Rose & Sherle Wagner Foundation

New York, NY
Tax-exempt since Nov. 1994
EIN: 13-3738106

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$267k (2023)

Expenses

$627k (2023)

Total Assets

$7M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$267,368

Expenses

$626,891

Net Income

-$359,523

Net Assets

$6,995,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$156,636	58.6%
Sales of Assets	$45,012	16.8%
Other Income	$65,720	24.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$484,694	77.3%
Compensation of Officers*	$10,000	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,995,600
Total Liabilities	$0
Net Assets	$6,995,600

Compensation

Key Employees and Officers	Compensation	Other
Amy Wagner (Director)	$10,000	$0
Rose Wagner Deceased July 14 2023 (Trustee)	$0	$0
Shalena Broadnax (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$481,026

Expenses

$605,857

Net Income

-$124,831

Net Assets

$7,355,123

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$128,467	26.7%
Sales of Assets	$301,861	62.8%
Other Income	$50,698	10.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$435,935	72.0%
Compensation of Officers*	$10,000	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,355,123
Total Liabilities	$0
Net Assets	$7,355,123

Compensation

Key Employees and Officers	Compensation	Other
Rose Wagner (Trustee)	$0	$0
Amy Wagner (Director)	$0	$0

990-PF

Filed on Nov. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$1,119,781

Expenses

$545,685

Net Income

$574,096

Net Assets

$7,479,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$126,235	11.3%
Sales of Assets	$993,546	88.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$393,637	72.1%
Compensation of Officers*	$10,000	1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,479,954
Total Liabilities	$0
Net Assets	$7,479,954

Compensation

Key Employees and Officers	Compensation	Other
Rose Wagner (Trustee)	$0	$0
Amy Wagner (Director)	$0	$0

990-PF

Filed on Nov. 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$604,352

Expenses

$549,052

Net Income

$55,300

Net Assets

$6,890,758

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,415	17.8%
Sales of Assets	$408,453	67.6%
Other Income	$88,484	14.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$413,915	75.4%
Compensation of Officers*	$10,785	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,905,858
Total Liabilities	$15,100
Net Assets	$6,890,758

Compensation

Key Employees and Officers	Compensation	Other
Amy Wagner (Director)	$10,785	$0
Rose Wagner (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$403,692

Expenses

$507,353

Net Income

-$103,661

Net Assets

$6,836,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$155,488	38.5%
Sales of Assets	$208,392	51.6%
Other Income	$39,806	9.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$427,800	84.3%
Compensation of Officers*	$10,000	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,836,246
Total Liabilities	$1
Net Assets	$6,836,245

Compensation

Key Employees and Officers	Compensation	Other
Amy Wagner (Director)	$10,000	$0
Rose Wagner (Trustee)	$0	$0

990-PF

Filed on Nov. 18, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$413,711

Expenses

$709,906

Net Income

-$296,195

Net Assets

$7,056,240

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$163,159	39.4%
Sales of Assets	$235,869	57.0%
Other Income	$14,672	3.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$560,735	79.0%
Compensation of Officers*	$10,000	1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,056,241
Total Liabilities	$1
Net Assets	$7,056,240

Compensation

Key Employees and Officers	Compensation	Other
Amy Wagner (Director)	$10,000	$0
Rose Wagner (Trustee)	$0	$0

990-PF

Filed on Dec. 23, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$436,024

Expenses

$607,706

Net Income

-$171,682

Net Assets

$7,376,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$159,879	36.7%
Sales of Assets	$230,731	52.9%
Other Income	$45,401	10.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$476,072	78.3%
Compensation of Officers*	$10,000	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,376,962
Total Liabilities	$0
Net Assets	$7,376,962

Compensation

Key Employees and Officers	Compensation	Other
Amy Wagner (Director)	$10,000	$0
Rose Wagner (Trustee)	$0	$0

990-PF

Filed on March 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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View Filing (2 of 2) PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$250,959

Expenses

$676,598

Net Income

-$425,639

Net Assets

$7,291,665

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$153,249	61.1%
Sales of Assets	$100,286	40.0%
Other Income	-$2,589

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$525,919	77.7%
Compensation of Officers*	$25,615	3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,291,665
Total Liabilities	$0
Net Assets	$7,291,665

Compensation

Key Employees and Officers	Compensation	Other
Amy Wagner (Director)	$25,615	$0
Rose Wagner (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$1,705,467

Expenses

$604,322

Net Income

$1,101,145

Net Assets

$7,759,922

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$138,433	8.1%
Sales of Assets	$1,541,898	90.4%
Other Income	$25,123	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$372,454	61.6%
Compensation of Officers*	$39,000	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,759,922
Total Liabilities	$0
Net Assets	$7,759,922

Compensation

Key Employees and Officers	Compensation	Other
Rose Wagner (Trustee)	$0	$0
Amy Wagner (Director)	$0	$0

990-PF

Filed on Nov. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$213,679

Expenses

$607,002

Net Income

-$393,323

Net Assets

$6,658,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$158,124	74.0%
Sales of Assets	$55,540	26.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$401,674	66.2%
Compensation of Officers*	$36,000	5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,658,777
Total Liabilities	$0
Net Assets	$6,658,777

Compensation

Key Employees and Officers	Compensation	Other
Amy Wagner (Director)	$36,000	$0
Rose Wagner (Trustee)	$0	$0

990-PF

Filed on Nov. 16, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$115,888

Expenses

$426,225

Net Income

-$310,337

Net Assets

$7,052,100

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$87,089	75.1%
Sales of Assets	$28,785	24.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$384,350	90.2%
Compensation of Officers*	$24,000	5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,052,100
Total Liabilities	$0
Net Assets	$7,052,100

Compensation

Key Employees and Officers	Compensation	Other
Amy Wagner (Director)	$24,000	$0
Rose Wagner (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$364,437

Expenses

$418,446

Net Income

-$54,009

Net Assets

$7,362,436

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	27.4%
Interest Revenue	$15	0.0%
Dividends	$222,984	61.2%
Sales of Assets	$41,438	11.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$395,553	94.5%
Compensation of Officers*	$30,000	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,362,437
Total Liabilities	$1
Net Assets	$7,362,436

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$473,410

Expenses

$431,350

Net Income

$42,060

Net Assets

$7,416,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$249,987	52.8%
Interest Revenue	$27	0.0%
Dividends	$195,882	41.4%
Sales of Assets	$27,514	5.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$410,645	95.2%
Compensation of Officers*	$33,000	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,416,446
Total Liabilities	$1
Net Assets	$7,416,445

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Rose & Sherle Wagner Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $267k (2023)

Expenses $627k (2023)

Total Assets $7M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$267k (2023)

Expenses

$627k (2023)

Total Assets

$7M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001