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 |
Ready to take the next step with Wagner Family Foundation Trust?
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
Live grants for the work Wagner Family Foundation Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Alamo Kiwanis Club Charities Funding Request Due October 31, 2026
- Women's Health Fund Grants Circle of Friends: Up to $2,000; Women's Giving Circle: In excess of $2,000 · Due October 31, 2026
- Besse Johnson & George Blanton Allen Memorial Foundation Grant Average grant $1,000–$5,000 · Due October 31, 2026
Explore Open Grants
Browse active grant opportunities in Wagner Family Foundation Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Stoddard Charitable Trust
Worcester, MA
Stoddard Charitable Trust reported one grant of $5,625,200 in 2024, to a recipient in Worcester, Massachusetts; its 2022 filing reported 152 grants totaling $4,870,649, so typical grant size is not specified. It does not restrict giving to preselected organizations, and the filing directs applicants to contact Warner S Fletcher; whether unsolicited requests are accepted is not stated.
Assets
$43.8M
Grants
1
Total Given
$5.6M
Marc & Ernest Pallotta Foundation Inc
Bolton, MA
Assets
—
Grants
9
Total Given
$8K
Cunningham Family Foundation Inc
Holden, MA
The foundation’s 2024 grants supported Massachusetts organizations working in areas including food assistance, animal welfare, youth development, and services for women in crisis pregnancies. It gave $150,000 across 10 grants, or $15,000 each, to organizations in Worcester, Shrewsbury, and Holden. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$2.5M
Grants
10
Total Given
$150K
Lawrence H & Doris M Fisher
Worcester, MA
The Lawrence H & Doris M Fisher Foundation funded charities, religious organizations, and groups working in health, community services, and education, primarily in Massachusetts, with some grants in California. Its 2024 grants totaled $9,420 across 10 awards, typically around $100–$2,370; it accepts no unsolicited requests and gives only to preselected organizations. The 2024 filing was marked as its final return.
Assets
$9K
Grants
10
Total Given
$9K
William J McKee Jr Charitable Foundation
Worcester, MA
The foundation supports general-purpose grants to preselected organizations across health care, education, animal welfare, and cultural institutions. Its 2025 grants ranged from $5,000 to $100,000, with a median of $20,000; most funding went to Massachusetts, with some in Maine. It does not accept unsolicited requests.
Assets
$1.7M
Grants
12
Total Given
$345K
Hill Family Charitable Foundation
Worcester, MA
The foundation supports a range of charitable organizations, including education, community, religious, and animal-welfare groups, with 2025 grants ranging from $1,000 to $18,500 and a median of $3,000. Its reported 2025 grants went to organizations in Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.3M
Grants
13
Total Given
$65K
More similar funders
More Funders in Massachusetts
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Wagner Family Foundation Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Wagner Family Foundation Trust down — hundreds of funders to go?