Form990-PF
Click to see attachment
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
WAGNER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)500 BOYLSTON STREET 24TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021163740
A Employer identification number

20-6079941
B Telephone number (see instructions)

(617) 868-0920
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$227,208,948J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 25,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 94 94  
4 Dividends and interest from securities... 832,593 832,593  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,086,096
b Gross sales price for all assets on line 6a 45,139,268
7 Capital gain net income (from Part IV, line 2)... 18,212,219
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 0 -937,271  
12 Total. Add lines 1 through 11........ 35,918,783 18,107,635  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 218,688 0   218,688
15 Pension plans, employee benefits....... 30,586 0   30,586
16a Legal fees (attach schedule)......... Click to see attachment 1,375 0   1,375
b Accounting fees (attach schedule)....... Click to see attachment 83,925 0   83,925
c Other professional fees (attach schedule).... Click to see attachment 325,817 175,138   150,679
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 253,208 21,094   17,969
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,771 0   3,771
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 54,338 0   54,338
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 971,708 196,232   561,331
25 Contributions, gifts, grants paid....... 13,711,090 13,711,090
26 Total expenses and disbursements. Add lines 24 and 25 14,682,798 196,232   14,272,421
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 21,235,985
b Net investment income (if negative, enter -0-) 17,911,403
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 99,151 138,561 138,561
2 Savings and temporary cash investments......... 589,314 1,345,411 1,345,411
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 61,478,841 Click to see attachment61,321,174 71,578,128
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 95,777,705 Click to see attachment117,124,977 147,012,955
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment-740,964 Click to see attachment7,133,893
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 157,945,011 179,189,159 227,208,948
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment8,163
23 Total liabilities (add lines 17 through 22)......... 0 8,163
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 157,945,011 179,180,996
29 Total net assets or fund balances (see instructions)..... 157,945,011 179,180,996
30 Total liabilities and net assets/fund balances (see instructions). 157,945,011 179,189,159
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
157,945,011
2
Enter amount from Part I, line 27a .....................
2
21,235,985
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
179,180,996
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
179,180,996
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - LT      
b PUBLICLY TRADED SECURITIES - ST      
c FROM K-1S - ST CAPITAL GAINS P    
d FROM K-1S - LT CAPITAL GAINS P    
e CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 25,989,070   19,360,946 6,628,124
b 8,066,254   7,566,103 500,151
c 221,997     221,997
d 7,904,126     7,904,126
e 2,957,821     2,957,821
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       6,628,124
b       500,151
c       221,997
d       7,904,126
e       2,957,821
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 18,212,219
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 248,969
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 248,969
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 184,490
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 150,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 334,490
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 401
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 85,120
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet85,120 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.WFOUND.ORG
    14
    The books are in care ofbulletRSM US LLP Telephone no.bullet (617) 241-1244

    Located atbullet80 CITY SQUAREBOSTONMA ZIP+4bullet02129
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
    Yes
     
