Everett Waldo Irrevocable Trust 002904

MUNCIE, IN EIN: 35-6456667

Everett Waldo Irrevocable Trust 002904 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MUNCIE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 4 grants totaling $63K. Net investment income was $65K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-1.2% YoY

Annual Giving

$63K

-3.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$16K

-3.1% YoY

Under IRS private-foundation payout rules, Everett Waldo Irrevocable Trust 002904 reported a distributable amount of $88K for 2024 — the minimum it must pay out in qualifying distributions.

About Everett Waldo Irrevocable Trust 002904

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $269K (100%)

States

Indiana

Cities

Muncie

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,332,114	$1,347,821	$1,400,836
Revenue	$71,351	$33,920	$49,979
Expenses	$87,058	$86,872	$99,425
Qualifying Distributions	$80,533	$80,999	$91,661
Net Investment Income	$64,826	$29,439	$43,918
Distributable Amount	$87,739	$78,979	$81,525

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Ball State University Foundation ($44,346), Meals on Wheels ($6,335), Muncie Mission ($6,335).

Recipient	Purpose	Amount
MEALS ON WHEELS MUNCIE, IN	GENERAL OPERATIONS	$6,335
MUNCIE MISSION MUNCIE, IN	GENERAL OPERATIONS	$6,335
SHAWNEE HEIGHTS BAPTIST CHURCH MUNCIE, IN	GENERAL OPERATIONS	$6,335
BALL STATE UNIVERSITY FOUNDATION MUNCIE, IN	GENERAL OPERATIONS	$44,346

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Everett Waldo Irrevocable Trust 002904?

Everett Waldo Irrevocable Trust 002904 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MUNCIE, IN. It holds $1.3M in total assets as of 2024.

How large is Everett Waldo Irrevocable Trust 002904?

As of 2024, Everett Waldo Irrevocable Trust 002904 holds $1.3M in total assets with $71K in annual revenue. It awarded 4 grants totaling $63K in 2024.

Where does Everett Waldo Irrevocable Trust 002904 operate?

Everett Waldo Irrevocable Trust 002904 has awarded grants in Indiana.

What size grants does Everett Waldo Irrevocable Trust 002904 award?

In 2024, Everett Waldo Irrevocable Trust 002904 awarded 4 grants totaling $63K — an average of about $16K per grant, based on its IRS Form 990 filings.

How much is Everett Waldo Irrevocable Trust 002904 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Everett Waldo Irrevocable Trust 002904 reported a distributable amount of $88K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Everett Waldo Irrevocable Trust 002904's EIN?

Everett Waldo Irrevocable Trust 002904's EIN (Employer Identification Number) is 35-6456667. IRS Form 990 filing data is available on this page for 2020–2024.