Rose & Sherle Wagner Foundation
Rose & Sherle Wagner Foundation is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.0M in total assets. In 2024, it awarded 7 grants totaling $140K. Net investment income was $442K.
Key facts about Rose & Sherle Wagner Foundation
In short: Rose & Sherle Wagner Foundation gave $140K across 7 grants in 2024 (avg $20K), mostly in New York. Source: 2024 IRS Form 990-PF.
- EIN
- 13-3738106
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $140,000
- Grants made (2024)
- 7
- Average grant
- $20,000
- Median grant
- $15,000
- Total assets
- $6,993,731
- Primary geography
- New York (68% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.0M
-0.0% YoY
Annual Giving
$140K
-20.0% YoY
Grant Count
7
-22.2% YoY
Avg Grant Size
$20K
+2.9% YoY
Under IRS private-foundation payout rules, Rose & Sherle Wagner Foundation reported a distributable amount of $383K for 2024 — the minimum it must pay out in qualifying distributions.
How Rose & Sherle Wagner Foundation gives
- Giving held roughly steady from 2021 to 2024 (−4%). Method
- In 2024 it paid out 113% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 7 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $140K (2022) to $175K (2023). In 2024 it made 7 grants totaling $140K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
The largest 2024 recipient was Ya-Ya Network ($50K). Together the top 7 received $140K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 42 grants of 44 (95%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ya-Ya Network New York, NY | General Organizational Support | $50,000 |
| Bay-Peace Oakland, CA | General Organizational Support | $20,000 |
| Project Ezra New York, NY | General Organizational Support | $20,000 |
| Circle up Youth Restorative Arts Inc Brooklyn, NY | General Organizational Support | $15,000 |
| Horizons Student Enrichment National Westport, CT | General Organizational Support | $15,000 |
| Welfare Rights Initiative New York, NY | General Organizational Support | $10,000 |
| Women's Reproductive Rights Assistance Project Santa Monica, CA | General Organizational Support | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,993,731 | $6,995,600 | $7,355,123 |
| Revenue | $593,706 | $267,368 | $481,026 |
| Expenses | $592,722 | $626,891 | $605,857 |
| Qualifying Distributions | $430,927 | $484,694 | $435,935 |
| Net Investment Income | $441,911 | $133,119 | $346,183 |
| Distributable Amount | $382,790 | $363,794 | $380,007 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Rose & Sherle Wagner Foundation's 2024 filing lists 2 officers; 1 of 2 officers listed in 2024 is compensated.
Officers on the 2024 filing
Amy Wagner
Director
On filings since 2020
35 hrs/week
$11K (2020) → $10K (2024)
Shalena Broadnax
Trustee
On filings since 2023
2 hrs/week
No compensation reported
Former officers (1)
- Former: Rose Wagner (2020–2023) — Trustee · Filing note: Deceased July 14 2023
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $10K, to Amy Wagner (Director).
Frequently asked questions about Rose & Sherle Wagner Foundation
How much does Rose & Sherle Wagner Foundation give each year?
Rose & Sherle Wagner Foundation gave $140K across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $175K across 9 grants.
What is Rose & Sherle Wagner Foundation's typical grant size?
Rose & Sherle Wagner Foundation's median grant in 2024 was $15,000, and its average grant was $20,000, across 7 grants on its 2024 IRS Form 990-PF.
Where does Rose & Sherle Wagner Foundation give grants?
Rose & Sherle Wagner Foundation gives mostly in New York: 68% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were California (21%) and Connecticut (11%). The most frequent recipient cities were New York, NY (3 grants).
Does Rose & Sherle Wagner Foundation give general operating support?
Yes: 100% of Rose & Sherle Wagner Foundation's 2024 grants with a stated purpose (7 of 7) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Rose & Sherle Wagner Foundation's largest grantees?
Rose & Sherle Wagner Foundation's largest 2024 grantees include Ya-Ya Network ($50,000), Bay-Peace ($20,000) and Project Ezra ($20,000), according to its 2024 IRS Form 990-PF. Together they received 64% of its itemized 2024 grant dollars.
How large is Rose & Sherle Wagner Foundation?
Rose & Sherle Wagner Foundation reported $7.0M in total assets on its 2024 IRS Form 990-PF. It paid out $431K in qualifying distributions that year, against a required minimum of $383K (roughly 5% of its investment assets).
What is Rose & Sherle Wagner Foundation's EIN?
Rose & Sherle Wagner Foundation's EIN (Employer Identification Number) is 13-3738106. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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