Frank Wagner Memorial Trust
Frank Wagner Memorial Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $878K in total assets. In 2025, it awarded 1 grant totaling $41K. Net investment income was $80K.
Key facts about Frank Wagner Memorial Trust
- EIN
- 95-6983564
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $41,406
- Grants made (2025)
- 1
- Average grant
- $41,406
- Median grant
- $41,406
- Total assets
- $878,254
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated April 2026.
How Frank Wagner Memorial Trust gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 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.
Next steps with Frank Wagner Memorial Trust
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$878K
+4.1% YoY
Annual Giving
$41K
+18.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$41K
+18.2% YoY
Under IRS private-foundation payout rules, Frank Wagner Memorial Trust reported a distributable amount of $50K for 2025 — the minimum it must pay out in qualifying distributions.
About Frank Wagner Memorial Trust
Based on IRS filings
Frank Wagner Memorial Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $878K in total assets. In 2025, it awarded 1 grant totaling $41K. Net investment income was $80K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $878,254 | $843,755 | $865,780 |
| Revenue | $92,209 | $27,419 | $-21,199 |
| Expenses | $59,108 | $50,402 | $69,103 |
| Qualifying Distributions | $47,679 | $40,714 | $52,734 |
| Net Investment Income | $80,480 | $12,589 | $7,864 |
| Distributable Amount | $50,061 | $45,577 | $46,097 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include San Clemente Seniors Inc ($41,406).
| Recipient | Purpose | Amount |
|---|---|---|
| SAN CLEMENTE SENIORS INC San Clemente, CA | UNRESTRICTED GENERAL | $41,406 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bank of America | Trustee | 1 | $14,433 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Frank Wagner Memorial Trust?
Frank Wagner Memorial Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. It holds $878K in total assets as of 2025.
How large is Frank Wagner Memorial Trust?
As of 2025, Frank Wagner Memorial Trust holds $878K in total assets with $92K in annual revenue. It awarded 1 grant totaling $41K in 2025.
Where does Frank Wagner Memorial Trust operate?
Frank Wagner Memorial Trust has awarded grants in California.
What size grants does Frank Wagner Memorial Trust award?
In 2025, Frank Wagner Memorial Trust awarded 1 grant totaling $41K — an average of about $41K per grant, based on its IRS Form 990 filings.
How much is Frank Wagner Memorial Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Frank Wagner Memorial Trust reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Frank Wagner Memorial Trust's EIN?
Frank Wagner Memorial Trust's EIN (Employer Identification Number) is 95-6983564. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.