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
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
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
Ready to take the next step with Everett Waldo Irrevocable Trust 002904?
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
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
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.
Explore Open Grants
Browse active grant opportunities in Everett Waldo Irrevocable Trust 002904's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Boren Foundation Inc
UPLAND, IN
Assets
$19.1M
Grants
70
Total Given
$1.3M
Lupke Foundation Inc Agency
FORT WAYNE, IN
Assets
$1.4M
Grants
22
Total Given
$76K
Harold Ellison Tuw for Jones Cemetery 002189
MUNCIE, IN
Assets
$442K
Grants
1
Total Given
$9K
John Carroll Club of South Bend Inc
SOUTH BEND, IN
Assets
—
Grants
1
Total Given
$220K
Buchanan-clements Foundation Inc
COLUMBUS, IN
Assets
$261K
Grants
3
Total Given
$16K
Harold Ellison Scholarship Fund 002188
MUNCIE, IN
Assets
$1.1M
Grants
1
Total Given
$62K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Everett Waldo Irrevocable Trust 002904 on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Everett Waldo Irrevocable Trust 002904 to a real strategy.