Nonprofit · EIN 42-6058774
WAVERLY COMMUNITY FOUNDATION
Tax-exempt · WAVERLY, IA 50677
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $155,971 | $155,552 | $419 | $2,820,008 | $0 | $2,820,008 |
| December 31, 2024 | 990-PF | $119,693 | $149,660 | -$29,967 | $2,648,598 | $0 | $2,648,598 |
| December 31, 2023 | 990-PF | $59,656 | $134,703 | -$75,047 | $2,536,703 | $0 | $2,536,703 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $63,142
- Net gain from sales of assets
- $92,829
Expenses
- Grants and similar amounts paid
- $122,222
- Compensation of officers, directors and key employees
- $31,401
- Disbursements for charitable purposes
- $122,222
- Excise tax on investment income
- $1,718
Balance sheet and other
- Total assets, start of year
- $2,648,598
- Total assets, end of year
- $2,820,008
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,820,008
- Fair market value of assets
- $2,820,008
- Qualifying distributions
- $122,222
- Net investment income
- $155,971
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIDELITY BANK AND TRUST PO BOX 58, WAVERLY, IA 50677 | TRUSTEE | 2 | $31,401 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIDELITY BANK AND TRUST PO BOX 58, WAVERLY, IA 50677 | TRUSTEE | 2 | $26,389 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIDELITY BANK AND TRUST PO BOX 58, WAVERLY, IA 50677 | TRUSTEE | 2 | $20,779 |
Address and contacts
- Address (IRS master file)
- PO BOX 837, WAVERLY, IA 50677-0837
- In care of
- % STATE BANK & TRUST COMPANY
- Signed the 990-PF
- JEFF CONREY, TRUST OFFICER
- Phone
- (319) 242-7945
- Return prepared by
- GOSLING & COMPANY PC
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 | 990-PF 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
- 42-6058774
- 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
- 1967
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,820,008
- Income (IRS master file)
- $445,494
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $155,971 | $155,552 | $2,820,008 | IRS |
| 990-PF | December 2024 | $119,693 | $149,660 | $2,648,598 | IRS |
| 990-PF | December 2023 | $59,656 | $134,703 | $2,536,703 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 42-6058774).
Questions about WAVERLY COMMUNITY FOUNDATION
- What is the EIN of WAVERLY COMMUNITY FOUNDATION?
- The employer identification number (EIN) of WAVERLY COMMUNITY FOUNDATION is 42-6058774.
- Is WAVERLY COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to WAVERLY COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WAVERLY COMMUNITY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WAVERLY COMMUNITY FOUNDATION 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 WAVERLY COMMUNITY FOUNDATION 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 WAVERLY COMMUNITY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $31,401 (FIDELITY BANK AND TRUST, TRUSTEE).
- How much revenue does WAVERLY COMMUNITY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $155,971, expenses of $155,552 and total assets of $2,820,008 at year end.
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