Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WAGNER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)485 MASSACHUSETTS AVE 2ND FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA02139
A Employer identification number

20-6079941
B Telephone number (see instructions)

(617) 468-6800
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$213,490,908J 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) 6,068,271
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,629 14,793  
4 Dividends and interest from securities... 1,236,905 1,236,905  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 456,861
b Gross sales price for all assets on line 6a 26,317,874
7 Capital gain net income (from Part IV, line 2)... 0
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
List of Attached Documents:
// Content
140,495 183,834  
12 Total. Add lines 1 through 11........ 7,904,161 1,435,532  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 598,714 0   598,714
15 Pension plans, employee benefits....... 176,286 0   176,286
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
57,668 0   57,668
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
389,355 166,040   223,315
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
79,885 43,985   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
184,890 0  
20 Occupancy.............. 477,309 0   477,309
21 Travel, conferences, and meetings....... 87,515 0   87,515
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
222,233 0   222,233
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,273,855 210,025   1,843,040
25 Contributions, gifts, grants paid....... 13,196,500 13,196,500
26 Total expenses and disbursements. Add lines 24 and 25 15,470,355 210,025   15,039,540
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,566,194
b Net investment income (if negative, enter -0-) 1,225,507
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 1,052,122 501,895 501,895
2 Savings and temporary cash investments......... 6,786,549 1,556,728 1,556,728
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 61,072,067 Click to see attachment
List of Attached Documents:
// Content
67,204,307 		72,355,033
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 104,500,974 Click to see attachment
List of Attached Documents:
// Content
97,386,622 		129,770,570
14 Land, buildings, and equipment: basis right arrow3,223,179
Less: accumulated depreciation (attach schedule) right arrow184,890 0 Click to see attachment
List of Attached Documents:
// Content
3,038,289 		3,038,289
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,919,564 		Click to see attachment
List of Attached Documents:
// Content
-1,928,762 		Click to see attachment
List of Attached Documents:
// Content
6,268,393
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 175,331,276 167,759,079 213,490,908
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
10,688 		Click to see attachment
List of Attached Documents:
// Content
4,685
23 Total liabilities (add lines 17 through 22)......... 10,688 4,685
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 175,320,588 167,754,394
29 Total net assets or fund balances (see instructions)..... 175,320,588 167,754,394
30 Total liabilities and net assets/fund balances (see instructions). 175,331,276 167,759,079
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
175,320,588
2
Enter amount from Part I, line 27a .....................
2
-7,566,194
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
167,754,394
5
Decreases not included in line 2 (itemize) right arrow
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
167,754,394
Form 990-PF (2023)
Form 990-PF (2023)
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      
b LT GAIN FROM K-1S P    
c ST GAIN FROM K-1S P    
d REDEMPTION OF INTEREST IN ROSE GROVE 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 25,327,108   25,645,645 -318,537
b       -1,244,332
c       32,484
d 570,924   570,924 0
e 419,842     419,842
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       -318,537
b       -1,244,332
c       32,484
d       0
e       419,842
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 -1,110,543
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  
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 right arrow 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) 1 17,035
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 17,035
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 17,035
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 110,120
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 110,120
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 93,085
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow93,085 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMA
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowWWW.WFOUND.ORG
14
The books are in care ofright arrowRSM US LLP Telephone no.right arrow (617) 241-1244

