EIN 95-6983564

Frank Wagner Memorial Trust

Name: Frank Wagner Memorial Trust financials for 2024
Creator: Cause IQ
License: https://creativecommons.org/licenses/by-nc-nd/4.0/

Grantmaking|Personnel|Financials|Form 990s|Peers

IRS 501(c) type

501(c)(3)

Num. employees

City

Dallas

State

Texas

Year formed

1996

Most recent tax filings

2024-01-01

NTEE code, primary

T20: Private Foundations

Description

The Frank Wagner Memorial Trust is a private foundation located in Dallas, TX, that primarily funds unrestricted general grants. San Clemente Seniors Inc is one of the grantees, and the trust made one grant last year.

Total revenues

$27,419

2024

Total expenses

$50,402

2024

Total assets

$843,755

2024

Num. employees

2024

Grants made by Frank Wagner Memorial Trust

Grantee	Grant description	Grant year	Amount
San Clemente Seniors	Unrestricted General	2024-01	$35,032

Personnel at Frank Wagner Memorial Trust

Name	Title	Compensation	Date of data
Bank of America N A	Managing Director	$12,868	2023-04-26

Financials for Frank Wagner Memorial Trust

Revenues	FYE 01/2024	FYE 01/2023	% Change
Total grants, contributions, etc.	$0	$0	-
Investment income and dividends	$22,331	$17,712	26.1%
Net rental income	$0	$0	-
Net gain from sale of non-inventory assets	$285	$-38,911	100.7%
Gross sales of inventory	$0	$0	-
Miscellaneous revenues	$4,803	$0	999%
Total revenues	$27,419	$-21,199	229.3%

Form 990s for Frank Wagner Memorial Trust

Fiscal year ending	Date received by IRS	Form	PDF link
2024-01	2024-05-30	990PF	View PDF
2023-01	2023-04-26	990PF	View PDF
2022-01	2022-05-03	990PF	View PDF
2021-01	2021-06-23	990PF	View PDF
2020-01	2020-10-22	990PR	View PDF
...and 8 more Form 990s

Organizations like Frank Wagner Memorial Trust

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H Annie Peterson Trust Uw CL 5	501(c)(3)	Hanover, MA	$8,824
Angelo Volpe and Doris Volpe Memorial Charitable	501(c)(3)	Concord, NH	$7,182
Ella Carothers Dunnegan Gallery of Gallery of Art	501(c)(3)	Bolivar, MO	$70,997
William B Brumlow Charitable Trust	501(c)(3)	Montgomery, AL	$56,061
Leadbetter Lula Charitable Tuw	501(c)(3)	Las Vegas, NV	$37,608
Claremont S Jackman Foundation	501(c)(3)	Madison, WI	$124,270
Ottman J Fbo Cobleskill SCH PFDN	501(c)(3)	Brooklyn, OH	$7,025
Aysr Foundation	501(c)(3)	Bloomsburg, PA	$29,674
Walter E and Helen W Bruckert	501(c)(3)	Milwaukee, WI	$109,469
Blossomchurch TW	501(c)(3)	Brooklyn, OH	$40,343

Data update history

July 9, 2023

Posted financials

Added Form 990PF for fiscal year 2023

July 1, 2023

Posted financials

Added Form 990PF for fiscal year 2022

July 1, 2023

Updated personnel

Identified 1 new personnel

November 1, 2021

Posted financials

Added Form 990PF for fiscal year 2021

August 20, 2021

Posted financials

Added Form 990R for fiscal year 2020

Nonprofit Types

Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities

Issues

No issues found

Characteristics

Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees

General information

Address: PO Box 653067; Dallas, TX 75265
County: Dallas County, TX
Phone: (888) 866-3275

IRS details

EIN: 95-6983564
Fiscal year end: January
Taxreturn type: Form 990-PF
Year formed: 1996
Eligible to receive tax-deductible contributions (Pub 78): Yes

Categorization

NTEE code, primary: T20: Private Foundations
NAICS code, primary: 813211: Grantmaking Foundations
Parent/child status: Independent

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Frank Wagner Memorial Trust

Grants made by Frank Wagner Memorial Trust

Personnel at Frank Wagner Memorial Trust

Financials for Frank Wagner Memorial Trust

Form 990s for Frank Wagner Memorial Trust

Organizations like Frank Wagner Memorial Trust

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