Wagner Family Foundation Trust
Wagner Family Foundation Trust is a private foundation, based in Boylston, MA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $402K in total assets. In 2024, it awarded 1 grant totaling $49K. Net investment income was $7K.
Wagner Family Foundation Trust at a glance
In short: Wagner Family Foundation Trust gave $49K across 1 grant in 2024 (avg $49K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $49,343
- Grants made (2024)
- 1
- Average grant
- $49,343
- Median grant
- $49,343
- Total assets
- $402,458
- +234.5% vs 2023
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Wagner Family Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Worcester Animal Rescue League ($49K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Wagner Family Foundation Trust gives
- In 2024 it paid out 445% of its IRS minimum distribution (the 5% rule). 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
In 2024 it made 1 grant totaling $49K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Worcester Animal Rescue League Boylston, MA | General Support | $49,343 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $402,458 | $341,500 | $58,403 | $49,343 | 1 | $53,873 | $6,970 | $12,096 |
| 2023 | $120,313 | $120,313 | — | — | — | — | $313 | $17 |
Under IRS private-foundation payout rules, Wagner Family Foundation Trust reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wagner Family Foundation Trust's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Lori Wagner
Trustee
On filings since 2023
10 hrs/week
No compensation reported
Mark Wagner
Trustee
On filings since 2023
10 hrs/week
No compensation reported
Marsha Wagner
Trustee
On filings since 2023
10 hrs/week
No compensation reported
Ronald Wagner
Trustee
On filings since 2023
10 hrs/week
No compensation reported
Scott Wagner
Trustee
On filings since 2023
10 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2023–2024. "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 Wagner Family Foundation Trust
How much does Wagner Family Foundation Trust give each year?
Wagner Family Foundation Trust gave $49K across 1 grant in 2024, according to its 2024 IRS Form 990-PF.
How large is Wagner Family Foundation Trust?
Wagner Family Foundation Trust reported $402K in total assets on its 2024 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets).
Where does Wagner Family Foundation Trust operate?
Wagner Family Foundation Trust has awarded grants in Massachusetts.
What is Wagner Family Foundation Trust's EIN?
Wagner Family Foundation Trust's EIN (Employer Identification Number) is 92-1498580. IRS Form 990 filing data is available on this page for 2023–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2023–2024
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