Elizabeth C Wagner - TES Tr

Private foundation · Grantmaker Orlando, FL EIN: 54-6374333

Elizabeth C Wagner - TES Tr is a private foundation focused on Education, based in Orlando, FL. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.2M in total assets. In 2026, it awarded 3 grants totaling $59K. Net investment income was $114K.

Elizabeth C Wagner - TES Tr at a glance

In short: Elizabeth C Wagner - TES Tr gave $59K across 3 grants in 2026 (avg $20K), top state Minnesota. Source: 2026 IRS Form 990-PF.

Annual giving (2026)
$59,025
+20.1% vs 2025
Grants made (2026)
3
+0.0% vs 2025
Average grant
$19,675
+20.1% vs 2025
Median grant
$19,675
Total assets
$1,164,848
+4.2% vs 2025
Primary geography
Minnesota (33% of itemized 2026 grant dollars)
Latest 990 filing
Form 990-PF, 2026 View filing

Data from IRS Form 990-PF, 2026; updated September 2026.

Who Elizabeth C Wagner - TES Tr funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2026

Univ of Minnesota Foundation: $20KUniv of Minnesota Foundation$20KBennington College: $20KBennington College$20KGeorge Wythe High School: $20KGeorge Wythe High School$20K

The largest 2026 recipient was Univ of Minnesota Foundation ($20K). Together the top 3 received $59K.

Grant Size Distribution

12 grants across all recorded years

12<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 12 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2026 grant dollars across all 3 itemized grants.

Cities

BenningtonMinneapolisWytheville

How Elizabeth C Wagner - TES Tr gives

  • In 2026 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K3 grants2020 3 grants2021 3 grants2022 0 grants2023 3 grants2024 3 grants2025 3 grants2026

From 2020 to 2026, annual grant giving ranged from $47K (2020) to $103K (2024). In 2026 it made 3 grants totaling $59K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Univ of Minnesota Foundation Minneapolis, MNGeneral Operating$19,675
Bennington College Bennington, VTGeneral Operating$19,675
George Wythe High School Wytheville, VAGeneral Operating$19,675
Your AI grants department

Ready to take the next step with Elizabeth C Wagner - TES Tr?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2026$1,164,848$120,767$73,472$59,0253$66,287$114,204$68,654
2025$1,117,714$59,157$62,446$49,1583$56,443$52,957$66,309
2024$1,121,304$-13,623$124,744$102,7263$114,109$19,569$60,543
2023$1,259,255$77,058$24,747——$12,786$65,832$60,166
2022$1,205,737$186,993$75,949$47,0893$61,218$174,867$69,474
2021$1,095,958$136,718$71,589$46,8543—$126,130$59,854
2020$1,030,763$55,840$69,965$46,5153—$45,177$59,522

Under IRS private-foundation payout rules, Elizabeth C Wagner - TES Tr reported a distributable amount of $69K for 2026 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Elizabeth C Wagner - TES Tr's only listed officer is Truist Bank, Trustee on every filing since 2022 (compensated).

Officers on the 2026 filing

  • Truist Bank

    Trustee

    On filings since 2022

    1 hr/week

    $23K (2022) → $12K (2026)

Former officers (1)
  • Former: Truist Bank FKA Suntrust Bank (2020–2021) — Trustee

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Truist Bank — Trustee: $12KTruist BankTrustee$12K

The highest reported compensation on the 2026 filing was $12K, to Truist Bank (Trustee).

Frequently asked questions about Elizabeth C Wagner - TES Tr

How much does Elizabeth C Wagner - TES Tr give each year?

Elizabeth C Wagner - TES Tr gave $59K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $49K across 3 grants.

What is Elizabeth C Wagner - TES Tr's typical grant size?

Elizabeth C Wagner - TES Tr's median grant in 2026 was $19,675, and its average grant was $19,675, across 3 grants on its 2026 IRS Form 990-PF.

Where does Elizabeth C Wagner - TES Tr give grants?

Elizabeth C Wagner - TES Tr's top state is Minnesota, with 33% of the grant dollars itemized on its 2026 IRS Form 990-PF. The next largest states were Vermont (33%) and Virginia (33%).

Does Elizabeth C Wagner - TES Tr give general operating support?

Yes: 100% of Elizabeth C Wagner - TES Tr's 2026 grants with a stated purpose (3 of 3) were for general or operating support, per its 2026 IRS Form 990-PF.

