Nonprofit · EIN 33-0757605
RICHARD HOMER WAGNER FOUNDATION
Tax-exempt · CORONA DL MAR, CA 92625
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $25,017 | $26,532 | -$1,515 | $355,874 | $0 | $355,874 |
| December 31, 2023 | 990-PF | $26,635 | $28,300 | -$1,665 | $357,389 | $0 | $357,389 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $14,145
- Net gain from sales of assets
- $10,872
Expenses
- Grants and similar amounts paid
- $21,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $23,762
- Excise tax on investment income
- $309
Balance sheet and other
- Total assets, start of year
- $357,389
- Total assets, end of year
- $355,874
- Total liabilities, end of year
- $0
- Net assets, end of year
- $355,874
- Fair market value of assets
- $412,130
- Qualifying distributions
- $23,762
- Net investment income
- $25,017
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CONSTANCE E DAVIDSON 23 COLONIAL DRIVE, NEWPORT BEACH, CA 92660 | PRESIDENT | 0 | $0 |
| RICHARD K WAGNER 37 MONTECITO DRIVE, CORONA DEL MAR, CA 92625 | TREASURER | 0 | $0 |
| KATHERINE F WAGNER-DOGALI 2609 ROYAL LIVERPOOL DRIVE, TARPON SPRINGS, FL 34688 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CONSTANCE E DAVIDSON 23 COLONIAL DRIVE, NEWPORT BEACH, CA 92660 | PRESIDENT | 0 | $0 |
| RICHARD K WAGNER 37 MONTECITO DRIVE, CORONA DEL MAR, CA 92625 | TREASURER | 0 | $0 |
| KATHERINE F WAGNER-DOGALI 1650 E SHEPARD APT 113, FRESNO, CA 93720 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 126, CORONA DL MAR, CA 92625-0126
- In care of
- % CONSTANCE W DAVIDSON
- Signed the 990-PF
- CONSTANCE WAGNER, PRESIDENT
- Phone
- (949) 719-9222
- Return prepared by
- WNR CPA'S INC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0757605 or by the name RICHARD HOMER WAGNER FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | Not 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
- 33-0757605
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $355,874
- Income (IRS master file)
- $232,709
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $25,017 | $26,532 | $355,874 | XML |
| 990-PF | December 2023 | $26,635 | $28,300 | $357,389 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 33-0757605).
Questions about RICHARD HOMER WAGNER FOUNDATION
- What is the EIN of RICHARD HOMER WAGNER FOUNDATION?
- The employer identification number (EIN) of RICHARD HOMER WAGNER FOUNDATION is 33-0757605.
- Is RICHARD HOMER WAGNER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to RICHARD HOMER WAGNER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD HOMER WAGNER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD HOMER WAGNER FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RICHARD HOMER WAGNER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of RICHARD HOMER WAGNER FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does RICHARD HOMER WAGNER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $25,017, expenses of $26,532 and total assets of $355,874 at year end.
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