Nonprofit · EIN 58-6278167
EDNA WARDLAW CHARITABLE TR UA 123092
Tax-exempt · CHATTANOOGA, TN 37402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,260,317 | $1,882,930 | -$622,613 | $40,548,237 | $0 | $40,548,237 |
| December 31, 2024 | 990-PF | $1,218,839 | $1,846,820 | -$627,981 | $25,433,722 | $0 | $25,433,722 |
| December 31, 2023 | 990-PF | $931,223 | $1,345,457 | -$414,234 | $26,075,634 | $0 | $26,075,634 |
| December 31, 2021 | 990-PF | $2,051,324 | $2,156,494 | -$105,170 | $27,037,566 | $0 | $27,037,566 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $909,435
- Interest
- $5,896
- Net gain from sales of assets
- $343,897
- Other income
- $1,089
Expenses
- Grants and similar amounts paid
- $1,555,000
- Compensation of officers, directors and key employees
- $178,651
- Disbursements for charitable purposes
- $1,755,599
- Excise tax on investment income
- $15,774
Balance sheet and other
- Total assets, start of year
- $36,838,112
- Total assets, end of year
- $40,548,237
- Total liabilities, end of year
- $0
- Net assets, end of year
- $40,548,237
- Fair market value of assets
- $40,548,237
- Qualifying distributions
- $1,755,599
- Net investment income
- $1,247,683
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 |
|---|---|---|---|
| TRUIST BANK PO BOX 919797, ORLANDO, FL 32819 | TRUSTEE | 1 | $165,544 |
| MAGNOLIA TRUST COMPANY 832 GEORGIA AVE SUITE 401, CHATTANOOGA, TN 37402 | TRUSTEE | 1 | $13,107 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919797, ORLANDO, FL 328199798 | TRUSTEE | 1 | $141,529 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919797, ORLANDO, FL 328199798 | TRUSTEE | 1 | $66,095 |
990-PF for the year ended December 31, 2021: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919797, ORLANDO, FL 328199798 | TRUSTEE | 1 | $97,858 |
Address and contacts
- Address (IRS master file)
- 832 GEORGIA AVE STE 401, CHATTANOOGA, TN 37402-2263
- In care of
- % SUNTRUST BANK ATLANTA TTEE
- Signed the 990-PF
- MAGNOLIA TRUST COMPANY, TRUSTEE
- Phone
- (310) 806-4000
- Return prepared by
- ASPIRIANT LLC
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
- 58-6278167
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $40,548,237
- Income (IRS master file)
- $37,905,590
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,260,317 | $1,882,930 | $40,548,237 | IRS |
| 990-PF | December 2024 | $1,218,839 | $1,846,820 | $25,433,722 | IRS |
| 990-PF | December 2023 | $931,223 | $1,345,457 | $26,075,634 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $2,051,324 | $2,156,494 | $27,037,566 | XML |
| 990-PF | December 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 58-6278167).
Questions about EDNA WARDLAW CHARITABLE TR UA 123092
- What is the EIN of EDNA WARDLAW CHARITABLE TR UA 123092?
- The employer identification number (EIN) of EDNA WARDLAW CHARITABLE TR UA 123092 is 58-6278167.
- Is EDNA WARDLAW CHARITABLE TR UA 123092 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to EDNA WARDLAW CHARITABLE TR UA 123092 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EDNA WARDLAW CHARITABLE TR UA 123092 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDNA WARDLAW CHARITABLE TR UA 123092 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 EDNA WARDLAW CHARITABLE TR UA 123092 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 EDNA WARDLAW CHARITABLE TR UA 123092?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $165,544 (TRUIST BANK, TRUSTEE).
- How much revenue does EDNA WARDLAW CHARITABLE TR UA 123092 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,260,317, expenses of $1,882,930 and total assets of $40,548,237 at year end.
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