Charles R & Elizabeth Wagner Charitable Trust
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.
Charles R & Elizabeth Wagner Charitable Trust at a glance
In short: Charles R & Elizabeth Wagner Charitable Trust gave $9K across 2 grants in 2024 (avg $5K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $9,000
- +0.0% vs 2023
- Grants made (2024)
- 2
- +100.0% vs 2023
- Average grant
- $4,500
- -50.0% vs 2023
- Median grant
- $4,500
- Total assets
- $161,002
- +2.5% vs 2023
- Primary geography
- Pennsylvania (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Charles R & Elizabeth Wagner Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Student 1 ($6K). Together the top 2 received $9K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
Cities
How Charles R & Elizabeth Wagner Charitable Trust gives
- Giving grew 418% from 2021 to 2024. Method
- In 2024 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $2K (2021) to $13K (2022). In 2024 it made 2 grants totaling $9K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Student 1 Exton, PA | Scholarship | $6,000 |
| Student 2 Schnecksville, PA | Scholarship | $3,000 |
Ready to take the next step with Charles R & Elizabeth Wagner Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $161,002 | $14,387 | $10,631 | $9,000 | 2 | $9,000 | $12,756 | $9,468 |
| 2023 | $157,136 | $8,084 | $10,770 | $9,000 | 1 | $9,000 | $6,609 | $8,475 |
| 2022 | $159,744 | $66,871 | $14,188 | $12,850 | 3 | $12,850 | $14,012 | $6,878 |
| 2021 | $116,312 | $9,674 | $2,963 | $1,737 | 1 | — | $7,083 | $6,979 |
| 2020 | $109,586 | $3,537 | $7,218 | $6,000 | 1 | — | $2,441 | $6,078 |
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.
Leadership & Key People
Officers and directors from IRS filings
Charles R & Elizabeth Wagner Charitable Trust's only listed officer is Fulton Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2024 filing
Fulton Bank NA
Trustee
On filings since 2020
$1K (2020) → $2K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $2K, to Fulton Bank NA (Trustee).
Frequently asked questions about Charles R & Elizabeth Wagner Charitable Trust
How much does Charles R & Elizabeth Wagner Charitable Trust give each year?
Charles R & Elizabeth Wagner Charitable Trust gave $9K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $9K across 1 grant.
How large is Charles R & Elizabeth Wagner Charitable Trust?
Charles R & Elizabeth Wagner Charitable Trust reported $161K in total assets on its 2024 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Where does Charles R & Elizabeth Wagner Charitable Trust operate?
Charles R & Elizabeth Wagner Charitable Trust has awarded grants in Florida, New Jersey, Pennsylvania.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Charles R & Elizabeth Wagner Charitable Trust funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Charles R & Elizabeth Wagner Charitable Trust's focus areas in our free grants database
Similar Funders
Similar funders in Pennsylvania
The Pittsburgh Foundation
Pittsburgh, PA
The Pittsburgh Foundation funds nonprofits working in basic needs, equity and social justice, environmental action, arts and culture, and economic mobility, with most opportunities for organizations in Allegheny County or primarily serving its residents. Its 2024 grants had a median amount of about $18,600, though awards varied widely. The profile does not state whether it accepts unsolicited requests.
Assets
$1.5B
Grants
1,132
Total Given
$64.0M
The William Penn Foundation
Philadelphia, PA
The William Penn Foundation funds arts and culture, children and families, civic participation, the environment and public spaces, and workforce training, primarily in the Philadelphia region. Its 2024 median grant was $50,000, though awards varied widely. It accepts unsolicited requests through limited open applications and invites letters of inquiry from public charities.
Assets
$3.4B
Grants
1,027
Total Given
$148.8M
Dick's Sporting Goods Foundation
Coraopolis, PA
DICK’S Sporting Goods Foundation primarily funds youth sports participation in under-resourced communities, including equipment, registration costs and facilities, and also supports outdoor access and education. Its 2025 grants ranged from $626 to $2.5 million, with a median of $5,000, and Sports Matter funding has reached all 50 states. Sports Matter opportunities are by invitation only; the foundation says 501(c)(3) grant requests should be submitted in writing.
Assets
$34.5M
Grants
964
Total Given
$18.0M
Hillman Family Foundations
Pittsburgh, PA
The 18 independently operated foundations support projects in areas such as arts and culture, health, education, economic development, and community improvement, with a preference for Pittsburgh and southwestern Pennsylvania; each foundation has its own geographic focus. In 2024, grants ranged from $75 to $5 million, with a median of $20,000. The 2024 filing says unsolicited requests are accepted, beginning with a brief letter of intent through the online portal.
Assets
$1.9B
Grants
814
Total Given
$88.8M
Pidc Financing Corporation
Philadelphia, PA
PIDC Financing Corporation administers Pennsylvania business loans for real estate, leasehold improvements, and equipment, as well as partner-funded grants for Philadelphia economic, cultural, civic, historical, storefront, and stormwater projects. Its 2024 filing reports no grants, so no typical giving level is stated; grant partners select recipients, and the profile does not state whether unsolicited requests are accepted.
Assets
$6.7M
Grants
774
Total Given
$16.4M
Pennsylvania CDFI Network
Philadelphia, PA
The Pennsylvania CDFI Network funds Pennsylvania CDFIs and community-development organizations, and supports small businesses through counseling, technical assistance, loan capital, and some microgrants. Its 2025 grants had a median of $10,000, with awards ranging from $6,000 to $7,124,547; its business assistance programs serve all 67 Pennsylvania counties. The profile does not state whether it accepts unsolicited requests.
Assets
$4.5M
Grants
180
Total Given
$15.5M
More similar funders
More Funders in Pennsylvania
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Charles R & Elizabeth Wagner Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Charles R & Elizabeth Wagner Charitable Trust down — hundreds of funders to go?