Nonprofit · EIN 23-7873158
CHARLES R & ELIZABETH J M WAGNER CHARITABLE TR
Tax-exempt · LANCASTER, PA 17604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $14,387 | $10,631 | $3,756 | $161,002 | $0 | $161,002 |
| November 30, 2023 | 990-PF | $8,084 | $10,770 | -$2,686 | $157,136 | $0 | $157,136 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $4,866
- Net gain from sales of assets
- $9,521
Expenses
- Grants and similar amounts paid
- $9,000
- Compensation of officers, directors and key employees
- $1,588
- Disbursements for charitable purposes
- $9,000
- Excise tax on investment income
- $177
Balance sheet and other
- Total assets, start of year
- $157,136
- Total assets, end of year
- $161,002
- Total liabilities, end of year
- $0
- Net assets, end of year
- $161,002
- Fair market value of assets
- $206,133
- Qualifying distributions
- $9,000
- Net investment income
- $14,387
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FULTON BANK NA PO BOX 3215, LANCASTER, PA 176043215 | TRUSTEE | 0 | $1,588 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FULTON BANK NA PO BOX 3215, LANCASTER, PA 176043215 | TRUSTEE | 0 | $1,454 |
Address and contacts
- Address (IRS master file)
- PO BOX 3215, LANCASTER, PA 17604-3215
- In care of
- % FULTON BANK NA
- Signed the 990-PF
- FULTON BANK NA, TAX MANAGER
- Phone
- (717) 255-7652
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7873158
- 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
- 1998
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $161,002
- Income (IRS master file)
- $32,732
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $14,387 | $10,631 | $161,002 | XML |
| 990-PF | November 2023 | $8,084 | $10,770 | $157,136 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 23-7873158).
Questions about CHARLES R & ELIZABETH J M WAGNER CHARITABLE TR
- What is the EIN of CHARLES R & ELIZABETH J M WAGNER CHARITABLE TR?
- The employer identification number (EIN) of CHARLES R & ELIZABETH J M WAGNER CHARITABLE TR is 23-7873158.
- Is CHARLES R & ELIZABETH J M WAGNER CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CHARLES R & ELIZABETH J M WAGNER CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES R & ELIZABETH J M WAGNER CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES R & ELIZABETH J M WAGNER CHARITABLE TR due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES R & ELIZABETH J M WAGNER CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of CHARLES R & ELIZABETH J M WAGNER CHARITABLE TR?
- The 990-PF for the year ended November 30, 2024 lists 1 person; 1 received compensation from the organization, the highest $1,588 (FULTON BANK NA, TRUSTEE).
- How much revenue does CHARLES R & ELIZABETH J M WAGNER CHARITABLE TR have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $14,387, expenses of $10,631 and total assets of $161,002 at year end.
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