Kathryn & Otto Wagner Charitable Fdn
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
8
+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
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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.
Explore Open Grants
Browse active grant opportunities in Kathryn & Otto Wagner Charitable Fdn's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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