Nonprofit · EIN 93-4403025
WILLIAM G SCAGGS FAM FOUNDATION CHARITABLE TR UA 02132023
Also known as LORRIE A & STEVEN SCAGGS ET AL TTEE
Tax-exempt · BOCA RATON, FL 33429
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $273,317 | $291,340 | -$18,023 | $4,960,369 | $0 | $4,960,369 |
| December 31, 2024 | 990-PF | $231,006 | $313,569 | -$82,563 | $4,970,552 | $0 | $4,970,552 |
| December 31, 2023 | 990-PF | $5,003,505 | $591 | $5,002,914 | $5,053,128 | $0 | $5,053,128 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $255,390
- Net gain from sales of assets
- $17,927
Expenses
- Grants and similar amounts paid
- $237,343
- Compensation of officers, directors and key employees
- $12,000
- Disbursements for charitable purposes
- $237,343
- Excise tax on investment income
- $3,473
Balance sheet and other
- Total assets, start of year
- $4,970,552
- Total assets, end of year
- $4,960,369
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,960,369
- Fair market value of assets
- $5,469,242
- Qualifying distributions
- $237,343
- Net investment income
- $273,854
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 |
|---|---|---|---|
| William J Scaggs 1694 Sabal Palm Drive, Boca Raton, FL 33432 | Trustee | 1.5 | $12,000 |
| William G Scaggs Jr 232 Royal Palm Way, Boca Raton, FL 33432 | Trustee | 0.5 | $0 |
| Steven M Scaggs 2364 E Maya Palm Drive, Boca Raton, FL 33432 | Trustee | 0.5 | $0 |
| Lorrie A Scaggs 1410 SE 17th Terrace, Boca Raton, FL 33441 | Trustee | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William J Scaggs 1694 Sabal Palm Drive, Boca Raton, FL 33432 | Trustee | 1.5 | $7,500 |
| William G Scaggs Jr 232 Royal Palm Way, Boca Raton, FL 33432 | Trustee | 0.5 | $0 |
| Steven M Scaggs 2364 E Maya Palm Drive, Boca Raton, FL 33432 | Trustee | 0.5 | $0 |
| Lorrie A Scaggs 1410 SE 17th Terrace, Boca Raton, FL 33441 | Trustee | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William J Scaggs 1829 Thatch Palm Drive, Boca Raton, FL 33432 | Trustee | 1.5 | $0 |
| William G Scaggs Jr 232 Royal Palm Way, Boca Raton, FL 33432 | Trustee | 0.5 | $0 |
| Steven M Scaggs 2364 E Maya Palm Drive, Boca Raton, FL 33432 | Trustee | 0.5 | $0 |
| Lorrie A Scaggs 1410 SE 17th Terrace, Boca Raton, FL 33441 | Trustee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 40, BOCA RATON, FL 33429-0040
- Signed the 990-PF
- William J Scaggs, Trustee
- Phone
- (561) 395-1000
- Return prepared by
- Osborne & Osborne PA
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
- 93-4403025
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $4,960,369
- Income (IRS master file)
- $1,851,849
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $273,317 | $291,340 | $4,960,369 | IRS |
| 990-PF | December 2024 | $231,006 | $313,569 | $4,970,552 | IRS |
| 990-PF | December 2023 | $5,003,505 | $591 | $5,053,128 | XML |
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 93-4403025).
Questions about WILLIAM G SCAGGS FAM FOUNDATION CHARITABLE TR UA 02132023
- What is the EIN of WILLIAM G SCAGGS FAM FOUNDATION CHARITABLE TR UA 02132023?
- The employer identification number (EIN) of WILLIAM G SCAGGS FAM FOUNDATION CHARITABLE TR UA 02132023 is 93-4403025.
- Is WILLIAM G SCAGGS FAM FOUNDATION CHARITABLE TR UA 02132023 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to WILLIAM G SCAGGS FAM FOUNDATION CHARITABLE TR UA 02132023 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM G SCAGGS FAM FOUNDATION CHARITABLE TR UA 02132023 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM G SCAGGS FAM FOUNDATION CHARITABLE TR UA 02132023 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 WILLIAM G SCAGGS FAM FOUNDATION CHARITABLE TR UA 02132023 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 WILLIAM G SCAGGS FAM FOUNDATION CHARITABLE TR UA 02132023?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $12,000 (William J Scaggs, Trustee).
- How much revenue does WILLIAM G SCAGGS FAM FOUNDATION CHARITABLE TR UA 02132023 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $273,317, expenses of $291,340 and total assets of $4,960,369 at year end.
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