Nonprofit · EIN 35-6683101
CHET WAGGONER CHARITABLE TR
Tax-exempt · SOUTH BEND, IN 46634
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $8,525 | $6,745 | $1,780 | $115,102 | $0 | $115,102 |
| April 30, 2025 | 990-PF | $10,080 | $3,223 | $6,857 | $113,306 | $0 | $113,306 |
| April 30, 2024 | 990-PF | $5,890 | $11,945 | -$6,055 | $106,455 | $0 | $106,455 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $3,648
- Net gain from sales of assets
- $4,877
Expenses
- Grants and similar amounts paid
- $322
- Compensation of officers, directors and key employees
- $2,805
- Disbursements for charitable purposes
- $322
- Excise tax on investment income
- $33
Balance sheet and other
- Total assets, start of year
- $113,306
- Total assets, end of year
- $115,102
- Total liabilities, end of year
- $0
- Net assets, end of year
- $115,102
- Fair market value of assets
- $142,325
- Qualifying distributions
- $322
- Net investment income
- $8,525
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| 1ST SOURCE BANK PO BOX 1602, SOUTH BEND, IN 46634 | TRUSTEE | 1 | $2,805 |
990-PF for the year ended April 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| 1ST SOURCE BANK PO BOX 1602, SOUTH BEND, IN 46634 | TRUSTEE | 1 | $2,743 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| 1ST SOURCE BANK PO BOX 1602, SOUTH BEND, IN 46634 | TRUSTEE | 1 | $2,692 |
Address and contacts
- Address (IRS master file)
- PO BOX 1602, SOUTH BEND, IN 46634-1602
- In care of
- % PEGGY ADAMS 1ST SOURCE BANK
- Signed the 990-PF
- PAMELA STEARNS, OFFICER
- Phone
- (574) 235-2952
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 35-6683101
- 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
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $115,102
- Income (IRS master file)
- $23,538
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $8,525 | $6,745 | $115,102 | XML |
| 990-PF | April 2025 | $10,080 | $3,223 | $113,306 | XML |
| 990-PF | April 2024 | $5,890 | $11,945 | $106,455 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | 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 35-6683101).
Questions about CHET WAGGONER CHARITABLE TR
- What is the EIN of CHET WAGGONER CHARITABLE TR?
- The employer identification number (EIN) of CHET WAGGONER CHARITABLE TR is 35-6683101.
- Is CHET WAGGONER CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to CHET WAGGONER CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHET WAGGONER CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHET WAGGONER CHARITABLE TR due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHET WAGGONER CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of CHET WAGGONER CHARITABLE TR?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $2,805 (1ST SOURCE BANK, TRUSTEE).
- How much revenue does CHET WAGGONER CHARITABLE TR have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $8,525, expenses of $6,745 and total assets of $115,102 at year end.
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