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    HERBERT S WAGNER III TRUSTEE
    1.00     		0 0 0
    500 BOYLSTON STREET 24TH FLOOR
    BOSTON,MA021163740
    CHARLOTTE R CRAMER WAGNER TRUSTEE
    40.00     		0 0 0
    500 BOYLSTON STREET 24TH FLOOR
    BOSTON,MA021163740
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    CAROLINE EASLEY DEPUTY DIRECTOR
    40.00     		132,882 18,185 0
    500 BOYLSTON STREET 24TH FLOOR
    BOSTON,MA021163740
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    FIDUCIENT INVESTMENT ADVISOR 170,639
    500 W MADISON ST STE 1700
    CHICAGO,IL606612567
    CAPE ANN ASSET MANAGEMENT INC INVESMENT MANAGEMENT 83,867
    193 GRATUITY RD
    GROTON,MA01450
    UNCOMMON UNION MARKETING/PR 82,654
    30 MAIN STREET 8E
    BROOKLYN,NY11201
    RSM US LLP ACCOUNTING 79,925
    331 W 3RD ST STE 200
    DAVENPORT,IA52801
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    60,950,327
    b
    Average of monthly cash balances.......................
    1b
    2,061,583
    c
    Fair market value of all other assets (see instructions)................
    1c
    154,146,849
    d
    Total (add lines 1a, b, and c).........................
    1d
    217,158,759
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    217,158,759
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    3,257,381
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    213,901,378
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    10,695,069
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    10,695,069
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    248,969
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    31,987
    c
    Add lines 2a and 2b............................
    2c
    280,956
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    10,414,113
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    10,414,113
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    10,414,113
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 10,414,113
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018...... 1,098,512
    d From 2019...... 2,346,580
    e From 2020...... 2,569,620
    f Total of lines 3a through e ........ 6,014,712
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 14,272,421
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 10,414,113
    e Remaining amount distributed out of corpus 3,858,308
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 9,873,020
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		9,873,020
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 1,098,512
    c Excess from 2019.... 2,346,580
    d Excess from 2020.... 2,569,620
    e Excess from 2021.... 3,858,308
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    HERBERT S WAGNER III
    CHARLOTTE R CRAMER WAGNER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALIANZA DV SERVICES INC
    PO BOX 1099
    HOLYOKE,MA01041     		  PC ANNUAL FUND 10,000
    BOSTON BOOK FESTIVAL
    32R ESSEX ST SUITE 5
    CAMBRIDGE,MA02139     		  PC 2021 BOSTON BOOK FESTIVAL, WAIVING ALL GOODS AND SERVICES 15,000
    BOSTON COMMUNITY PEDIATRICS
    527 ALBANY ST SUITE 200
    BOSTON,MA02118     		  PC GENERAL OPERATING SUPPORT 50,000
    BOSTON CYCLISTS UNION
    PO BOX 191710
    ROXBURY,MA02119     		  PC GENERAL OPERATING SUPPORT 50,000
    BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM
    780 ALBANY ST
    BOSTON,MA02118     		  PC ANNUAL FUND 10,000
    BOSTON MEDICAL CENTER
    ONE BOSTON MEDICAL CENTER PL
    BOSTON,MA02118     		  PC BMC CAREER MOBILITY PATHWAYS AND COMMUNITY PARTNERSHIPS GRANT 1,000,000
    BOYS AND GIRLS CLUBS OF BOSTON
    200 HIGH ST SUITE 3B
    BOSTON,MA02110     		  PC ENDOWMENT SUPPORT FOR THE JOSH KRAFT FUND FOR DIVERSITY AND EQUITY 50,000
    BOYS AND GIRLS CLUBS OF BOSTON
    200 HIGH ST SUITE 3B
    BOSTON,MA02110     		  PC PARTNER FOR YOUTH SPONSORSHIP OF 2021 HOUSE PARTY, WAIVING ALL GOODS AND SERVICES 100,000
