Charles R & Elizabeth Wagner Charitable Trust is a private foundation focused on Education, based in LANCASTER, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $161K in total assets. In 2024, it awarded 2 grants totaling $9K. Net investment income was $13K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$161K
+2.5% YoY
Annual Giving
$9K
+0.0% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$5K
-50.0% YoY
Under IRS private-foundation payout rules, Charles R & Elizabeth Wagner Charitable Trust reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.
About Charles R & Elizabeth Wagner Charitable Trust
Based on IRS filings
Charles R & Elizabeth Wagner Charitable Trust is a private foundation focused on Education, based in LANCASTER, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $161K in total assets. In 2024, it awarded 2 grants totaling $9K. Net investment income was $13K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $161,002 | $157,136 | $159,744 |
| Revenue | $14,387 | $8,084 | $66,871 |
| Expenses | $10,631 | $10,770 | $14,188 |
| Qualifying Distributions | $9,000 | $9,000 | $12,850 |
| Net Investment Income | $12,756 | $6,609 | $14,012 |
| Distributable Amount | $9,468 | $8,475 | $6,878 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Student 1 ($6,000), Student 2 ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Student 1 Exton, PA | SCHOLARSHIP | $6,000 |
| Student 2 Schnecksville, PA | SCHOLARSHIP | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FULTON BANK NA | TRUSTEE | — | $1,588 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charles R & Elizabeth Wagner Charitable Trust?
Charles R & Elizabeth Wagner Charitable Trust is a private foundation focused on Education, based in LANCASTER, PA. It holds $161K in total assets as of 2024.
How large is Charles R & Elizabeth Wagner Charitable Trust?
As of 2024, Charles R & Elizabeth Wagner Charitable Trust holds $161K in total assets with $14K in annual revenue. It awarded 2 grants totaling $9K in 2024.
Where does Charles R & Elizabeth Wagner Charitable Trust operate?
Charles R & Elizabeth Wagner Charitable Trust has awarded grants in Florida, New Jersey, Pennsylvania.
What size grants does Charles R & Elizabeth Wagner Charitable Trust award?
In 2024, Charles R & Elizabeth Wagner Charitable Trust awarded 2 grants totaling $9K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Charles R & Elizabeth Wagner Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles R & Elizabeth Wagner Charitable Trust reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charles R & Elizabeth Wagner Charitable Trust's EIN?
Charles R & Elizabeth Wagner Charitable Trust's EIN (Employer Identification Number) is 23-7873158. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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