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.
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.
About Rose & Sherle Wagner Foundation
Based on IRS filings
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
44 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ya-ya Network ($50,000), Bay-peace ($20,000), Project Ezra ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CIRCLE UP YOUTH RESTORATIVE ARTS INC BROOKLYN, NY | GENERAL ORGANIZATIONAL SUPPORT | $15,000 |
| BAY-PEACE OAKLAND, CA | GENERAL ORGANIZATIONAL SUPPORT | $20,000 |
| HORIZONS STUDENT ENRICHMENT NATIONAL WESTPORT, CT | GENERAL ORGANIZATIONAL SUPPORT | $15,000 |
| PROJECT EZRA NEW YORK, NY | GENERAL ORGANIZATIONAL SUPPORT | $20,000 |
| 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 |
| YA-YA NETWORK NEW YORK, NY | GENERAL ORGANIZATIONAL SUPPORT | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| AMY WAGNER | DIRECTOR | 35 | $10,000 |
| SHALENA BROADNAX | TRUSTEE | 2 | — |
Frequently Asked Questions
How large is Rose & Sherle Wagner Foundation?
As of 2024, Rose & Sherle Wagner Foundation holds $7.0M in total assets with $594K in annual revenue. It awarded 7 grants totaling $140K in 2024.
Where does Rose & Sherle Wagner Foundation operate?
Rose & Sherle Wagner Foundation has awarded grants in California, Connecticut, North Carolina, New York, Texas.
What size grants does Rose & Sherle Wagner Foundation award?
In 2024, Rose & Sherle Wagner Foundation awarded 7 grants totaling $140K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Rose & Sherle Wagner Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Rose & Sherle Wagner Foundation reported a distributable amount of $383K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Rose & Sherle Wagner Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.