Nonprofit · EIN 91-6103623
KATHRYN & OTTO H WAGNER CHARITABLE TRUST
Tax-exempt · TAMPA, FL 33637
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $29,509 | $82,048 | -$52,539 | $530,077 | $0 | $530,077 |
| December 31, 2024 | 990-PF | $34,528 | $56,157 | -$21,629 | $584,738 | $0 | $584,738 |
| December 31, 2023 | 990-PF | $25,633 | $50,469 | -$24,836 | $606,342 | $0 | $606,342 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,057
- Net gain from sales of assets
- $9,452
Expenses
- Grants and similar amounts paid
- $72,111
- Compensation of officers, directors and key employees
- $8,745
- Disbursements for charitable purposes
- $76,877
- Excise tax on investment income
- $338
Balance sheet and other
- Total assets, start of year
- $584,738
- Total assets, end of year
- $530,077
- Total liabilities, end of year
- $0
- Net assets, end of year
- $530,077
- Fair market value of assets
- $793,572
- Qualifying distributions
- $76,877
- Net investment income
- $29,509
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 |
|---|---|---|---|
| MEMBERS TRUST COMPANY 14025 RIVEREDGE DR STE 280, TAMPA, FL 336372015 | Trustee | 5 | $8,745 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEMBERS TRUST COMPANY 14025 RIVEREDGE DR STE 280, TAMPA, FL 336372015 | Trustee | 5 | $8,764 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEMBERS TRUST COMPANY 14025 RIVEREDGE DR STE 280, TAMPA, FL 336372015 | Trustee | 5 | $24,982 |
Address and contacts
- Address (IRS master file)
- 14055 RIVEREDGE DR STE 525, TAMPA, FL 33637-2008
- Signed the 990-PF
- MEMBERS TRUST COMPANY, TRUSTEE
- Phone
- (888) 727-9191
- 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
- 91-6103623
- 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
- 1971
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $530,077
- Income (IRS master file)
- $90,581
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $29,509 | $82,048 | $530,077 | IRS |
| 990-PF | December 2024 | $34,528 | $56,157 | $584,738 | IRS |
| 990-PF | December 2023 | $25,633 | $50,469 | $606,342 | 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 91-6103623).
Questions about KATHRYN & OTTO H WAGNER CHARITABLE TRUST
- What is the EIN of KATHRYN & OTTO H WAGNER CHARITABLE TRUST?
- The employer identification number (EIN) of KATHRYN & OTTO H WAGNER CHARITABLE TRUST is 91-6103623.
- Is KATHRYN & OTTO H WAGNER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to KATHRYN & OTTO H WAGNER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATHRYN & OTTO H WAGNER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHRYN & OTTO H WAGNER CHARITABLE 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 KATHRYN & OTTO H WAGNER CHARITABLE 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 KATHRYN & OTTO H WAGNER CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,745 (MEMBERS TRUST COMPANY, Trustee).
- How much revenue does KATHRYN & OTTO H WAGNER CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $29,509, expenses of $82,048 and total assets of $530,077 at year end.
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