STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

EDNA WARDLAW CHARITABLE TR UA 123092

2025 · Form 990PF · revenue $1.3M · expenses $1.9M · assets $40.5M

Also known as
MAGNOLIA TRUST COMPANY TRUSTEE
EIN
58-6278167
Address
832 GEORGIA AVE STE 401, CHATTANOOGA, TN 37402-2263
NTEE code
-
Subsection
501(c)(3)
Ruling year
1994
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Truist Bank Institution TRUSTEE2020-2025 $165,544$652,810 883
Magnolia Trust Company Institution TRUSTEE2025 $13,107$13,107 2

People by year

2025 · 2 people listed · 2 paid, $179K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TRUIST BANK Institution TRUSTEE1 $165,544-$0 $165,544883
MAGNOLIA TRUST COMPANY Institution TRUSTEE1 $13,107-$0 $13,1072
2024 · 1 person listed · 1 paid, $142K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TRUIST BANK Institution TRUSTEE1 $141,529-- $141,529883
2023 · 1 person listed · 1 paid, $66K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TRUIST BANK Institution TRUSTEE1 $66,095-- $66,095883
2022 · 1 person listed · 1 paid, $89K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TRUIST BANK Institution TRUSTEE1 $88,842-- $88,842883
2021 · 1 person listed · 1 paid, $98K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TRUIST BANK Institution TRUSTEE1 $97,858-- $97,858883
2020 · 1 person listed · 1 paid, $93K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TRUIST BANK Institution TRUSTEE1 $92,942-- $92,942883

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 110 grants to organizations · $1.6M
2024 · 115 grants to organizations · $1.6M
2023 · 118 grants to organizations · $1.1M
2022 · 136 grants to organizations · $2.1M
2021 · 141 grants to organizations · $1.9M
2020 · 144 grants to organizations · $2.0M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$1,260,317$1,882,930 $40,548,237$40,548,237 -- $178,651--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,218,839$1,846,820 $25,433,722$25,433,722 -- $141,529--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$931,223$1,345,457 $26,075,634$26,075,634 -- $66,095--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,728,515$2,303,494 $26,487,625$26,487,625 -- $88,842--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$2,051,324$2,156,494 $27,037,566$27,037,566 $8- $97,858--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$1,376,806$2,194,491 $27,131,811$27,131,811 $610- $92,942--

Funders of this organization

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Similar organizations

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Who funds organizations like this

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Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $1,882,930 spent · pay $178,651 · grants $1,555,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,555,000 82.6%
Pay: officers, directors, trustees $178,651 9.5%
Taxes $48,059 2.6%
Fees: other professional $45,972 2.4%
Other expenses $33,300 1.8%
Fees: legal $21,948 1.2%
Total$1,882,930100%

View the filing

2024 · Form 990PF · $1,846,820 spent · pay $141,529 · grants $1,605,392 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,605,392 86.9%
Pay: officers, directors, trustees $141,529 7.7%
Fees: other professional $47,972 2.6%
Taxes $39,545 2.1%
Other expenses $12,382 0.7%
Total$1,846,820100%

View the filing

2023 · Form 990PF · $1,345,457 spent · pay $66,095 · grants $1,142,665 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,142,665 84.9%
Fees: other professional $86,621 6.4%
Pay: officers, directors, trustees $66,095 4.9%
Taxes $39,537 2.9%
Other expenses $10,539 0.8%
Total$1,345,457100%

View the filing

2022 · Form 990PF · $2,303,494 spent · pay $88,842 · grants $2,090,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,090,500 90.8%
Pay: officers, directors, trustees $88,842 3.9%
Fees: other professional $64,266 2.8%
Taxes $49,333 2.1%
Other expenses $10,553 0.5%
Total$2,303,494100%

View the filing

2021 · Form 990PF · $2,156,494 spent · pay $97,858 · grants $1,925,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,925,500 89.3%
Pay: officers, directors, trustees $97,858 4.5%
Fees: other professional $71,204 3.3%
Taxes $54,648 2.5%
Other expenses $7,284 0.3%
Total$2,156,494100%

View the filing

2020 · Form 990PF · $2,194,491 spent · pay $92,942 · grants $2,021,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,021,500 92.1%
Pay: officers, directors, trustees $92,942 4.2%
Fees: other professional $54,953 2.5%
Taxes $19,600 0.9%
Other expenses $5,496 0.3%
Total$2,194,491100%

View the filing