    BOYS AND GIRLS CLUBS OF BOSTON
    200 HIGH ST SUITE 3B
    BOSTON,MA02110     		  PC GENERAL OPERATING SUPPORT 100,000
    CAMBRIDGE COMMUNITY FOUNDATION
    99 BISHOP ALLEN DR
    CAMBRIDGE,MA02139     		  PC GENERAL OPERATING SUPPORT 50,000
    CAMBRIDGE COMMUNITY FOUNDATION
    99 BISHOP ALLEN DR
    CAMBRIDGE,MA02139     		  PC CULTURAL CAPITAL FUND 25,000
    CAMBRIDGE COMMUNITY FOUNDATION
    99 BISHOP ALLEN DR
    CAMBRIDGE,MA02139     		  PC HOUSING STABILITY FUND 25,000
    CAMBRIDGE HISTORICAL SOCIETY
    159 BRATTLE ST
    CAMBRIDGE,MA02138     		  PC ANNUAL FUND 10,000
    CAMBRIDGE WOMEN'S CENTER
    25 MOUNT AUBURN ST
    CAMBRIDGE,MA02138     		  PC ANNUAL FUND 5,000
    CAMP HARBOR VIEW FOUNDATION
    79 NEWBURY ST
    BOSTON,MA02116     		  PC GENERAL OPERATING SUPPORT 75,000
    CAMPAIGN FOR CATHOLIC SCHOOLS
    66 BROOKS DR
    BRAINTREE,MA02184     		  PC FUND FOR THE FUTURE 400,000
    CAREMESSAGE
    2443 FILLMORE ST 380-4139
    SAN FRANCISCO,MA94115     		  PC CAREMESSAGE COVID-19 VACCINE FUND 200,000
    CATHOLIC SCHOOLS FOUNDATION
    67 BATTERYMARCH ST 6TH FL
    BOSTON,MA02110     		  PC INNER-CITY SCHOLARSHIP FUND 100,000
    CENTER FOR ECONOMIC DEMOCRACY
    PO BOX 300229
    JAMAICA PLAIN,MA02130     		  PC BOSTON UJIMA PROJECT 25,000
    CENTRAL SQUARE BUSINESS IMPROVEMENT DISTRICT
    620 MASSACHUSETTS AVE 3
    CAMBRIDGE,MA02139     		  PC STARLIGHT SQUARE 50,000
    CHARLES RIVER CONSERVANCY
    43 THORNDIKE ST S3-3
    CAMBRIDGE,MA02141     		  PC GENERAL OPERATING SUPPORT 40,000
    DOVE INC
    PO BOX 690267
    QUINCY,MA02269     		  PC GENERAL OPERATING SUPPORT 10,000
    ELIZABETH FREEMAN CENTER
    43 FRANCIS AVE
    PITTSFIELD,MA01201     		  PC ANNUAL FUND 10,000
    EMMAUS
    PO BOX 568
    HAVERHILL,MA01831     		  PC ANNUAL FUND 10,000
    FAIR DEMOCRACY ENGAGEMENT FUND
    600 PENNSYLVANIA AVE SE
    WASHINGTON,DC20003     		  PC GENERAL OPERATING SUPPORT 50,000
    FAMILY AND COMMUNITY RESOURCES INC
    18 NEWTON ST
    BROCKTON,MA02301     		  PC ANNUAL FUND 10,000
    FATHER BILL'S & MAINSPRING
    430 BELMONT ST
    BROCKTON,MA02301     		  PC ANNUAL FUND 10,000
    FRIENDS OF CAMBRIDGE RINDGE & LATIN SCHOOL
    PO BOX 39-1541
    CAMBRIDGE,MA02139     		  PC CRLS FALCON'S MARKET 5,000
    FRIENDS OF HAMPSHIRE COUNTY HOMELESS INDIVIDUALS
    PO BOX 60398
    FLORENCE,MA01062     		  PC ANNUAL FUND 5,000
    FRIENDS OF NEW CURATORS INC
    799 9TH ST NW SUITE 500
    WASHINGTON,DC20001     		  PC GENERAL OPERATING SUPPORT 100,000
    FULL FRAME INITIATIVE
    308 MAIN ST SUITE 2A
    GREENFIELD,MA01301     		  PC GUND GROWTH CHALLENGE 200,000
    FULL FRAME INITIATIVE
    308 MAIN ST SUITE 2A
    GREENFIELD,MA01301     		  PC GENERAL OPERATING SUPPORT 50,000
    GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
    1310 L ST NW SUITE 600
    WASHINGTON,DC20005     		  PC 2021 MEMBERSHIP FEE 5,090
    GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC
    3939 CAMPBELL AVE
    ARLINGTON,VA22206     		  PC INKWELL SOCIETY, TO SUPPORT THE WORK OF DR. HENRY LOUIS GATES, JR. 100,000
    HAITIAN GLOBAL HEALTH ALLIANCE
    68 JAY ST NO 201
    BROOKLYN,NY11201     		  PC 2-YEAR STUDY: CVD-TB COMMUNITY SCREENING & TREATMENT PROJECT BY GHESKIO AND PIH/ZL 85,000
    HARBORCOV INC
    PO BOX 505754
    CHELSEA,MA02150     		  PC ANNUAL FUND 10,000
    HARVARD UNIVERSITY
    1033 MASSACHUSETTS AVE 3RD FL
    CAMBRIDGE,MA02138     		  PC DESIGNATED TO THE HUTCHINS CENTER, SUPPORTING THE OXFORD DICTIONARY OF AFRICAN AMERICAN ENGLISH 100,000
    HARVARD UNIVERSITY
    1033 MASSACHUSETTS AVE 3RD FL
    CAMBRIDGE,MA02138     		  PC HUTCHINS CENTER - SUPPORTING DR. GATES' BOOK OF COLLECTED ESSAYS BY ZORA NEALE HURSTON 60,000
    HOMESTART
    105 CHAUNCY ST SUITE 502
    BOSTON,MA02111     		  PC ANNUAL FUND 10,000
    INSTITUTE OF CONTEMPORARY ART BOSTON
    25 HARBOR SHORE DR