Located atright arrow80 CITY SQUAREBOSTONMA ZIP+4right arrow02129
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
485 MASSACHUSETTS AVE 2ND FLOOR
CAMBRIDGE,MA02139
CHARLOTTE R CRAMER WAGNER TRUSTEE
40.00 		0 0 0
485 MASSACHUSETTS AVE 2ND FLOOR
CAMBRIDGE,MA02139
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 		148,251 38,717 0
485 MASSACHUSETTS AVE 2ND FLOOR
CAMBRIDGE,MA02139
LILY SARGEANT PROGRAM OFFICER, US
40.00 		103,900 17,441 0
485 MASSACHUSETTS AVE 2ND FLOOR
CAMBRIDGE,MA02139
BRIDGET G MISKELL SENIOR FINANCE & OPE
40.00 		105,119 15,934 0
485 MASSACHUSETTS AVE 2ND FLOOR
CAMBRIDGE,MA02139
ABIGAIL B SATINSKY PROGRAM OFFICER & CU
40.00 		95,277 22,835 0
485 MASSACHUSETTS AVE 2ND FLOOR
CAMBRIDGE,MA02139
DAVID DEMOSTHENES GRANTS & IMPACT MANA
40.00 		83,300 16,075 0
485 MASSACHUSETTS AVE 2ND FLOOR
CAMBRIDGE,MA02139
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 166,040
500 W MADISON ST STE 1700
CHICAGO,IL606612567
UNCOMMON UNION MARKETING/PR 99,750
30 MAIN STREET 8E
BROOKLYN,NY11201
CAPE ANN ASSET MANAGEMENT INC ASSET MANAGEMENT 76,707
225 CEDAR HILL ST 2ND FL
MARLBOROUGH,MA01752
RSM US LLP ACCOUNTING 57,668
331 W 3RD ST STE 200
DAVENPORT,IA52801
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
69,521,560
b
Average of monthly cash balances.......................
1b
2,981,591
c
Fair market value of all other assets (see instructions)................
1c
129,770,570
d
Total (add lines 1a, b, and c).........................
1d
202,273,721
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
202,273,721
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,034,106
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
199,239,615
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,961,981
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
9,961,981
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
17,035
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
2,546
c
Add lines 2a and 2b............................
2c
19,581
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,942,400
4
Recoveries of amounts treated as qualifying distributions................
4
130,934
5
Add lines 3 and 4............................
5
10,073,334
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
10,073,334
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
15,039,540
b
Program-related investments—total from Part VIII-B..................
1b
0
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
15,039,540
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 10,073,334
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,098,512
b From 2019...... 2,346,580
c From 2020...... 2,569,620
d From 2021...... 3,858,308
e From 2022...... 6,356,299
f Total of lines 3a through e ........ 16,229,319
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 15,039,540
a Applied to 2022, 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 2023 distributable amount..... 10,073,334
e Remaining amount distributed out of corpus 4,966,206
5 Excess distributions carryover applied to 2023. 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 21,195,525
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		1,098,512
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		20,097,013
10 Analysis of line 9:
a Excess from 2019.... 2,346,580
b Excess from 2020.... 2,569,620
c Excess from 2021.... 3,858,308
d Excess from 2022.... 6,356,299
e Excess from 2023.... 4,966,206
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

ACCOMPANY DOULA CARE INC

PO BOX 301816
JAMAICA PLAIN,MA02130 		  PC GENERAL OPERATING SUPPORT 50,000

ALIANZA DV SERVICES INC

PO BOX 1099
HOLYOKE,MA01041 		  PC ANNUAL FUND 10,000

ART COUNCIL INC

45 MAIN ST SUITE 515
BROOKLYN,NY11201 		  PC BOSTON ARTADIA AWARD 20,000

ASSOCIATION OF HAITIAN WOMEN INC

330 FULLER ST
DORCHESTER,MA02124 		  PC GENERAL OPERATING SUPPORT 5,000

BLACK HISTORY IN ACTION FOR CAMBRIDGEPORT

137 ALLSTON ST
CAMBRIDGE,MA02139 		  PC GENERAL OPERATING SUPPORT 25,000

BOSTON ART REVIEW INC

PO BOX 390003
CAMBRIDGE,MA02193 		  PC GENERAL OPERATING SUPPORT 75,000

BOSTON CENTER FOR THE ARTS INC

539 TREMONT ST
BOSTON,MA02116 		  PC STUDIO PROGRAM AND BOSTON ART BOOK FAIR 100,000

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 FOUNDATION INC

75 ARLINGTON ST 3RD FL
BOSTON,MA02116 		  PC THE EMBRACE BOSTON FUND, SPECIFICALLY, GENERAL OPERATING SUPPORT FOR THE EMBRACE CENTER 250,000

