Kathryn & Otto Wagner Charitable Fdn
The Kathryn & Otto Wagner Charitable Fdn is a private foundation based in Tampa, Florida. Its 2025 filing reports grants for scholarships to universities, colleges, and other recipients.
Kathryn & Otto Wagner Charitable Fdn at a glance
In short: Kathryn & Otto Wagner Charitable Fdn gave $72K across 10 grants in 2025 (avg $7K), mostly in Washington. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $72,111
- +56.1% vs 2024
- Grants made (2025)
- 10
- +25.0% vs 2024
- Average grant
- $7,211
- +24.9% vs 2024
- Median grant
- $5,000
- Total assets
- $530,077
- -9.3% vs 2024
- Primary geography
- Washington (59% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Kathryn & Otto Wagner Charitable Fdn
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 14055 Riveredge Drive Ste 525, Tampa, FL 33637-2015
Phone: (888) 727-9191
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Kathryn & Otto Wagner Charitable Fdn funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Literacy in the Methow ($21K). Together the top 7 received $50K.
Organizations only. It also paid 3 individual scholarships ($22,351), which are not listed by name.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 32 grants of 32 (100%).
Geographic Focus
Where this funder awards grants
In 2025, grant dollars went to recipients in Washington (59%), Idaho (29%), and Nevada (12%).
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
States
Cities
How Kathryn & Otto Wagner Charitable Fdn gives
- Giving grew 324% from 2022 to 2025. Method
- In 2025 it paid out 207% 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 2020 to 2025, annual grant giving ranged from $5K (2021) to $72K (2025). In 2025 it made 10 grants totaling $72K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Literacy in the Methow Boise, ID | Scholarship | $20,760 |
| 3 individual scholarships Recipients not named | — | $22,351 |
| University of Washington Seattle, WA | Scholarship | $10,000 |
| Whitworth University Mesquite, NV | Scholarship | $7,000 |
| Western Washington university Bellingham, WA | Scholarship | $4,000 |
| Washington State University Pullman, WA | Scholarship | $4,000 |
| Spokane Community College Mesquite, NV | Scholarship | $2,000 |
| Central Washington University Ellensburg, WA | Scholarship | $2,000 |
Ready to take the next step with Kathryn & Otto Wagner Charitable Fdn?
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 | $530,077 | $29,509 | $82,048 | $72,111 | 10 | $76,877 | $24,336 | $37,226 |
| 2024 | $584,738 | $34,528 | $56,157 | $46,201 | 8 | $50,908 | $29,447 | $37,191 |
| 2023 | $606,342 | $25,633 | $50,469 | $24,000 | 6 | $36,816 | $12,099 | $34,955 |
| 2022 | $631,230 | $19,261 | $38,255 | $17,000 | 5 | $27,232 | $8,558 | $35,964 |
| 2021 | $650,191 | $36,074 | $30,912 | $5,000 | 3 | $17,852 | $23,014 | $40,262 |
| 2020 | $645,149 | $-2,571 | $39,527 | $16,894 | 10 | — | — | $33,879 |
Under IRS private-foundation payout rules, Kathryn & Otto Wagner Charitable Fdn reported a distributable amount of $37K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Grantmaking
In filing year 2025, the foundation gave 10 grants totaling $72,111. Grant amounts ranged from $2,000 to $20,760, with a median of $5,000. All listed grant purposes were scholarships. Notable grants included $20,760 to Literacy in the Methow, $14,351 to an individual recipient, $10,000 to the University of Washington, and $7,000 to Whitworth University.
Leadership & Key People
Leadership team and compensation from IRS filings
Members Trust Company is listed as trustee on the 2025 filing.
Kathryn & Otto Wagner Charitable Fdn's only listed officer is Members Trust Company, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Members Trust Company
Trustee
On filings since 2020
5 hrs/week
$8K (2020) → $9K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $9K, to Members Trust Company (Trustee).
Frequently asked questions about Kathryn & Otto Wagner Charitable Fdn
How much does Kathryn & Otto Wagner Charitable Fdn give each year?
Kathryn & Otto Wagner Charitable Fdn gave $72K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $46K across 8 grants.
What is Kathryn & Otto Wagner Charitable Fdn's typical grant size?
Kathryn & Otto Wagner Charitable Fdn's median grant in 2025 was $5,000, and its average grant was $7,211, across 10 grants on its 2025 IRS Form 990-PF.
Where does Kathryn & Otto Wagner Charitable Fdn give grants?
Kathryn & Otto Wagner Charitable Fdn gives mostly in Washington: 59% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Idaho (29%) and Nevada (12%). The most frequent recipient cities were Mesquite, NV (2 grants).
Does Kathryn & Otto Wagner Charitable Fdn give general operating support?
Not in 2025: none of the 10 grants with a stated purpose on Kathryn & Otto Wagner Charitable Fdn's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (10 grants).
Who are Kathryn & Otto Wagner Charitable Fdn's largest grantees?
Kathryn & Otto Wagner Charitable Fdn's largest 2025 grantees include Literacy in the Methow ($20,760), University of Washington ($10,000) and Whitworth University ($7,000), according to its 2025 IRS Form 990-PF. It also paid 3 individual scholarships ($22,351), which are not listed by name. Together they received 52% of its itemized 2025 grant dollars.
How large is Kathryn & Otto Wagner Charitable Fdn?
Kathryn & Otto Wagner Charitable Fdn reported $530K in total assets on its 2025 IRS Form 990-PF. It paid out $77K in qualifying distributions that year, against a required minimum of $37K (roughly 5% of its investment assets).
How do I apply for a grant from Kathryn & Otto Wagner Charitable Fdn?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Kathryn & Otto Wagner Charitable Fdn accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 31, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
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Cite this profile
Grantable. (2026). Kathryn & Otto Wagner Charitable Fdn funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/kathryn-and-otto-wagner-charitable-fdn-morg_89c3b4c211d349c4997723d9f73f0c6d
BibTeX
@misc{grantable_916103623_2026,
author = {{Grantable}},
title = {{Kathryn \& Otto Wagner Charitable Fdn funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/kathryn-and-otto-wagner-charitable-fdn-morg_89c3b4c211d349c4997723d9f73f0c6d},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Kathryn & Otto Wagner Charitable Fdn's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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