Nonprofit · EIN 35-1997098
THE@HAMER D AND PHYLLIS C SHAFER FOUNDATION CHARITABLE TRUST
Also known as SHAFER HAMER & PHYLLIS & ETAL TTEE
Tax-exempt · MUNCIE, IN 47308
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $653,689 | $496,656 | $157,033 | $8,802,510 | $0 | $8,802,510 |
| December 31, 2023 | 990-PF | $416,333 | $508,338 | -$92,005 | $8,647,930 | $2,453 | $8,645,477 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $255,360
- Net gain from sales of assets
- $398,384
- Other income
- -$55
Expenses
- Grants and similar amounts paid
- $432,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $441,052
- Excise tax on investment income
- $8,431
Balance sheet and other
- Total assets, start of year
- $8,647,930
- Total assets, end of year
- $8,802,510
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,802,510
- Fair market value of assets
- $11,292,646
- Qualifying distributions
- $441,052
- Net investment income
- $653,689
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY L WALKER 201 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE, CHAIRMAN AND PRES | 1.5 | $0 |
| CHRISTOPHER D FANCHER 201 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE, SECRETARY | 0.5 | $0 |
| KENNETH R BRINER 201 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE, TREASURER | 0.5 | $0 |
| RAY L CHAMBERS 201 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE, SECOND VICE PRESIDENT | 0.5 | $0 |
| JON H MOLL 201 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE, VICE PRESIDENT | 0.5 | $0 |
| ANDREW DAWSON 201 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE | 0.5 | $0 |
| KEVIN WOEHLER 201 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY L WALKER 201 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE, CHAIRMAN AND PRES | 1.5 | $0 |
| CHRISTOPHER D FANCHER 201 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE, SECRETARY | 0.5 | $0 |
| KENNETH R BRINER 201 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE, TREASURER | 0.5 | $0 |
| RAY L CHAMBERS 201 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE, SECOND VICE PRESIDENT | 0.5 | $0 |
| JON H MOLL 201 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE, VICE PRESIDENT | 0.5 | $0 |
| ANDREW DAWSON 201 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE | 0.5 | $0 |
| KEVIN WOEHLER 201 EAST JACKSON STREET, MUNCIE, IN 47305 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1408, MUNCIE, IN 47308-1408
- Signed the 990-PF
- TERRY L WALKER, PRESIDENT
- Phone
- (765) 212-7909
- Website
- WWW.SHAFERFOUNDATION.ORG
- Return prepared by
- WHITINGER & COMPANY 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-1997098
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $8,802,510
- Income (IRS master file)
- $1,633,184
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $653,689 | $496,656 | $8,802,510 | IRS |
| 990-PF | December 2023 | $416,333 | $508,338 | $8,647,930 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 35-1997098).
Questions about THE@HAMER D AND PHYLLIS C SHAFER FOUNDATION CHARITABLE TRUST
- What is the EIN of THE@HAMER D AND PHYLLIS C SHAFER FOUNDATION CHARITABLE TRUST?
- The employer identification number (EIN) of THE@HAMER D AND PHYLLIS C SHAFER FOUNDATION CHARITABLE TRUST is 35-1997098.
- Is THE@HAMER D AND PHYLLIS C SHAFER FOUNDATION CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to THE@HAMER D AND PHYLLIS C SHAFER FOUNDATION CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE@HAMER D AND PHYLLIS C SHAFER FOUNDATION CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE@HAMER D AND PHYLLIS C SHAFER FOUNDATION CHARITABLE TRUST 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 THE@HAMER D AND PHYLLIS C SHAFER FOUNDATION CHARITABLE TRUST 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 THE@HAMER D AND PHYLLIS C SHAFER FOUNDATION CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does THE@HAMER D AND PHYLLIS C SHAFER FOUNDATION CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $653,689, expenses of $496,656 and total assets of $8,802,510 at year end.
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