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Foundation Lookup

Form 990-PFTax year 2025EIN 39-6063922

David Everest FDN

A private foundation in Westerville, OH. Its return for tax year 2025 lists 3 grants and $8,000 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
James N Trifelos SVP
Midwest Trust Company 550 Polaris
Westerville, OH 43082
(614) 375-1041
Form and materials
Short letter explaining the purpose of the organization and specific uses of the grant. Attach a copy of exempt status letter if not listed in IRS pub 78.
Deadlines
None
Restrictions
Organization must be located in state of wisconsin

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $8,000

    Grants listed
    3
    Assets, end of year
    $82,878

  • Tax year 2024

    $6,500

    Grants listed
    3
    Assets, end of year
    $87,721

  • Tax year 2023

    $6,000

    Grants listed
    2
    Assets, end of year
    $90,203

  • Tax year 2022

    $6,000

    Grants listed
    2
    Assets, end of year
    $91,958

  • Tax year 2021

    $3,000

    Grants listed
    1
    Assets, end of year
    $96,704

  • Tax year 2020

    $3,000

    Grants listed
    1
    Assets, end of year
    $95,666

  • Tax year 2019

    $3,000

    Grants listed
    1
    Assets, end of year
    $96,802

  • Tax year 2018

    $3,000

    Grants listed
    1
    Assets, end of year
    $96,183

Grants paid in 2025

3 grants, largest first

As listed on the return.

  1. Wisconsin Historical SocietyMadison, WI

    Publication costs

    $4,000
  2. DC Everest Senior High SchoolSchofield, WI

    D c everest & rita everest

    $3,000
  3. Trees for Tomorrow IncEagle River, WI

    Unrestricted gift

    $1,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Environment1 grant $1,000100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Wisconsin3 grants $8,000

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Midwest Trust CompanyTRUSTEE Hours 1Pay $968

The return

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