The Carruth J Wagner MD Foundation

Private foundation · Grantmaker Omaha, NE EIN: 26-1620160

The Carruth J Wagner MD Foundation is a private foundation focused on Education, based in Omaha, NE. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 4 grants totaling $67K. Net investment income was $84K.

Key facts about The Carruth J Wagner MD Foundation

In short: The Carruth J Wagner MD Foundation gave $67K across 4 grants in 2025 (avg $17K), mostly in South Carolina. Source: 2025 IRS Form 990-PF.

EIN
26-1620160
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$67,000
Grants made (2025)
4
Average grant
$16,750
Median grant
$18,500
Total assets
$1,103,525
Primary geography
South Carolina (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.1M

-3.9% YoY

Annual Giving

$67K

+11.7% YoY

Grant Count

4

+33.3% YoY

Avg Grant Size

$17K

-16.3% YoY

Under IRS private-foundation payout rules, The Carruth J Wagner MD Foundation reported a distributable amount of $126K for 2025 — the minimum it must pay out in qualifying distributions.

How The Carruth J Wagner MD Foundation gives

  • In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with The Carruth J Wagner MD Foundation?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

TaylorsSimpsonvilleGreenvilleLexingtonBaton RougeJohnson CityLandoverLawrenceville

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K5 grants2019 3 grants2020 2 grants2021 2 grants2022* Covers 14 months (fiscal year-end changed)3 grants2023 3 grants2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $55K (2022, 14 months) to $105K (2019). In 2025 it made 4 grants totaling $67K.

*2022: Covers 14 months (fiscal year-end changed).

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Service Dogs for Veterans: $25KService Dogs for Veterans$25KService Dog Institute: $20KService Dog Institute$20KProject Host: $17KProject Host$17KHappy Wheels: $5KHappy Wheels$5K

The largest 2025 recipient was Service Dogs for Veterans ($25K). Together the top 4 received $67K.

Grant Size Distribution

14 grants across all recorded years

13<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 14 (93%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Service Dogs for Veterans Taylors, SCGeneral Operations$25,000
Service Dog Institute Simpsonville, SCGeneral Operations$20,000
Project Host Greenville, SCGeneral Operations$17,000
Happy Wheels Lexington, SCGeneral Operations$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019 2020 2021 2022* Covers 14 months (fiscal year-end changed)2023 2024 2025

*2022: Covers 14 months (fiscal year-end changed).

Metric202520242023
Total Assets$1,103,525$1,148,744$1,234,226
Revenue$85,460$35,466$-28,484
Expenses$130,679$101,459$118,526
Qualifying Distributions$129,075$98,693$118,526
Net Investment Income$84,314$32,946$17,674
Distributable Amount$125,627$111,348$94,482

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 9, 2023)
  2. Added Form 990-PF for fiscal year 2019 (received by the IRS March 7, 2020)
  3. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  4. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Carruth J Wagner MD Foundation is led by Jennifer L. Spilker, President & Tr Easurer since 2025 (on filings since 2019); 1 of 5 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Jennifer L. Spilker

    President & Tr Easurer

    President & Treasurer → President & Tr Easurer, 2025

    On filings since 2019

    5 hrs/week

    $35K (2023) → $29K (2025)

  • Alan J. Spilker

    Chairman Emeritus

    Chairman → Chairman Emeritus, 2020

    On filings since 2019

    No compensation reported

  • Richard W. Henry

    Vice President

    On filings since 2019

    1 hr/week

    No compensation reported

  • Ashley B. Schlesinger

    Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

  • Josh Richards

    Board Member

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: Allen J Spilker (2023) — Chairman Emeritus
  • Former: Ashley B. Spilker (2019) — Secretary

Data from IRS Form 990 filings, 2019–2025. "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

Jennifer L Spilker — President/Tr Easurer: $29KJennifer L SpilkerPresident/Tr Easurer$29K

The highest reported compensation on the 2025 filing was $29K, to Jennifer L Spilker (President/Tr Easurer).

Frequently asked questions about The Carruth J Wagner MD Foundation

How much does The Carruth J Wagner MD Foundation give each year?

The Carruth J Wagner MD Foundation gave $67K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 3 grants.

What is The Carruth J Wagner MD Foundation's typical grant size?

The Carruth J Wagner MD Foundation's median grant in 2025 was $18,500, and its average grant was $16,750, across 4 grants on its 2025 IRS Form 990-PF.

Where does The Carruth J Wagner MD Foundation give grants?

The Carruth J Wagner MD Foundation gives mostly in South Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does The Carruth J Wagner MD Foundation give general operating support?

Yes: 100% of The Carruth J Wagner MD Foundation's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is The Carruth J Wagner MD Foundation?

The Carruth J Wagner MD Foundation reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $129K in qualifying distributions that year, against a required minimum of $126K (roughly 5% of its investment assets).

What is The Carruth J Wagner MD Foundation?

The Carruth J Wagner MD Foundation is a private foundation focused on Education, based in Omaha, NE. It holds $1.1M in total assets as of 2025.