BOSTON FOUNDATION INC

75 ARLINGTON ST 3RD FL
BOSTON,MA02116 		  PC CIVIC LEADERSHIP 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

BOSTON MEDICAL CENTER

ONE BOSTON MEDICAL CENTER PL
BOSTON,MA02118 		  PC VITAL VILLAGE NETWORK'S BIRTH EQUITY LEADERSHIP FELLOWSHIP 165,000

BOYS AND GIRLS CLUBS OF BOSTON INC

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 INC

200 HIGH ST SUITE 3B
BOSTON,MA02110 		  PC SPONSORSHIP OF 2023 HOUSE PARTY, WAIVING ALL GOODS AND SERVICES 100,000

BOYS AND GIRLS CLUBS OF BOSTON INC

200 HIGH ST SUITE 3B
BOSTON,MA02110 		  PC GENERAL OPERATING SUPPORT 50,000

BREAKTIME UNITED INC

170 PORTLAND ST
BOSTON,MA02114 		  PC GENERAL OPERATING SUPPORT 75,000

BUILD HEALTH INTERNATIONAL INC

100 CUMMINGS CENTER 120B
BEVERLY,MA01915 		  PC RWANDA HEALTH SYSTEMS STRENGTHENING PROGRAM 200,000

CAMBRIDGE ART ASSOCIATION

25 LOWELL ST
CAMBRIDGE,MA02138 		  PC ARTIST EMERGENCY SUPPORT FUND 5,000

CAMBRIDGE COMMUNITY CENTER INC

5 CALLENDER ST
CAMBRIDGE,MA02139 		  PC ANNUAL FUND 5,000

CAMBRIDGE COMMUNITY FOUNDATION

99 BISHOP ALLEN DR
CAMBRIDGE,MA02139 		  PC GENERAL OPERATING SUPPORT 150,000

CAMBRIDGE COMMUNITY FOUNDATION

99 BISHOP ALLEN DR
CAMBRIDGE,MA02139 		  PC CAMBRIDGE SNAP MATCH 20,000

CAMBRIDGE ECONOMIC OPPORTUNITY COMMITTEE INC

11 INMAN ST
CAMBRIDGE,MA02139 		  PC ANNUAL FUND 5,000

CAMBRIDGE HISTORICAL SOCIETY

159 BRATTLE ST
CAMBRIDGE,MA02138 		  PC ANNUAL FUND 5,000

CAMP HARBOR VIEW FOUNDATION INC

79 NEWBURY ST
BOSTON,MA02116 		  PC GENERAL OPERATING SUPPORT 75,000

CAREMESSAGE

2443 FILLMORE ST 380-4139
SAN FRANCISCO,CA94115 		  PC GENERAL OPERATING SUPPORT 50,000

CASA MYRNA VASQUEZ INC

451 BLUE HILL AVE
BOSTON,MA02121 		  PC THE EVA CENTER 10,000

CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC

275 WEST BROADWAY
BOSTON,MA02127 		  PC HEALTHCARE BRIDGE ESOL PROGRAM 5,000

CATHOLIC CHARITIES OF THE DIOCESE OF FALL RIVER MASSACHUSETTS INC

1600 BAY ST
FALL RIVER,MA02724 		  PC HOUSING AND SHELTER PROGRAMS 10,000

CATHOLIC SCHOOLS FOUNDATION INC

67 BATTERYMARCH ST 6TH FL
BOSTON,MA02110 		  PC BUILDING MINDS SCHOLARSHIP FUND 25,000

CENTER FOR ECONOMIC DEMOCRACY

PO BOX 300229
JAMAICA PLAIN,MA02130 		  PC BOSTON UJIMA PROJECT'S "ASSEMBLY OF BLACK POSSIBILITIES" EVENT, WAIVING ALL GOODS AND SERVICES. 5,000

