Wagenlis Foundation
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.
Wagenlis Foundation at a glance
In short: Wagenlis Foundation gave $30K across 3 grants in 2025 (avg $10K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $30,000
- +0.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $10,000
- +0.0% vs 2024
- Median grant
- $6,000
- Total assets
- $600,492
- -0.0% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Wagenlis Foundation funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
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.
Giving History
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.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $600,492 | $50,429 | $50,615 | $30,000 | 3 | $37,721 | $38,220 | $37,961 |
| 2024 | $600,746 | $42,428 | $49,519 | $30,000 | 3 | $37,472 | $30,596 | $36,750 |
| 2023 | $607,816 | $24,065 | $47,721 | $30,000 | 3 | $36,868 | $12,027 | $33,850 |
| 2022 | $631,784 | $-26,186 | $50,894 | $30,000 | 3 | $37,268 | $8,519 | $35,075 |
| 2021 | $709,084 | $114,021 | $52,596 | $30,000 | 3 | $38,227 | $99,535 | $39,918 |
| 2020 | $647,722 | $57,557 | $48,726 | $30,500 | 3 | — | $46,067 | $34,293 |
| 2019 | $638,290 | $50,432 | $62,439 | $44,000 | 3 | — | $39,902 | $33,769 |
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.
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.
Data update history
(8)
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
Live grants for the work Wagenlis Foundation funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Wagenlis Foundation's focus areas in our free grants database
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