Nonprofit · EIN 52-6605828
TRUST UW DOROTHY WAGNER WALLIS
Also known as WHITEFORD TAYLOR & PRESTON
Tax-exempt · BALTIMORE, MD 21202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $100,330 | $111,793 | -$11,463 | $892,505 | $0 | $892,505 |
| December 31, 2024 | 990-PF | $96,081 | $192,131 | -$96,050 | $903,968 | $0 | $903,968 |
| December 31, 2023 | 990-PF | $110,910 | $454,627 | -$343,717 | $993,765 | $0 | $993,765 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $98,000
- Net gain from sales of assets
- $2,330
Expenses
- Grants and similar amounts paid
- $81,846
- Compensation of officers, directors and key employees
- $8,253
- Disbursements for charitable purposes
- $85,972
- Excise tax on investment income
- $1,050
Balance sheet and other
- Total assets, start of year
- $903,968
- Total assets, end of year
- $892,505
- Total liabilities, end of year
- $0
- Net assets, end of year
- $892,505
- Fair market value of assets
- $3,512,298
- Qualifying distributions
- $85,972
- Net investment income
- $100,330
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 |
|---|---|---|---|
| Frederick S Koontz 7 St Paul St- Ste 1500, Baltimore, MD 21202 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Frederick S Koontz 7 St Paul St- Ste 1500, Baltimore, MD 21202 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Frederick S Koontz 7 St Paul St- Ste 1500, Baltimore, MD 21202 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7 SAINT PAUL ST STE 1500, BALTIMORE, MD 21202-1636
- In care of
- % WHITEFORD TAYLORD & PRESTON
- Signed the 990-PF
- Frederick S Koontz, Trustee
- Phone
- (410) 347-8770
- Return prepared by
- Whiteford Taylor & Preston 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
- 52-6605828
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $892,505
- Income (IRS master file)
- $148,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $100,330 | $111,793 | $892,505 | IRS |
| 990-PF | December 2024 | $96,081 | $192,131 | $903,968 | IRS |
| 990-PF | December 2023 | $110,910 | $454,627 | $993,765 | 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 52-6605828).
Questions about TRUST UW DOROTHY WAGNER WALLIS
- What is the EIN of TRUST UW DOROTHY WAGNER WALLIS?
- The employer identification number (EIN) of TRUST UW DOROTHY WAGNER WALLIS is 52-6605828.
- Is TRUST UW DOROTHY WAGNER WALLIS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to TRUST UW DOROTHY WAGNER WALLIS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUST UW DOROTHY WAGNER WALLIS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST UW DOROTHY WAGNER WALLIS 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 TRUST UW DOROTHY WAGNER WALLIS 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 TRUST UW DOROTHY WAGNER WALLIS?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does TRUST UW DOROTHY WAGNER WALLIS have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $100,330, expenses of $111,793 and total assets of $892,505 at year end.
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