    BOSTON,MA02210     		  PC ACQUISITIONS CIRCLE 10,000
    INSTITUTE OF CONTEMPORARY ART BOSTON
    25 HARBOR SHORE DR
    BOSTON,MA02210     		  PC 2022 GALA, WAIVING ALL GOODS AND SERVICES 50,000
    INSTITUTE OF CONTEMPORARY ART BOSTON
    25 HARBOR SHORE DR
    BOSTON,MA02210     		  PC VENICE 2022 SIMONE LEIGH AND ICA SURVEY EXHIBITION 125,000
    INSTITUTE OF CONTEMPORARY ART BOSTON
    25 HARBOR SHORE DR
    BOSTON,MA02210     		  PC DIRECTOR OF EDUCATION ENDOWED FUND 900,000
    INSTITUTE OF CONTEMPORARY ART BOSTON
    25 HARBOR SHORE DR
    BOSTON,MA02210     		  PC GENERAL OPERATING SUPPORT 100,000
    INTEGRATE HEALTH
    PO BOX 605
    MEDWAY,MA02053     		  PC GENERAL OPERATING SUPPORT 300,000
    ISABELLA STEWART GARDNER MUSEUM
    25 EVANS WAY
    BOSTON,MA02115     		  PC EXHIBITION PROGRAM AND GARDNER AMBASSADOR PROGRAM PROJECTS 100,000
    LOUISON HOUSE INC
    149 CHURCH ST
    NORTH ADAMS,MA01247     		  PC ANNUAL FUND 10,000
    MARGARET FULLER-NEIGHBORHOOD HOUSE INC
    71 CHERRY ST
    CAMBRIDGE,MA02139     		  PC ANNUAL FUND 5,000
    MASS DESIGN GROUP
    1 CHANDLER ST
    BOSTON,MA02116     		  PC THE CATALYST FUND, LEARNING & ENGAGEMENT PROGRAM, AND LABS PROGRAM 1,000,000
    MASSACHUSETTS AVENUE BAPTIST CHURCH
    146 HAMPSHIRE ST
    CAMBRIDGE,MA02139     		  PC PROJECT MANNA 5,000
    MERRIMACK VALLEY FOOD BANK
    735 BROADWAY ST
    LOWELL,MA01854     		  PC ANNUAL FUND 25,000
    MORE THAN WORDS
    56 FELTON ST
    WALTHAM,MA02453     		  PC COMMUNITY ENGAGEMENT & ADVOCACY WORK 100,000
    MUSEUM OF CONTEMPORARY ART CHICAGO
    220 E CHICAGO AVE
    CHICAGO,IL60611     		  PC COMMITMENT TO WOMEN ARTISTS INITIATIVE 100,000
    MUSO
    3254 19TH ST 2ND FL
    SAN FRANCISCO,CA94110     		  PC GENERAL OPERATING SUPPORT 100,000
    NETWORK OF ENGAGED INTERNATIONAL DONORS
    PO BOX 24
    WATERTOWN,MA02471     		  PC 2021 CHANGEMAKERS GALA PLATINUM SPONSORSHIP, WAIVING ALL GOODS AND SERVICES 10,000
    NEW HOPE INC
    247 MAPLE ST
    ATTLEBORO,MA02703     		  PC ANNUAL FUND 10,000
    NEW ORLEANS MUSEUM OF ART
    ONE COLLINS DIBOLL CR CITY PARK
    NEW ORLEANS,LA70124     		  PC CREATIVE ASSEMBLY PROGRAM & EVALUATION 62,000
    NEW ORLEANS MUSEUM OF ART
    ONE COLLINS DIBOLL CR CITY PARK
    NEW ORLEANS,LA70124     		  PC CREATIVE ASSEMBLY PROGRAM & EVALUATION 99,000
    OUR SISTERS' SCHOOL
    145 BROWNELL AVE
    NEW BEDFORD,MA02740     		  PC ANNUAL FUND 10,000
    PARTNERS IN AGRICULTURE
    15 SIRRINE DR
    GREENVILLE,SC29605     		  PC STRENGTHENING FOOD SECURITY AND RESILIENT FARMING IN HAITI'S CENTRAL PLATEAU 170,000
    PARTNERS IN HEALTH
    800 BOYLSTON ST SUITE 300
    BOSTON,MA02199     		  PC THE CONTINUATION AND GROWTH OF THE IMPACT WORK OF ONEPIH 3,000,000
    PARTNERS IN HEALTH
    800 BOYLSTON ST SUITE 300
    BOSTON,MA02199     		  PC 2-YEAR STUDY: CVD-TB COMMUNITY SCREENING & TREATMENT PROJECT BY GHESKIO AND PIH/ZL 85,000
    PIVOTWORKS
    75 NORTH MAIN ST 2075
    RANDOLPH,MA02368     		  PC ENHANCED COMMUNITY HEALTH PROGRAM 300,000
    PROJECT PLACE
    1145 WASHINGTON ST
    BOSTON,MA02118     		  PC ANNUAL FUND 10,000
    ROOT CAPITAL
    245 MAIN STREET 2ND FL
    CAMBRIDGE,MA02142     		  PC WOMEN IN AGRICULTURE 2019-2021 BUSINESS PLAN 1,000,000
    ROSIE'S PLACE
    889 HARRISON AVE
    BOSTON,MA02118     		  PC ANNUAL FUND 10,000
    SAFE PASSAGE
    76 CARLON DR
    NORTH HAMPTON,MA01060     		  PC ANNUAL FUND 10,000
    SEED GLOBAL HEALTH
    20 ASHBURTON PL 6TH FL
    BOSTON,MA02108     		  PC SIERRA LEONES NAT'L PROGRAM IN HUMAN RESOURCES FOR HEALTH & REPRODUCTIVE, MATERNAL & CHILD HEALTH 195,000
    SOCIAL INNOVATION FORUM
    2 OLIVER ST SUITE 802
    CAMBRIDGE,MA02139     		  PC 2021-2022 SOCIAL ISSUE TRACK TITLED: PATHWAYS TO INTERGENERATIONAL WEALTH IN BIPOC COMMUNITIES 100,000
    ST PAUL AME CHURCH
    85 BISHOP RICHARD ALLEN DR
    CAMBRIDGE,MA02139     		  PC ELNORA YARD FOOD PANTRY 5,000
    ST LUKE'S GUESTHOUSE
