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Nonprofit · EIN 31-1118082

WALTER & AUDREY DEARDOFF MEMORIAL TRUST FUND

Tax-exempt · FRANKLIN, OH 45005

Financials

$106K$122K2022$936K$136K2023$197K$141K2024
Revenue Expenses · by fiscal year end
Financials of WALTER & AUDREY DEARDOFF MEMORIAL TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$196,993$140,618$56,375$1,033,663$4,345$1,029,318
June 30, 2024990-PF$936,499$135,959$800,540$972,986$176$972,810
June 30, 2023990-PF$105,629$122,350-$16,721$173,061$1,071$171,990
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$98,946
Dividends
$942
Net gain from sales of assets
-$3,731
Other income
$100,836

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$45,247
Salaries, compensation and benefits (total)
$3,875
Disbursements for charitable purposes
$133,502

Balance sheet and other

Total assets, start of year
$972,986
Total assets, end of year
$1,033,663
Total liabilities, end of year
$4,345
Net assets, end of year
$1,029,318
Fair market value of assets
$1,033,663
Qualifying distributions
$133,502

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
CHARLENE NEWMAN
3708 FERN DRIVE, FRANKLIN, OH 45005
EXECUTIVE DIRECTOR40$45,247
ELIZABETH BUCHANAN
3753 STONEBARN COURT, FRANKLIN, OH 45005
TRUSTEE15$0
PEGGY DARRAGH JEROMOS
4915 ROBINSON VAIL ROAD, FRANKLIN, OH 45005
TRUSTEE5$0
SUSAN HORNER
51 ARGILE COURT, FRANKLIN, OH 45005
TRUSTEE5$0
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
CHARLENE NEWMAN
3708 FERN DRIVE, FRANKLIN, OH 45005
EXECUTIVE DIRECTOR40$37,764
ELIZABETH BUCHANAN
3753 STONEBARN COURT, FRANKLIN, OH 45005
TRUSTEE15$0
PEGGY DARRAGH JEROMOS
4915 ROBINSON VAIL ROAD, FRANKLIN, OH 45005
TRUSTEE5$0
SUSAN HORNER
51 ARGILE COURT, FRANKLIN, OH 45005
TRUSTEE5$0
990-PF for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
CHARLENE NEWMAN
3708 FERN DRIVE, FRANKLIN, OH 45005
EXECUTIVE DIRECTOR40$37,036
ELIZABETH BUCHANAN
3753 STONEBARN COURT, FRANKLIN, OH 45005
TRUSTEE15$0
PEGGY DARRAGH JEROMOS
4915 ROBINSON VAIL ROAD, FRANKLIN, OH 45005
TRUSTEE5$0
SUSAN HORNER
51 ARGILE COURT, FRANKLIN, OH 45005
TRUSTEE5$0

Address and contacts

Address (IRS master file)
605 S RIVER ST, FRANKLIN, OH 45005-2740
In care of
% ELIZABETH BUCHANAN
Signed the 990-PF
ELIZABETH BUCHANAN, TRUSTEE
Phone
(937) 743-8100
Return prepared by
THE RELIANT GROUP INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
31-1118082
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
1985
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$1,033,663
Income (IRS master file)
$242,385

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$196,993$140,618$1,033,663XML
990-PFJune 2024$936,499$135,959$972,986XML
990-PFJune 2023$105,629$122,350$173,061XML
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 2019–––IRS
990-PFJune 2018–––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 31-1118082).

Questions about WALTER & AUDREY DEARDOFF MEMORIAL TRUST FUND

What is the EIN of WALTER & AUDREY DEARDOFF MEMORIAL TRUST FUND?
The employer identification number (EIN) of WALTER & AUDREY DEARDOFF MEMORIAL TRUST FUND is 31-1118082.
Is WALTER & AUDREY DEARDOFF MEMORIAL TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to WALTER & AUDREY DEARDOFF MEMORIAL TRUST FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WALTER & AUDREY DEARDOFF MEMORIAL TRUST FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of WALTER & AUDREY DEARDOFF MEMORIAL TRUST FUND due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WALTER & AUDREY DEARDOFF MEMORIAL TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of WALTER & AUDREY DEARDOFF MEMORIAL TRUST FUND?
The 990-PF for the year ended June 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $45,247 (CHARLENE NEWMAN, EXECUTIVE DIRECTOR).
How much revenue does WALTER & AUDREY DEARDOFF MEMORIAL TRUST FUND have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $196,993, expenses of $140,618 and total assets of $1,033,663 at year end.

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