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Nonprofit · EIN 46-7164981

JERRY E WHYTE AND DEE ANN HOLLEMAN CHARITABLE TR

Tax-exempt · OVERLAND PARK, KS 66211

Financials

$31K$88K2023$199K$102K2024$54K$98K2025
Revenue Expenses · by fiscal year end
Financials of JERRY E WHYTE AND DEE ANN HOLLEMAN CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$54,182$97,831-$43,649$1,218,587$0$1,218,587
December 31, 2024990-PF$198,707$101,538$97,169$1,261,687$0$1,261,687
December 31, 2023990-PF$31,332$88,208-$56,876$1,166,005$0$1,166,005
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$45,175
Net gain from sales of assets
$9,007

Expenses

Grants and similar amounts paid
$67,628
Compensation of officers, directors and key employees
$12,323
Disbursements for charitable purposes
$69,610
Excise tax on investment income
$424

Balance sheet and other

Total assets, start of year
$1,261,687
Total assets, end of year
$1,218,587
Total liabilities, end of year
$0
Net assets, end of year
$1,218,587
Fair market value of assets
$1,834,293
Qualifying distributions
$69,610
Net investment income
$54,182

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MIDWEST TRUST COMPANY
5901 COLLEGE BLVD STE 100, OVERLAND PARK, KS 66211
TRUSTEE1$12,323
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
MIDWEST TRUST COMPANY
5901 COLLEGE BLVD STE 100, OVERLAND PARK, KS 66211
TRUSTEE1$11,872
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
MIDWEST TRUST COMPANY
5901 COLLEGE BLVD SUITE 100, OVERLAND PARK, KS 662111503
TRUSTEE1$21,522

Address and contacts

Address (IRS master file)
5901 COLLEGE BLVD STE 100, OVERLAND PARK, KS 66211-1834
In care of
% HERITAGE BANK TRUST SERVICES TTEE
Signed the 990-PF
DAVID YOST, PRESIDENT
Phone
(913) 319-0300
Return prepared by
KPMG LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
46-7164981
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2015
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,218,587
Income (IRS master file)
$255,218

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$54,182$97,831$1,218,587IRS
990-PFDecember 2024$198,707$101,538$1,261,687XML
990-PFDecember 2023$31,332$88,208$1,166,005XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-7164981).

Questions about JERRY E WHYTE AND DEE ANN HOLLEMAN CHARITABLE TR

What is the EIN of JERRY E WHYTE AND DEE ANN HOLLEMAN CHARITABLE TR?
The employer identification number (EIN) of JERRY E WHYTE AND DEE ANN HOLLEMAN CHARITABLE TR is 46-7164981.
Is JERRY E WHYTE AND DEE ANN HOLLEMAN CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to JERRY E WHYTE AND DEE ANN HOLLEMAN CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JERRY E WHYTE AND DEE ANN HOLLEMAN CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JERRY E WHYTE AND DEE ANN HOLLEMAN CHARITABLE TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JERRY E WHYTE AND DEE ANN HOLLEMAN CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JERRY E WHYTE AND DEE ANN HOLLEMAN CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,323 (MIDWEST TRUST COMPANY, TRUSTEE).
How much revenue does JERRY E WHYTE AND DEE ANN HOLLEMAN CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $54,182, expenses of $97,831 and total assets of $1,218,587 at year end.

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