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.
Key facts about Elizabeth C Wagner - Tes Tr
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.
- EIN
- 54-6374333
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $59,025
- Grants made (2026)
- 3
- Average grant
- $19,675
- Median grant
- $19,675
- Total assets
- $1,164,848
- Primary geography
- Minnesota (33% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$1.2M
+4.2% YoY
Annual Giving
$59K
+20.1% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$20K
+20.1% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2026 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $47K (2020) to $103K (2024). In 2026 it made 3 grants totaling $59K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
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
The most common grant size was under $50K: 12 grants of 12 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Univ of Minnesota Foundation Minneapolis, MN | General Operating | $19,675 |
| Bennington College Bennington, VT | General Operating | $19,675 |
| George Wythe High School Wytheville, VA | General Operating | $19,675 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $1,164,848 | $1,117,714 | $1,121,304 |
| Revenue | $120,767 | $59,157 | $-13,623 |
| Expenses | $73,472 | $62,446 | $124,744 |
| Qualifying Distributions | $66,287 | $56,443 | $114,109 |
| Net Investment Income | $114,204 | $52,957 | $19,569 |
| Distributable Amount | $68,654 | $66,309 | $60,543 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS June 2, 2025)
- Updated Form 990-PF for fiscal year 2026 (received by the IRS May 29, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 26, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 13, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 11, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 27, 2024)
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
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).
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.
Here's the math on researching Elizabeth C Wagner - Tes Tr by hand.
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