The Richard Homer Wagner Foundation

Private foundation · Grantmaker Corona Del Mar, CA EIN: 33-0757605

The Richard Homer Wagner Foundation is a private foundation, based in Corona Del Mar, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $356K in total assets. In 2024, it awarded 7 grants totaling $21K. Net investment income was $22K.

Key facts about The Richard Homer Wagner Foundation

In short: The Richard Homer Wagner Foundation gave $21K across 7 grants in 2024 (avg $3K), mostly in California. Source: 2024 IRS Form 990-PF.

EIN
33-0757605
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$21,000
Grants made (2024)
7
Average grant
$3,000
Median grant
$2,000
Total assets
$355,874
Primary geography
California (100% 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

$356K

-0.4% YoY

Annual Giving

$21K

-8.7% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$3K

-8.7% YoY

Under IRS private-foundation payout rules, The Richard Homer Wagner Foundation reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.

How The Richard Homer Wagner Foundation gives

  • Giving held roughly steady from 2021 to 2024 (−9%). Method
  • In 2024 it paid out 121% 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

2states

Share of 2024 grant dollars across all 7 itemized grants.

Cities

Corona Del MarIrvineNewport BeachSanta AnaTustinSan ClementeBooneCosta MesaNewport CoastRancho Palos Verdes

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K12 grants2020 8 grants2021 8 grants2022 7 grants2023 7 grants2024

From 2020 to 2024, annual grant giving ranged from $21K (2024) to $25K (2022). In 2024 it made 7 grants totaling $21K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

St Matthew's Church: $10KSt Matthew's Church$10KDana Point 5TH Marine Regiment Support Group: $2KDana Point 5TH Marine RegimentSupport Group$2KPacific Symphony: $2KPacific Symphony$2KSt Michael & All Angels Church: $2KSt Michael & All Angels Church$2KThe Prentice School: $2KThe Prentice School$2KYMCA of Orange County: $2KYMCA of Orange County$2KBoy Scouts of America: $1KBoy Scouts of America$1K

The largest 2024 recipient was St Matthew's Church ($10K). Together the top 7 received $21K.

Grant Size Distribution

42 grants across all recorded years

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

The most common grant size was under $50K: 42 grants of 42 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Matthew's Church Newport Beach, CANew Organ Fund$10,000
Dana Point 5TH Marine Regiment Support Group San Clemente, CAGeneral Fund$2,000
Pacific Symphony Irvine, CABetty Jean Kimble Wagner Vocal Scholarship$2,000
St Michael & All Angels Church Corona Del Mar, CAOrgan Maintenance & Improvement Fund$2,000
The Prentice School Santa Ana, CAScience & Technology Fund$2,000
YMCA of Orange County Tustin, CASummer Camp Scholarship Fund$2,000
Boy Scouts of America Corona Del Mar, CATroop 90 General Fund$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$355,874$357,389$359,054
Revenue$25,017$26,635$25,361
Expenses$26,532$28,300$29,915
Qualifying Distributions$23,762$25,494$27,027
Net Investment Income$22,254$23,829$22,473
Distributable Amount$19,618$19,405$20,039

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Richard Homer Wagner Foundation is led by Constance E. Davidson, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Constance E. Davidson

    President

    On filings since 2020

    No compensation reported

  • Katherine F. Wagner-Dogali

    Secretary

    On filings since 2020

    No compensation reported

  • Richard K. Wagner

    Treasurer

    On filings since 2020

    No compensation reported

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.

Frequently asked questions about The Richard Homer Wagner Foundation

How much does The Richard Homer Wagner Foundation give each year?

The Richard Homer Wagner Foundation gave $21K across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $23K across 7 grants.

What is The Richard Homer Wagner Foundation's typical grant size?

The Richard Homer Wagner Foundation's median grant in 2024 was $2,000, and its average grant was $3,000, across 7 grants on its 2024 IRS Form 990-PF.

Where does The Richard Homer Wagner Foundation give grants?

The Richard Homer Wagner Foundation gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Corona Del Mar, CA (2 grants).

Does The Richard Homer Wagner Foundation give general operating support?

Yes: 29% of The Richard Homer Wagner Foundation's 2024 grants with a stated purpose (2 of 7) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are The Richard Homer Wagner Foundation's largest grantees?

The Richard Homer Wagner Foundation's largest 2024 grantees include St Matthew's Church ($10,000), Dana Point 5TH Marine Regiment Support Group ($2,000) and Pacific Symphony ($2,000), according to its 2024 IRS Form 990-PF. Together they received 67% of its itemized 2024 grant dollars.

How large is The Richard Homer Wagner Foundation?

The Richard Homer Wagner Foundation reported $356K in total assets on its 2024 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets).

What is The Richard Homer Wagner Foundation's EIN?

The Richard Homer Wagner Foundation's EIN (Employer Identification Number) is 33-0757605. 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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