Nonprofit · EIN 58-6329924
WILSON P & ANNE W FRANKLIN TRUST FOUNDATION
Also known as WILSON P WILSON S & R FRANKLIN TTEE
Tax-exempt · DAVENPORT, IA 52803
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $103,214 | $280,512 | -$177,298 | $758,463 | $0 | $758,463 |
| September 30, 2024 | 990-PF | $175,363 | $261,533 | -$86,170 | $935,761 | $0 | $935,761 |
| September 30, 2023 | 990-PF | $168,097 | $260,635 | -$92,538 | $1,021,614 | $0 | $1,021,614 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $29,339
- Net gain from sales of assets
- $73,875
Expenses
- Grants and similar amounts paid
- $270,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $271,700
- Excise tax on investment income
- $1,347
Balance sheet and other
- Total assets, start of year
- $935,761
- Total assets, end of year
- $758,463
- Total liabilities, end of year
- $0
- Net assets, end of year
- $758,463
- Fair market value of assets
- $948,135
- Qualifying distributions
- $271,700
- Net investment income
- $103,214
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| W STEVEN FRANKLIN 55 KENWOOD AVENUE, DAVENPORT, IA 52803 | TRUSTEE | 0 | $0 |
| TAMMY G FRANKLIN 55 KENWOOD AVENUE, DAVENPORT, IA 52803 | TRUSTEE | 0 | $0 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| W STEVEN FRANKLIN 55 KENWOOD AVENUE, DAVENPORT, IA 52803 | TRUSTEE | 0 | $0 |
| TAMMY G FRANKLIN 55 KENWOOD AVENUE, DAVENPORT, IA 52803 | TRUSTEE | 0 | $0 |
990-PF for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| W STEVEN FRANKLIN 55 KENWOOD AVENUE, DAVENPORT, IA 52803 | TRUSTEE | 0 | $0 |
| TAMMY G FRANKLIN 55 KENWOOD AVENUE, DAVENPORT, IA 52803 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 55 KENWOOD AVE, DAVENPORT, IA 52803-3633
- Signed the 990-PF
- W STEVEN FRANKLIN, OFFICER
- Phone
- (404) 312-8951
- Return prepared by
- CREATIVE PLANNING TAX 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 58-6329924
- 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
- 1996
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $758,463
- Income (IRS master file)
- $279,596
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $103,214 | $280,512 | $758,463 | XML |
| 990-PF | September 2024 | $175,363 | $261,533 | $935,761 | XML |
| 990-PF | September 2023 | $168,097 | $260,635 | $1,021,614 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 58-6329924).
Questions about WILSON P & ANNE W FRANKLIN TRUST FOUNDATION
- What is the EIN of WILSON P & ANNE W FRANKLIN TRUST FOUNDATION?
- The employer identification number (EIN) of WILSON P & ANNE W FRANKLIN TRUST FOUNDATION is 58-6329924.
- Is WILSON P & ANNE W FRANKLIN TRUST FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to WILSON P & ANNE W FRANKLIN TRUST FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILSON P & ANNE W FRANKLIN TRUST FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILSON P & ANNE W FRANKLIN TRUST FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILSON P & ANNE W FRANKLIN TRUST FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of WILSON P & ANNE W FRANKLIN TRUST FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does WILSON P & ANNE W FRANKLIN TRUST FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $103,214, expenses of $280,512 and total assets of $758,463 at year end.
Other nonprofits in DAVENPORT
- MARIE H BECHTEL CHARITABLE TRUST EIN 26-0745711 · last filed 990-PF for 2025
- HAROLD R BECHTEL CHARITABLE TR EIN 26-1284636 · last filed 990-PF for 2025
- BETTER HEALTH FOUNDATION EIN 46-2452851 · last filed 990-PF for 2025
- DICE FOUNDATION EIN 68-0488318 · last filed 990-PF for 2025
- RIDGECREST FOUNDATION EIN 39-1889281 · last filed 990 for 2025
- PALMER FAMILY FOUNDATION EIN 84-3142834 · last filed 990-PF for 2025
- SHEILA JUNE HEWITT CHARITABLE TRUST EIN 38-7166439 · last filed 990-PF for 2025
- HAV LIFE EIN 20-2614547 · last filed 990-EZ for 2025
All nonprofits in DAVENPORT · Iowa · Philanthropy, voluntarism and grantmaking foundations