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Nonprofit · EIN 62-6049606

ANDREWS AND WALLER FUND

Tax-exempt · NASHVILLE, TN 37215

Financials

$34K$39K2023$42K$35K2024$31K$40K2025
Revenue Expenses · by fiscal year end
Financials of ANDREWS AND WALLER FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$31,203$40,310-$9,107$84,808$0$84,808
December 31, 2024990-PF$42,186$35,400$6,786$93,899$0$93,899
December 31, 2023990-PF$34,232$38,679-$4,447$87,326$0$87,326
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$9,500
Interest
$439
Net gain from sales of assets
$21,264

Expenses

Grants and similar amounts paid
$28,000
Disbursements for charitable purposes
$28,000
Excise tax on investment income
$364

Balance sheet and other

Total assets, start of year
$93,899
Total assets, end of year
$84,808
Total liabilities, end of year
$0
Net assets, end of year
$84,808
Fair market value of assets
$546,846
Qualifying distributions
$28,000
Net investment income
$31,203

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
THOMAS G ANDREWS
208 JACKSON BOULEVARD, NASHVILLE, TN 37205
TRUSTEE0.5$0
MILBREY W ANDREWS
208 JACKSON BOULEVARD, NASHVILLE, TN 37205
TRUSTEE0.5$0
JOHN W ANDREWS
1354 2ND AVENUE, SALT LAKE CITY, UT 84103
TRUSTEE0.25$0
SUSAN LESCHEN
405 WILSONIA AVENUE, NASHVILLE, TN 37205
TRUSTEE0.25$0
THOMAS G ANDREWS III
701 HICKORY TRACE PLACE, NASHVILLE, TN 37221
TRUSTEE0.25$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
THOMAS G ANDREWS
208 JACKSON BOULEVARD, NASHVILLE, TN 37205
TRUSTEE0.5$0
MILBREY W ANDREWS
208 JACKSON BOULEVARD, NASHVILLE, TN 37205
TRUSTEE0.5$0
JOHN W ANDREWS
1354 2ND AVENUE, SALT LAKE CITY, UT 84103
TRUSTEE0.25$0
SUSAN LESCHEN
405 WILSONIA AVENUE, NASHVILLE, TN 37205
TRUSTEE0.25$0
THOMAS G ANDREWS III
701 HICKORY TRACE PLACE, NASHVILLE, TN 37221
TRUSTEE0.25$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
TRUXTON TRUST CO
4525 HARDING ROAD SUITE 300, NASHVILLE, TN 37205
TRUSTEE1$5,000
THOMAS G ANDREWS
208 JACKSON BOULEVARD, NASHVILLE, TN 37205
TRUSTEE0$0
MILBREY W ANDREWS
208 JACKSON BOULEVARD, NASHVILLE, TN 37205
TRUSTEE0$0

Address and contacts

Address (IRS master file)
20 BURTON HILLS BLVD STE 200, NASHVILLE, TN 37215-6154
In care of
% MILBREY W ANDREWS
Signed the 990-PF
MILBREY W ANDREWS, TRUSTEE
Phone
(615) 515-1700
Return prepared by
TRUXTON TRUST

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
62-6049606
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
1965
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$84,808
Income (IRS master file)
$35,554

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$31,203$40,310$84,808IRS
990-PFDecember 2024$42,186$35,400$93,899IRS
990-PFDecember 2023$34,232$38,679$87,326XML
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 62-6049606).

Questions about ANDREWS AND WALLER FUND

What is the EIN of ANDREWS AND WALLER FUND?
The employer identification number (EIN) of ANDREWS AND WALLER FUND is 62-6049606.
Is ANDREWS AND WALLER FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to ANDREWS AND WALLER FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANDREWS AND WALLER FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of ANDREWS AND WALLER FUND 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 ANDREWS AND WALLER FUND 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 ANDREWS AND WALLER FUND?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does ANDREWS AND WALLER FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,203, expenses of $40,310 and total assets of $84,808 at year end.

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