CENTER FOR ECONOMIC DEMOCRACY

PO BOX 300229
JAMAICA PLAIN,MA02130 		  PC BOSTON UJIMA PROJECT 25,000

CENTER FOR EFFECTIVE PHILANTHROPY INC

675 MASSACHUSETTS AVE 11TH FL
CAMBRIDGE,MA02139 		  PC CEP 2023 CONFERENCE, WAIVING ALL GOODS AND SERVICES 20,000

CENTRO PRESENTE INC

12 BENNINGTON ST SUITE 202
EAST BOSTON,MA02128 		  PC GENERAL OPERATING SUPPORT 10,000

CHARLES RIVER CONSERVANCY INC

43 THORNDIKE ST S3-3
CAMBRIDGE,MA02141 		  PC GENERAL OPERATING SUPPORT 30,000

CHINATOWN COMMUNITY LAND TRUST INC

28 ASH ST
BOSTON,MA02111 		  PC GENERAL OPERATING SUPPORT 50,000

COUNTERPUBLIC

2701 CHEROKEE ST
ST LOUIS,MO63118 		  PC GENERAL OPERATING SUPPORT 75,000

DE NOVO CENTER FOR JUSTICE AND HEALING INC

47 THORNDIKE ST SB-LL-1
CAMBRIDGE,MA02141 		  PC ANNUAL FUND 10,000

DIGITAL CITIZEN FUND INC

19 MORRIS AVE
BROOKLYN,NY11205 		  PC GENERAL OPERATING SUPPORT 10,000

DOVE INC

PO BOX 690267
QUINCY,MA02269 		  PC ANNUAL FUND 10,000

DUDLEY STREET NEIGHBORHOOD INITIATIVE INC

550 DUDLEY ST
ROXBURY,MA02119 		  PC GENERAL OPERATING SUPPORT 100,000

EAST END HOUSE INC

105 SPRING ST
CAMBRIDGE,MA02141 		  PC ANNUAL FUND 5,000

ELIZABETH FREEMAN CENTER INC

43 FRANCIS AVE
PITTSFIELD,MA01201 		  PC ANNUAL FUND 10,000

FAMILY AND COMMUNITY RESOURCES INC

18 NEWTON ST
BROCKTON,MA02301 		  PC ANNUAL FUND 10,000

FINEX HOUSE INCORPORATED

PO BOX 300670
JAMAICA PLAIN,MA02130 		  PC ANNUAL FUND 10,000

FOOD FOR FREE COMMITTEES INC

59 INNER BELT RD
SOMERVILLE,MA02143 		  PC ANNUAL FUND 20,000

FRIENDS OF CAMBRIDGE RINDGE AND LATIN SCHOOL INC

PO BOX 39-1541
CAMBRIDGE,MA02139 		  PC CRLS FALCON'S MARKET 5,000

FRIENDS OF NEW CURATORS INC

799 9TH ST NW SUITE 500
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT 100,000

FRIENDS OF ST LUKE'S INC

141 MAIN ST
SOUTHBRIDGE,MA01550 		  PC ANNUAL FUND 5,000

FRIENDS OF THE COMMUNITY LEARNING CENTER INC

5 WESTERN AVE
CAMBRIDGE,MA02139 		  PC STUDENT EMERGENCY FUND AND CAREER ADVISING SERVICES 5,000

FULL FRAME INITIATIVE INC

308 MAIN ST SUITE 2A
GREENFIELD,MA01301 		  PC EXPANDING ACCESS TO WELLBEING INITIATIVE 375,000

FUND FOR CATHOLIC SCHOOLS INC

66 BROOKS DR
BRAINTREE,MA02184 		  PC FUND FOR THE FUTURE 250,000

GENUNITY INC

36 S MUNROE TER
BOSTON,MA02122 		  PC GENERAL OPERATING SUPPORT 25,000

GLOBAL HEALTH CORPS INC

307 WEST 38TH ST 16TH FLOOR 1003
NEW YORK,NY10018 		  PC GENERAL OPERATING SUPPORT 100,000

HARBORCOV INC

PO BOX 505754
CHELSEA,MA02150 		  PC ANNUAL FUND 10,000

HEALTH CARE FOR ALL INC

70 FRANKLIN STREET SUITE 500
BOSTON,MA02110 		  PC BIRTH EQUITY & JUSTICE MASSACHUSETTS 10,000

HEALTH INITIATIVE INC

PO BOX 3858
ATTLEBORO,MA02703 		  PC GENERAL OPERATING SUPPORT 300,000

HOMESTART INC

105 CHAUNCY ST SUITE 502
BOSTON,MA02111 		  PC GENERAL OPERATING SUPPORT 200,000

IMMIGRANT FAMILY SERVICES INSTITUTE INC

575 AMERICAN LEGION HWY
ROSLINDALE,MA02131 		  PC GENERAL OPERATING SUPPORT 25,000

INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DR
BOSTON,MA02210 		  PC ACQUISITIONS CIRCLE, WAIVING ALL GOODS AND SERVICES 10,000

INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DR
BOSTON,MA02210 		  PC DIRECTOR OF EDUCATION ENDOWED FUND 100,000

INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DR
BOSTON,MA02210 		  PC ANNUAL OPERATING SUPPORT 100,000

INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DR
BOSTON,MA02210 		  PC 2023 GALA, WAIVING ALL GOODS AND SERVICES 50,000

INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DR
BOSTON,MA02210 		  PC FUND FOR THE FUTURE: PHASE II 700,000

INTEGRATE HEALTH INC

PO BOX 605
MEDWAY,MA02053 		  PC GENERAL OPERATING SUPPORT 300,000

ISABELLA STEWART GARDNER MUSEUM INC

25 EVANS WAY
BOSTON,MA02115 		  PC EXHIBITION PROGRAM AND GARDNER AMBASSADOR PROGRAM 100,000

JEAN APPOLON EXPRESSIONS INC

33 HUBBARD ST
MALDEN,MA02148 		  PC GENERAL OPERATING SUPPORT 5,000

JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS

2700 F ST NW
WASHINGTON,DC20566 		  PC PACA FUND 25,000

KING BAUDOUIN FOUNDATION UNITED STATES

551 FIFTH AVE SUITE 2400
NEW YORK,NY10176 		  PC AFRICAN VISIONARY FUND'S HEALTH PORTFOLIO 100,000

LA COLABORATIVA INC

318 BROADWAY
CHELSEA,MA02150 		  PC GENERAL OPERATING SUPPORT 150,000

LOCAL ENTERPRISE ASSISTANCE FUND INC

386 WESTERN AVE
BOSTON,MA02135 		  PC GENERAL OPERATING SUPPORT 100,000

LOOP LAB INC

99 BISHOP ALLEN DR UNIT 25
CAMBRIDGE,MA02139 		  PC GENERAL OPERATING SUPPORT 75,000

LOUISON HOUSE INC

149 CHURCH ST
NORTH ADAMS,MA01247 		  PC ANNUAL FUND 5,000

MABEL CENTER FOR IMMIGRANT JUSTICE CORP

200 PORTLAND ST 5TH FL
BOSTON,MA02114 		  PC ANNUAL FUND 10,000

MAKING OPPORTUNITY COUNT INC

601 RIVER ST
FITCHBURG,MA01420 		  PC CENTRAL MASSACHUSETTS IMMIGRANT/HAITIAN HOUSING PROGRAM 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 4,000

MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY COALITION INC

105 CHAUNCY ST 901
BOSTON,MA02111 		  PC GENERAL OPERATING SUPPORT 10,000

MONUMENT LAB

617 JOHN F KENNEDY BLVD SUITE 2034
PHILADELPHIA,PA19103 		  PC GENERAL OPERATING SUPPORT 75,000

MORE THAN WORDS INC

56 FELTON ST
WALTHAM,MA02453 		  PC COMMUNITY ENGAGEMENT & ADVOCACY WORK 100,000

MUSEUM OF CONTEMPORARY ART

220 E CHICAGO AVE
CHICAGO,IL60611 		  PC COMMITMENT TO WOMEN ARTISTS INITIATIVE 100,000

MUSO INC

548 MARKET ST PMB 86233
SAN FRANCISCO,CA94104 		  PC GENERAL OPERATING SUPPORT 100,000

NETWORK OF ENGAGED INTERNATIONAL DONORS GLOBAL INC

131 DARTMOUTH ST 3RD FL
BOSTON,MA02116 		  PC ANNUAL FUND 10,000

NETWORK OF ENGAGED INTERNATIONAL DONORS GLOBAL INC

131 DARTMOUTH ST 3RD FL
BOSTON,MA02116 		  PC 2023 NEID GALA, WAIVING ALL GOODS AND SERVICES 10,000

NEW BEDFORD WOMENS CENTER INC

405 COUNTY ST
NEW BEDFORD,MA02740 		  PC ANNUAL FUND 10,000

NEW HOPE INC

247 MAPLE ST
ATTLEBORO,MA02703 		  PC ANNUAL FUND 10,000

NOW AND THERE INC

186 SOUTH ST SUITE 302
BOSTON,MA02111 		  PC THE 2025 BOSTON PUBLIC ART TRIENNIAL 125,000

NOW AND THERE INC

186 SOUTH ST SUITE 302
BOSTON,MA02111 		  PC GENERAL OPERATING SUPPORT 150,000

ON THE RISE INC

341 BROADWAY
CAMBRIDGE,MA02139 		  PC ANNUAL FUND 10,000

PANORAMA GLOBAL

2101 4TH AVE SUITE 2100
SEATTLE,WA98121 		  PC COMMUNITY HEALTH IMPACT COALITION 50,000

PARTNERS IN AGRICULTURE INC

PO BOX 31226
GREENVILLE,SC29608 		  PC AGROFORESTRY TRIAL COHORT 60,000

PARTNERS IN HEALTH A NONPROFIT CORPORATION

800 BOYLSTON ST SUITE 300
BOSTON,MA02199 		  PC EXPANDING HEALTH EQUITY IN NEW BEDFORD & BEYOND 100,000

PARTNERS IN HEALTH A NONPROFIT CORPORATION

800 BOYLSTON ST SUITE 300
BOSTON,MA02199 		  PC BUILDING ON IMPACT TOWARDS GREATER SYSTEMS CHANGE GRANT 1,000,000

PIVOTWORKS INC

75 NORTH MAIN ST 2075
RANDOLPH,MA02368 		  PC GENERAL OPERATING SUPPORT 300,000

POLITICAL ASYLUM IMMIGRATION REPRESENTATION PROJECT INC

98 NORTH WASHINGTON ST SUITE 106
BOSTON,MA02114 		  PC GENERAL OPERATING SUPPORT 10,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1033 MASSACHUSETTS AVE 3RD FL
CAMBRIDGE,MA02138 		  PC CENTER FOR PUBLIC LEADERSHIP COUNCIL FUND, WAIVING ALL GOODS AND SERVICES 50,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1033 MASSACHUSETTS AVE 3RD FL
CAMBRIDGE,MA02138 		  PC DESIGNATED TO THE HUTCHINS CENTER, SUPPORTING THE OXFORD DICTIONARY OF AFRICAN AMERICAN ENGLISH 100,000

PRINTED MATTER INC

231 11TH AVE
NEW YORK,NY10001 		  PC INDEPENDENT PUBLISHERS GRANT AND COMMISSIONED PUBLICATIONS 116,500

PUBLIC ART FUND INC

ONE EAST 53RD ST
NEW YORK,NY10022 		  PC GENERAL OPERATING SUPPORT 75,000

REGIS COLLEGE

235 WELLESLEY ST BOX 30
WESTON,MA02493 		  PC REGIS IN HAITI PROGRAM 440,000

RESILIENT SISTERHOOD PROJECT INC

263 HUNTINGTON AVE SUITE 302
BOSTON,MA02115 		  PC GENERAL OPERATING SUPPORT 10,000

RESIST INC

PO BOX 301240
BOSTON,MA02130 		  PC NEIGHBORHOOD BIRTH CENTER 50,000

RESIST INC

PO BOX 301240
BOSTON,MA02130 		  PC MATAHARI WOMEN WORKERS' CENTER 10,000

RIA INC

330 COCHITUATE RD 1784
FRAMINGHAM,MA01701 		  PC ANNUAL FUND 10,000

ROOT CAPITAL INC

245 MAIN ST 2ND FL
CAMBRIDGE,MA02142 		  PC WAI EVOLUTION & INNOVATION GRANT 450,000

ROOT CAPITAL INC

245 MAIN ST 2ND FL
CAMBRIDGE,MA02142 		  PC WOMEN IN AGRICULTURE 2019-2021 BUSINESS PLAN 250,000

ROSE FITZGERALD KENNEDY GREENWAY CONSERVANCY INC

185 KNEELAND ST
BOSTON,MA02111 		  PC PUBLIC ART PROGRAM 50,000

SAFE PASSAGE INC

76 CARLON DR
NORTHAMPTON,MA01060 		  PC ANNUAL FUND 10,000

SEED GLOBAL HEALTH INC

50 MILK ST
BOSTON,MA02109 		  PC SIERRA LEONES NAT'L PROGRAM IN HUMAN RESOURCES FOR HEALTH & REPRODUCTIVE, MATERNAL & CHILD HEALTH 200,000

SOBERSCOVE PRESS

2125 N ALBANY AVE
CHICAGO,IL60647 		  PC "IN THE HORIZONTAL PLANE: TAISHA PAGGETT PERFORMANCE WORKS" PUBLICATION 10,000

SOCIETY OF THE SISTERS OF ST JOSEPH INC

637 CAMBRIDGE ST
BOSTON,MA02135 		  PC LIVING THE DREAM DINNER, WAIVING ALL GOODS AND SERVICES 10,000

SPOONFULS INC

189 WELLS AVE SUITE 100
NEWTON,MA02459 		  PC GENERAL OPERATING SUPPORT 20,000

ST PAUL AME CHURCH

85 BISHOP RICHARD ALLEN DR
CAMBRIDGE,MA02139 		  PC ELNORA YARD FOOD PANTRY 3,000

ST PAUL'S PARISH

29 MOUNT AUBURN ST
CAMBRIDGE,MA02138 		  PC THE FOOD PANTRY 3,000

ST PETER'S SCHOOL

96 CONCORD AVE
CAMBRIDGE,MA02138 		  PC ANNUAL FUND 50,000

ST PETER'S SCHOOL

96 CONCORD AVE
CAMBRIDGE,MA02138 		  PC THE TED HOFF FUND 25,000

TATE AMERICAS FOUNDATION

520 WEST 27TH ST UNIT 404
NEW YORK,NY10001 		  PC 2023 MEMBERSHIP - NORTH AMERICAN ACQUISITIONS COMMITTEE, WAIVING ALL GOODS AND SERVICES 15,000

