George E & Deanna J Wardeberg Chtbl Tr

Wardeberg George E Ttee

Naples, FL
Tax-exempt since June 2000
EIN: 39-6732622

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$274,318

Expenses

$255,304

Net Income

$19,014

Net Assets

$417,292

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$210,293	76.7%
Interest Revenue	$0
Dividends	$23,265	8.5%
Sales of Assets	$40,760	14.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,500	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$417,292
Total Liabilities	$0
Net Assets	$417,292

Compensation

Key Employees and Officers	Compensation	Other
Deanna J Wardeberg (Trustee)	$0	$0
Jeffrey Wardeberg (Trustee)	$0	$0
Gregory Wardeberg (Trustee)	$0	$0
David Wardeberg (Trustee)	$0	$0

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990-PF

Filed on April 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$6,553

Expenses

$50,295

Net Income

-$43,742

Net Assets

$431,452

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,321	> 100%
Sales of Assets	-$5,768
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,750	91.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$431,452
Total Liabilities	$0
Net Assets	$431,452

Compensation

Key Employees and Officers	Compensation	Other
Deanna J Wardeberg (Trustee)	$0	$0
Jeffrey Wardeberg (Trustee)	$0	$0
Gregory Wardeberg (Trustee)	$0	$0
David Wardeberg (Trustee)	$0	$0

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990-PF

Filed on April 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$18,145

Expenses

$50,446

Net Income

-$32,301

Net Assets

$475,194

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,601	> 100%
Sales of Assets	-$4,456
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,500	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$475,194
Total Liabilities	$0
Net Assets	$475,194

Compensation

Key Employees and Officers	Compensation	Other
Deanna J Wardeberg (Trustee)	$0	$0
Jeffrey Wardeberg (Trustee)	$0	$0
Gregory Wardeberg (Trustee)	$0	$0
David Wardeberg (Trustee)	$0	$0

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990-PF

Filed on April 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$39,736

Expenses

$106,173

Net Income

-$66,437

Net Assets

$507,495

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,206	68.5%
Sales of Assets	$12,530	31.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,450	91.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$507,495
Total Liabilities	$0
Net Assets	$507,495

Compensation

Key Employees and Officers	Compensation	Other
George E Wardeberg (Trustee)	$0	$0
Deanna J Wardeberg (Trustee)	$0	$0
Jeffrey Wardeberg (Trustee)	$0	$0
Gregory Wardeberg (Trustee)	$0	$0
David Wardeberg (Trustee)	$0	$0

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990-PF

Filed on April 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$580,587

Expenses

$50,504

Net Income

$530,083

Net Assets

$573,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$299,145	51.5%
Interest Revenue	$27	0.0%
Dividends	$8,530	1.5%
Sales of Assets	$272,885	47.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,011	91.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$573,939
Total Liabilities	$1
Net Assets	$573,938

Compensation

Key Employees and Officers	Compensation	Other
George E Wardeberg (Trustee)	$0	$0
Deanna J Wardeberg (Trustee)	$0	$0
Jeffrey Wardeberg (Trustee)	$0	$0
Gregory Wardeberg (Trustee)	$0	$0
David Wardeberg (Trustee)	$0	$0

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990-PF

Filed on May 16, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$285,231

Expenses

$63,736

Net Income

$221,495

Net Assets

$302,216

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$269,310	94.4%
Interest Revenue	$84	0.0%
Dividends	$3,740	1.3%
Sales of Assets	$12,097	4.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,430	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$302,217
Total Liabilities	$1
Net Assets	$302,216

Compensation

Key Employees and Officers	Compensation	Other
George E Wardeberg (Trustee)	$0	$0
Deanna J Wardeberg (Trustee)	$0	$0
Jeffrey Wardeberg (Trustee)	$0	$0
Gregory Wardeberg (Trustee)	$0	$0
David Wardeberg (Trustee)	$0	$0

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990-PF

Filed on July 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$107,727

Expenses

$170,506

Net Income

-$62,779

Net Assets

$77,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,574	7.0%
Sales of Assets	$100,153	93.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,250	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$77,872
Total Liabilities	$0
Net Assets	$77,872

