Lee Whitehall Educational Trust
Lee Whitehall Educational Trust is a private foundation, based in ATTICA, IN. IRS filing data is available from 2019 through 2023. Net investment income was $597.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
Revenue
$-1,983
Net Investment Income
$597
Expenses
$475
Under IRS private-foundation payout rules, Lee Whitehall Educational Trust reported a distributable amount of $2K for 2023 — the minimum it must pay out in qualifying distributions.
About Lee Whitehall Educational Trust
Based on IRS filings
Lee Whitehall Educational Trust is a private foundation, based in ATTICA, IN. IRS filing data is available from 2019 through 2023. Net investment income was $597.
Ready to take the next step with Lee Whitehall Educational Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | — | $459,591 | $431,304 |
| Revenue | $-1,983 | $34,145 | $17,162 |
| Expenses | $475 | $17,862 | $14,881 |
| Qualifying Distributions | — | $474,641 | — |
| Net Investment Income | $597 | $22,631 | $13,610 |
| Distributable Amount | $1,527 | $21,623 | $20,465 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2023
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2023.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THOMAS P O'CONNOR | CO-TRUSTEE | — | — |
| RALPH SHRADER | CO-TRUSTEE | — | — |
| SHERI HARDMAN | CO-TRUSTEE | — | — |
Frequently Asked Questions
Where does Lee Whitehall Educational Trust operate?
Lee Whitehall Educational Trust has awarded grants in Indiana.
How much is Lee Whitehall Educational Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Lee Whitehall Educational Trust reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lee Whitehall Educational Trust's EIN?
Lee Whitehall Educational Trust's EIN (Employer Identification Number) is 35-6560882. IRS Form 990 filing data is available on this page for 2019–2023.
Explore Open Grants
Browse active grant opportunities in Lee Whitehall Educational Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Lilly Endowment Inc
INDIANAPOLIS, IN
Assets
$79.9B
Grants
1,808
Total Given
$2.3B
Central Indiana Community Foundation Inc
INDIANAPOLIS, IN
Assets
$583.5M
Grants
525
Total Given
$31.1M
United Way of Central Indiana Inc
INDIANAPOLIS, IN
Assets
$255.2M
Grants
370
Total Given
$29.9M
Round Room Gives Inc
FISHERS, IN
Assets
$1.4M
Grants
357
Total Given
$1.8M
Lumina Foundation for Education Inc
INDIANAPOLIS, IN
Assets
$1.5B
Grants
357
Total Given
$30.0M
University of Notre Dame du Lac
NOTRE DAME, IN
Assets
$26.7B
Grants
356
Total Given
$42.0M
Indianapolis Center for Congregations Inc
INDIANAPOLIS, IN
Assets
$62.6M
Grants
336
Total Given
$7.6M
Nina Mason Pulliam Charitable Trust
INDIANAPOLIS, IN
Assets
$441.1M
Grants
328
Total Given
$22.7M
Nicholas H Noyes Jr Memorial
CARMEL, IN
Assets
$133.1M
Grants
284
Total Given
$4.4M
Community Foundation
ELKHART, IN
Assets
$461.3M
Grants
281
Total Given
$25.8M
Welborn Baptist Foundation Inc
EVANSVILLE, IN
Assets
$96.4M
Grants
274
Total Given
$4.0M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Lee Whitehall Educational Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Lee Whitehall Educational Trust to a real strategy.