What is The Carruth J Wagner MD Foundation's EIN?

The Carruth J Wagner MD Foundation's EIN (Employer Identification Number) is 26-1620160. IRS Form 990 filing data is available on this page for 2019–2025.

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

Your AI grants department

Here's the math on researching The Carruth J Wagner MD Foundation by hand.

Explore Open Grants

Browse active grant opportunities in The Carruth J Wagner MD Foundation's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Nebraska

Spilker Family Foundation

Greenville, SC

Philanthropy, Voluntarism & Grantmaking

Assets

$419K

Grants

4

Total Given

$15K

Duke Energy Foundation

Charlotte, NC

The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.

Assets

$1.9M

Grants

41

Total Given

$25.6M

The Susanna Iacovelli Charitable

Greenville, SC

The Susanna Iacovelli Charitable supports organizations working in recovery, homelessness, meal delivery, services for children with serious illnesses or autism, and community assistance. In 2024, its 26 grants ranged from $200 to $395,500, with a median of $12,000; most funding went to organizations in Ohio and South Carolina. It funds only preselected charitable organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$10.2M

Grants

26

Total Given

$712K

The Lewis Greenwood Foundation

Newbury Park, CA

The Lewis Greenwood Foundation supports a range of charitable work, including nutrition, environmental protection, disaster relief, education, and community services, with 2025 grants distributed mainly in California, Illinois, Florida, and New York. Its grants ranged from $1,000 to $25,000, with a median of $5,000; it accepts written requests with supporting documentation and says requests cannot exceed $25,000.

Assets

$6.7M

Grants

64

Total Given

$360K

Irene W & CB Pennington Private

Baton Rouge, LA

The foundation supports arts, health, education and social-emotional learning, public safety, economic development, disaster resilience, recreation, the environment, and accessibility, with most giving focused on Greater Baton Rouge. Its website says typical grants are $15,000–$30,000, with smaller annual grants and larger capital awards also possible. The 2024 filing says it gives only to preselected organizations and does not accept unsolicited requests, though its website invites eligible nonprofits to apply online.

Assets

$21.8M

Grants

130

Total Given

$5.5M

The Coach Foundation Inc

New York, NY

The Coach Foundation supports education, scholarships, mentorship, and youth-voice initiatives for students from historically underrepresented and marginalized communities, with grants to organizations in the U.S. and internationally. Its 2025 grants ranged from $10,000 to $1 million, with a median of $70,000. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$77.2M

Grants

21

Total Given

$3.8M

Colquitt Foundation

Knoxville, TN

The Colquitt Foundation’s grants support organizations working in areas such as children’s development, crisis assistance, disaster response, food relief, conservation, and animal welfare. Its 2024 grants ranged from $1,000 to $250,000, with a median of $1,000, and mainly went to organizations in Tennessee and North Carolina. It gives only to preselected charities and does not accept unsolicited funding requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$30.5M

Grants

53

Total Given

$899K

The Emry Oxford Foundation Inc

Greenville, MS

The Emry Oxford Foundation funds charitable organizations across areas reflected in its grants, including education, health, youth programs, and community services, with most 2024 giving going to Mississippi organizations. Its 2024 grants ranged from $200 to $40,000, with a median of $2,000; it gives only to preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.9M

Grants

18

Total Given

$78K

Christian J & Eva W Trefz Family Foundation Inc

Westport, CT

The foundation supports a varied range of charitable organizations, including libraries, land conservation, animal welfare, churches, social services, and programs for children. Its 2025 grants ranged from $50 to $18,000, with a median of $1,000; funding mainly went to organizations in Florida and Connecticut. It gives only to preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$125K

Grants

26

Total Given

$87K

The Sherwood Foundation

Omaha, NE

The Sherwood Foundation funds equity and social-justice work in Nebraska, with a focus on urban and rural community partnerships and early childhood education; it supports operating, program, and capital needs. Its 2025 grants had a median of $90,000, though awards varied widely. It does not accept unsolicited requests and uses an invitation-only application process.

Philanthropy, Voluntarism & Grantmaking

Assets

$977.8M

Grants

790

Total Given

$296.3M

The Lozier Foundation

Omaha, NE

The Lozier Foundation funds education, women and girls, North Omaha initiatives, and human services, with a focus on underrepresented communities in the Omaha metro area. Its 2024 grants ranged from $450 to $2 million, with a median of about $38,000; it does not accept unsolicited funding requests and contributes to preselected organizations.

Assets

$437.1M

Grants

450

Total Given

$49.2M

Union Pacific Foundation

Omaha, NE

The Union Pacific Foundation funds 501(c)(3) nonprofits in Union Pacific communities, prioritizing direct services and organizational capacity in safety, workforce development, community and public spaces, and local needs. Its 2025 grants ranged from $5,000 to $600,000, with a median of $10,000; it accepts online applications during designated periods.

Assets

$75K

Grants

441

Total Given

$8.2M

More Funders in Nebraska

The Carruth J Wagner MD Foundation down — hundreds of funders to go?

Want AI to do this for you?