Don Waggoner And Zelma Waggoner Foundation Tr
- Assets
- $69.8m
- Revenue
- $34.2m
- Investments
- $62.8m
- Employees
- 0
- Location
- Naples, FL
- Founding
- 05/1994
- Data as of
- 12/2020
- EIN
- 65-6141632
Organization Overview
Don Waggoner And Zelma Waggoner Foundation Tr is located in Naples, FL. The organization was established in 1994. 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.
For the year ending 12/2020, Don Waggoner And Zelma Waggoner Foundation Tr generated $34.2m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 60.3% each year . All expenses for the organization totaled $1.5m during the year ending 12/2020. While expenses have increased by 32.0% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Don Waggoner And Zelma Waggoner Foundation Tr has awarded 160 individual grants totaling $3,083,188. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Zelma Waggoner Trustee | 0 | $0 | |
Donald F Waggoner Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $10,001,212 |
| Interest on Savings | $36 |
| Dividends & Interest | $1,541,617 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $22,646,520 |
| Capital Gain Net Income | $22,646,520 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $327 |
| Total Revenue | $34,189,712 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $26,509 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $899 |
| Total operating and administrative expenses | $120,930 |
| Contributions, gifts, grants paid | $1,416,779 |
| Total expenses and disbursements | $1,537,709 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $7,006,067 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $2,370 |
| Total assets | $69,773,629 |
| 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, Don Waggoner And Zelma Waggoner Foundation Tr has awarded $2,833,558 in support to 86 organizations.
| Grant Recipient | Amount |
|---|---|
Nashville, TN PURPOSE: WAGGONER LIBRARY, CURRENT SCHOLARSHIP, LOAN, AND ENDOWED SCHOLARSHIP MATCHING FUNDS. | $1,000,000 |
Nashville, TN PURPOSE: WAGGONER LIBRARY, CURRENT SCHOLARSHIP, LOAN, AND ENDOWED SCHOLARSHIP MATCHING FUNDS. | $1,000,000 |
Naples, FL PURPOSE: TO FURTHER THE MISSION OF THE ORGANIZATION. | $150,000 |
Naples, FL PURPOSE: TO FURTHER THE MISSION OF THE ORGANIZATION. | $150,000 |
Naples, FL PURPOSE: TO FURTHER THE MISSION OF THE ORGANIZATION. | $65,000 |
Naples, FL PURPOSE: TO FURTHER THE MISSION OF THE ORGANIZATION. | $65,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mercer Family Foundation West Palm Beach, FL | $45,700,386 | $29,513,438 |
Thomas W Smith Foundation Boca Raton, FL | $0 | $18,397,811 |
Micky And Madeleine Arison Family Foundation Coral Gables, FL | $231,471,169 | $35,578,409 |
University Of Central Florida Research Foundation Inc Orlando, FL | $21,317,376 | $14,066,619 |
Gerstner Family Foundation Palm Beach, FL | $150,624,125 | $12,995,997 |
Wonderful Life Foundation West Palm Beach, FL | $8,907,698 | $17,861,326 |
John M & Susan Morrison Foundation Naples, FL | $460,052 | $31,480 |
Raether 1985 Charitable Trust West Palm Beach, FL | $27,460,601 | $8,808,465 |
Davis Love Iii Foundation St Simons Island, GA | $3,735,434 | $8,183,126 |
Bernard A Egan Foundation Inc Fort Pierce, FL | $0 | $3,798,590 |
Lucy Gooding Charitable Foundation Trust Jacksonville, FL | $91,069,274 | $6,986,321 |
E M Lynn Foundation Boca Raton, FL | $112,099,571 | -$4,153,910 |