Cora Wagner Trust
Cora Wagner Trust is a private foundation, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 1 grant totaling $108K. Net investment income was $163K.
Cora Wagner Trust at a glance
In short: Cora Wagner Trust gave $108K across 1 grant in 2025 (avg $108K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $107,659
- +53.6% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $107,659
- +53.6% vs 2024
- Median grant
- $107,659
- Total assets
- $1,426,021
- +3.6% vs 2024
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Cora Wagner Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Wesley Retirement Services Inc ($108K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Cora Wagner Trust gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $70K (2024) to $109K (2022). In 2025 it made 1 grant totaling $108K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wesley Retirement Services Inc Johnston, IA | General Operating | $107,659 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,426,021 | $181,698 | $131,536 | $107,659 | 1 | $112,155 | $163,479 | $102,817 |
| 2024 | $1,375,860 | $111,698 | $91,344 | $70,103 | 1 | $74,303 | $89,552 | $97,095 |
| 2023 | $1,355,508 | $119,436 | $125,963 | $105,862 | 1 | $109,913 | $93,657 | $90,061 |
| 2022 | $1,362,039 | $122,528 | $131,543 | $109,395 | 1 | $113,176 | $96,138 | $99,249 |
| 2021 | $1,371,059 | $94,245 | $115,895 | $95,657 | 1 | — | $68,084 | $104,410 |
| 2020 | $1,392,709 | $66,623 | $114,651 | $94,327 | 1 | — | $46,326 | $91,550 |
| 2019 | $1,440,736 | $110,340 | $116,387 | $95,932 | 1 | — | $78,718 | $90,761 |
Under IRS private-foundation payout rules, Cora Wagner Trust reported a distributable amount of $103K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Cora Wagner Trust's only listed officer is U S Bank NA, Corp. Trustee since 2024 (on filings since 2019) (compensated).
Officers on the 2025 filing
U S Bank NA
Corp. Trustee
Trustee → Corp. Trustee, 2024
On filings since 2019
1 hr/week
$17K (2019) → $20K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $20K, to U S Bank NA (Corp. Trustee).
Frequently asked questions about Cora Wagner Trust
How much does Cora Wagner Trust give each year?
Cora Wagner Trust gave $108K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $70K across 1 grant.
How large is Cora Wagner Trust?
Cora Wagner Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $112K in qualifying distributions that year, against a required minimum of $103K (roughly 5% of its investment assets).
Where does Cora Wagner Trust operate?
Cora Wagner Trust has awarded grants in Iowa.
What is Cora Wagner Trust's EIN?
Cora Wagner Trust's EIN (Employer Identification Number) is 42-6149467. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS January 28, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 2, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 10, 2026)
- IRS filings on file for fiscal years 2019–2025
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