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Nonprofit · EIN 39-6732622

GEORGE E & DEANNA J WARDEBERG CHTBL TR

Also known as WARDEBERG GEORGE E TTEE

Tax-exempt · NAPLES, FL 34105

Financials

$274K$255K2024$21K$351K2025
Revenue Expenses · by fiscal year end
Financials of GEORGE E & DEANNA J WARDEBERG CHTBL TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$21,117$350,760-$329,643$87,649$0$87,649
December 31, 2024990-PF$274,318$255,304$19,014$417,292$0$417,292
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$900
Dividends
$5,706
Net gain from sales of assets
$14,511

Expenses

Grants and similar amounts paid
$343,900
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$346,350
Excise tax on investment income
$232

Balance sheet and other

Total assets, start of year
$417,292
Total assets, end of year
$87,649
Total liabilities, end of year
$0
Net assets, end of year
$87,649
Fair market value of assets
$97,670
Qualifying distributions
$346,350
Net investment income
$20,217

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
DEANNA J WARDEBERG
7484 LITTLE LANE APT 403, NAPLES, FL 34105
TRUSTEE0.1$0
JEFFREY WARDEBERG
7484 LITTLE LANE APT 403, NAPLES, FL 34105
TRUSTEE0.1$0
GREGORY WARDEBERG
7484 LITTLE LANE APT 403, NAPLES, FL 34105
TRUSTEE0.1$0
DAVID WARDEBERG
7484 LITTLE LANE APT 403, NAPLES, FL 34105
TRUSTEE0.1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
DEANNA J WARDEBERG
7484 LITTLE LANE APT 403, NAPLES, FL 34105
TRUSTEE0.1$0
JEFFREY WARDEBERG
7484 LITTLE LANE APT 403, NAPLES, FL 34105
TRUSTEE0.1$0
GREGORY WARDEBERG
7484 LITTLE LANE APT 403, NAPLES, FL 34105
TRUSTEE0.1$0
DAVID WARDEBERG
7484 LITTLE LANE APT 403, NAPLES, FL 34105
TRUSTEE0.1$0

Address and contacts

Address (IRS master file)
7484 LITTLE LN UNIT 403, NAPLES, FL 34105-7372
In care of
% GEORGE WARDEBERG
Signed the 990-PF
DEANNA J WARDEBERG, TRUSTEE
Phone
(239) 592-9819
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
39-6732622
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$87,649
Income (IRS master file)
$381,606

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$6,553$50,295$431,452IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about GEORGE E & DEANNA J WARDEBERG CHTBL TR

What is the EIN of GEORGE E & DEANNA J WARDEBERG CHTBL TR?
The employer identification number (EIN) of GEORGE E & DEANNA J WARDEBERG CHTBL TR is 39-6732622.
Is GEORGE E & DEANNA J WARDEBERG CHTBL TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to GEORGE E & DEANNA J WARDEBERG CHTBL TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GEORGE E & DEANNA J WARDEBERG CHTBL TR file?
Form 990-PF. Private foundations file every year.
When is the next return of GEORGE E & DEANNA J WARDEBERG CHTBL TR 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 GEORGE E & DEANNA J WARDEBERG CHTBL TR 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 GEORGE E & DEANNA J WARDEBERG CHTBL TR?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does GEORGE E & DEANNA J WARDEBERG CHTBL TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,117, expenses of $350,760 and total assets of $87,649 at year end.

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