Nonprofit · EIN 61-6320980
WILMA L GAGE TRUST UW
Tax-exempt · NEWARK, OH 43058
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $68,396 | $42,654 | $25,742 | $270,665 | $0 | $270,665 |
| December 31, 2024 | 990-PF | $60,552 | $32,500 | $28,052 | $241,154 | $0 | $241,154 |
| December 31, 2023 | 990-PF | $27,055 | $37,686 | -$10,631 | $216,840 | $0 | $216,840 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $85
- Dividends
- $9,107
- Net gain from sales of assets
- $59,204
Expenses
- Grants and similar amounts paid
- $35,000
- Compensation of officers, directors and key employees
- $5,015
- Disbursements for charitable purposes
- $38,021
- Excise tax on investment income
- $906
Balance sheet and other
- Total assets, start of year
- $241,154
- Total assets, end of year
- $270,665
- Total liabilities, end of year
- $0
- Net assets, end of year
- $270,665
- Fair market value of assets
- $531,873
- Qualifying distributions
- $38,021
- Net investment income
- $68,311
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 |
|---|---|---|---|
| PARK NATIONAL BANK 3 NORTH MAIN STREET, MANSFIELD, OH 44904 | TRUSTEE | 2 | $5,015 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PARK NATIONAL BANK 3 NORTH MAIN STREET, MANSFIELD, OH 44904 | TRUSTEE | 2 | $4,730 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PARK NATIONAL BANK 3 NORTH MAIN STREET, MANSFIELD, OH 44904 | TRUSTEE | 2 | $4,165 |
Address and contacts
- Address (IRS master file)
- PO BOX 3500, NEWARK, OH 43058-3500
- In care of
- % INVESTMENT & TRUST GROUP
- Signed the 990-PF
- DAWN DICE, Trust Officer
- 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 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
- 61-6320980
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $270,665
- Income (IRS master file)
- $201,561
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $68,396 | $42,654 | $270,665 | IRS |
| 990-PF | December 2024 | $60,552 | $32,500 | $241,154 | IRS |
| 990-PF | December 2023 | $27,055 | $37,686 | $216,840 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 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 61-6320980).
Questions about WILMA L GAGE TRUST UW
- What is the EIN of WILMA L GAGE TRUST UW?
- The employer identification number (EIN) of WILMA L GAGE TRUST UW is 61-6320980.
- Is WILMA L GAGE TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to WILMA L GAGE TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILMA L GAGE TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILMA L GAGE TRUST UW 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 WILMA L GAGE TRUST UW 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 WILMA L GAGE TRUST UW?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,015 (PARK NATIONAL BANK, TRUSTEE).
- How much revenue does WILMA L GAGE TRUST UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $68,396, expenses of $42,654 and total assets of $270,665 at year end.
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