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Nonprofit · EIN 31-6665203

WAPAKONETA FOUNDATION

Tax-exempt · CINCINNATI, OH 45263

Financials

$105K$151K2023$169K$169K2024$562K$180K2025
Revenue Expenses · by fiscal year end
Financials of WAPAKONETA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$561,604$180,080$381,524$1,678,754$0$1,678,754
December 31, 2024990-PF$168,517$169,411-$894$1,297,780$0$1,297,780
December 31, 2023990-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.

NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202
CO-TRUSTEE1$42,826
DANIEL M SEARBY
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202
CO-TRUSTEE1$0
DAVID P SEARBY
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202
CO-TRUSTEE1$0
BRUCE H SEARBY
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263
CO-TRUSTEE1$0
JOAN SEARBY
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202
CO-TRUSTEE1$38,725
DANIEL M SEARBY
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202
CO-TRUSTEE1$0
DAVID P SEARBY
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202
CO-TRUSTEE1$0
BRUCE H SEARBY
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263
CO-TRUSTEE1$0
JOAN SEARBY
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202
CO-TRUSTEE1$33,777
DANIEL M SEARBY
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202
CO-TRUSTEE1$0
DAVID P SEARBY
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202
CO-TRUSTEE1$0
BRUCE H SEARBY
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263
CO-TRUSTEE1$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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-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
Assets (IRS master file)
$1,678,754
Income (IRS master file)
$632,173

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$561,604$180,080$1,678,754IRS
990-PFDecember 2024$168,517$169,411$1,297,780XML
990-PFDecember 2023$104,817$150,900$1,297,946XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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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