Civic Intelligence

Ann Waggoner Scholarship Trust C/O Megan Cooley

990EZ • Fiscal year 2024 • EIN 75-2871979

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 28, 2025

Organization ProfileN/A
1201 Wesleyan StreetFort Worth, TX 76105-1536

(817) 732-1114

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

7th percentile

-80%

Higher net margin than 7% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-4.9%

Faster asset growth than 39% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-40%

Faster revenue growth than 14% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$280,757

Down $14,491 (-4.9%) from 2023

Net Assets

Down

$280,757

Down $14,491 (-4.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Down

$18,207

Down $11,894 (-40%) from 2023

Expenses

Up

$32,698

Up $389 (+1.2%) from 2023

Net Income

Down

-$14,491

Down $12,283 (-556%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2013: $354,273Liabilities 2013: $02013Assets 2014: $334,990Liabilities 2014: $572014Assets 2015: $329,702Liabilities 2015: $0Net Assets 2015: $329,7022015Assets 2016: $319,756Liabilities 2016: $0Net Assets 2016: $319,7562016Assets 2017: $320,165Liabilities 2017: $0Net Assets 2017: $320,1652017Assets 2018: $315,485Liabilities 2018: $0Net Assets 2018: $315,4852018Assets 2019: $312,449Liabilities 2019: $0Net Assets 2019: $312,4492019Assets 2020: $310,021Liabilities 2020: $0Net Assets 2020: $310,0212020Assets 2021: $312,544Liabilities 2021: $0Net Assets 2021: $312,5442021Assets 2022: $297,456Liabilities 2022: $0Net Assets 2022: $297,4562022Assets 2023: $295,248Liabilities 2023: $0Net Assets 2023: $295,2482023Assets 2024: $280,757Liabilities 2024: $0Net Assets 2024: $280,7572024Assets 2025: $307,321Liabilities 2025: $0Net Assets 2025: $307,3212025

Highlighted filing

2024

Assets$280,757
Liabilities$0
Net Assets$280,757
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2013: $8,501Expenses 2013: $3,184Net Income 2013: $5,3172013Revenue 2014: $12,080Expenses 2014: $31,757Net Income 2014: -$19,6772014Revenue 2015: $14,400Expenses 2015: $19,631Net Income 2015: -$5,2312015Revenue 2016: $10,208Expenses 2016: $20,154Net Income 2016: -$9,9462016Revenue 2017: $20,459Expenses 2017: $20,050Net Income 2017: $4092017Revenue 2018: $18,620Expenses 2018: $23,300Net Income 2018: -$4,6802018Revenue 2019: $21,131Expenses 2019: $24,167Net Income 2019: -$3,0362019Revenue 2020: $23,830Expenses 2020: $26,258Net Income 2020: -$2,4282020Revenue 2021: $30,418Expenses 2021: $27,895Net Income 2021: $2,5232021Revenue 2022: $17,341Expenses 2022: $32,429Net Income 2022: -$15,0882022Revenue 2023: $30,101Expenses 2023: $32,309Net Income 2023: -$2,2082023Revenue 2024: $18,207Expenses 2024: $32,698Net Income 2024: -$14,4912024Revenue 2025: $63,532Expenses 2025: $36,968Net Income 2025: $26,5642025

Highlighted filing

2024

Revenue$18,207
Expenses$32,698
Net Income-$14,491
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 28, 2025
Return Version
2024v5.0
Gross Receipts
$29,260
Mission and Program Overview

Mission

This trust provides funds to texas wesleyan university that is restricted for scholarshipsto students of the university.

Program Services

DescriptionGrantsExpenses
THIS ORGANIZATION SUPPORTS TEXAS WESLEYAN UNIVERSITYBY PROVIDING SCHOLARSHIPS TO STUDENTS.$0$0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN H MADDUXCo-Trustee-$0--
MAX WAYMANCo-Trustee-$0--
LANCE MARSHALLCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Ann Waggoner Scholarship Trust
EIN
75-2871979
Phone
8177321114
Address
1201 WESLEYAN STREET, FORT WORTH, TX 76105-1536

Signing Officer

Name
John H Maddux
Title
Co-trustee
Phone
8177321114
Signed
2025-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Admire Sanford & Lauderdale Pllc
Address
3430 HILLDALE ROAD STE 100, FORT WORTH, TX 76116-5414
Preparer
Justin M Lauderdale
Phone
8177351840
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividend income - charles schwab. Amount: 12,399. Description: interest income - charles schwab. Amount: 18. Total included on form 990-ez, line 4: 12,417.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: advisory fees. Amount: 3,165. Description: foreign tax. Amount: 33. Description: scholarships. Amount: 28,000. Total to form 990-ez, line 16: 31,198.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: securities. Beg. Of year amount: 283,555. End of year amount: 272,432.”

