Owen H and Sarah D Wangensteen Surgi

SAINT LOUIS, MO EIN: 23-7097366

Owen H and Sarah D Wangensteen Surgi is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $181K in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$181K

-3.3% YoY

Annual Giving

$10K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$10K

+0.0% YoY

Under IRS private-foundation payout rules, Owen H and Sarah D Wangensteen Surgi reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.

About Owen H and Sarah D Wangensteen Surgi

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Minnesota $48K (100%)

States

Minnesota

Cities

Minneapolis

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$181,412	$187,617	$194,916
Revenue	$7,922	$6,639	$5,685
Expenses	$14,204	$13,902	$14,117
Qualifying Distributions	$10,973	$10,920	$10,875
Net Investment Income	$4,753	$3,549	$2,862
Distributable Amount	$10,294	$9,631	$10,275

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 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Minnesota Foundation ($9,500).

Recipient	Purpose	Amount
UNIVERSITY OF MINNESOTA FOUNDATION MINNEAPOLIS, MN	GENERAL OPERATING	$9,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$3,465

Frequently Asked Questions

How large is Owen H and Sarah D Wangensteen Surgi?

As of 2024, Owen H and Sarah D Wangensteen Surgi holds $181K in total assets with $8K in annual revenue. It awarded 1 grants totaling $10K in 2024.

Where does Owen H and Sarah D Wangensteen Surgi operate?

Owen H and Sarah D Wangensteen Surgi has awarded grants in Minnesota.

What size grants does Owen H and Sarah D Wangensteen Surgi award?

In 2024, Owen H and Sarah D Wangensteen Surgi awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Owen H and Sarah D Wangensteen Surgi required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Owen H and Sarah D Wangensteen Surgi reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Owen H and Sarah D Wangensteen Surgi's EIN?

Owen H and Sarah D Wangensteen Surgi's EIN (Employer Identification Number) is 23-7097366. IRS Form 990 filing data is available on this page for 2020–2024.