The Wagner Foundation Ltd
- Assets
- $12.8m
- Revenue
- $477.4k
- Investments
- $12.0m
- Employees
- 0
- Location
- Lyons, WI
- Founding
- 04/1979
- Data as of
- 06/2022
- EIN
- 39-1311452
Organization Overview
The Wagner Foundation Ltd is located in Lyons, WI. The organization was established in 1979. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wagner Foundation Ltd is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Wagner Foundation Ltd generated $477.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (3.0%) each year. All expenses for the organization totaled $1.0m during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Wagner Foundation Ltd has awarded 106 individual grants totaling $5,619,123. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
WAGNER FOUNDATION DISPLAYS THE CURTISS PUSHER AIRCRAFT AND PAINTINGS AT THE MITCHELL GALLERY OF FLIGHT MUSEUM. AIRCRAFT AND PAINTINGS HAVE BEEN DONATED TO MITCHELL GALLERY OF FLIGHT MUSEUM IN APRIL OF 2021.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Adam Essman Director | 1 | $200 | |
Marcy Essman Secretary | 5 | $200 | |
Julie O'neill Vice President | 5 | $200 | |
Melissa Doyle Director | 1 | $200 | |
Ken Essman Director | 1 | $200 | |
Meghan Lang Director | 1 | $200 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $162 |
| Dividends & Interest | $426,442 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $50,815 |
| Capital Gain Net Income | $56,281 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $477,419 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $2,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $6,670 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $3,225 |
| Total operating and administrative expenses | $70,737 |
| Contributions, gifts, grants paid | $951,101 |
| Total expenses and disbursements | $1,021,838 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $109,249 |
| Savings and temporary cash investments | $678,687 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $12,806,367 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Wagner Foundation Ltd has awarded $951,101 in support to 14 organizations.
| Grant Recipient | Amount |
|---|---|
KELCH AVIATION MUSEUM INC PURPOSE: GENERAL SUPPORT | $350,000 |
MANO A MANO PURPOSE: GENERAL SUPPORT | $201,172 |
MID-CONTINENT RAILWAY MUSEUM PURPOSE: GENERAL SUPPORT | $157,629 |
COMMEMORATIVE AIR FORCE LAKE SUPERIOR SQUADRON PURPOSE: GENERAL SUPPORT | $80,000 |
Burlington, WI PURPOSE: GENERAL SUPPORT | $50,000 |
CATHOLIC CENTRAL HIGH SCHOOL PURPOSE: GENERAL SUPPORT | $25,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that The Wagner Foundation Ltd has recieved totaling $5,000.
| Awarding Organization | Amount |
|---|---|
Quad Cities Community Foundation Bettendorf, IA PURPOSE: BELIZE PRISON PROJECT | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Douglas & Maria Devos Foundation Grand Rapids, MI | $79,921,409 | $9,501,037 |
Charles K Blandin Foundation Grand Rapids, MN | $0 | $24,073,238 |
Ed Uihlein Family Foundation Lake Forest, IL | $7,123,989 | $4,757,675 |
Joseph L & Sarah S Marcum Foundation Chicago, IL | $0 | $6,419,437 |
Kraft Heinz Company Foundation Chicago, IL | $398,764 | $8,002,636 |
State Farm Companies Foundation Bloomington, IL | $9,666,483 | $1,134 |
Marie C & Joseph C Wilson Foundation Chicago, IL | $0 | $53,412 |
Dow Company Foundation Bay City, MI | $175,531,548 | $110,489,699 |
Alphawood Foundation Chicago, IL | $96,386,448 | $15,256,055 |
Steans Family Foundation Chicago, IL | $0 | $20,140,801 |
Irving S Gilmore Foundation Kalamazoo, MI | $388,410,325 | $41,180,610 |
Reiman Foundation Inc Pewaukee, WI | $64,480,239 | $12,529,672 |