KS | CONTRIBUTION | $2,500 |
| CITY OF IOLA-CITF-PRIDE IOLA, KS | CONTRIBUTION | $2,500 |
| SCHOLARSHIP FUND - CNB IOLA, KS | SCHOLARSHIPS | $31,875 |
| ALLEN COMMUNITY COLLEGE IOLA, KS | CONTRIBUTION | $10,000 |
| ALLEN COUNTY DANCE PARENTS IOLA, KS | CONTRIBUTION | $2,500 |
| BOWLUS FINE ART CENTER IOLA, KS | CONTRIBUTION | $83,915 |
| HUMBOLDT HIGH SCHOOL-AFTER PROM HUMBOLDT, KS | CONTRIBUTION | $2,500 |
| HUMBOLDT HIGHT SCHOOL-BAND HUMBOLDT, KS | CONTRIBUTION | $2,500 |
| IOLA ROTARY IOLA, KS | CONTRIBUTION | $10,000 |
| IOLA KIWANIS IOLA, KS | CONTRIBUTION | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES M IMMEL | TRUSTEE | 2 | $15,594 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helen Gates Whitehead Test Trust?
Helen Gates Whitehead Test Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in IOLA, KS. It holds $2.2M in total assets as of 2024.
How large is Helen Gates Whitehead Test Trust?
As of 2024, Helen Gates Whitehead Test Trust holds $2.2M in total assets with $191K in annual revenue. It awarded 26 grants totaling $203K in 2024.
Where does Helen Gates Whitehead Test Trust operate?
Helen Gates Whitehead Test Trust has awarded grants in Kansas.
What size grants does Helen Gates Whitehead Test Trust award?
In 2024, Helen Gates Whitehead Test Trust awarded 26 grants totaling $203K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Helen Gates Whitehead Test Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen Gates Whitehead Test Trust reported a distributable amount of $216K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helen Gates Whitehead Test Trust's EIN?
Helen Gates Whitehead Test Trust's EIN (Employer Identification Number) is 48-6293621. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Helen Gates Whitehead Test Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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