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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$228,667,381J 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) 5,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,857 1,857  
4 Dividends and interest from securities... 1,380,739 1,380,739  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,471,211
b Gross sales price for all assets on line 6a 33,918,694
7 Capital gain net income (from Part IV, line 2)... 10,797,392
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
12,105 354,734  
12 Total. Add lines 1 through 11........ 8,865,912 12,534,722  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 867,212 0   867,212
15 Pension plans, employee benefits....... 243,402 0   243,402
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
21,940 0   21,940
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
100,455 0   100,455
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
363,766 177,826   185,940
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
63,828 54,443   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
252,022 0  
20 Occupancy.............. 561,640 0   561,640
21 Travel, conferences, and meetings....... 120,471 0   120,471
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
360,711 0   360,711
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,955,447 232,269   2,461,771
25 Contributions, gifts, grants paid....... 12,534,222 12,534,222
26 Total expenses and disbursements. Add lines 24 and 25 15,489,669 232,269   14,995,993
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,623,757
b Net investment income (if negative, enter -0-) 12,302,453
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 501,895 750,392 750,392
2 Savings and temporary cash investments......... 1,556,728 3,911,506 3,911,506
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)....... 67,204,307 Click to see attachment
List of Attached Documents:
// Content
66,266,554 		76,640,088
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).......... 97,386,622 Click to see attachment
List of Attached Documents:
// Content
89,265,682 		136,802,410
14 Land, buildings, and equipment: basis right arrow3,223,179
Less: accumulated depreciation (attach schedule) right arrow436,912 3,038,289 Click to see attachment
List of Attached Documents:
// Content
2,786,267 		2,786,267
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
-1,928,762 		Click to see attachment
List of Attached Documents:
// Content
-1,837,012 		Click to see attachment
List of Attached Documents:
// Content
7,776,718
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 167,759,079 161,143,389 228,667,381
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
4,685 		Click to see attachment
List of Attached Documents:
// Content
12,752
23 Total liabilities (add lines 17 through 22)......... 4,685 12,752
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 167,754,394 161,130,637
29 Total net assets or fund balances (see instructions)..... 167,754,394 161,130,637
30 Total liabilities and net assets/fund balances (see instructions). 167,759,079 161,143,389
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
167,754,394
2
Enter amount from Part I, line 27a .....................
2
-6,623,757
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
161,130,637
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
161,130,637
Form 990-PF (2024)
Form 990-PF (2024)
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 REDEMPTION OF INTEREST IN HHLR P    
c REDEMPTION OF INTEREST IN KENISCO P    
d LT GAIN FROM K-1S P    
e ST GAIN FROM K-1S 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 29,447,366   24,485,084 4,962,282
b 3,863,932   3,863,932 0
c 607,396   586,272 21,124
d       4,031,384
e       1,782,602
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       4,962,282
b       0
c       21,124
d       4,031,384
e       1,782,602
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 10,797,392
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) 1 171,004
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........................... 3 171,004
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- ..... 5 171,004
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 93,085
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 135,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 228,085
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 57,081
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow57,081 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		154,155 48,790 0
485 MASSACHUSETTS AVE 2ND FLOOR
CAMBRIDGE,MA02139
ABIGAIL B SATINSKY PROGRAM OFFICER & CU
40.00 		99,391 45,133 0
485 MASSACHUSETTS AVE 2ND FLOOR
CAMBRIDGE,MA02139
LILY SARGEANT PROGRAM OFFICER, US
40.00 		104,919 23,725 0
485 MASSACHUSETTS AVE 2ND FLOOR
CAMBRIDGE,MA02139
BRIDGET G MISKELL SENIOR FINANCE & OPE
40.00 		96,680 31,347 0
485 MASSACHUSETTS AVE 2ND FLOOR
CAMBRIDGE,MA02139
CARISA BOBSKILL OFFICE ENGAGEMENT MA
40.00 		93,752 25,789 0
485 MASSACHUSETTS AVE 2ND FLOOR
CAMBRIDGE,MA02139
Total number of other employees paid over $50,000...................right arrow 2
Form 990-PF (2024)
Form 990-PF (2024)
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 177,826
500 W MADISON ST STE 1700
CHICAGO,IL606612567
RSM US LLP ACCOUNTING 100,455
331 W 3RD ST STE 200
DAVENPORT,IA52801
CAPE ANN ASSET MANAGEMENT INC ASSET MANAGEMENT 86,242
225 CEDAR HILL ST 2ND FL
MARLBOROUGH,MA01752
MOTH DESIGN BRAND AND WEBSITE DESIGN 75,150
450 HARRISON AVE 303
BOSTON,MA02118
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 WAGNER GALLERY DISPLAYS ROTATING ART EXHIBITIONS BY LOCAL, NATIONAL, AND INTERNATIONALLY RENOWNED CONTEMPORARY VISUAL ARTISTS WHOSE WORK ADDRESSES THE ROLE OF ART IN CIVIC LIFE. 215,903
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 (2024)
Form 990-PF (2024)
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
78,944,259
b
Average of monthly cash balances.......................
1b
3,090,227
c
Fair market value of all other assets (see instructions)................
1c
144,431,259
d
Total (add lines 1a, b, and c).........................
1d
226,465,745
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
226,465,745
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,396,986
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
223,068,759
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
11,153,438
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
11,153,438
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
171,004
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
9,292
c
Add lines 2a and 2b............................
2c
180,296
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
10,973,142
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
10,973,142
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
10,973,142
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
14,995,993
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
14,995,993
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 10,973,142
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 2,346,580
b From 2020...... 2,569,620
c From 2021...... 3,858,308
d From 2022...... 6,356,299
e From 2023...... 4,966,206
f Total of lines 3a through e ........ 20,097,013
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 14,995,993
a Applied to 2023, 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 2024 distributable amount..... 10,973,142
e Remaining amount distributed out of corpus 4,022,851
5 Excess distributions carryover applied to 2024. 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 24,119,864
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		2,346,580
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		21,773,284
10 Analysis of line 9:
a Excess from 2020.... 2,569,620
b Excess from 2021.... 3,858,308
c Excess from 2022.... 6,356,299
d Excess from 2023.... 4,966,206
e Excess from 2024.... 4,022,851
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 301896
JAMAICA PLAIN,MA02130 		  PC GENERAL OPERATING SUPPORT 50,000

