Civic Intelligence

Lee Whitehall Educational Trust

990PF • Fiscal year 2020 • EIN 35-6560882

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 01, 2022

Organization Profile
121 W Main StreetAttica, 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.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

63rd percentile

13%

Higher net margin than 63% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

58th percentile

5.9%

Faster asset growth than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

33%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$431,304

Up $23,862 (+5.9%) from 2019

Net Assets

Up

$431,304

Up $23,862 (+5.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin63rd percentile

Revenue

Up

$17,162

Up $4,284 (+33%) from 2019

Expenses

Up

$14,881

Up $588 (+4.1%) from 2019

Net Income

Up

$2,281

Up $3,696 (+261%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2020

Assets$431,304
Liabilities$0
Net Assets$431,304
Open 2020 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

2020

Revenue$17,162
Expenses$14,881
Net Income$2,281
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 1, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th 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 STREET, ATTICA, IN 47918

Signing Officer

Name
Ralph Shrader
Title
Co-trustee
Phone
7657626741
Signed
2022-09-01

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 Appendix271 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/BasisAmt020503
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt165467
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2106665
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt364
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt020383
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt169804
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-120
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14337
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt081976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1257224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0STIFEL - ACCOUNT 0559
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt081976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1257224
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt03089
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt08927
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt017162
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05375
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt03089
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03089
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03089
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02281
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0201626
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt05146
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05146
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05146
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08927
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013610
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02098
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02098
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt08235
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt014829
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt014881
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt013610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017162
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02098
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05375
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02281
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0315
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt021896
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0431619
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0407442
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt020465
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt020465
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020465
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0189
IRS990PF/FMVAssetsEOYAmt0431304
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt0172
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0487
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0407270
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0430817
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0395948
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0339200
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0339200
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt011494
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt092104
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt092104
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0407442
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0407442
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt051802
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0367574
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06291
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020654
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0413085
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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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/AddressLine1Txt1110 N MONROE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2RAMBLER LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ATTICA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd047918
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt014829
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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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/LocationOfBooksUSAddress/CityNm0ATTICA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd047918
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02098
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0PRINCIPAL ASSETS ARE INVESTED IN BEARING ACCOUNTS, INCLUDING MUTUAL FUNDS AND GOVERNMENT BONDS
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0431304
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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/TotalGrantOrContriPdDurYrAmt012731
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/AppliedToCurrentYearAmt020465
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0402179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0396427
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01224274
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0425668
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0402179
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0396427
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0446133
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0425668
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01224274
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0798606
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0315
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN UNRECOGNIZED INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02098
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02098
OtherIncreasesSchedule/OtherIncreasesDetail/Amt021896
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE OF STOCK VALUE
TaxesSchedule/TaxesDetail/Amt052
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/SignatureDt02022-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE WHITEHALL EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LEEW
ReturnHeader/Filer/EIN0356560882
ReturnHeader/Filer/PhoneNum07657626741
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 W MAIN STREET
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/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRET A HAWKS CPA
ReturnHeader/ReturnTs02022-11-15T08:49:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RALPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHRADER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$431,304
Liabilities
$0
Net assets
$431,304
Revenue
$17,162
Expenses
$14,881
Net income
$2,281
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