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Nonprofit · EIN 85-6236958

JANE ELISE HENDRICKS CHARITABLE TR DATED 10-19-2017

Also known as LUAN E WAGNER TTEE

Tax-exempt · COLUMBUS, OH 43235

Financials

−$127K$186K2023$31K$201K2024$89K$205K2025
Revenue Expenses · by fiscal year end
Financials of JANE ELISE HENDRICKS CHARITABLE TR DATED 10-19-2017 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$89,487$205,000-$115,513$2,241,732$0$2,241,732
December 31, 2024990-PF$30,682$200,521-$169,839$2,357,245$0$2,357,245
December 31, 2023990-PF-$126,870$185,700-$312,570$2,527,084$0$2,527,084
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$12,821
Interest
$54,149
Net gain from sales of assets
$22,517

Expenses

Grants and similar amounts paid
$175,000
Compensation of officers, directors and key employees
$30,000
Disbursements for charitable purposes
$175,000
Excise tax on investment income
$827

Balance sheet and other

Total assets, start of year
$2,357,245
Total assets, end of year
$2,241,732
Total liabilities, end of year
$0
Net assets, end of year
$2,241,732
Fair market value of assets
$2,241,732
Qualifying distributions
$175,000
Net investment income
$89,487

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.

NameTitleHours / weekCompensation
Luan E Wagner
763 Old Woods Rd, Columbus, OH 43235
Co-Trustee4$20,000
Keith S Burn
763 Old Woods Rd, Columbus, OH 43235
Co-Trustee2$10,000
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
Luan E Wagner
763 Old Woods Rd, Columbus, OH 43235
Co-Trustee4$22,000
Keith S Burn
763 Old Woods Rd, Columbus, OH 43235
Co-Trustee2$13,800
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Luan E Wagner
763 Old Woods Rd, Columbus, OH 43235
Co-Trustee4$22,200
Keith S Burn
763 Old Woods Rd, Columbus, OH 43235
Co-Trustee2$13,800

Address and contacts

Address (IRS master file)
763 OLD WOODS RD, COLUMBUS, OH 43235-1248
Signed the 990-PF
Luan Burn, Trustee
Phone
(575) 520-0024
Return prepared by
BKF Management PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
85-6236958
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
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,241,732
Income (IRS master file)
$153,700

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$89,487$205,000$2,241,732XML
990-PFDecember 2024$30,682$200,521$2,357,245IRS
990-PFDecember 2023-$126,870$185,700$2,527,084XML
990-PFDecember 2022–––IRS
990-PFDecember 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 85-6236958).

Questions about JANE ELISE HENDRICKS CHARITABLE TR DATED 10-19-2017

What is the EIN of JANE ELISE HENDRICKS CHARITABLE TR DATED 10-19-2017?
The employer identification number (EIN) of JANE ELISE HENDRICKS CHARITABLE TR DATED 10-19-2017 is 85-6236958.
Is JANE ELISE HENDRICKS CHARITABLE TR DATED 10-19-2017 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to JANE ELISE HENDRICKS CHARITABLE TR DATED 10-19-2017 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JANE ELISE HENDRICKS CHARITABLE TR DATED 10-19-2017 file?
Form 990-PF. Private foundations file every year.
When is the next return of JANE ELISE HENDRICKS CHARITABLE TR DATED 10-19-2017 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 JANE ELISE HENDRICKS CHARITABLE TR DATED 10-19-2017 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 JANE ELISE HENDRICKS CHARITABLE TR DATED 10-19-2017?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $20,000 (Luan E Wagner, Co-Trustee).
How much revenue does JANE ELISE HENDRICKS CHARITABLE TR DATED 10-19-2017 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $89,487, expenses of $205,000 and total assets of $2,241,732 at year end.

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