Nonprofit · EIN 65-6141632
DON WAGGONER AND ZELMA WAGGONER FOUNDATION TR
Also known as WAGGONER DONALD F TTEE
Tax-exempt · NAPLES, FL 34105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,798,137 | $4,115,405 | -$1,317,268 | $67,088,861 | $0 | $67,088,861 |
| December 31, 2023 | 990-PF | $11,130,625 | $6,253,209 | $4,877,416 | $68,406,129 | $0 | $68,406,129 |
| December 31, 2022 | 990-PF | -$735,691 | $4,892,540 | -$5,628,231 | $64,779,336 | $1,250,623 | $63,528,713 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,512,945
- Interest
- $25,385
- Net gain from sales of assets
- $259,807
Expenses
- Grants and similar amounts paid
- $3,844,000
- Compensation of officers, directors and key employees
- $81,250
- Disbursements for charitable purposes
- $3,861,801
- Excise tax on investment income
- $36,988
Balance sheet and other
- Total assets, start of year
- $68,406,129
- Total assets, end of year
- $67,088,861
- Total liabilities, end of year
- $0
- Net assets, end of year
- $67,088,861
- Fair market value of assets
- $100,776,320
- Qualifying distributions
- $3,861,801
- Net investment income
- $2,798,137
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REID A WESLEY 5459 RISING TIDE, N CHARLESTON, SC 29420 | EXECDIR/TRUSTEE | 16 | $81,250 |
| DONALD F WAGGONER 1252 GORDON RIVER TRAIL, NAPLES, FL 34105 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REID A WESLEY 5459 RISING TIDE, N CHARLESTON, SC 29420 | ExecDir/Trustee | 16 | $68,750 |
| DONALD F WAGGONER 1252 GORDON RIVER TRAIL, NAPLES, FL 34105 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REID A WESLEY 259 TUXEDO LANE, GREER, SC 29651 | ExecDir/Trustee | 16 | $75,000 |
| DONALD F WAGGONER 1252 GORDON RIVER TRAIL, NAPLES, FL 34105 | Trustee | 0 | $0 |
| ZELMA WAGGONER 1252 GORDON RIVER TRAIL, NAPLES, FL 34105 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1252 GORDON RIVER TRL, NAPLES, FL 34105-2773
- Signed the 990-PF
- REID A WESLEY, TRUSTEE
- Phone
- (239) 263-2804
- Return prepared by
- ANDERSEN 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 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 | Not 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
- 65-6141632
- 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)
- $67,088,861
- Income (IRS master file)
- $3,363,971
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,798,137 | $4,115,405 | $67,088,861 | IRS |
| 990-PF | December 2023 | $11,130,625 | $6,253,209 | $68,406,129 | IRS |
| 990-PF | December 2022 | -$735,691 | $4,892,540 | $64,779,336 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 65-6141632).
Questions about DON WAGGONER AND ZELMA WAGGONER FOUNDATION TR
- What is the EIN of DON WAGGONER AND ZELMA WAGGONER FOUNDATION TR?
- The employer identification number (EIN) of DON WAGGONER AND ZELMA WAGGONER FOUNDATION TR is 65-6141632.
- Is DON WAGGONER AND ZELMA WAGGONER FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to DON WAGGONER AND ZELMA WAGGONER FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DON WAGGONER AND ZELMA WAGGONER FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DON WAGGONER AND ZELMA WAGGONER FOUNDATION TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DON WAGGONER AND ZELMA WAGGONER FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of DON WAGGONER AND ZELMA WAGGONER FOUNDATION TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $81,250 (REID A WESLEY, EXECDIR/TRUSTEE).
- How much revenue does DON WAGGONER AND ZELMA WAGGONER FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,798,137, expenses of $4,115,405 and total assets of $67,088,861 at year end.
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