AFRICAN VISIONARY FUND INC

769 CENTRE ST STE 201
BOSTON,MA02130 		  PC AFRICAN VISIONARY FUND'S HEALTH PORTFOLIO 100,000

ALIANZA DV SERVICES INC

208 RACE ST STE 303
HOLYOKE,MA01041 		  PC GENERAL OPERATING SUPPORT 20,000

ART COUNCIL INC

SOHO WORKS 55 WATER ST
BROOKLYN,NY11201 		  PC BOSTON ARTADIA AWARD 30,000

ART PAPERS INC

1083 AUSTIN AVE NE STE 206
ATLANTA,GA30307 		  PC 'FIRE ECOLOGY' PROGRAMMING 60,000

ARTS & BUSINESS COUNCIL OF GREATER BOSTON

15 CHANNEL CENTER ST STE 103
BOSTON,MA02210 		  PC GENERAL OPERATING SUPPORT FOR ART STAYS HERE COALITION 10,000

BAMS FEST INC

1452 DORCHESTER AVE STE 4
DORCHESTER,MA02301 		  PC GENERAL OPERATING SUPPORT 25,000

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 90,000

BOSTON CENTER FOR THE ARTS INC

539 TREMONT ST
BOSTON,MA02116 		  PC LUIS ARNIAS TRAVELING EXHIBITION 13,000

BOSTON COMMUNITY PEDIATRICS

527 ALBANY ST STE 200
BOSTON,MA02118 		  PC GENERAL OPERATING SUPPORT 50,000

BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC

780 ALBANY ST
BOSTON,MA02118 		  PC GENERAL OPERATING SUPPORT 25,000

BOSTON MEDICAL CENTER

ONE BOSTON MEDICAL CENTER PL
BOSTON,MA02118 		  PC VITAL VILLAGE NETWORK'S BIRTH EQUITY LEADERSHIP FELLOWSHIP 185,000

BOSTON UJIMA PROJECT INC

PO BOX 300127
BOSTON,MA02130 		  PC GENERAL OPERATING SUPPORT 25,000

BOYS & GIRLS CLUBS OF BOSTON INC

200 HIGH ST 3RD FL
BOSTON,MA02110 		  PC ENDOWMENT SUPPORT FOR THE JOSH KRAFT FUND FOR DIVERSITY AND EQUITY 50,000

BOYS & GIRLS CLUBS OF BOSTON INC

200 HIGH ST 3RD FL
BOSTON,MA02110 		  PC SPONSORSHIP OF 2024 HOUSE PARTY, WAIVING ALL GOODS AND SERVICES 100,000

BOYS & GIRLS CLUBS OF BOSTON INC

200 HIGH ST 3RD FL
BOSTON,MA02110 		  PC GENERAL OPERATING SUPPORT 50,000

BRAIN ARTS ORGANIZATION INC

1486 DORCHESTER AVE
BOSTON,MA02122 		  PC GENERAL OPERATING SUPPORT 10,000

BREAKTIME UNITED INC

63 FRANKLIN ST
BOSTON,MA02110 		  PC GENERAL OPERATING SUPPORT 75,000

BUILD HEALTH INTERNATIONAL

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

CAMBRIDGE COMMUNITY CENTER INC

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

CAMBRIDGE COMMUNITY FOUNDATION

99 BISHOP ALLEN DR
CAMBRIDGE,MA02139 		  PC THE BOB MOSES FUND FOR EDUCATION AND ORGANIZING 10,000

CAMBRIDGE COMMUNITY FOUNDATION

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

CAMBRIDGE HISTORICAL SOCIETY

159 BRATTLE ST
CAMBRIDGE,MA02138 		  PC GENERAL OPERATING SUPPORT 5,000

CAMP HARBOR VIEW FOUNDATION

