Skip to main content

Nonprofit · EIN 46-7376554

CHERYL L WELTER CHARITABLE FAMILY FOUNDATION

Also known as HAROLD A WELTER TTEE

Tax-exempt · KNOX, IN 46534

Financials

$116K$84K2023$156K$109K2024
Revenue Expenses · by fiscal year end
Financials of CHERYL L WELTER CHARITABLE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$156,412$108,812$47,600$311,933$1$311,932
December 31, 2023990-PF$116,235$84,420$31,815$265,434$1,102$264,332
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$127,333
Dividends
$9,428
Interest
$173
Net gain from sales of assets
$12,895
Other income
$6,583

Expenses

Grants and similar amounts paid
$38,456
Salaries, compensation and benefits (total)
$20,936
Disbursements for charitable purposes
$108,812

Balance sheet and other

Total assets, start of year
$265,434
Total assets, end of year
$311,933
Total liabilities, end of year
$1
Net assets, end of year
$311,932
Qualifying distributions
$108,812
Net investment income
$22,496

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Harold Welter
1403 E Cluver Road, Knox, IN 46534
Trustee5$0
Becki Welter
1403 E Culver Road, Knox, IN 46534
Trustee1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Harold Welter
1403 E Cluver Road, Knox, IN 46534
Trustee5$0
Becki Welter
1403 E Culver Road, Knox, IN 46534
Trustee1$0

Address and contacts

Address (IRS master file)
1403 E CULVER RD, KNOX, IN 46534-2114
Signed the 990-PF
Harold Welter, Trustee
Phone
(574) 772-2300
Return prepared by
Charlesworth Financial Services LLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
46-7376554
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
2016
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B12)
Assets (IRS master file)
$311,933
Income (IRS master file)
$631,912

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$156,412$108,812$311,933XML
990-PFDecember 2023$116,235$84,420$265,434XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 46-7376554).

Questions about CHERYL L WELTER CHARITABLE FAMILY FOUNDATION

What is the EIN of CHERYL L WELTER CHARITABLE FAMILY FOUNDATION?
The employer identification number (EIN) of CHERYL L WELTER CHARITABLE FAMILY FOUNDATION is 46-7376554.
Is CHERYL L WELTER CHARITABLE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to CHERYL L WELTER CHARITABLE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHERYL L WELTER CHARITABLE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CHERYL L WELTER CHARITABLE FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHERYL L WELTER CHARITABLE FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CHERYL L WELTER CHARITABLE FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does CHERYL L WELTER CHARITABLE FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $156,412, expenses of $108,812 and total assets of $311,933 at year end.

Other nonprofits in KNOX

All nonprofits in KNOX · Indiana · Education