Wagenlis Foundation is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $600K in total assets. In 2025, it awarded 3 grants totaling $30K. Net investment income was $38K.
Key facts about Wagenlis Foundation
In short: Wagenlis Foundation gave $30K across 3 grants in 2025 (avg $10K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 36-6123611
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $30,000
- Grants made (2025)
- 3
- Average grant
- $10,000
- Median grant
- $6,000
- Total assets
- $600,492
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$600K
-0.0% YoY
Annual Giving
$30K
+0.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$10K
+0.0% YoY
Under IRS private-foundation payout rules, Wagenlis Foundation reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.
How Wagenlis Foundation gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $30K (2021) to $44K (2019). In 2025 it made 3 grants totaling $30K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Los Rios Colleges Foundation ($20K). Together the top 3 received $30K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Los Rios Colleges Foundation Berkley, CA | Unrestricted General | $20,000 |
| Congregation Beth Isreal Berkeley, CA | Unrestricted General | $6,000 |
| Oakland Hebrew Day School Oakland, CA | Unrestricted General | $4,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $600,492 | $600,746 | $607,816 |
| Revenue | $50,429 | $42,428 | $24,065 |
| Expenses | $50,615 | $49,519 | $47,721 |
| Qualifying Distributions | $37,721 | $37,472 | $36,868 |
| Net Investment Income | $38,220 | $30,596 | $12,027 |
| Distributable Amount | $37,961 | $36,750 | $33,850 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Wagenlis Foundation's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America N A
Co-Trustee
On filings since 2019
1 hr/week
$10K (2019) → $11K (2025)
Erwin L. Schubert
Co-Trustee
On filings since 2019
1 hr/week
$3K (2019) → $4K (2025)
Richard C. Schubert
Co-Trustee
On filings since 2019
1 hr/week
$3K (2019) → $4K (2025)
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
The highest reported compensation on the 2025 filing was $11K, to Bank of America N a (Co-Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Wagenlis Foundation
How much does Wagenlis Foundation give each year?
Wagenlis Foundation gave $30K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 3 grants.
What is Wagenlis Foundation's typical grant size?
Wagenlis Foundation's median grant in 2025 was $6,000, and its average grant was $10,000, across 3 grants on its 2025 IRS Form 990-PF.
Where does Wagenlis Foundation give grants?
Wagenlis Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Wagenlis Foundation give general operating support?
Yes: 100% of Wagenlis Foundation's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Wagenlis Foundation?
Wagenlis Foundation reported $600K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $38K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Wagenlis Foundation?
Wagenlis Foundation is a private foundation focused on Education, based in Dallas, TX. It holds $600K in total assets as of 2025.
What is Wagenlis Foundation's EIN?
Wagenlis Foundation's EIN (Employer Identification Number) is 36-6123611. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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