Nonprofit · EIN 36-6123611
WAGENLIS FOUNDATION
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $50,429 | $50,615 | -$186 | $600,492 | $0 | $600,492 |
| December 31, 2024 | 990-PF | $42,428 | $49,519 | -$7,091 | $600,746 | $0 | $600,746 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $21,207
- Net gain from sales of assets
- $29,222
Expenses
- Grants and similar amounts paid
- $30,000
- Compensation of officers, directors and key employees
- $18,015
- Disbursements for charitable purposes
- $37,721
- Excise tax on investment income
- $531
Balance sheet and other
- Total assets, start of year
- $600,746
- Total assets, end of year
- $600,492
- Total liabilities, end of year
- $0
- Net assets, end of year
- $600,492
- Fair market value of assets
- $802,549
- Qualifying distributions
- $37,721
- Net investment income
- $50,429
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 75265 | CO-TRUSTEE | 1 | $10,823 |
| RICHARD C SCHUBERT 1404 MONARCH LN, DAVIS, CA 95618 | CO-TRUSTEE | 1 | $3,596 |
| DR ERWIN L SCHUBERT 2216 BROWNING ST, BERKELEY, CA 94702 | CO-TRUSTEE | 1 | $3,596 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 75265 | CO-TRUSTEE | 1 | $10,449 |
| RICHARD C SCHUBERT 1404 MONARCH LN, DAVIS, CA 95618 | CO-TRUSTEE | 1 | $3,472 |
| DR ERWIN L SCHUBERT 2216 BROWNING ST, BERKELEY, CA 94702 | CO-TRUSTEE | 1 | $3,472 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % CONTINENTAL IL NATIONAL BANK & TR
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
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 | 990-PF 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
- 36-6123611
- 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
- 1966
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $600,492
- Income (IRS master file)
- $230,890
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $50,429 | $50,615 | $600,492 | XML |
| 990-PF | December 2024 | $42,428 | $49,519 | $600,746 | XML |
| 990-PF | December 2023 | $24,065 | $47,721 | $607,816 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about WAGENLIS FOUNDATION
- What is the EIN of WAGENLIS FOUNDATION?
- The employer identification number (EIN) of WAGENLIS FOUNDATION is 36-6123611.
- Is WAGENLIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to WAGENLIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WAGENLIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WAGENLIS 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 WAGENLIS 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 WAGENLIS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $10,823 (BANK OF AMERICA N A, CO-TRUSTEE).
- How much revenue does WAGENLIS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $50,429, expenses of $50,615 and total assets of $600,492 at year end.
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