Wagner Family Foundation

Highland Park, IL
Tax-exempt since May 1997
EIN: 36-4145039

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$533k (2023)

Expenses

$559k (2023)

Total Assets

$6.18M (2023)

Total Liabilities

$611k (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

$533,000

Expenses

$559,390

Net Income

-$26,390

Net Assets

$5,572,126

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,304	1.7%
Dividends	$241,142	45.2%
Sales of Assets	$192,352	36.1%
Other Income	$90,202	16.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$419,169	74.9%
Compensation of Officers*	$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	$6,183,202
Total Liabilities	$611,076
Net Assets	$5,572,126

Compensation

Key Employees and Officers	Compensation	Other
Susan Wagner (President)	$0	$0
Joyce Croft (Vice President)	$0	$0
Linda Wagner Weiner (Vice President)	$0	$0
Alan Witt (Treasurer)	$0	$0

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990-PF

Filed on Nov. 15, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$833,634

Expenses

$118,718

Net Income

$714,916

Net Assets

$5,698,166

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$195,733	23.5%
Interest Revenue	$2,634	0.3%
Dividends	$194,773	23.4%
Sales of Assets	$400,529	48.0%
Other Income	$39,965	4.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,127	19.5%
Compensation of Officers*	$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	$6,408,926
Total Liabilities	$710,760
Net Assets	$5,698,166

Compensation

Key Employees and Officers	Compensation	Other
Susan Wagner (President)	$0	$0
Joyce Croft (Vice President)	$0	$0
Linda Wagner Weiner (Vice President)	$0	$0
Alan Witt (Treasurer)	$0	$0

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990-PF

Filed on Nov. 14, 2023

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

View Filing

Schedules ▼

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

$1,079,099

Expenses

$158,947

Net Income

$920,152

Net Assets

$4,915,932

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$191,026	17.7%
Interest Revenue	$639	0.1%
Dividends	$131,443	12.2%
Sales of Assets	$722,966	67.0%
Other Income	$33,025	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,607	58.3%
Compensation of Officers*	$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	$5,622,547
Total Liabilities	$706,615
Net Assets	$4,915,932

Compensation

Key Employees and Officers	Compensation	Other
Susan Wagner (President)	$0	$0
Joyce Croft (Vice President)	$0	$0
Linda Wagner Weiner (Vice President)	$0	$0
Alan Witt (Treasurer)	$0	$0

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990-PF

Filed on Nov. 15, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$554,503

Expenses

$195,778

Net Income

$358,725

Net Assets

$4,066,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75,000	13.5%
Interest Revenue	$1,112	0.2%
Dividends	$136,948	24.7%
Sales of Assets	$301,277	54.3%
Other Income	$40,166	7.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,609	65.7%
Compensation of Officers*	$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	$5,155,343
Total Liabilities	$1,088,955
Net Assets	$4,066,388

Compensation

Key Employees and Officers	Compensation	Other
Susan Wagner (President)	$0	$0
Joyce Croft (Vice President)	$0	$0
Linda Wagner Weiner (Vice President)	$0	$0
Alan Witt (Treasurer)	$0	$0

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990-PF

Filed on Nov. 15, 2021

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

View Filing

Schedules ▼

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.
2019

Revenue

$314,884

Expenses

$429,691

Net Income

-$114,807

Net Assets

$3,691,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,641	0.8%
Dividends	$113,112	35.9%
Sales of Assets	$179,503	57.0%
Other Income	$19,628	6.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$393,701	91.6%
Compensation of Officers*	$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	$4,860,791
Total Liabilities	$1,169,104
Net Assets	$3,691,687

Compensation

Key Employees and Officers	Compensation	Other
Susan Wagner (President)	$0	$0
Joyce Croft (Vice President)	$0	$0
Linda Wagner Weiner (Vice President)	$0	$0
Alan Witt (Treasurer)	$0	$0

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990-PF

Filed on Nov. 16, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$560,529

Expenses

$409,298

Net Income

$151,231

Net Assets

$3,816,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$165,000	29.4%
Interest Revenue	$3,953	0.7%
Dividends	$105,248	18.8%
Sales of Assets	$270,245	48.2%
Other Income	$16,083	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$376,539	92.0%
Compensation of Officers*	$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	$4,834,789
Total Liabilities	$1,017,856
Net Assets	$3,816,933

Compensation

Key Employees and Officers	Compensation	Other
Susan Wagner (President)	$0	$0
Joyce Croft (Vice President)	$0	$0
Linda Wagner Weiner (Vice President)	$0	$0
Alan Witt (Treasurer)	$0	$0

