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Nonprofit · EIN 54-6374333

ELIZABETH C WAGNER CHARITABLE TRUST UNDER WILL MADE PURSUANT TO

Tax-exempt · ORLANDO, FL 32891

Financials

$77K$25K2022−$14K$125K2023$59K$62K2024$121K$73K2025
Revenue Expenses · by fiscal year end
Financials of ELIZABETH C WAGNER CHARITABLE TRUST UNDER WILL MADE PURSUANT TO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$120,767$73,472$47,295$1,164,848$0$1,164,848
February 28, 2025990-PF$59,157$62,446-$3,289$1,117,714$0$1,117,714
February 29, 2024990-PF-$13,623$124,744-$138,367$1,121,304$0$1,121,304
February 28, 2023990-PF$77,058$24,747$52,311$1,259,255$0$1,259,255
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Dividends
$30,173
Interest
$62
Net gain from sales of assets
$90,160
Other income
$372

Expenses

Grants and similar amounts paid
$59,025
Compensation of officers, directors and key employees
$11,525
Disbursements for charitable purposes
$66,287
Excise tax on investment income
$1,587

Balance sheet and other

Total assets, start of year
$1,117,714
Total assets, end of year
$1,164,848
Total liabilities, end of year
$0
Net assets, end of year
$1,164,848
Fair market value of assets
$1,478,485
Qualifying distributions
$66,287
Net investment income
$120,189

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 February 28, 2026, highest compensation first.

NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$11,525
990-PF for the year ended February 28, 2025: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$11,570
990-PF for the year ended February 29, 2024: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$17,766
990-PF for the year ended February 28, 2023: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$20,571

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(404) 724-3644
Return prepared by
ERNST & YOUNG US 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 February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
54-6374333
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
February
Files
Form 990-PF
Category (NTEE)
Education (B20Z)
Assets (IRS master file)
$1,164,848
Income (IRS master file)
$426,514

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$120,767$73,472$1,164,848XML
990-PFFebruary 2025$59,157$62,446$1,117,714XML
990-PFFebruary 2024-$13,623$124,744$1,121,304XML
990-PFFebruary 2023$77,058$24,747$1,259,255XML
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––IRS
990-PFFebruary 2019–––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 54-6374333).

Questions about ELIZABETH C WAGNER CHARITABLE TRUST UNDER WILL MADE PURSUANT TO

What is the EIN of ELIZABETH C WAGNER CHARITABLE TRUST UNDER WILL MADE PURSUANT TO?
The employer identification number (EIN) of ELIZABETH C WAGNER CHARITABLE TRUST UNDER WILL MADE PURSUANT TO is 54-6374333.
Is ELIZABETH C WAGNER CHARITABLE TRUST UNDER WILL MADE PURSUANT TO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to ELIZABETH C WAGNER CHARITABLE TRUST UNDER WILL MADE PURSUANT TO tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ELIZABETH C WAGNER CHARITABLE TRUST UNDER WILL MADE PURSUANT TO file?
Form 990-PF. Private foundations file every year.
When is the next return of ELIZABETH C WAGNER CHARITABLE TRUST UNDER WILL MADE PURSUANT TO due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ELIZABETH C WAGNER CHARITABLE TRUST UNDER WILL MADE PURSUANT TO last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2026.
Who are the officers and directors of ELIZABETH C WAGNER CHARITABLE TRUST UNDER WILL MADE PURSUANT TO?
The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $11,525 (TRUIST BANK, TRUSTEE).
How much revenue does ELIZABETH C WAGNER CHARITABLE TRUST UNDER WILL MADE PURSUANT TO have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $120,767, expenses of $73,472 and total assets of $1,164,848 at year end.

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