Brian and Lisa Wagner Family Foundation
Brian and Lisa Wagner Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BATH, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $983K in total assets. In 2024, it awarded 5 grants totaling $98K. Net investment income was $201K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$983K
+8.4% YoY
Annual Giving
$98K
+4.6% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$20K
+4.6% YoY
Under IRS private-foundation payout rules, Brian and Lisa Wagner Family Foundation reported a distributable amount of $55K for 2024 — the minimum it must pay out in qualifying distributions.
About Brian and Lisa Wagner Family Foundation
Based on IRS filings
Brian and Lisa Wagner Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BATH, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $983K in total assets. In 2024, it awarded 5 grants totaling $98K. Net investment income was $201K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $982,924 | $906,403 | $1,042,392 |
| Revenue | $201,185 | $-65,497 | $-51,938 |
| Expenses | $99,664 | $95,492 | $120,833 |
| Qualifying Distributions | $98,000 | $93,700 | $110,750 |
| Net Investment Income | $201,181 | $13,137 | $14,401 |
| Distributable Amount | $54,782 | $51,496 | $65,385 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Akron Children's Hospital Foundatio ($60,000), Ne Ohio Medical Univ Foundation ($25,000), Holy Family Home & Hospice ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AKRON CHILDREN'S HOSPITAL FOUNDATIO AKRON, OH | CHARITABLE | $60,000 |
| AKRON METRO HOUSING AUTHORITY AKRON, OH | CHARITABLE | $2,500 |
| NE OHIO MEDICAL UNIV FOUNDATION ROOTSTOWN, OH | CHARITABLE | $25,000 |
| HOLY FAMILY HOME & HOSPICE PARMA, OH | CHARITABLE | $10,000 |
| ST JOHN BOSCO CHURCH CLEVELAND, OH | CHARITABLE | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRIAN WAGNER | PRESIDENT | 5 | — |
| LISA WAGNER | SECRETARY | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Brian and Lisa Wagner Family Foundation?
Brian and Lisa Wagner Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BATH, OH. It holds $983K in total assets as of 2024.
How large is Brian and Lisa Wagner Family Foundation?
As of 2024, Brian and Lisa Wagner Family Foundation holds $983K in total assets with $201K in annual revenue. It awarded 5 grants totaling $98K in 2024.
Where does Brian and Lisa Wagner Family Foundation operate?
Brian and Lisa Wagner Family Foundation has awarded grants in Ohio.
What size grants does Brian and Lisa Wagner Family Foundation award?
In 2024, Brian and Lisa Wagner Family Foundation awarded 5 grants totaling $98K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Brian and Lisa Wagner Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Brian and Lisa Wagner Family Foundation reported a distributable amount of $55K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Brian and Lisa Wagner Family Foundation's EIN?
Brian and Lisa Wagner Family Foundation's EIN (Employer Identification Number) is 35-2207379. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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