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990-PF

Filed on Nov. 15, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$547,043

Expenses

$373,493

Net Income

$173,550

Net Assets

$3,671,062

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$315,678	57.7%
Interest Revenue	$536	0.1%
Dividends	$97,108	17.8%
Sales of Assets	$133,526	24.4%
Other Income	$195	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$338,472	90.6%
Compensation of Officers*	$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	$4,613,778
Total Liabilities	$942,716
Net Assets	$3,671,062

Compensation

Key Employees and Officers	Compensation	Other
Susan Wagner (President)	$0	$0
Joyce Croft (Vice President)	$0	$0
Linda Wagner Weiner (Vice President)	$0	$0
Alan Witt (Treasurer)	$0	$0

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990-PF

Filed on Nov. 15, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Sept.
2016

Revenue

$377,830

Expenses

$625,449

Net Income

-$247,619

Net Assets

$3,747,800

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$207,897	55.0%
Interest Revenue	$4,420	1.2%
Dividends	$100,433	26.6%
Sales of Assets	$65,080	17.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$591,625	94.6%
Compensation of Officers*	$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	$4,192,346
Total Liabilities	$444,546
Net Assets	$3,747,800

Compensation

Key Employees and Officers	Compensation	Other
Susan Wagner (President)	$0	$0
Joyce Croft (Vice President)	$0	$0
Linda Wagner Weiner (Vice President)	$0	$0
Alan Witt (Treasurer)	$0	$0

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990-PF

Filed on Aug. 14, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2015

Revenue

$1,096,250

Expenses

$347,452

Net Income

$748,798

Net Assets

$4,174,447

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$660,482	60.2%
Interest Revenue	$11,674	1.1%
Dividends	$88,018	8.0%
Sales of Assets	$335,689	30.6%
Other Income	$387	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$296,013	85.2%
Compensation of Officers*	$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	$4,174,447
Total Liabilities	$0
Net Assets	$4,174,447

Compensation

Key Employees and Officers	Compensation	Other
Susan Wagner (President)	$0	$0
Joyce Croft (Vice President)	$0	$0
Linda Wagner Weiner (Vice President)	$0	$0
Alan Witt (Treasurer)	$0	$0

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990-PF

Filed on May 17, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2014

Revenue

$1,927,594

Expenses

$313,394

Net Income

$1,614,200

Net Assets

$3,697,279

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$359,891	18.7%
Interest Revenue	$11,793	0.6%
Dividends	$68,446	3.6%
Sales of Assets	$1,500,571	77.8%
Other Income	-$13,107

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$293,970	93.8%
Compensation of Officers*	$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	$3,708,757
Total Liabilities	$11,478
Net Assets	$3,697,279

990-PF

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

PDF

Fiscal Year Ending Sept.
2013

Revenue

$348,690

Expenses

$150,995

Net Income

$197,695

Net Assets

$3,209,969

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$148,968	42.7%
Interest Revenue	$11,775	3.4%
Dividends	$68,364	19.6%
Sales of Assets	$137,191	39.3%
Other Income	-$17,608

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,662	89.8%
Compensation of Officers*	$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	$3,235,982
Total Liabilities	$26,013
Net Assets	$3,209,969

990-PF

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

PDF

Fiscal Year Ending Sept.
2012

Revenue

$544,058

Expenses

$315,851

Net Income

$228,207

Net Assets

$3,090,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$389,459	71.6%
Interest Revenue	$12,496	2.3%
Dividends	$76,034	14.0%
Sales of Assets	$66,069	12.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$304,295	96.3%
Compensation of Officers*	$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	$3,118,224
Total Liabilities	$28,025
Net Assets	$3,090,199

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$328,258

Expenses

$232,687

Net Income

$95,571

Net Assets

$2,933,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$92,012	28.0%
Interest Revenue	$18,813	5.7%
Dividends	$52,563	16.0%
Sales of Assets	$164,870	50.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,095	95.0%
Compensation of Officers*	$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	$2,977,456
Total Liabilities	$43,461
Net Assets	$2,933,995

990-PF

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

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

PDF

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What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Wagner Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $533k (2023)

Expenses $559k (2023)

Total Assets $6.18M (2023)

Total Liabilities $611k (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

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Revenue

$533k (2023)

Expenses

$559k (2023)

Total Assets

$6.18M (2023)

Total Liabilities

$611k (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 Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001