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Nonprofit · EIN 47-4665388

HAROLD WALLER CHARITABLE FOUNDATION

Tax-exempt · CINCINNATI, OH 45226

Financials

$12K$18K2023$11K$21K2024$35K$32K2025
Revenue Expenses · by fiscal year end
Financials of HAROLD WALLER CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$35,241$32,306$2,935$393,684$0$393,684
December 31, 2024990-PF$10,854$21,362-$10,508$390,746$0$390,746
December 31, 2023990-PF$11,863$17,508-$5,645$401,166$0$401,166
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$8,917
Interest
$6
Net gain from sales of assets
$26,318

Expenses

Grants and similar amounts paid
$20,000
Disbursements for charitable purposes
$21,915
Excise tax on investment income
$345

Balance sheet and other

Total assets, start of year
$390,746
Total assets, end of year
$393,684
Total liabilities, end of year
$0
Net assets, end of year
$393,684
Fair market value of assets
$495,422
Qualifying distributions
$21,915
Net investment income
$35,241

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
PAUL F WENKER
681 TEISLING KNOLL, CINCINNATI, OH 45226
TRUSTEE1.5$0
CYNTHIA CHIARO
681 REISLING KNOLL, CINCINNATI, OH 45226
TRUSTEE1.5$0
SHARON FELTON
681 REISLING KNOLL, CINCINNATI, OH 45226
TRUSTEE1.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
PAUL F WENKER
600 VINE STREET SUITE 2650, CINCINNATI, OH 45202
TRUSTEE0$0
CYNTHIA CHIARO
600 VINE STREET SUITE 2650, CINCINNATI, OH 45202
TRUSTEE0$0
SHARON FELTON
600 VINE STREET SUITE 2650, CINCINNATI, OH 45202
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
PAUL F WENKER
600 VINE STREET SUITE 2650, CINCINNATI, OH 45202
TRUSTEE1.5$0
CYNTHIA CHIARO
600 VINE STREET SUITE 2650, CINCINNATI, OH 45202
TRUSTEE1.5$0
SHARON FELTON
600 VINE STREET SUITE 2650, CINCINNATI, OH 45202
TRUSTEE1.5$0

Address and contacts

Address (IRS master file)
681 REISLING KNL, CINCINNATI, OH 45226-1735
In care of
% PAUL F WENKER
Signed the 990-PF
PAUL F WENKER, TRUSTEE
Phone
(513) 378-3975
Return prepared by
SEIBEL & KATZ CPAS

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
47-4665388
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
Assets (IRS master file)
$393,684
Income (IRS master file)
$107,158

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$35,241$32,306$393,684IRS
990-PFDecember 2024$10,854$21,362$390,746IRS
990-PFDecember 2023$11,863$17,508$401,166XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 47-4665388).

Questions about HAROLD WALLER CHARITABLE FOUNDATION

What is the EIN of HAROLD WALLER CHARITABLE FOUNDATION?
The employer identification number (EIN) of HAROLD WALLER CHARITABLE FOUNDATION is 47-4665388.
Is HAROLD WALLER CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to HAROLD WALLER CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAROLD WALLER CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HAROLD WALLER CHARITABLE 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 HAROLD WALLER CHARITABLE 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 HAROLD WALLER CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does HAROLD WALLER CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $35,241, expenses of $32,306 and total assets of $393,684 at year end.

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