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.

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.

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

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 3 itemized 2026 grant dollars.

Cities

BenningtonMinneapolisWytheville

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K3 grants20203 grants20213 grants20220 grants20233 grants20243 grants20253 grants2026

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

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%).

Giving History

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

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020202120222023202420252026
Metric202620252024
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

  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)

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).

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.

Your AI grants department

Here's the math on researching Elizabeth C Wagner - Tes Tr by hand.

Explore Open Grants

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

Similar Funders

Funders that support many of the same organizations

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 peacebuilding, as well as programs in China, Central America, the Western Balkans, and New York City arts and culture. Its typical grant range is $25,000–$400,000, with a 2024 median of $60,000. It accepts unsolicited requests in Southern China and Democratic Practice, though grants are unlikely; its Peacebuilding program rarely considers unsolicited requests.

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

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

Edwin S Webster Foundation

Boston, MA

The foundation supports New England nonprofits, especially in health and medical research, education, youth services, culture, and programs serving minorities; it also funds social-service and civic organizations. Grants are typically $10,000–$25,000, with an average of about $15,000. It accepts unsolicited requests from eligible 501(c)(3) organizations through an online application.

Assets

$56.4M

Grants

63

Total Given

$2.5M

The Commonwealth Fund

New York, NY

The Commonwealth Fund supports health care research, policy, and projects that improve access, care quality, affordability, and equity, primarily through grants to health care-focused organizations. In 2025, grants ranged from $75 to $2.35 million, with a median of $15,000; it funds work in the United States and supports international learning and exchange. It accepts letters of inquiry through its online portal on a rolling basis and responds to unsolicited proposals, generally from tax-exempt charities.

Philanthropy, Voluntarism & Grantmaking

Assets

$922.7M

Grants

534

Total Given

$31.3M

Nathan M Clark Foundation 2574-00-48

Wilmington, DE

Philanthropy, Voluntarism & Grantmaking

Assets

$9.7M

Grants

8

Total Given

$514K

The Pattis Family Foundation

Highland Park, IL

The Pattis Family Foundation supports program and operating expenses, reporting a single grant of about $503,000 in 2025 to a recipient in Illinois. It gives only to preselected charitable organizations and does not accept unsolicited requests.

Assets

$16.3M

Grants

1

Total Given

$503K

Only One Inc

New York, NY

Harness the power of collective action to rebuild ocean life in this generation, for people and the planet.

Environment & Animals

Assets

$1.2M

Grants

7

Total Given

$620K

The John and Wendy Neu Foundation

Kearny, NJ

The John and Wendy Neu Foundation funds animal welfare, environmental conservation, journalism, justice and democracy, and higher education, with 2024 grants ranging from $250 to $700,000 and a median of $70,000. Its 2024 giving went to organizations in Virginia, New York, New Jersey, California, and Massachusetts. It funds only preselected charities and does not accept unsolicited requests.

Assets

$1.5M

Grants

18

Total Given

$2.4M

More Funders in Florida

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

Want AI to do this for you?