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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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