Compensation

Key Employees and Officers	Compensation	Other
George E Wardeberg (Trustee)	$0	$0
Deanna J Wardeberg (Trustee)	$0	$0
Jeffrey Wardeberg (Trustee)	$0	$0
Gregory Wardeberg (Trustee)	$0	$0
David Wardeberg (Trustee)	$0	$0

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990-PF

Filed on May 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$150,855

Expenses

$252,945

Net Income

-$102,090

Net Assets

$141,435

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$101,498	67.3%
Interest Revenue	$0
Dividends	$6,915	4.6%
Sales of Assets	$42,442	28.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,050	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$141,435
Total Liabilities	$0
Net Assets	$141,435

Compensation

Key Employees and Officers	Compensation	Other
George E Wardeberg (Trustee)	$0	$0
Deanna J Wardeberg (Trustee)	$0	$0
Jeffrey Wardeberg (Trustee)	$0	$0
Gregory Wardeberg (Trustee)	$0	$0
David Wardeberg (Trustee)	$0	$0

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990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$12,427

Expenses

$192,302

Net Income

-$179,875

Net Assets

$284,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,420	59.7%
Sales of Assets	$5,007	40.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,325	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$284,976
Total Liabilities	$0
Net Assets	$284,976

Compensation

Key Employees and Officers	Compensation	Other
George E Wardeberg (Trustee)	$0	$0
Deanna J Wardeberg (Trustee)	$0	$0
Jeffrey Wardeberg (Trustee)	$0	$0
Gregory Wardeberg (Trustee)	$0	$0
David Wardeberg (Trustee)	$0	$0

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990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$24,514

Expenses

$38,547

Net Income

-$14,033

Net Assets

$465,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,045	41.0%
Sales of Assets	$14,469	59.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,350	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$465,531
Total Liabilities	$0
Net Assets	$465,531

Compensation

Key Employees and Officers	Compensation	Other
George E Wardeberg (Trustee)	$0	$0
Deanna J Wardeberg (Trustee)	$0	$0
Jeffrey Wardeberg (Trustee)	$0	$0
Gregory Wardeberg (Trustee)	$0	$0
David Wardeberg (Trustee)	$0	$0

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990-PF

Filed on May 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$43,249

Expenses

$42,249

Net Income

$1,000

Net Assets

$479,108

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,118	39.6%
Sales of Assets	$26,131	60.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,645	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$479,108
Total Liabilities	$0
Net Assets	$479,108

Compensation

Key Employees and Officers	Compensation	Other
George E Wardeberg (Trustee)	$0	$0
Deanna J Wardeberg (Trustee)	$0	$0
Jeffrey Wardeberg (Trustee)	$0	$0
Gregory Wardeberg (Trustee)	$0	$0
David Wardeberg (Trustee)	$0	$0

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990-PF

Filed on Aug. 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$20,941

Expenses

$40,956

Net Income

-$20,015

Net Assets

$479,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,210	58.3%
Sales of Assets	$8,731	41.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,450	98.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$479,301
Total Liabilities	$0
Net Assets	$479,301

Compensation

Key Employees and Officers	Compensation	Other
George E Wardeberg (Trustee)	$0	$0
Deanna J Wardeberg (Trustee)	$0	$0
Jeffrey Wardeberg (Trustee)	$0	$0
Gregory Wardeberg (Trustee)	$0	$0
David Wardeberg (Trustee)	$0	$0

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990-PF

Filed on Sept. 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$109,858

Expenses

$43,934

Net Income

$65,924

Net Assets

$505,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$95,179	86.6%
Interest Revenue	$0
Dividends	$13,318	12.1%
Sales of Assets	$1,361	1.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,475	94.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$505,797
Total Liabilities	$0
Net Assets	$505,797

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$62,087

Expenses

$55,890

Net Income

$6,197

Net Assets

$439,873

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	80.5%
Interest Revenue	$0
Dividends	$11,845	19.1%
Sales of Assets	$242	0.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,800	96.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$439,873
Total Liabilities	$0
Net Assets	$439,873

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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George E & Deanna J Wardeberg Chtbl Tr

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001