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Nonprofit · EIN 75-1881219

CRYSTELLE WAGGONER CHARITABLE TRUST

Tax-exempt · DALLAS, TX 75265

Financials

$2.8M$3.4M2023$3.2M$4.6M2024$2.8M$4.7M2025
Revenue Expenses · by fiscal year end
Financials of CRYSTELLE WAGGONER CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$2,757,120$4,726,768-$1,969,648$11,606,715$0$11,606,715
June 30, 2025990-PF$3,178,046$4,639,593-$1,461,547$13,518,211$0$13,518,211
June 30, 2024990-PF$2,821,268$3,393,402-$572,134$15,040,697$0$15,040,697
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$395,671
Net gain from sales of assets
$1,390,476
Other income
$970,973

Expenses

Grants and similar amounts paid
$4,100,000
Compensation of officers, directors and key employees
$214,260
Disbursements for charitable purposes
$4,291,712
Excise tax on investment income
$32,818

Balance sheet and other

Total assets, start of year
$13,518,211
Total assets, end of year
$11,606,715
Total liabilities, end of year
$0
Net assets, end of year
$11,606,715
Fair market value of assets
$24,882,588
Qualifying distributions
$4,291,712
Net investment income
$2,756,396

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 June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$214,260
990-PF for the year ended June 30, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$226,555
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$241,541

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
75-1881219
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
1983
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$11,606,715
Income (IRS master file)
$6,055,504

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$2,757,120$4,726,768$11,606,715XML
990-PFJune 2025$3,178,046$4,639,593$13,518,211XML
990-PFJune 2024$2,821,268$3,393,402$15,040,697XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––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 75-1881219).

Questions about CRYSTELLE WAGGONER CHARITABLE TRUST

What is the EIN of CRYSTELLE WAGGONER CHARITABLE TRUST?
The employer identification number (EIN) of CRYSTELLE WAGGONER CHARITABLE TRUST is 75-1881219.
Is CRYSTELLE WAGGONER CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to CRYSTELLE WAGGONER CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CRYSTELLE WAGGONER CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CRYSTELLE WAGGONER CHARITABLE TRUST due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CRYSTELLE WAGGONER CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of CRYSTELLE WAGGONER CHARITABLE TRUST?
The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $214,260 (BANK OF AMERICA, TRUSTEE).
How much revenue does CRYSTELLE WAGGONER CHARITABLE TRUST have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $2,757,120, expenses of $4,726,768 and total assets of $11,606,715 at year end.

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