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.
Lee Whitehall Educational Trust at a glance
- Revenue (2023)
- $-1,983
- Net investment income (2023)
- $597
- Expenses (2023)
- $475
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated October 2026.
Who Lee Whitehall Educational Trust funds
How this funder distributes its grants
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Lee Whitehall Educational Trust gives
- In 2021 it paid out well above 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 2019 to 2021, annual grant giving ranged from $12K (2019) to $15K (2021). In 2021 it made 1 grant totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $15,050 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $-1,983 | $475 | — | — | — | $597 | $1,527 |
| 2021 | $459,591 | $34,145 | $17,862 | $15,050 | 1 | $474,641 | $22,631 | $21,623 |
| 2020 | $431,304 | $17,162 | $14,881 | $12,731 | 1 | — | $13,610 | $20,465 |
| 2019 | $407,442 | $12,878 | $14,293 | $12,204 | 1 | — | $14,917 | $19,259 |
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.
Leadership & Key People
Officers and directors from IRS filings
Lee Whitehall Educational Trust's 2023 filing lists 3 officers; none of the 3 officers listed in 2023 report compensation.
Officers on the 2023 filing
Ralph Shrader
Co-Trustee
On filings since 2019
No compensation reported
Sheri Hardman
Co-Trustee
On filings since 2019
No compensation reported
Thomas P. O'Connor
Co-Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Lee Whitehall Educational Trust
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- IRS filings on file for fiscal years 2019–2023
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