Everett Waldo Irrevocable Trust 002904
Everett Waldo Irrevocable Trust 002904 is a private foundation, based in Muncie, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it made $18K in qualifying distributions. Net investment income was $94K.
Everett Waldo Irrevocable Trust 002904 at a glance
- Total assets
- $1,406,321
- +5.6% vs 2024
- Revenue (2025)
- $100,553
- +40.9% vs 2024
- Qualifying distributions (2025)
- $18,325
- -77.2% vs 2024
- Expenses (2025)
- $26,346
- -69.7% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Everett Waldo Irrevocable Trust 002904 funds
How this funder distributes its grants
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 15 grants of 16 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Everett Waldo Irrevocable Trust 002904 gives
- Giving held roughly steady from 2021 to 2024 (+1%). Method
- In 2025 it paid out 20% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $2K (2020) to $76K (2022). In 2024 it made 4 grants totaling $63K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ball State University Foundation Muncie, IN | General Operations | $44,346 |
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,406,321 | $100,553 | $26,346 | — | — | $18,325 | $93,555 | $93,827 |
| 2024 | $1,332,114 | $71,351 | $87,058 | $63,351 | 4 | $80,533 | $64,826 | $87,739 |
| 2023 | $1,347,821 | $33,920 | $86,872 | $65,371 | 4 | $80,999 | $29,439 | $78,979 |
| 2022 | $1,400,836 | $49,979 | $99,425 | $75,508 | 4 | $91,661 | $43,918 | $81,525 |
| 2021 | $1,450,282 | $131,795 | $84,791 | $62,540 | 4 | $75,919 | $126,979 | $88,886 |
| 2020 | $1,403,278 | $137,752 | $19,281 | $2,211 | 4 | — | $133,639 | $72,978 |
Under IRS private-foundation payout rules, Everett Waldo Irrevocable Trust 002904 reported a distributable amount of $94K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Everett Waldo Irrevocable Trust 002904's only listed officer is First Merchants Private Wealth Advi ORS, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
First Merchants Private Wealth Advi ORS
Trustee
On filings since 2024
1 hr/week
$21K (2024) → $23K (2025)
Former officers (1)
- Former: First Merchants Private Wlth Adviso (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $23K, to First Merchants Private Wealth Advi ORS (Trustee).
Frequently asked questions about Everett Waldo Irrevocable Trust 002904
How large is Everett Waldo Irrevocable Trust 002904?
Everett Waldo Irrevocable Trust 002904 reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $94K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Everett Waldo Irrevocable Trust 002904 operate?
Everett Waldo Irrevocable Trust 002904 has awarded grants in Indiana.
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Everett Waldo Irrevocable Trust 002904's focus areas in our free grants database
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