Wanetta M and Joseph B Hagan Jr Charitable
Wanetta M and Joseph B Hagan Jr Charitable is a private foundation, based in Louisville, KY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $866K in total assets. In 2025, it awarded 6 grants totaling $73K. Net investment income was $95K.
Wanetta M and Joseph B Hagan Jr Charitable at a glance
In short: Wanetta M and Joseph B Hagan Jr Charitable gave $73K across 6 grants in 2025 (avg $12K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $73,368
- +16.4% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $12,228
- +16.4% vs 2024
- Median grant
- $12,228
- Total assets
- $866,062
- +2.0% vs 2024
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Wanetta M and Joseph B Hagan Jr Charitable funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was The Salvation Army ($12K). Together the top 6 received $73K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Wanetta M and Joseph B Hagan Jr Charitable gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 90% 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 2020 to 2025, annual grant giving ranged from $53K (2020) to $73K (2025). In 2025 it made 6 grants totaling $73K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Salvation Army Louisville, KY | General Charitable | $12,228 |
| Home of the Innocents Louisville, KY | General Charitable | $12,228 |
| St Thomas' Orphan Society Inc and St Vincent's Orphan Society Inc Louisville, KY | General Charitable | $12,228 |
| St Joseph Children's Home Louisville, KY | General Charitable | $12,228 |
| Father Maloney's Boy's Haven Inc Louisville, KY | General Charitable | $12,228 |
| Volunteers of America Mid-States Louisville, KY | General Charitable | $12,228 |
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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 | $866,062 | $107,770 | $91,090 | $73,368 | 6 | $77,572 | $94,706 | $86,406 |
| 2024 | $849,111 | $52,621 | $80,106 | $63,036 | 6 | $66,865 | $40,740 | $77,197 |
| 2023 | $876,805 | $61,001 | $75,140 | $61,230 | 6 | $64,643 | $48,837 | $66,449 |
| 2022 | $890,945 | $27,887 | $88,124 | $71,891 | 6 | $75,431 | $17,143 | $65,132 |
| 2021 | $951,136 | $147,976 | $76,338 | $57,972 | 6 | $61,711 | $136,737 | $74,906 |
| 2020 | $879,299 | $143,051 | $66,497 | $53,352 | 6 | — | $133,293 | $61,581 |
Under IRS private-foundation payout rules, Wanetta M and Joseph B Hagan Jr Charitable reported a distributable amount of $86K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wanetta M and Joseph B Hagan Jr Charitable's only listed officer is Baird Trust Company, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Baird Trust Company
Trustee
On filings since 2021
2 hrs/week
$14K (2021) → $16K (2025)
Former officers (1)
- Former: Hilliard Lyons Trust Company LLC (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $16K, to Baird Trust Company (Trustee).
Frequently asked questions about Wanetta M and Joseph B Hagan Jr Charitable
How much does Wanetta M and Joseph B Hagan Jr Charitable give each year?
Wanetta M and Joseph B Hagan Jr Charitable gave $73K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $63K across 6 grants.
What is Wanetta M and Joseph B Hagan Jr Charitable's typical grant size?
Wanetta M and Joseph B Hagan Jr Charitable's median grant in 2025 was $12,228, and its average grant was $12,228, across 6 grants on its 2025 IRS Form 990-PF.
Where does Wanetta M and Joseph B Hagan Jr Charitable give grants?
Wanetta M and Joseph B Hagan Jr Charitable gives mostly in Kentucky: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Louisville, KY (6 grants).
Does Wanetta M and Joseph B Hagan Jr Charitable give general operating support?
Yes: 100% of Wanetta M and Joseph B Hagan Jr Charitable's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Wanetta M and Joseph B Hagan Jr Charitable's largest grantees?
Wanetta M and Joseph B Hagan Jr Charitable's largest 2025 grantees include The Salvation Army ($12,228), Home of the Innocents ($12,228) and St Thomas' Orphan Society Inc and St Vincent's Orphan Society Inc ($12,228), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Wanetta M and Joseph B Hagan Jr Charitable?
Wanetta M and Joseph B Hagan Jr Charitable reported $866K in total assets on its 2025 IRS Form 990-PF. It paid out $78K in qualifying distributions that year, against a required minimum of $86K (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 Wanetta M and Joseph B Hagan Jr Charitable's EIN?
Wanetta M and Joseph B Hagan Jr Charitable's EIN (Employer Identification Number) is 45-6730870. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 27, 2023)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 17, 2026)
Live grants for the work Wanetta M and Joseph B Hagan Jr Charitable funds
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