Nonprofit · EIN 47-1959688
WARNER CHARITABLE TRUST
Tax-exempt · BONITA SPGS, FL 34133
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $319,116 | $213,444 | $105,672 | $3,203,000 | $0 | $3,203,000 |
| December 31, 2024 | 990-PF | $167,520 | $406,720 | -$239,200 | $2,710,159 | $0 | $2,710,159 |
| December 31, 2023 | 990-PF | $92,581 | $200,204 | -$107,623 | $2,737,924 | $0 | $2,737,924 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $7,000
- Dividends
- $111,126
- Net gain from sales of assets
- $200,990
Expenses
- Grants and similar amounts paid
- $174,728
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $174,728
- Excise tax on investment income
- $3,840
Balance sheet and other
- Total assets, start of year
- $2,710,159
- Total assets, end of year
- $3,203,000
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,203,000
- Fair market value of assets
- $4,512,898
- Qualifying distributions
- $174,728
- Net investment income
- $307,991
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 |
|---|---|---|---|
| GERALD G WARNER PO BOX 1775, BONITA SPRINGS, FL 341331775 | SOLE TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD G WARNER PO BOX 1775, BONITA SPRINGS, FL 341331775 | SOLE TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD G WARNER PO BOX 1775, BONITA SPRINGS, FL 341331775 | SOLE TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1775, BONITA SPGS, FL 34133-1775
- Signed the 990-PF
- GERALD G WARNER, SOLE TRUSTEE
- Phone
- (708) 912-9819
- Return prepared by
- PLANTE & MORAN PLLC
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
- 47-1959688
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,203,000
- Income (IRS master file)
- $354,956
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $319,116 | $213,444 | $3,203,000 | IRS |
| 990-PF | December 2024 | $167,520 | $406,720 | $2,710,159 | IRS |
| 990-PF | December 2023 | $92,581 | $200,204 | $2,737,924 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 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 47-1959688).
Questions about WARNER CHARITABLE TRUST
- What is the EIN of WARNER CHARITABLE TRUST?
- The employer identification number (EIN) of WARNER CHARITABLE TRUST is 47-1959688.
- Is WARNER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to WARNER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WARNER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WARNER 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 WARNER 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 WARNER CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does WARNER CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $319,116, expenses of $213,444 and total assets of $3,203,000 at year end.
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- TOLER FAMILY FOUNDATION EIN 81-3911283 · last filed 990-PF for 2025
- SHADOW WOOD CHARITABLE FOUNDATION INC EIN 38-3881140 · last filed 990 for 2026
- THE HINMAN FAMILY FOUNDATION EIN 23-7845383 · last filed 990-PF for 2025
- TIM AND DEBRA DILLON CHARITABLE FOUNDATION EIN 99-4783736 · last filed 990-PF for 2024
- BRIDGE FUND EIN 45-4745677 · last filed 990 for 2025
All nonprofits in BONITA SPGS · Florida · Philanthropy, voluntarism and grantmaking foundations