2025-07-28T17:01:33-05:00 2024-12-31 135565207 KPMG LLP ONE FINANCIAL PLAZA SUITE 2300 PROVIDENCE RI 02903 990PF 2024-01-01 467164981 WHYTE CHARITABLE TRUST WHYT 9133190300 5901 COLLEGE BOULEVARD SUITE 100 OVERLAND PARK KS 662111503 DAVID YOST PRESIDENT 9133190300 2025-07-17 true true LYLE J MOHLER P01340349 6892065200 2025-07-17 2024 2025-03-06 01:10:19Z X X 1727547 X 42554 42554 156117 457630 156117 0 36 198707 198671 11872 10685 1187 0 0 0 0 0 0 1310 0 0 1310 11872 11872 0 0 265 265 0 0 0 0 0 0 0 40 40 25359 22822 0 2537 76179 76179 101538 22822 0 78716 97169 175849 0 23223 81060 81060 0 0 0 272306 492444 377095 1180627 1646487 937 1166005 1261687 1727547 0 X 1166005 1261687 1166005 1261687 1166005 1261687 1166005 97169 130 1263304 1617 1261687 5. ABBVIE INC 2020-08-28 2024-07-09 835 469 366 366 2. ADOBE INC 2019-02-25 2024-06-25 1048 521 527 527 3. ADOBE INC 2019-02-25 2024-07-09 1691 781 910 910 32. ALPHABET INC CL A 2014-12-15 2024-03-22 4817 840 3977 3977 25. ALPHABET INC CL A 2014-12-15 2024-06-25 4574 656 3918 3918 25. ALPHABET INC CL A 2014-12-15 2024-07-09 4731 656 4075 4075 30. AMAZON.COM INC 2017-03-08 2024-01-09 4540 1276 3264 3264 46. AMAZON.COM INC 2017-03-08 2024-03-22 8210 1957 6253 6253 5. AMAZON.COM INC 2017-03-08 2024-06-25 933 213 720 720 32. AMAZON.COM INC 2017-03-08 2024-07-09 6396 1361 5035 5035 10000. AMERICAN EXPRESS CO SR GLBL NT DTD 10/23/2017 3% 10/30/2024-202 2019-01-16 2024-02-07 9835 9891 -56 -56 6. AMERICAN TOWER CORP REIT 2017-10-03 2024-06-25 1151 820 331 331 3. AMERICAN TOWER CORP REIT 2017-10-03 2024-07-09 582 410 172 172 7. AMERIPRISE FINANCIAL INC 2016-02-10 2024-03-25 3027 567 2460 2460 3. AMERIPRISE FINANCIAL INC 2016-02-10 2024-07-09 1295 243 1052 1052 18000. AMGEN INC SR GLBL NT DTD 05/22/2014 3.62 2016-12-21 2024-05-22 18000 18000 53. APPLE INC 2016-06-24 2024-06-25 11134 1237 9897 9897 35. APPLE INC 2016-06-24 2024-07-09 7988 817 7171 7171 18000. BANK OF AMERICA CORP FR 3.248% 10/21/202 2019-05-09 2024-10-03 17572 17655 -83 -83 2. BERKSHIRE HATHAWAY INC CLASS B 2014-08-06 2024-06-25 818 258 560 560 3. BERKSHIRE HATHAWAY INC CLASS B 2014-08-06 2024-07-09 1232 387 845 845 4. BROADCOM INC 2016-02-10 2024-01-03 4232 481 3751 3751 5. BROADCOM INC 2016-02-10 2024-03-22 6832 602 6230 6230 4. BROADCOM INC 2016-02-10 2024-06-25 6336 481 5855 5855 2. BROADCOM INC 2016-02-10 2024-07-09 3418 241 3177 3177 11. CATERPILLAR INC 2017-03-23 2024-03-26 3937 1019 2918 2918 3. CATERPILLAR INC 2017-03-23 2024-07-09 979 278 701 701 22. CISCO SYSTEMS INC 2019-10-28 2024-07-09 1004 1041 -37 -37 4. COSTCO WHOLESALE CORPORATION 2016-02-10 2024-06-25 3407 599 2808 2808 2. COSTCO WHOLESALE CORPORATION 2016-02-10 2024-07-09 1767 300 1467 1467 8. DANAHER CORP 2016-02-10 2024-06-25 2034 459 1575 1575 8. ECOLAB INC 2016-02-10 2024-06-25 1928 862 1066 1066 4. ECOLAB INC 2016-02-10 2024-07-09 963 431 532 532 28. EXXON MOBIL CORP 2017-08-07 2024-03-25 3190 2242 948 948 6. EXXON MOBIL CORP 2019-06-28 2024-07-09 668 477 191 191 9. META PLATFORMS INC CL A 2016-02-10 2024-03-22 4574 927 3647 3647 2. META PLATFORMS INC CL A 2016-02-10 2024-06-25 1014 206 808 808 3. META