Also known as: CHARITABLE TRUST 22045000091
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Jerry E Whyte And Dee Ann Holleman Charitable Trust is a private trust based in OVERLAND PARK, KS. The foundation received its IRS ruling in 2015. The principal officer is Heritage Bank Trust Services Ttee. It holds total assets of $1.3M. Annual income is reported at $500K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of education. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Washington. According to available records, Jerry E Whyte And Dee Ann Holleman Charitable Trust has made 30 grants totaling $190K, with a median grant of $5K. Annual giving has grown from $45K in 2020 to $145K in 2022. Individual grants have ranged from $3K to $10K, with an average award of $6K. The foundation has supported 10 unique organizations. Grant recipients are concentrated in Washington. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$5K
Average Grant
$5K
Largest Grant
$10K
Based on 10 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.
Jerry E Whyte And Dee Ann Holleman Charitable Trust primarily funds organizations in the area of education. Based on available records, the foundation has funded 30 grants. Its grantmaking reaches organizations primarily in WA.
Jerry E Whyte And Dee Ann Holleman Charitable Trust has distributed a total of $190K across 30 grants. The median grant size is $5K, with an average of $6K. Individual grants have ranged from $3K to $10K.
Net income will be used for tuition, books and fees for four students of good moral character graduating from longview, wa, high schools who will attend lower columbia college. The remaining net income of the trust shall be paid to charities specified in the trust document.
Jerry E Whyte And Dee Ann Holleman Charitable Trust is headquartered in OVERLAND PARK, KS.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Midwest Trust Company | Trustee | $22K | $0 | $22K |
Total Giving
$88K
Total Assets
$1.2M
Fair Market Value
$1.6M
Net Worth
$1.2M
Grants Paid
$65K
Contributions
N/A
Net Investment Income
$23K
Distribution Amount
$76K
Total: $1.1M
Total Grants
30
Total Giving
$190K
Average Grant
$6K
Median Grant
$5K
Unique Recipients
10
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Rizad FoundationCHARITABLE | Longview, WA | $5K | 2022 |
| Community Home Health HospiceHEALTH | Longview, WA | $10K | 2022 |
| Longview Community ChurchVACATION BIBLE SCHOOL/SUNDAY SCHOOL PROGRAMS | Longview, WA | $10K | 2022 |
| Columbia Theater AssociationPERFORMING ARTS | Longview, WA | $10K | 2022 |
| Ra Long Hs Ditewig ScholarshipEDUCATION-SCHOLARSHIP AT LOWER COLUMBIA COLLEGE | Longview, WA | $10K | 2022 |
| Humane Society Of Cowlitz CountyANIMAL RESCUE | Longview, WA | $5K | 2022 |
| Longview Library FoundationEDUCATION | Longview, WA | $5K | 2022 |
| Ra Long School Alumni AssociationEDUCATION | Longview, WA | $5K | 2022 |
| Mark Morris High SchoolEDUCATION-SCHOLARSHIP AT LOWER COLUMBIA COLLEGE | Longview, WA | $5K | 2022 |
| Discovery High SchoolEDUCATION-SCHOLARSHIP LOWER COLUMBIA COLLEGE | Longview, WA | $5K | 2022 |