Everett Waldo Irrevocable Trust 002904
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
4
+0.0% YoY
Avg Grant Size
$16K
-3.1% YoY
About Everett Waldo Irrevocable Trust 002904
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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