35 WILLIAMSBURG LANE
SCITUATE,MA02066 		  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 GENERAL OPERATING SUPPORT 20,000

CENTER FOR ECONOMIC DEMOCRACY

769 CENTRE ST STE 143
JAMAICA PLAIN,MA02130 		  PC BOSTON UJIMA PROJECT'S PODCAST ORGANIZE: RADICAL ALTERNATIVES TO THE GIVEN' 30,000

CENTER FOR ECONOMIC DEMOCRACY

769 CENTRE ST STE 143
JAMAICA PLAIN,MA02130 		  PC SEI POOLED FUND 50,000

CENTER FOR INDEPENDENT DOCUMENTARY

PO BOX 95216
NEWTON,MA02495 		  PC GENERAL OPERATING SUPPORT FOR ROXBURY INTERNATIONAL FILM FESTIVAL 15,000

CENTRAL SQUARE BUSINESS IMPROVEMENT DISTRICT INC

614 MASSACHUSETTS AVE STE 203
CAMBRIDGE,MA02139 		  PC CENTRAL SQUARE BID STRATEGIC PLANNING GRANT 75,000

CENTRAL SQUARE BUSINESS IMPROVEMENT DISTRICT INC

614 MASSACHUSETTS AVE STE 203
CAMBRIDGE,MA02139 		  PC SHADE IS SOCIAL JUSTICE: GABRIEL CIRA AND MATTHEW OKIZAKI PUBLIC ART PROJECT 22,000

CENTRAL SQUARE BUSINESS IMPROVEMENT DISTRICT INC

614 MASSACHUSETTS AVE STE 203
CAMBRIDGE,MA02139 		  PC GENERAL OPERATING SUPPORT 50,000

CHARLES RIVER CONSERVANCY INC

43 THORNDIKE ST S3-3
CAMBRIDGE,MA02141 		  PC GENERAL OPERATING SUPPORT 10,000

CHINATOWN COMMUNITY LAND TRUST INC

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

CONTEMPORARY ARTS MUSEUM HOUSTON

5020 MONTROSE BLVD STE 210
HOUSTON,TX77006 		  PC REBIRTH IN ACTION PHASE TWO 75,000

COUNTERPUBLIC

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

DUDLEY STREET NEIGHBORHOOD INITIATIVE INC

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

ELIZABETH FREEMAN CENTER INC

43 FRANCIS AVE
PITTSFIELD,MA01201 		  PC GENERAL OPERATING SUPPORT 20,000

ESSEX ART CENTER INC

56 ISLAND ST 1
LAWRENCE,MA01840 		  PC ARTIST PUBLISHING INITIATIVE AND 'SPEECH LIVES' TRAVELING EXHIBITION 50,000

FAMILYAID BOSTON INC

3815 WASHINGTON ST
BOSTON,MA02130 		  PC GENERAL OPERATING SUPPORT 25,000

FATHER BILLS & MAINSPRING INC

430 BELMONT ST
BROCKTON,MA02301 		  PC GENERAL OPERATING SUPPORT 25,000

FLOATING MUSEUM

949 E 75TH ST
CHICAGO,IL60619 		  PC THE BURROUGHS RESIDENCY 75,000

FOOD FOR FREE COMMITTEES INC

59 INNER BELT RD
SOMERVILLLE,MA02143 		  PC GENERAL OPERATING SUPPORT 25,000

FRACTURED ATLAS

228 PARK AVE S 56651
NEW YORK,NY10003 		  PC JUNE 2025 ARRIVAL ART FAIR, WAIVING ALL GOODS AND SERVICES 15,000

FRACTURED ATLAS

228 PARK AVE S 56651
NEW YORK,NY10003 		  PC GENERAL OPERATING SUPPORT FOR CLOTH COLLABORATIVE STUDIO AND WORKSHOP 10,000