How large is Elizabeth C Wagner - TES Tr?

Elizabeth C Wagner - TES Tr reported $1.2M in total assets on its 2026 IRS Form 990-PF. It paid out $66K in qualifying distributions that year, against a required minimum of $69K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Elizabeth C Wagner - TES Tr?

Elizabeth C Wagner - TES Tr is a private foundation focused on Education, based in Orlando, FL. It holds $1.2M in total assets as of 2026.

What is Elizabeth C Wagner - TES Tr's EIN?

Elizabeth C Wagner - TES Tr's EIN (Employer Identification Number) is 54-6374333. IRS Form 990 filing data is available on this page for 2020–2026.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2025 (received by the IRS June 2, 2025)
  2. Updated Form 990-PF for fiscal year 2026 (received by the IRS May 29, 2026)
  3. Updated Form 990-PF for fiscal year 2020 (received by the IRS June 26, 2020)
  4. Updated Form 990-PF for fiscal year 2021 (received by the IRS July 13, 2021)
  5. Updated Form 990-PF for fiscal year 2022 (received by the IRS July 11, 2022)
  6. Updated Form 990-PF for fiscal year 2023 (received by the IRS January 16, 2024)
  7. Updated Form 990-PF for fiscal year 2024 (received by the IRS June 27, 2024)

Explore Open Grants

Browse active grant opportunities in Elizabeth C Wagner - TES Tr's focus areas in our free grants database

Similar Funders

Funders with grantees in common

Winslow Foundation

Wilmington, DE

The Wilmington, Delaware-based Winslow Foundation funds climate and environmental work, health initiatives, and civic education, with 2024 grants concentrated in Maryland, Massachusetts, Washington, D.C., California, and North Carolina. Its 57 grants ranged from $500 to $250,000, with a median of $20,000. It does not accept unsolicited requests and gives only to preselected organizations.

Assets

$30.4M

Grants

57

Total Given

$1.9M

Rockefeller Brothers Fund Inc

New York, NY

The Rockefeller Brothers Fund supports work on democracy, sustainable development and climate, and peacebuilding, as well as place-based efforts in China, Central America, and the Western Balkans and arts and culture in New York City. Its 2024 grants had a median of $60,000, though awards varied widely. It accepts unsolicited requests, but rarely funds them—fewer than 1 percent result in funding.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.4B

Grants

646

Total Given

$60.4M

The Alan J Hirschfield Family

Jackson, WY

The foundation funds organizations in areas including food security, education, cancer research, and literary arts, with most of its 2025 giving going to Wyoming and smaller amounts to California, Washington, and other states. Its 2025 grants ranged from $2,500 to $1,106,500, with a median of $10,000. It gives only to preselected charitable organizations and does not accept unsolicited requests.

Assets

$7.5M

Grants

16

Total Given

$1.3M

Ponsold Motherwell Charitable Trust

Stanfordville, NY

The Ponsold Motherwell Charitable Trust supports arts and cultural organizations, educational institutions, and museums, with 2025 grants ranging from $20,000 to $1.15 million and a median of $100,000. Its giving is concentrated in Massachusetts, with additional grants in New York, New Hampshire, Vermont, and other states in the region. It funds only preselected charities and does not accept unsolicited requests.

Assets

$13.4M

Grants

16

Total Given

$3.0M

Scanlan Family Foundation

Chicago, IL

The Scanlan Family Foundation funds preselected charitable organizations, with recent grants supporting education, universities, research, and related organizations, primarily in Iowa, Vermont, Connecticut, Maine, and Illinois. Its 2024 grants ranged from $5,000 to $4 million, with a median of $1 million. It does not accept unsolicited requests.

Assets

$103.4M

Grants

11

Total Given

$16.9M

The Woodbury Foundation

Northbrook, IL

The Woodbury Foundation supports charitable organizations, including education, arts, health, and environmental work, with grants ranging from $2,500 to $325,000 and a median grant of $15,000. It funds recipients across multiple states, with the largest shares going to North Carolina, California, Vermont, Texas, and Florida. The foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets

$37.7M

Grants

60

Total Given

$1.9M

More similar funders

More Funders in Florida

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Elizabeth C Wagner - TES Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

Elizabeth C Wagner - TES Tr down — hundreds of funders to go?

Want AI to do this for you?