Nonprofit · EIN 20-8042109
VERA Z DWYER CHARITABLE TRUST
Tax-exempt · MISHAWAKA, IN 46545
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,301,864 | $2,732,998 | -$1,431,134 | $4,849,997 | $0 | $4,849,997 |
| December 31, 2024 | 990-PF | $1,230,021 | $2,869,592 | -$1,639,571 | $6,268,081 | $0 | $6,268,081 |
| December 31, 2023 | 990-PF | $427,576 | $1,519,068 | -$1,091,492 | $7,920,209 | $0 | $7,920,209 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $205,358
- Interest
- $20,547
- Net gain from sales of assets
- $1,075,959
Expenses
- Grants and similar amounts paid
- $2,599,209
- Disbursements for charitable purposes
- $2,599,209
- Excise tax on investment income
- $16,612
Balance sheet and other
- Total assets, start of year
- $6,268,081
- Total assets, end of year
- $4,849,997
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,849,997
- Fair market value of assets
- $8,484,514
- Qualifying distributions
- $2,599,209
- Net investment income
- $1,301,864
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R KIBBE 4045 EDISON LAKES PARKWAY, MISHAWAKA, IN 46545 | ADVISORY COMMITTEE | 5 | $0 |
| JAMES P WELSH 4045 EDISON LAKES PARKWAY, MISHAWAKA, IN 46545 | ADVISORY COMMITTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R KIBBE 4045 EDISON LAKES PARKWAY, MISHAWAKA, IN 46545 | ADVISORY COMMITTEE | 5 | $0 |
| JAMES P WELSH 4045 EDISON LAKES PARKWAY, MISHAWAKA, IN 46545 | ADVISORY COMMITTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES P WELSH 4045 EDISON LAKES PARKWAY, MISHAWAKA, IN 46545 | ADVISORY COMMITTEE | 2 | $0 |
| DAVID R KIBBE 4045 EDISON LAKES PARKWAY, MISHAWAKA, IN 46545 | ADVISORY COMMITTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 4045 EDISON LAKES PKWY, MISHAWAKA, IN 46545-3421
- In care of
- % INDIANA TRUST & INVESTMENT MGMT C
- Signed the 990-PF
- VICTORIA LAMPRAKES, Senior Manager
- Phone
- (574) 271-3400
- Return prepared by
- KRUGGEL LAWTON & COMPANY LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-8042109
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,849,997
- Income (IRS master file)
- $2,893,193
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,301,864 | $2,732,998 | $4,849,997 | IRS |
| 990-PF | December 2024 | $1,230,021 | $2,869,592 | $6,268,081 | IRS |
| 990-PF | December 2023 | $427,576 | $1,519,068 | $7,920,209 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-8042109).
Questions about VERA Z DWYER CHARITABLE TRUST
- What is the EIN of VERA Z DWYER CHARITABLE TRUST?
- The employer identification number (EIN) of VERA Z DWYER CHARITABLE TRUST is 20-8042109.
- Is VERA Z DWYER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to VERA Z DWYER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does VERA Z DWYER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of VERA Z DWYER CHARITABLE TRUST 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 VERA Z DWYER CHARITABLE TRUST 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 VERA Z DWYER CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does VERA Z DWYER CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,301,864, expenses of $2,732,998 and total assets of $4,849,997 at year end.
Other nonprofits in MISHAWAKA
- GARATONI-SMITH FAMILY FOUNDATION EIN 26-2866592 · last filed 990-PF for 2024
- FRANCISCAN HEALTH FOUNDATION INC EIN 35-1955283 · last filed 990 for 2024
- THE FOUNDATION FOR THE CENTER FOR HOSPICE AND PALLIATIVE CARE INC EIN 30-0433147 · last filed 990 for 2025
- LEEP FOUNDATION EIN 26-4818874 · last filed 990-PF for 2024
- WYN AND CAROL LAIDIG FOUNDATION INC EIN 20-5966178 · last filed 990-PF for 2025
- JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION EIN 30-6072980 · last filed 990-PF for 2024
- J&S LAIDIG FAMILY FOUNDATION INC EIN 27-3191498 · last filed 990-PF for 2025
- MITTLER FAMILY FOUNDATION INC EIN 35-2049611 · last filed 990-PF for 2025
All nonprofits in MISHAWAKA · Indiana · Philanthropy, voluntarism and grantmaking foundations