PLATFORMS INC CL A 2016-02-10 2024-07-09 1590 309 1281 1281 17000. META PLATFORMS INC GLBL NT DTD 08/09/2022 3.5% 08/15/2027-2027 2023-01-12 2024-06-18 16362 16516 -154 -154 36. FORD MOTOR CO 2020-03-23 2024-07-09 465 151 314 314 6. HOME DEPOT INC 2016-02-18 2024-06-25 2028 720 1308 1308 2. HOME DEPOT INC 2016-02-18 2024-07-09 672 240 432 432 4. HONEYWELL INTERNATIONAL INC 2021-06-30 2024-07-09 843 876 -33 -33 21. JPMORGAN CHASE & CO 2016-02-10 2024-03-27 4152 1184 2968 2968 2. JPMORGAN CHASE & CO 2016-02-10 2024-06-25 392 113 279 279 11. JPMORGAN CHASE & CO 2016-02-10 2024-07-09 2292 620 1672 1672 4. MERCK & CO INC 2016-11-28 2024-06-25 527 236 291 291 4. MERCK & CO INC 2016-11-28 2024-07-09 498 236 262 262 46. MICROSOFT CORP 2019-01-07 2024-03-22 19755 3728 16027 16027 20. MICROSOFT CORP 2019-01-07 2024-06-25 9007 2045 6962 6962 13. MICROSOFT CORP 2019-01-07 2024-07-09 5964 1329 4635 4635 19. NVIDIA CORPORATION 2022-10-07 2024-03-22 17887 2857 15030 15030 60. NVIDIA CORPORATION 2022-10-07 2024-06-25 7522 736 6786 6786 36. NVIDIA CORPORATION 2022-10-07 2024-07-09 4680 442 4238 4238 5. PNC FINANCIAL SERVICES GROUP INC 2016-02-10 2024-07-09 802 413 389 389 15000. PAYPAL HOLDINGS INC SR GLBL NT DTD 09/26/2019 2.85% 10/01/2029- 2019-12-03 2024-12-03 13867 15049 -1182 -1182 14. RTX CORPORATION 2016-02-10 2024-06-25 1425 760 665 665 11. RTX CORPORATION 2016-02-10 2024-07-09 1111 597 514 514 9. SALESFORCE INC 2016-02-10 2024-01-09 2366 540 1826 1826 49. STARBUCKS CORP 2024-05-02 2024-05-13 3742 3668 74 74 63. STARBUCKS CORP 2017-06-29 2024-05-13 4811 3551 1260 1260 6. TESLA MOTORS INC 2021-10-26 2024-06-25 1119 2147 -1028 -1028 15. TESLA MOTORS INC 2021-10-26 2024-07-09 3937 5367 -1430 -1430 4. THERMO FISHER SCIENTIFIC INC 2016-02-10 2024-06-25 2223 506 1717 1717 8. UNION PACIFIC CORP 2015-06-08 2024-06-25 1782 807 975 975 4. UNION PACIFIC CORP 2015-06-08 2024-07-09 884 403 481 481 7000. US TREASURY NOTE DTD 01/31/2018 2.75% 02 2023-04-26 2024-04-22 6519 6813 -294 -294 21000. US TREASURY NOTE DTD 01/31/2018 2.75% 02 2018-12-06 2024-04-22 19558 20874 -1316 -1316 8000. US TREASURY NTS DTD 02/15/2015 2% 02/15/ 2023-05-16 2024-02-07 7776 7827 -51 -51 19000. US TREASURY NTS DTD 02/15/2015 2% 02/15/ 2020-10-27 2024-02-07 18468 19238 -770 -770 15000. US TREASURY NTS DTD 07/31/2019 1.625% 08 2021-06-02 2024-06-17 13171 15150 -1979 -1979 20000. US TREASURY NOTES DTD 08/05/2020 .625% 0 2022-12-15 2024-04-04 15944 18287 -2343 -2343 14000. US TREASURY NTS DTD 11/18/2021 1.5% 11/3 2021-12-09 2024-02-07 12440 14051 -1611 -1611 11000. US TREASURY NTS DTD 12/31/2021 1.25% 12/ 2022-01-20 2024-04-04 10093 10895 -802 -802 16000. US TREASURY NTS DTD 02/02/2022 1.875% 02 2022-06-10 2024-05-22 13341 15405 -2064 -2064 11000. US TREASURY NTS DTD 09/08/2022 3.5% 09/1 2022-09-23 2024-11-19 10921 10940 -19 -19 3. UNITEDHEALTH GROUP INC 2016-02-10 2024-07-09 1473 340 1133 1133 8000. VERIZON COMMUNICATIONS INC SR GLBL NT DTD 03/22/2021 1.45% 03/20 2023-12-20 2024-11-26 7708 7673 35 35 10000. VERIZON COMMUNICATIONS INC SR GLBL NT DTD 03/22/2021 1.45% 03/2 2021-04-13 2024-11-26 9635 10016 -381 -381 2. VISA INC