Raw XML Appendix236 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MEGAN COOLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum08175315820
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01201 WESLEYAN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WORTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0761051536
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011693
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08325
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt011053
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-14491
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0295248
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0280757
IRS990EZ/GainOrLossFromSaleOfAssetsAmt05790
IRS990EZ/GrossReceiptsAmt029260
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt012417
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0295248
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0280757
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0295248
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0280757
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN H MADDUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MAX WAYMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LANCE MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0283555
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0272432
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt031198
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THIS TRUST PROVIDES FUNDS TO TEXAS WESLEYAN UNIVERSITY THAT IS RESTRICTED FOR SCHOLARSHIPSTO STUDENTS OF THE UNIVERSITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIS ORGANIZATION SUPPORTS TEXAS WESLEYAN UNIVERSITYBY PROVIDING SCHOLARSHIPS TO STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt016843
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032698
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt018207
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt018206
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt030102
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt04697
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt04310
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt018206
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt030102
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt013509
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt025792
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt025792
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt021923
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt021923
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt021923
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt020206
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt021923
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt021923
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt028000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt028000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt012867
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt028000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt06790
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt040867
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt028000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt012867
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt034790
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt028000
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt021923
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt028000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt028000
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THIS TRUST PROVIDES FUNDS TO TEXAS WESLEYAN UNIVERSITY THAT IS RESTRICTED FOR SCHOLARSHIPS TO STUDENTS OF THE UNIVERSITY. THE AMOUNT OF THE FUNDS DISTRIBUTED IS DETEMINED BY THE TRUSTEES OF THE TRUST. THE TRUSTEES DO NOT DETERIMINE THE SCHOLARSHIP RECIPIENTS. THEY ONLY RECEIVE A LIST OF THE SCHOLARSHIP WINNERS AFTER THE UNIVERSITY HAS DETERMINED WHO THESE STUDENTS ARE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0665346
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0588993
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt08326
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt011693
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt0665346
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0588993
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0657020
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0577300
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt022996
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt020206
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0665346
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0588993
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt022996
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt020206
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0750800691
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt028000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TEXAS WESLEYAN UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt028000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME - CHARLES SCHWAB. AMOUNT: 12,399. DESCRIPTION: INTEREST INCOME - CHARLES SCHWAB. AMOUNT: 18. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 12,417.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVISORY FEES. AMOUNT: 3,165. DESCRIPTION: FOREIGN TAX. AMOUNT: 33. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 28,000. TOTAL TO FORM 990-EZ, LINE 16: 31,198.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: SECURITIES. BEG. OF YEAR AMOUNT: 283,555. END OF YEAR AMOUNT: 272,432.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN H MADDUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08177321114
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANN WAGGONER SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MEGAN COOLEY
ReturnHeader/Filer/BusinessNameControlTxt0ANNW
ReturnHeader/Filer/EIN0752871979
ReturnHeader/Filer/PhoneNum08177321114
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 WESLEYAN STREET
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0761051536
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461281344
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADMIRE SANFORD & LAUDERDALE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03430 HILLDALE ROAD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0761165414
ReturnHeader/PreparerPersonGrp/PhoneNum08177351840
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN M LAUDERDALE
ReturnHeader/ReturnTs02025-02-28T14:30:30-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$280,757
Liabilities
$0
Net assets
$280,757
Revenue
$18,207
Expenses
$32,698
Net income
-$14,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.64$0.37$0.27
2024Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.18$0.33$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.30$0.32$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.17$0.32$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.30$0.28$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.24$0.26$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.21$0.24$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.19$0.23$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.20$0.20$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.10$0.20$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.14$0.20$0.05
2014Summary only. Only limited summary data is available for this year.$3.35$0.00$0.12$0.32$0.20
2013Summary only. Only limited summary data is available for this year.$3.54$0.00$0.09$0.03$0.05