Claire Wagner Est Heinbach Wagner Trust

NEW YORK, NY EIN: 13-6182244

Claire Wagner Est Heinbach Wagner Trust is a private foundation, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 4 grants totaling $48K. Net investment income was $82K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

+2.4% YoY

Annual Giving

$48K

-4.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$12K

-4.9% YoY

Under IRS private-foundation payout rules, Claire Wagner Est Heinbach Wagner Trust reported a distributable amount of $59K for 2024 — the minimum it must pay out in qualifying distributions.

About Claire Wagner Est Heinbach Wagner Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $233K (96%)

New Jersey $10K (4%)

States

New Jersey New York

Cities

BronxFlushingNew YorkWest Milford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,120,936	$1,094,600	$1,082,319
Revenue	$94,582	$78,167	$56,784
Expenses	$69,237	$69,962	$74,607
Qualifying Distributions	$56,255	$57,948	$62,082
Net Investment Income	$81,601	$66,142	$43,422
Distributable Amount	$59,114	$54,190	$56,396

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Flushing High School ($26,250), Albert Einstein College ($18,000), Visions Service for the Blind ($2,000).

Recipient	Purpose	Amount
VISIONS SERVICE FOR THE BLIND NEW YORK, NY	GENERAL OPERATING	$2,000
CAMP VACAMAS ASSOCIATION WEST MILFORD, NJ	GENERAL OPERATING	$2,000
ALBERT EINSTEIN COLLEGE NEW YORK, NY	GENERAL OPERATING	$18,000
FLUSHING HIGH SCHOOL FLUSHING, NY	GENERAL OPERATING	$26,250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DEUTSCHE TRUST COMPANY NA	TRUSTEE	3	$18,964

Frequently Asked Questions

How large is Claire Wagner Est Heinbach Wagner Trust?

As of 2024, Claire Wagner Est Heinbach Wagner Trust holds $1.1M in total assets with $95K in annual revenue. It awarded 4 grants totaling $48K in 2024.

Where does Claire Wagner Est Heinbach Wagner Trust operate?

Claire Wagner Est Heinbach Wagner Trust has awarded grants in New Jersey, New York.

What size grants does Claire Wagner Est Heinbach Wagner Trust award?

In 2024, Claire Wagner Est Heinbach Wagner Trust awarded 4 grants totaling $48K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Claire Wagner Est Heinbach Wagner Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Claire Wagner Est Heinbach Wagner Trust reported a distributable amount of $59K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Claire Wagner Est Heinbach Wagner Trust's EIN?

Claire Wagner Est Heinbach Wagner Trust's EIN (Employer Identification Number) is 13-6182244. IRS Form 990 filing data is available on this page for 2020–2024.