    141 MAIN ST
    SOUTHBRIDGE,MA01550     		  PC ANNUAL FUND 5,000
    ST PAUL'S PARISH
    29 MOUNT AUBURN ST
    CAMBRIDGE,MA02138     		  PC THE FOOD PANTRY 5,000
    ST PETER'S SCHOOL
    96 CONCORD AVE
    CAMBRIDGE,MA02138     		  PC ANNUAL FUND 50,000
    STEPPINGSTONE INC
    506 NORTH MAIN ST
    FALL RIVER,MA02720     		  PC ANNUAL FUND 10,000
    TAILORED FOR EDUCATION
    PO BOX 171236
    BOSTON,MA02117     		  PC GENERAL OPERATING SUPPORT 25,000
    TATE AMERICAS FOUNDATION
    520 WEST 27TH ST UNIT 404
    NEW YORK,NY10001     		  PC 2021 MEMBERSHIP - NORTH AMERICAN ACQUISITIONS COMMITTEE, WAIVING ALL GOODS AND SERVICES 15,000
    THE ALDRICH CONTEMPORARY ART MUSEUM
    258 MAIN ST
    RIDGEFIELD,CT06877     		  PC 52 ARTISTS: A FEMINIST MILESTONE EXHIBITION 20,000
    THE BALTIMORE MUSEUM OF ART
    10 ART MUSEUM DR
    BALTIMORE,MD21218     		  PC SALMAN TOOR CATALOGUE 90,000
    THE BOSTON FOUNDATION INC
    75 ARLINGTON ST 3RD FL
    BOSTON,MA02116     		  PC THE KING BOSTON FUND, SPECIFICALLY, GENERAL OPERATING SUPPORT FOR THE CENTER FOR ECONOMIC JUSTICE 250,000
    THE BOSTON FOUNDATION INC
    75 ARLINGTON ST 3RD FL
    BOSTON,MA02116     		  PC CIVIC LEADERSHIP FUND 10,000
    THE FOOD BANK OF WESTERN MASSACHUSETTS
    PO BOX 160
    HATFIELD,MA01038     		  PC ANNUAL FUND 25,000
    THE GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVE
    BOSTON,MA02118     		  PC ANNUAL FUND 25,000
    THE SALVATION ARMY OF CAMBRIDGE CORPS
    402 MASSACHUSETTS AVE
    CAMBRIDGE,MA02139     		  PC ANNUAL FUND 5,000
    THE SILK ROAD PROJECT INC
    PO BOX 35460
    BRIGHTON,MA02135     		  PC GENERAL OPERATING SUPPORT 50,000
    THE TRUSTEES
    200 HIGH ST
    BOSTON,MA02110     		  PC ROSE B. SIMPSON "COUNTERCULTURE" EXHIBITION 50,000
    THE WOMEN'S CENTER
    405 COUNTY ST
    NEW BEDFORD,MA02740     		  PC ANNUAL FUND 10,000
    US BIENNIAL INCPROSPECT NEW ORLEANS
    PO BOX 58800
    NEW ORLEANS,LA70158     		  PC P.5 GALA, WAIVING ALL GOODS AND SERVICES 10,000
    US BIENNIAL INCPROSPECT NEW ORLEANS
    PO BOX 58800
    NEW ORLEANS,LA70158     		  PC GENERAL OPERATING SUPPORT OF THE P.5 EXHIBITION TITLED: "YESTERDAY WE SAID TOMORROW" 25,000
    UPTOGETHER
    663 13TH ST
    OAKLAND,CA94612     		  PC TRUST & INVEST COLLABORATIVE 100,000
    VIA ART FUND USA INC
    219 WEST 19TH ST 2ND FL
    NEW YORK,NY10011     		  PC VIA/WAGNER INCUBATOR GRANT FUND 100,000
    VIA ART FUND USA INC
    219 WEST 19TH ST 2ND FL
    NEW YORK,NY10011     		  PC GENERAL OPERATING SUPPORT 25,000
    VILLAGE HEALTH WORKS
    45 W 36TH ST 8TH FL
    NEW YORK,NY10018     		  PC REINFORCING AND EXPANDING MONITORING & EVALUATION CAPACITY 100,000
    WOMEN IN GLOBAL HEALTH
    30901 WIEGMAN RD
    HAYWARD,CA94544     		  PC GENERAL OPERATING SUPPORT 200,000
    WOMEN IN GLOBAL HEALTH
    30901 WIEGMAN RD
    HAYWARD,CA94544     		  PC GENERAL OPERATING SUPPORT 200,000
    WOMEN'S LUNCH PLACE INC
    67 NEWBURY ST
    BOSTON,MA02116     		  PC ANNUAL FUND 10,000
    WORCESTER COUNTY FOOD BANK
    474 BOSTON TURNPIKE
    SHREWSBURY,MA01545     		  PC ANNUAL FUND 25,000
    Y2Y NETWORK
    955 MASSACHUSETTS AVE PO BOX 424
    CAMBRIDGE,MA02139     		  PC GENERAL OPERATING SUPPORT 25,000
    YEAR UP
    45 MILK ST
    BOSTON,MA02109     		  PC CAMPAIGN FOR AN EQUITABLE FUTURE 1,000,000
    YWCA NORTHEASTERN MASSACHUSETTS
    38 LAWRENCE ST
    LAWRENCE,MA01840     		  PC ANNUAL FUND 10,000
    YWCA OF WESTERN MASSACHUSETTS
    1 CLOUGH ST
    SPRINGFIELD,MA01108     		  PC ANNUAL FUND 10,000
    Total .................................bullet 3a 13,711,090
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 94  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 10,086,096  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 10,918,783 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,918,783
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    WAGNER FOUNDATION
     
