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Nonprofit · EIN 13-6182244

CLAIRE WAGNER ESTATE HEINBACH-WAGNER TRUST

Tax-exempt · NEW YORK, NY 10008

Financials

$78K$70K2023$95K$69K2024$98K$75K2025
Revenue Expenses · by fiscal year end
Financials of CLAIRE WAGNER ESTATE HEINBACH-WAGNER TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$98,396$74,609$23,787$1,140,252$0$1,140,252
December 31, 2024990-PF$94,582$69,237$25,345$1,120,936$0$1,120,936
December 31, 2023990-PF$78,167$69,962$8,205$1,094,600$0$1,094,600
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$33,035
Net gain from sales of assets
$64,762
Other income
$599

Expenses

Grants and similar amounts paid
$52,750
Compensation of officers, directors and key employees
$20,027
Disbursements for charitable purposes
$61,011
Excise tax on investment income
$1,179

Balance sheet and other

Total assets, start of year
$1,120,936
Total assets, end of year
$1,140,252
Total liabilities, end of year
$0
Net assets, end of year
$1,140,252
Fair market value of assets
$1,338,482
Qualifying distributions
$61,011
Net investment income
$98,396

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
DEUTSCHE BANK TRUST COMPANY N A
1 COLUMBUS CIRCLE 18TH FLOOR, NEW YORK, NY 10019
TRUSTEE3$20,027
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
DEUTSCHE TRUST COMPANY NA
1 COLUMBUS CIRCLE 18TH FLOOR, NEW YORK, NY 10019
TRUSTEE3$18,964
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
DEUTSCHE BANK TRUST COMPANY N A
1 COLUMBUS CIRCLE 18TH FLOOR, NEW YORK, NY 10019
TRUSTEE10$17,371

Address and contacts

Address (IRS master file)
PO BOX 1297, NEW YORK, NY 10008-1297
In care of
% DEUTSCHE BANK TRUST CO NY
Signed the 990-PF
DEUTSCHE BANK TRUST CO NA, VICE PRESIDENT
Phone
(212) 250-2500
Return prepared by
PWC US TAX LLP

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
13-6182244
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
1972
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,140,252
Income (IRS master file)
$198,657

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$98,396$74,609$1,140,252IRS
990-PFDecember 2024$94,582$69,237$1,120,936IRS
990-PFDecember 2023$78,167$69,962$1,094,600XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 13-6182244).

Questions about CLAIRE WAGNER ESTATE HEINBACH-WAGNER TRUST

What is the EIN of CLAIRE WAGNER ESTATE HEINBACH-WAGNER TRUST?
The employer identification number (EIN) of CLAIRE WAGNER ESTATE HEINBACH-WAGNER TRUST is 13-6182244.
Is CLAIRE WAGNER ESTATE HEINBACH-WAGNER TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
Are donations to CLAIRE WAGNER ESTATE HEINBACH-WAGNER TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CLAIRE WAGNER ESTATE HEINBACH-WAGNER TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CLAIRE WAGNER ESTATE HEINBACH-WAGNER TRUST 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 CLAIRE WAGNER ESTATE HEINBACH-WAGNER TRUST 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 CLAIRE WAGNER ESTATE HEINBACH-WAGNER TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $20,027 (DEUTSCHE BANK TRUST COMPANY N A, TRUSTEE).
How much revenue does CLAIRE WAGNER ESTATE HEINBACH-WAGNER TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $98,396, expenses of $74,609 and total assets of $1,140,252 at year end.

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