THE CENTER FOR HOPE AND HEALING INC

15 HURD ST
LOWELL,MA01852 		  PC ANNUAL FUND 10,000

THE RED SOX FOUNDATION INC

4 JERSEY ST
BOSTON,MA02215 		  PC CAPITAL CAMPAIGN 50,000

THOMAS JEFFERSON UNIVERSITY

1020 WALNUT ST
PHILADELPHIA,PA19107 		  PC CONVALESCENCE EXHIBITION 75,000

UNITED INTERFAITH ACTION OF SOUTHERN MASSACHUSETTS

228 N MAIN ST
FALL RIVER,MA02720 		  PC GENERAL OPERATING SUPPORT 10,000

UNIVERSITY OF CHICAGO

6054 S DREXEL AVE
CHICAGO,IL60637 		  PC TRANSFORM 911 FAIR CHANCE HIRING PROJECT 35,000

URBAN GUILD INC

260 WASHINGTON ST
DORCHESTER,MA02121 		  PC GENERAL OPERATING SUPPORT 50,000

URBAN REVIVAL INC

284 AMORY ST FIRST FL
JAMAICA PLAIN,MA02130 		  PC GENERAL OPERATING SUPPORT 25,000

US BIENNIAL INC

PO BOX 58800
NEW ORLEANS,LA70158 		  PC P.6 EXHIBITION 50,000

US BIENNIAL INC

PO BOX 58800
NEW ORLEANS,LA70158 		  PC ARTISTS OF PUBLIC MEMORY 10,000

VIA ART FUND INC

219 WEST 19TH ST 2ND FL
NEW YORK,NY10011 		  PC GENERAL OPERATING SUPPORT 25,000

VIA ART FUND INC

219 WEST 19TH ST 2ND FL
NEW YORK,NY10011 		  PC VIA/WAGNER INCUBATOR GRANT FUND 100,000

WHYHUNGER INC

505 EIGHTH AVE SUITE 1212
NEW YORK,NY10018 		  PC EASTERN WOODLANDS REMATRIATION 40,000

WOMEN IN GLOBAL HEALTH INC

925 H ST NW APT 1101
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT 200,000

WOMENS EDUCATIONAL CENTER

46 PLEASANT ST
CAMBRIDGE,MA02139 		  PC ANNUAL FUND 5,000

WOMENS LUNCH PLACE INC

PO BOX 170900
BOSTON,MA02117 		  PC ANNUAL FUND 5,000

Y2Y NETWORK

955 MASSACHUSETTS AVE 424
CAMBRIDGE,MA02139 		  PC ANNUAL FUND 10,000

YEAR UP INC

45 MILK ST 9TH FLOOR
BOSTON,MA02109 		  PC CAMPAIGN FOR AN EQUITABLE FUTURE 1,000,000
Total .................................right arrow 3a 13,196,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 1,629  
4 Dividends and interest from securities ....     14 1,236,905  
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 ............ 		    18 456,861  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aTAX REFUND 		    01 8,561  
bCASH BACK REWARDS     01 1,000  
cRETURNED GRANT     01 130,934  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,835,890 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,835,890
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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
485 MASSACHUSETTS AVE 2ND FLOOR
 
CAMBRIDGE, MA02139

$ 6,068,271


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
WAGNER FOUNDATION
EIN:
20-6079941
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 57,668 0   57,668

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
WAGNER FOUNDATION
EIN:
20-6079941
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OFFICE FURNITURE & EQUIPMENT 2023-01-01 228,070   SL 7.000000000000 32,581 0    
LEASEHOLD IMPROVEMENTS 2023-01-01 2,284,588   SL 15.000000000000 152,309 0    
OFFICE FURNITURE & EQUIPMENT 2023-12-31 259,424   SL 7.000000000000 0 0    
LEASEHOLD IMPROVEMENTS 2023-12-31 451,097   SL 15.000000000000 0 0    