    Employer identification number

    20-6079941
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    WAGNER FOUNDATION
          		Employer identification number
    20-6079941
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    HERBERT S WAGNER III AND CHARLOTTE
    500 BOYLSTON STREET 24TH FLOOR
     
    BOSTON, MA021163740

    		$ 25,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    WAGNER FOUNDATION
          		Employer identification number

    20-6079941
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    WAGNER FOUNDATION
          		Employer identification number

    20-6079941
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    WAGNER FOUNDATION
    EIN:
    20-6079941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 83,925 0   83,925

    TY 2021 GeneralExplanationAttachment
    Name:
    WAGNER FOUNDATION
    EIN:
    20-6079941
    Identifier Return Reference Explanation
    GRANTS AND CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT PART XV, LINE 3B ALL GRANTS APPROVED FOR FUTURE PAYMENT ARE SUBJECT TO CONTINGENCIES.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WAGNER FOUNDATION
    EIN:
    20-6079941
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CHAMPLAIN SMALL COMPANY 11,860,018 14,598,176
    HARBOR DIVERSIFIED INTL 10,113,824 10,366,678
    JACKSON SQUARE SMID CAP 11,711,554 12,848,515
    JOHCM EMRG MKT OPPTY FD 3,878,252 4,625,360
    VANGUARD EXTENDED MARKET 2,334,922 2,938,912
    VANGUARD INSTL INDEX FD 8,422,604 12,869,684
    SCHWAB S&P 500 INDEX 13,000,000 13,330,803

