Kathryn & Otto Wagner Charitable Fdn

TAMPA, FL EIN: 91-6103623

Kathryn & Otto Wagner Charitable Fdn is a private foundation, based in TAMPA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $585K in total assets. In 2024, it awarded 8 grants totaling $46K. Net investment income was $29K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$585K

-3.6% YoY

Annual Giving

$46K

+92.5% YoY

Grant Count

+33.3% YoY

Avg Grant Size

$6K

+44.4% YoY

Under IRS private-foundation payout rules, Kathryn & Otto Wagner Charitable Fdn reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.

About Kathryn & Otto Wagner Charitable Fdn

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $96K (88%)

Idaho $9K (8%)

Nevada $5K (5%)

States

Idaho Nevada Washington

Cities

BellinghamBoiseCheneyCollege PlaceEllensburgMesquiteOlympiaPullmanSeattleSpokaneTacomaTwispWalla WallaWenatchee

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$584,738	$606,342	$631,230
Revenue	$34,528	$25,633	$19,261
Expenses	$56,157	$50,469	$38,255
Qualifying Distributions	$50,908	$36,816	$27,232
Net Investment Income	$29,447	$12,099	$8,558
Distributable Amount	$37,191	$34,955	$35,964

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Grant Size Distribution

32 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Jodi Smith ($13,651), Literacy in the Methow ($8,550), Bellingham Technical College Foundation ($6,000).

Recipient	Purpose	Amount
Literacy in the Methow Boise, ID	SCHOLARSHIP	$8,550
Jodi Smith Twisp, WA	SCHOLARSHIP	$13,651
Bellingham Technical College Foundation Bellingham, WA	SCHOLARSHIP	$6,000
Western Washington university Bellingham, WA	SCHOLARSHIP	$6,000
CENTRAL WASHINGTON UNIVERSITY Ellensburg, WA	SCHOLARSHIP	$2,000
EASTERN WASHINGTON UNIVERSITY FDN CHENEY, WA	SCHOLARSHIP	$2,000
Washington State University Pullman, WA	SCHOLARSHIP	$2,000
UNIVERSITY OF WASHINGTON Seattle, WA	SCHOLARSHIP	$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
MEMBERS TRUST COMPANY	Trustee	5	$8,764

Frequently Asked Questions

How large is Kathryn & Otto Wagner Charitable Fdn?

As of 2024, Kathryn & Otto Wagner Charitable Fdn holds $585K in total assets with $35K in annual revenue. It awarded 8 grants totaling $46K in 2024.

Where does Kathryn & Otto Wagner Charitable Fdn operate?

Kathryn & Otto Wagner Charitable Fdn has awarded grants in Idaho, Nevada, Washington.

What size grants does Kathryn & Otto Wagner Charitable Fdn award?

In 2024, Kathryn & Otto Wagner Charitable Fdn awarded 8 grants totaling $46K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Kathryn & Otto Wagner Charitable Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Kathryn & Otto Wagner Charitable Fdn reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Kathryn & Otto Wagner Charitable Fdn's EIN?

Kathryn & Otto Wagner Charitable Fdn's EIN (Employer Identification Number) is 91-6103623. IRS Form 990 filing data is available on this page for 2020–2024.