Civic Intelligence

Lee Whitehall Educational Trust

990PF • Fiscal year 2021 • EIN 35-6560882

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

Organization Profile
121 W Main StAttica, IN 47918

(765) 762-6741

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

85th percentile

48%

Higher net margin than 85% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

55th percentile

6.6%

Faster asset growth than 55% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

99%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$459,591

Up $28,287 (+6.6%) from 2020

Net Assets

Up

$459,591

Up $28,287 (+6.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin85th percentile

Revenue

Up

$34,145

Up $16,983 (+99%) from 2020

Expenses

Up

$17,862

Up $2,981 (+20%) from 2020

Net Income

Up

$16,283

Up $14,002 (+614%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2019: $407,442Liabilities 2019: $0Net Assets 2019: $407,4422019Assets 2020: $431,304Liabilities 2020: $0Net Assets 2020: $431,3042020Assets 2021: $459,591Liabilities 2021: $0Net Assets 2021: $459,5912021Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2021

Assets$459,591
Liabilities$0
Net Assets$459,591
Open 2021 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2019: $12,878Expenses 2019: $14,293Net Income 2019: -$1,4152019Revenue 2020: $17,162Expenses 2020: $14,881Net Income 2020: $2,2812020Revenue 2021: $34,145Expenses 2021: $17,862Net Income 2021: $16,2832021Revenue 2023: -$1,983Expenses 2023: $475Net Income 2023: -$2,4582023

Highlighted filing

2021

Revenue$34,145
Expenses$17,862
Net Income$16,283
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS P O'CONNORCo-Trustee-$0--
RALPH SHRADERCo-Trustee-$0--
SHERI HARDMANCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Lee Whitehall Educational Trust
EIN
35-6560882
Phone
7657626741
Address
121 W MAIN ST, ATTICA, IN 47918

Signing Officer

Name
Ralph Shrader
Title
Co-trustee
Phone
7657626741
Signed
2022-11-02

Preparer

Firm
Heman Lawson Hawks Llp
Address
2549 YEAGER ROAD SUITE 190, WEST LAFAYETTE, IN 47906
Preparer
Bret a Hawks CPA
Phone
7654635566
Raw XML Appendix273 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1STIFEL - ACCOUNT 5341
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2STIFEL - ACCOUNT 0559
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3STIFEL - ACCOUNT 0559
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4MERRILL LYNCH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt025142
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt160107
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt250000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt322
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt410
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt025869
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt170894
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt250000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt322
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt410
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0727
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt110787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0354029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0STIFEL - ACCOUNT 5341
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1STIFEL - ACCOUNT 0559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MERRILL LYNCH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0354029
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt04897
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt01463
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt034145
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt034145
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06360
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt016271
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015050
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt04897
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04897
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04897
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt016283
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0163066
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01463
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01463
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01463
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt027785
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022631
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02703
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0109
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt06360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt017862
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt022631
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt034145
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt016271
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt016283
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt012004
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0459591
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0431304
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0459591
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt021623
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt021623
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt021623
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt021938
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0315
IRS990PF/DistributableAmountGrp/TotalTaxAmt0315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0315
IRS990PF/FMVAssetsEOYAmt0459591
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt0487
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0251
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0430817
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0459340
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0339200
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0354029
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0354029
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt092104
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0105562
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0105562
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0431304
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0431304
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0431304
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0445448
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt098833
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0346615
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06682
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021938
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0438766
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0445448
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS P O'CONNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RALPH SHRADER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHERI HARDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0121 W MAIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1110 N MONROE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2RAMBLER LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ATTICA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ATTICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd047918
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0474641
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATTICA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd047918
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07657626741
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02703
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0PRINCIPAL ASSETS ARE INVESTED IN BEARING ACCOUNTS, INCLUDING MUTUAL FUNDS AND GOVERNMENT BONDS
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt0459591
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0459591
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THOMAS P O'CONNOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07657626741
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0121 W MAIN ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ATTICA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd047918
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0STUDENT FROM THE ATTICA CONSOLIDATED SCHOOL CORPORATION AND WARREN CENTRAL SCHOOL CORPORATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MARCH 15TH OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LIST OF RECIPIENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PROVIDED UPON REQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATTICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd047918
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015050
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021623
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0425668
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0402179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0396427
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01677292
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0453018
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0425668
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0402179
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0396427
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0474641
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0453018
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01677292
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01224274
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2RETURN FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02684
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt119
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011768
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1236
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN STOCK VALUE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1CHANGE IN UNRECOGNIZED INCOME
TaxesSchedule/TaxesDetail/Amt0109
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH SHRADER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07657626741
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE WHITEHALL EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LEEW
ReturnHeader/Filer/EIN0356560882
ReturnHeader/Filer/PhoneNum07657626741
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 W MAIN ST
ReturnHeader/Filer/USAddress/CityNm0ATTICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047918
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351756461
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEMAN LAWSON HAWKS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02549 YEAGER ROAD SUITE 190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047906
ReturnHeader/PreparerPersonGrp/PhoneNum07654635566
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRET A HAWKS CPA
ReturnHeader/ReturnTs02022-11-14T15:05:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RALPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHRADER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$459,591
Liabilities
$0
Net assets
$459,591
Revenue
$34,145
Expenses
$17,862
Net income
$16,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.00$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.34$0.18$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.17$0.15$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.13$0.14$0.01