TY 2023 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 2023 InvestmentsCorpStockSchedule
Name:
WAGNER FOUNDATION
EIN:
20-6079941
Name of Stock End of Year Book Value End of Year Fair Market Value
CHAMPLAIN SMALL COMPANY 6,030,895 6,589,007
HARBOR DIVERSIFIED INTL 19,202,717 19,300,024
JOHCM EMRG MKT OPPTY FD 2,882,173 3,019,298
SCHWAB S&P 500 INDEX 33,208,817 36,641,599
VANGUARD EXTENDED MARKET 5,879,705 6,805,105

TY 2023 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 24,583,935
BAUPOST VALUE PARTNERS LP AT COST 5,820,979 5,473,380
CAPE ANN GLOBAL DEVELOPING MARKETS FD AT COST 5,475,146 6,651,468
COLUMBUS HILL PARTNERS LP AT COST 10,040,029 15,725,557
CORMORANT PRIVATE HEALTHCARE FUND II LP AT COST 963,443 3,104,386
CORMORANT PRIVATE HEALTHCARE FUND III LP AT COST 1,978,846 3,732,068
CORMORANT PRIVATE HEALTHCARE FUND IV LP AT COST 3,002,119 3,316,548
DIGITAL FUEL CAPITAL FUND I AIV, LP AT COST 2,180,835 2,741,095
ECOR1, LP AT COST 4,000,000 4,113,153
HAWKEYE CAPITAL INST LP AT COST 4,914,847 5,877,758
HHLR FUND, LP AT COST 7,500,000 3,863,932
HYPERPLANE II LP AT COST 2,263,001 4,202,053
HYPERPLANE III LP AT COST 1,218,038 1,353,985
MASON CAPITAL LP AT COST 2,192,894 3,053,259
MFN PARTNERS LP AT COST 2,111,594 3,696,862
MOONRISE VENTURE PARTNERS III LP AT COST 2,353,373 2,190,620
MOONRISE VENTURES PARTNERS II LP AT COST 4,445,061 6,223,675
RA CAPITAL HEALTHCARE FUND LP AT COST 2,313,113 7,659,354
REFLOW MEDICAL INC AT COST 3,825,992 9,093,961
SIGULER GUFF SBOF IV (T), LP AT COST 3,254,832 5,243,154
SPARK CAPITAL IV, LP AT COST 2,025,000 1,793,302
SPARK CAPITAL VII, LP AT COST 1,250,000 1,145,121
YIHENG CAPITAL PARTNERS LP AT COST 8,429,078 4,931,944

TY 2023 LandEtcSchedule2
Name:
WAGNER FOUNDATION
EIN:
20-6079941
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE FURNITURE & EQUIPMENT 228,070 32,581 195,489 195,489
LEASEHOLD IMPROVEMENTS 2,284,588 152,309 2,132,279 2,132,279
OFFICE FURNITURE & EQUIPMENT 259,424 0 259,424 259,424
LEASEHOLD IMPROVEMENTS 451,097 0 451,097 451,097


TY 2023 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 -740,964 -740,964 5,284,789
SECURITY DEPOSITS 147,870 147,870 147,870
CONSTRUCTION IN PROCESS 2,512,658 0 0
FARMSTEAD PARTNERS LP   -798,067 335,593
KENSICO ASSOCIATES LP   -537,601 500,141


TY 2023 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 117,005 0   117,005
DUES, MEMBERSHIPS, AND SUBSCRIPTIONS 38,075 0   38,075
OFFICE EXPENSES 67,153 0   67,153


TY 2023 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   183,834  
TAX REFUND 8,561   8,561
CASH BACK REWARDS 1,000   1,000
RETURNED GRANT 130,934   130,934


TY 2023 OtherLiabilitiesSchedule
Name:
WAGNER FOUNDATION
EIN:
20-6079941
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE 10,688 4,685


TY 2023 OtherProfessionalFeesSchedule
Name:
WAGNER FOUNDATION
EIN:
20-6079941
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MARKETING/PR EXPENSE 121,724 0   121,724
INVESTMENT MANAGEMENT FEES 166,040 166,040   0
CONSULTING FEES 79,150 0   79,150
RECRUITING FEES 10,941 0   10,941
OTHER PROFESSIONAL FEES 11,500 0   11,500


TY 2023 TaxesSchedule
Name:
WAGNER FOUNDATION
EIN:
20-6079941
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 25,000 0   0
FOREIGN TAXES 43,985 43,985   0
STATE TAXES 10,900 0   0