Burt Whitely Residue Trust

Evansville, IN
Tax-exempt since June 1954
EIN: 35-6009799

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$18,080

Expenses

$17,820

Net Income

$260

Net Assets

$225,652

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,815	32.2%
Sales of Assets	$12,265	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,472	92.4%
Compensation of Officers*	$3,582	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$225,652
Total Liabilities	$0
Net Assets	$225,652

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$3,582	$0

990-PF

Filed on April 24, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$26,972

Expenses

$4,351

Net Income

$22,621

Net Assets

$225,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,203	19.3%
Sales of Assets	$21,575	80.0%
Other Income	$194	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,786	87.0%
Compensation of Officers*	$2,928	67.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$225,399
Total Liabilities	$0
Net Assets	$225,399

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$2,928	$0

990-PF

Filed on April 23, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$7,359

Expenses

$17,312

Net Income

-$9,953

Net Assets

$202,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,928	39.8%
Sales of Assets	$4,431	60.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,251	93.9%
Compensation of Officers*	$2,971	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$202,801
Total Liabilities	$0
Net Assets	$202,801

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$2,971	$0

990-PF

Filed on April 27, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$28,048

Expenses

$17,634

Net Income

$10,414

Net Assets

$212,755

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,118	14.7%
Sales of Assets	$23,930	85.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,823	95.4%
Compensation of Officers*	$3,363	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$212,755
Total Liabilities	$0
Net Assets	$212,755

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$3,363	$0

990-PF

Filed on April 29, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$16,487

Expenses

$15,354

Net Income

$1,133

Net Assets

$202,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,074	18.6%
Sales of Assets	$13,275	80.5%
Other Income	$138	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,688	95.7%
Compensation of Officers*	$2,914	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$202,339
Total Liabilities	$1
Net Assets	$202,338

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$2,914	$0

990-PF

Filed on April 30, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$14,272

Expenses

$20,275

Net Income

-$6,003

Net Assets

$201,205

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,928	27.5%
Sales of Assets	$10,344	72.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,003	93.7%
Compensation of Officers*	$2,956	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$201,206
Total Liabilities	$1
Net Assets	$201,205

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$2,956	$0

990-PF

Filed on May 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$20,699

Expenses

$4,653

Net Income

$16,046

Net Assets

$207,210

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,954	19.1%
Sales of Assets	$16,745	80.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,817	82.0%
Compensation of Officers*	$2,994	64.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$207,210
Total Liabilities	$0
Net Assets	$207,210

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$2,994	$0

990-PF

Filed on May 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Revenue

$8,682

Expenses

$15,836

Net Income

-$7,154

Net Assets

$192,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,339	50.0%
Sales of Assets	$4,341	50.0%
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,970	88.2%
Compensation of Officers*	$2,777	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$192,641
Total Liabilities	$0
Net Assets	$192,641

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$15,737

Expenses

$13,344

Net Income

$2,393

Net Assets

$199,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,940	31.4%
Sales of Assets	$10,797	68.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,781	88.3%
Compensation of Officers*	$2,848	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$199,797
Total Liabilities	$0
Net Assets	$199,797

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$12,316

Expenses

$23,838

Net Income

-$11,522

Net Assets

$197,405

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,885	31.5%
Sales of Assets	$8,409	68.3%
Other Income	$22	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,349	93.8%
Compensation of Officers*	$2,920	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$197,405
Total Liabilities	$0
Net Assets	$197,405

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$10,151

Expenses

$12,849

Net Income

-$2,698

Net Assets

$211,761

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,917	48.4%
Sales of Assets	$5,234	51.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,195	87.1%
Compensation of Officers*	$2,782	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$211,761
Total Liabilities	$0
Net Assets	$211,761

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$10,151

Expenses

$12,849

Net Income

-$2,698

Net Assets

$211,761

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,917	48.4%
Sales of Assets	$5,234	51.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,195	87.1%
Compensation of Officers*	$2,782	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$211,761
Total Liabilities	$0
Net Assets	$211,761

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Updated April 20, 2026

Burt Whitely Residue Trust

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001