Frank Wagner Memorial Trust
Frank Wagner Memorial Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $930K in total assets. In 2026, it awarded 1 grant totaling $38K. Net investment income was $127K.
Frank Wagner Memorial Trust at a glance
In short: Frank Wagner Memorial Trust gave $38K across 1 grant in 2026 (avg $38K), mostly in California. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $37,599
- -9.2% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $37,599
- -9.2% vs 2025
- Median grant
- $37,599
- Total assets
- $929,527
- +5.8% vs 2025
- Primary geography
- California (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Frank Wagner Memorial Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was San Clemente Seniors Inc ($38K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Frank Wagner Memorial Trust gives
- Giving held roughly steady from 2023 to 2026 (−20%). Method
- In 2026 it paid out 84% 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 2026, annual grant giving ranged from $35K (2020) to $47K (2023). In 2026 it made 1 grant totaling $38K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| San Clemente Seniors Inc San Clemente, CA | Unrestricted General | $37,599 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $929,527 | $138,987 | $57,096 | $37,599 | 1 | $44,252 | $127,492 | $52,784 |
| 2025 | $878,254 | $92,209 | $59,108 | $41,406 | 1 | $47,679 | $80,480 | $50,061 |
| 2024 | $843,755 | $27,419 | $50,402 | $35,032 | 1 | $40,714 | $12,589 | $45,577 |
| 2023 | $865,780 | $-21,199 | $69,103 | $46,930 | 1 | $52,734 | $7,864 | $46,097 |
| 2022 | $959,506 | $193,034 | $62,244 | $43,478 | 1 | $50,167 | $180,715 | $52,458 |
| 2021 | $837,512 | $64,135 | $57,700 | $40,721 | 1 | — | $54,631 | $45,320 |
| 2020 | $820,871 | $67,756 | $49,099 | $34,642 | 1 | — | $60,369 | $43,485 |
Under IRS private-foundation payout rules, Frank Wagner Memorial Trust reported a distributable amount of $53K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Frank Wagner Memorial Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$15K (2022) → $15K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $15K, to Bank of America (Trustee).
Frequently asked questions about Frank Wagner Memorial Trust
How much does Frank Wagner Memorial Trust give each year?
Frank Wagner Memorial Trust gave $38K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $41K across 1 grant.
How large is Frank Wagner Memorial Trust?
Frank Wagner Memorial Trust reported $930K in total assets on its 2026 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $53K (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.
Where does Frank Wagner Memorial Trust operate?
Frank Wagner Memorial Trust has awarded grants in California.
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 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Frank Wagner Memorial Trust's focus areas in our free grants database
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