Kathryn & Otto H Wagner Charitable Trust
- Assets
- $631.2k
- Revenue
- $19.3k
- Investments
- $612.6k
- Employees
- 0
- Location
- Tampa, FL
- Founding
- 03/1971
- Data as of
- 12/2022
- EIN
- 91-6103623
Organization Overview
Kathryn & Otto H Wagner Charitable Trust is located in Tampa, FL. The organization was established in 1971. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Kathryn & Otto H Wagner Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Kathryn & Otto H Wagner Charitable Trust generated $19.3k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 1.2% each year. All expenses for the organization totaled $38.3k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $15,721 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,540 |
| Capital Gain Net Income | $3,540 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $19,261 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $20,464 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $791 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $21,255 |
| Contributions, gifts, grants paid | $17,000 |
| Total expenses and disbursements | $38,255 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $18,639 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $612,591 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $631,230 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Kathryn & Otto H Wagner Charitable Trust has awarded $17,000 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
WALLA WALLA UNIVERSITY PURPOSE: SCHLOHARSHIP | $5,000 |
UNIVERSITY OF PUGET SOUND PURPOSE: SCHOLARSHIP | $2,000 |
WESTERN WASHINGTON UNIVERSITY PURPOSE: SCHOLARSHIP | $2,000 |
CENTRAL WASHINGTON UNIVERSITY PURPOSE: SCHOLARSHIP | $4,000 |
WASHINGTON STATE UNIVERSITY PURPOSE: SCHOLARSHIP | $4,000 |