Nonprofit · EIN 62-6372839
WILLIAM D WAGNER SCHOLARSHIP TRUST
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $20,101 | $35,290 | -$15,189 | $354,357 | $0 | $354,357 |
| December 31, 2024 | 990-PF | $19,442 | $34,046 | -$14,604 | $369,602 | $0 | $369,602 |
| December 31, 2023 | 990-PF | $2,731 | $25,287 | -$22,556 | $384,198 | $0 | $384,198 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $11,138
- Net gain from sales of assets
- $8,963
Expenses
- Grants and similar amounts paid
- $23,000
- Compensation of officers, directors and key employees
- $10,432
- Disbursements for charitable purposes
- $29,716
- Excise tax on investment income
- $206
Balance sheet and other
- Total assets, start of year
- $369,602
- Total assets, end of year
- $354,357
- Total liabilities, end of year
- $0
- Net assets, end of year
- $354,357
- Fair market value of assets
- $431,865
- Qualifying distributions
- $29,716
- Net investment income
- $20,098
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 919798, ORLANDO, FL 32891 | TRUSTEE | 2 | $10,432 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 2 | $10,504 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $4,265 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % BRANCH BANKING & TRUST CO
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (804) 273-7445
- 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
- 62-6372839
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $354,357
- Income (IRS master file)
- $108,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $20,101 | $35,290 | $354,357 | XML |
| 990-PF | December 2024 | $19,442 | $34,046 | $369,602 | XML |
| 990-PF | December 2023 | $2,731 | $25,287 | $384,198 | 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 62-6372839).
Questions about WILLIAM D WAGNER SCHOLARSHIP TRUST
- What is the EIN of WILLIAM D WAGNER SCHOLARSHIP TRUST?
- The employer identification number (EIN) of WILLIAM D WAGNER SCHOLARSHIP TRUST is 62-6372839.
- Is WILLIAM D WAGNER SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to WILLIAM D WAGNER SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM D WAGNER SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM D WAGNER SCHOLARSHIP TRUST 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 WILLIAM D WAGNER SCHOLARSHIP TRUST 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 WILLIAM D WAGNER SCHOLARSHIP TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,432 (TRUIST BANK, TRUSTEE).
- How much revenue does WILLIAM D WAGNER SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,101, expenses of $35,290 and total assets of $354,357 at year end.
Other nonprofits in ORLANDO
- ORLANDO HEALTH INC EIN 59-1726273 · last filed 990 for 2025
- ORLANDO HEALTH MEDICAL GROUP INC EIN 59-3259553 · last filed 990 for 2025
- ONEBLOOD INC EIN 59-3145469 · last filed 990 for 2024
- ASSISTANCE FUND INC EIN 27-0270731 · last filed 990 for 2025
- STATE CHARTERED CREDIT UNIONS IN FLORIDA EIN 11-1644012 · last filed 990 for 2024
- TRUIST FOUNDATION INC EIN 23-7336418 · last filed 990-PF for 2024
- SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC EIN 59-2142315 · last filed 990 for 2025
- PRESBYTERIAN RETIREMENT COMMUNITIES INC EIN 59-0931267 · last filed 990 for 2025