CL A 2016-02-10 2024-06-25 545 140 405 405 3. VISA INC CL A 2016-02-10 2024-07-09 790 210 580 580 48. WALMART INC 2018-05-10 2024-06-25 3222 1326 1896 1896 22. WALMART INC 2018-12-07 2024-07-09 1536 643 893 893 10. ZOETIS INC CL A 2024-04-26 2024-07-09 1740 1574 166 166 20. EATON CORP PLC 2017-10-03 2024-03-22 6318 1549 4769 4769 2. EATON CORP PLC 2017-10-03 2024-06-25 638 155 483 483 3. EATON CORP PLC 2017-10-03 2024-07-09 954 232 722 722 16. CHUBB LIMITED 2016-02-10 2024-03-22 4099 1792 2307 2307 2. TE CONNECTIVITY LTD 2016-10-10 2024-06-25 293 128 165 165 7. TE CONNECTIVITY LTD 2016-10-10 2024-07-09 1051 448 603 603 156117 2444 0 2444 0 2444 360 0 3340 3700 0 1256 1256 0 false false false false false false false true true WA true false false false false true MIDWEST TRUST COMPANY 9133190300 5901 COLLEGE BLVD STE 100 OVERLAND PARK KS 662111503 false false false false true false false false false false false false false false false false false false false false false false MIDWEST TRUST COMPANY 5901 COLLEGE BLVD STE 100 OVERLAND PARK KS 66211 TRUSTEE 1 11872 NONE 0 NONE 0 1623410 82542 0 1705952 0 0 1705952 25589 1680363 84018 84018 2444 2444 81574 0 81574 0 81574 78716 0 0 0 0 78716 81574 64791 0 0 0 0 0 0 0 78716 64791 0 0 13925 0 0 0 0 0 0 0 0 67649 0 0 0 0 0 0 0 0 NA NA SCHOLARSHIP COMMITTEE 2715 LILAC ST LONGVIEW WA 98660 9133190300 NO PRESCRIBED FORM. NONE GRANTS FOR TUITION, BOOKS AND FEES FOR FOUR STUDENTS OF GOOD MORAL CHARACTER GRADUATING FROM LONGVIEW WA HS WHO WILL ATTEND LOWER COLUMBIA COLLEGE. RA LONG HIGH SCHOOL 2903 NICHOLS BLVD LONGVIEW WA 98632 NONE N/A SCHOLARSHIP 5388 MARK MORRIS HIGH SCHOOL PO BOX 1674 LONGVIEW WA 98632 NONE N/A SCHOLARSHIP 10776 RA LONG HIGH SCHOOL ALUMNI ASSOCIATION PO BOX 895 LONGVIEW WA 98632 NONE PC UNRESTRICTED GIFT 5463 LONGVIEW COMMUNITY CHURCH 2323 WASHINGTON WAY LONGVIEW WA 98632 NONE N/A VACATION BIBLE/SUNDAY 10925 COLUMBIA THEATER ASSOCIATION FOR THE PERFORMING ARTS PO BOX 1026 LONGVIEW WA 98632 NONE PC UNRESTRICTED GIFT 10925 THE RIZAD FOUNDATION PO BOX 1082 KELSO WA 98626 NONE PF UNRESTRICTED GIFT 5463 COMMUNITY HOME HEALTH & HOSPICE MARYKAY MORELLI VP/COMM RELATIO LONGVIEW WA 98632 NONE PC UNRESTRICTED GIFT 10925 LONGVIEW LIBRARY FOUNDATION 1600 LOUISIANA STREET LONGVIEW WA 98632 NONE SOUNK UNRESTRICTED GIFT 5463 DISCOVERY HIGH SCHOOL 2715 LILAC STREET LONGVIEW WA 98632 NONE N/A SCHOLARSHIP 5388 HUMANE SOCIETY OF COWLITZ COUNTY 909 COLUMBIA BLVD LONGVIEW WA 98632 NONE PC UNRESTRICTED GIFT 5463 76179 14 42554 18 156117 FEDERAL TAX REFUND 14 36 198707 198707 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1310 1310 FIXED INCOME EQUITIES SEE ATTACHED STATEMENT AT COST 1180627 1646487 INCOME RECEIVABLE 226 0 0 ACCRUED INTEREST PURCHASED 841 0 0 EATON CORP PLC-RETURN OF CAP -30 0 0 RAYTHEON TECHNOLOGIES RETURN O -100 0 0 MUTUAL FUND TIMING DIFFERENCE 322 PURCHASED ACCRUED INTEREST 1295 OTHER ALLOCABLE EXPENSE-PRINCI 40 0 40 FEDERAL TAX REFUND 36 0 RETURN OF CAPITAL ADJUSTMENT 130 INVESTMNT MNGMNT FEES (NON-DED 11872 11872 FOREIGN TAXES 50 50 0 FOREIGN TAXES ON QUALIFIED FOR 170 170 0 FOREIGN TAXES ON NONQUALIFIED 45 45 0