Rose & Sherle Wagner Foundation

NEW YORK, NY EIN: 13-3738106

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

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

5states

Cities

AustinBrooklynCharlotteE New YorkLos AngelesNew YorkOaklandSanta MonicaWestport

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$308K$616K$924K$1M20202021202220232024
Metric202420232022
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

$0$44K$88K$131K$175K10 grants202010 grants20218 grants20229 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

YA-YA NETWORK$50KBAY-PEACE$20KPROJECT EZRA$20KCIRCLE UP YOUTH RESTORAT…$15KHORIZONS STUDENT ENRICHM…$15KWELFARE RIGHTS INITIATIVE$10KWOMEN'S REPRODUCTIVE RIG…$10K

Grant Size Distribution

44 grants across all recorded years

42<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

AMY WAGNERDIRECTOR$10K

From 2024 filing

NameTitleHoursCompensation
AMY WAGNERDIRECTOR35$10,000
SHALENA BROADNAXTRUSTEE2

Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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