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Also known as: JAMES M IMMEL TRUSTEE
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Helen Gates Whitehead Testamentary Trust is a private trust based in IOLA, KS. The foundation received its IRS ruling in 2015. It holds total assets of $2.2M. Annual income is reported at $191K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Kansas. According to available records, Helen Gates Whitehead Testamentary Trust has made 56 grants totaling $801K, with a median grant of $5K. Annual giving has grown from $193K in 2020 to $369K in 2022. Individual grants have ranged from $500 to $84K, with an average award of $14K. The foundation has supported 22 unique organizations. Grant recipients are concentrated in Kansas. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$5K
Average Grant
$11K
Largest Grant
$71K
Based on 17 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Helen Gates Whitehead Testamentary Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 56 grants. Its grantmaking reaches organizations primarily in KS.
Helen Gates Whitehead Testamentary Trust has distributed a total of $801K across 56 grants. The median grant size is $5K, with an average of $14K. Individual grants have ranged from $500 to $84K.
Helen Gates Whitehead Testamentary Trust typically selects its grantees rather than accepting unsolicited proposals.
Helen Gates Whitehead Testamentary Trust is headquartered in IOLA, KS.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| James M Immel | TRUSTEE | $21K | $0 | $21K |
Total Giving
$268K
Total Assets
$2.1M
Fair Market Value
$4.2M
Net Worth
$2.1M
Grants Paid
$213K
Contributions
N/A
Net Investment Income
$152K
Distribution Amount
$212K
Total: $2M
Total Grants
56
Total Giving
$801K
Average Grant
$14K
Median Grant
$5K
Unique Recipients
22
Most Common Grant
$3K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Scholarship Fund - CnbSCHOLARSHIPS | Iola, KS | $73K | 2022 |
| Bowlus Fine Art CenterCONTRIBUTION | Iola, KS | $43K | 2022 |
| Other - 11 - Sched AvailableCONTRIBUTIONS | Iola, KS | $19K | 2022 |
| Allen CountyCONTRIBUTION | Iola, KS | $13K | 2022 |
| Allen Community CollegeCONTRIBUTION | Iola, KS | $10K | 2022 |
| Iola RotaryCONTRIBUTION | Iola, KS | $6K | 2022 |
| Iola ReadsCONTRIBUTION | Iola, KS | $5K | 2022 |
| Iola High SchoolCONTRIBUTION | Iola, KS | $5K | 2022 |
| Iola KiwanisCONTRIBUTION | Iola, KS | $3K | 2022 |
| Moran United MethodistCONTRIBUTION | Moran, KS | $3K | 2022 |
| Humboldt High SchoolCONTRIBUTION | Humboldt, KS | $3K | 2022 |
| Marmaton Valley High SchoolCONTRIBUTION | Moran, KS | $3K | 2022 |
| Other - 08 - Sched AvailableCONTRIBUTIONS | Iola, KS | $18K | 2021 |
| Visit ProgramsCONTRIBUTIONS | Iola, KS | $10K | 2021 |
| Safe BaseCONTRIBUTION | Iola, KS | $5K | 2021 |
| Unified School District 257CONTRIBUTION | Iola, KS | $3K | 2021 |
| Iola Kiwanis ClubCONTRIBUTION | Iola, KS | $3K | 2021 |
| City Of IoladareCONTRIBUTION | Iola, KS | $15K | 2020 |
| Boy Scoutscub Scouts 55CONTRIBUTION | Iola, KS | $5K | 2020 |
| Iola Public LibraryCONTRIBUTION | Iola, KS | $5K | 2020 |