Nonprofit · EIN 31-6665203
WAPAKONETA FOUNDATION
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $561,604 | $180,080 | $381,524 | $1,678,754 | $0 | $1,678,754 |
| December 31, 2024 | 990-PF | $168,517 | $169,411 | -$894 | $1,297,780 | $0 | $1,297,780 |
| December 31, 2023 | 990-PF | $104,817 | $150,900 | -$46,083 | $1,297,946 | $0 | $1,297,946 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $57,421
- Net gain from sales of assets
- $504,183
Expenses
- Grants and similar amounts paid
- $132,433
- Compensation of officers, directors and key employees
- $42,826
- Disbursements for charitable purposes
- $140,557
- Excise tax on investment income
- $7,284
Balance sheet and other
- Total assets, start of year
- $1,297,780
- Total assets, end of year
- $1,678,754
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,678,754
- Fair market value of assets
- $3,390,650
- Qualifying distributions
- $140,557
- Net investment income
- $560,838
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 |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | CO-TRUSTEE | 1 | $42,826 |
| DANIEL M SEARBY 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | CO-TRUSTEE | 1 | $0 |
| DAVID P SEARBY 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | CO-TRUSTEE | 1 | $0 |
| BRUCE H SEARBY 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263 | CO-TRUSTEE | 1 | $0 |
| JOAN SEARBY 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | CO-TRUSTEE | 1 | $38,725 |
| DANIEL M SEARBY 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | CO-TRUSTEE | 1 | $0 |
| DAVID P SEARBY 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | CO-TRUSTEE | 1 | $0 |
| BRUCE H SEARBY 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263 | CO-TRUSTEE | 1 | $0 |
| JOAN SEARBY 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | CO-TRUSTEE | 1 | $33,777 |
| DANIEL M SEARBY 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | CO-TRUSTEE | 1 | $0 |
| DAVID P SEARBY 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | CO-TRUSTEE | 1 | $0 |
| BRUCE H SEARBY 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % FIFTH THIRD BANK MD1COM45-3228
- Signed the 990-PF
- MATTHEW CAROTHERS, Trustee
- Phone
- (513) 534-5310
- Return prepared by
- PWC US TAX LLP
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
- 31-6665203
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $1,678,754
- Income (IRS master file)
- $632,173
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $561,604 | $180,080 | $1,678,754 | IRS |
| 990-PF | December 2024 | $168,517 | $169,411 | $1,297,780 | XML |
| 990-PF | December 2023 | $104,817 | $150,900 | $1,297,946 | 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 31-6665203).
Questions about WAPAKONETA FOUNDATION
- What is the EIN of WAPAKONETA FOUNDATION?
- The employer identification number (EIN) of WAPAKONETA FOUNDATION is 31-6665203.
- Is WAPAKONETA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to WAPAKONETA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WAPAKONETA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WAPAKONETA FOUNDATION 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 WAPAKONETA FOUNDATION 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 WAPAKONETA FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $42,826 (FIFTH THIRD BANK N A, CO-TRUSTEE).
- How much revenue does WAPAKONETA FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $561,604, expenses of $180,080 and total assets of $1,678,754 at year end.
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