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Nonprofit · EIN 99-6866766

LAWRENCE & AGNES CHARITABLE TR

Also known as DAVID WURZER TTEE

Tax-exempt · CARROLL, IA 51401

Financials

$1.3M$60K2025
Revenue Expenses · by fiscal year end
Financials of LAWRENCE & AGNES CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,306,746$59,741$1,247,005$1,322,224$0$1,322,224
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,194,203
Dividends
$36,917
Net gain from sales of assets
$75,626

Expenses

Grants and similar amounts paid
$59,741
Disbursements for charitable purposes
$59,741
Excise tax on investment income
$1,564

Balance sheet and other

Total assets, start of year
–
Total assets, end of year
$1,322,224
Total liabilities, end of year
$0
Net assets, end of year
$1,322,224
Fair market value of assets
$1,322,224
Qualifying distributions
$59,741
Net investment income
$112,543

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.

NameTitleHours / weekCompensation
DAVID WURZER
26256 OLYMPIC AVE, CARROLL, IA 51401
Trustee0$0
DAVID BAUER
26636 OLYMPIC AVE, CARROLL, IA 51401
Trustee0$0
MARY SCHRECK
447 260TH ST, CARROLL, IA 51401
Trustee0$0

Address and contacts

Address (IRS master file)
26256 OLYMPIC AVE, CARROLL, IA 51401-8400
In care of
% DAVID WURZER
Signed the 990-PF
DAVID WURZER, Trustee
Phone
(712) 790-9243
Return prepared by
Neu Minnich & Comito PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
99-6866766
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
Assets (IRS master file)
$1,322,224
Income (IRS master file)
$1,306,746

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,306,746$59,741$1,322,224XML

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 99-6866766).

Questions about LAWRENCE & AGNES CHARITABLE TR

What is the EIN of LAWRENCE & AGNES CHARITABLE TR?
The employer identification number (EIN) of LAWRENCE & AGNES CHARITABLE TR is 99-6866766.
Is LAWRENCE & AGNES CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to LAWRENCE & AGNES CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LAWRENCE & AGNES CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of LAWRENCE & AGNES CHARITABLE TR 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 LAWRENCE & AGNES CHARITABLE TR 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 LAWRENCE & AGNES CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does LAWRENCE & AGNES CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,306,746, expenses of $59,741 and total assets of $1,322,224 at year end.

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