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.
Key facts about Lee Whitehall Educational Trust
- EIN
- 35-6560882
- Latest 990 filing
- Form 990-PF, 2023
Data from IRS Form 990-PF, 2023; updated September 2026.
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.
Next steps with Lee Whitehall Educational Trust
- How to evaluate Lee Whitehall Educational Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2023
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
No officer or director reported compensation in the available filings.
From 2023 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.