    TY 2021 InvestmentsOtherSchedule2
    Name:
    WAGNER FOUNDATION
    EIN:
    20-6079941
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABRAMS CAPITAL PARTNERS LP AT COST 15,828,402 20,586,949
    BAUPOST VALUE PARTNERS LP AT COST 17,447,087 19,444,805
    COLUMBUS HILL PARTNERS LP AT COST 10,040,029 14,967,152
    CORMORANT PRIVATE HEALTHCARE FUND II LP AT COST 2,848,443 3,100,564
    FARMSTEAD PARTNERS LP AT COST 3,203,522 4,026,658
    HAWKEYE CAPITAL INST LP AT COST 4,914,847 5,792,340
    HYPERPLANE II LP AT COST 2,186,640 3,009,497
    KENSICO ASSOCIATES LP AT COST 7,762,399 9,200,474
    MASON CAPITAL LP AT COST 2,192,894 2,988,208
    MFN PARTNERS LP AT COST 2,111,594 2,917,265
    ROSE GROVE PARTNERS I LP AT COST 5,235,205 5,723,332
    RA CAPITAL HEALTHCARE FUND LP AT COST 2,313,113 6,637,010
    CAPE ANN GLOBAL DEVELOPING MARKETS FD AT COST 5,475,146 6,562,329
    MOONRISE VENTURES PARTNERS II LP AT COST 3,934,952 6,052,599
    REFLOW MEDICAL INC AT COST 3,825,992 9,093,961
    CORMORANT PRIVATE HEALTHCARE FUND III LP AT COST 3,000,000 3,656,154
    HYPERPLANE III LP AT COST 600,000 532,662
    SIGULER GUFF SBOF IV (T), LP AT COST 2,447,312 3,204,973
    CORMORANT PRIVATE HEALTHCARE FUND IV LP AT COST 750,000 746,375
    DIGITAL FUEL CAPITAL FUND I AIV, LP AT COST 1,424,973 1,750,315
    MOONRISE VENTURE PARTNERS III LP AT COST 1,082,427 1,109,061
    YIHENG CAPITAL PARTNERS LP AT COST 11,000,000 9,991,063
    HHLR FUND, LP AT COST 7,500,000 5,919,209

    TY 2021 LegalFeesSchedule
    Name:
    WAGNER FOUNDATION
    EIN:
    20-6079941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,375 0   1,375


    TY 2021 OtherAssetsSchedule
    Name:
    WAGNER FOUNDATION
    EIN:
    20-6079941
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CORMORANT GLOBAL HEALTHCARE FUND LP 0 -740,964 7,133,893


    TY 2021 OtherExpensesSchedule
    Name:
    WAGNER FOUNDATION
    EIN:
    20-6079941
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TECHNOLOGY FEES AND EXPENSE 23,744 0   23,744
    DUES, MEMBERSHIPS, AND SUBSCRIPTIONS 19,286 0   19,286
    OFFICE EXPENSES 11,269 0   11,269
    BANK FEES 39 0   39


    TY 2021 OtherIncomeSchedule2
    Name:
    WAGNER FOUNDATION
    EIN:
    20-6079941
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME FROM K-1S - FOR NII   -937,271  


    TY 2021 OtherLiabilitiesSchedule
    Name:
    WAGNER FOUNDATION
    EIN:
    20-6079941
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARD PAYABLE 0 8,163


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WAGNER FOUNDATION
    EIN:
    20-6079941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MARKETING/PR EXPENSE 82,683 0   82,683
    INVESTMENT MANAGEMENT FEES 175,138 175,138   0
    CONSULTING FEES 19,848 0   19,848
    RECRUITING FEES 48,148 0   48,148


    TY 2021 TaxesSchedule
    Name:
    WAGNER FOUNDATION
    EIN:
    20-6079941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 212,895 0   0
    FOREIGN TAXES WITHHELD 21,094 21,094   0
    STATE TAXES 1,250 0   0
    PAYROLL TAXES 17,969 0   17,969