FULL FRAME INITIATIVE

308 MAIN ST STE 2A
GREENFIELD,MA01301 		  PC GENERAL OPERATING SUPPORT 100,000

FUND FOR CATHOLIC SCHOOLS INC

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

GALLERY 263 INC

263 PEARL ST
CAMBRIDGE,MA02139 		  PC GENERAL OPERATING SUPPORT 5,000

GENUNITY INC

36 S MUNROE TERRACE
DORCHESTER,MA02122 		  PC GENERAL OPERATING SUPPORT 100,000

GLOBAL HEALTH CORPS INC

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

GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC

3939 CAMPBELL AVE
ARLINGTON,VA22206 		  PC THE INKWELL SOCIETY'S BLACK HISTORY FILM INITIATIVE & RELATED PROGRAMS 100,000

HARBORCOV INC

63 WASHINGTON AVE
CHELSEA,MA02150 		  PC GENERAL OPERATING SUPPORT 20,000

HEADING HOME INC

186 MASSACHUSETTS AVE
BOSTON,MA02115 		  PC GENERAL OPERATING SUPPORT 25,000

HEALTH INITIATIVE INC

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

HOMESTART INC

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

IMMIGRANT FAMILY SERVICES INSTITUTE

1626 BLUE HILL AVE
BOSTON,MA02126 		  PC GENERAL OPERATING SUPPORT 25,000

INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DR
BOSTON,MA02210 		  PC 2024 GALA, WAIVING ALL GOODS AND SERVICES 30,000

INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DR
BOSTON,MA02210 		  PC 2024 ANNUAL WOMEN'S LUNCHEON 25,000

INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DR
BOSTON,MA02210 		  PC JILL MEDVEDOW FUND 100,000

INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DR
BOSTON,MA02210 		  PC FY25 BOARD SPECIAL FUND 100,000

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 400,000

ISABELLA STEWART GARDNER MUSEUM

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

JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS

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

LA COLABORATIVA INC

63 SIXTH ST
CHELSEA,MA02150 		  PC GENERAL OPERATING SUPPORT 150,000

LAXART

518 NORTH WESTERN AVE
LOS ANGELES,CA90004 		  PC MONUMENTS' EXHIBITION 25,000

LOCAL ENTERPRISE ASSISTANCE FUND INC

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

LOOP LAB INC

45 TEMPLE ST
BOSTON,MA02111 		  PC GENERAL OPERATING SUPPORT 75,000

MASS DESIGN GROUP

1 CHANDLER ST
BOSTON,MA02116 		  PC THE CATALYST FUND, LEARNING & ENGAGEMENT PROGRAM, AND LABS PROGRAM 1,000,000

MASSCREATIVE INC

15 CHANNEL CENTER ST STE 103
BOSTON,MA02210 		  PC GENERAL OPERATING SUPPORT 10,000

MERRIMACK VALLEY FOOD BANK INC

1703 MIDDLESEX ST PO BOX 2041
LOWELL,MA01851 		  PC GENERAL OPERATING SUPPORT 25,000

MOBIUS INC

15 CHANNEL CNTR ST STE 103
BOSTON,MA02210 		  PC GENERAL OPERATING SUPPORT FOR DIGITAL SOUP 5,000

MONUMENT LAB

1617 JOHN F KENNEDY BLVD FL 20
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 RENEWAL OF THE WOMEN ARTISTS INITIATIVE 100,000

MUSO INC

548 MARKET STREET PMB 86233
SAN FRANCISCO,CA94104 		  PC GENERAL OPERATING SUPPORT 400,000

NETWORK OF ENGAGED INTERNATIONAL DONORS GLOBAL INC

131 DARTMOUTH ST
BOSTON,MA02116 		  PC GRANT MATCH CHALLENGE 10,000

NETWORK OF ENGAGED INTERNATIONAL DONORS GLOBAL INC

131 DARTMOUTH ST
BOSTON,MA02116 		  PC 2024 NEID GLOBAL CHANGEMAKER GALA, WAIVING ALL GOODS AND SERVICES 10,000

NON-EVENT INC

25 CUSTER ST UNIT 1
JAMAICA PLAIN,MA02130 		  PC GENERAL OPERATING SUPPORT 10,000

NOW AND THERE INC

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

NOW AND THERE INC

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

PANORAMA GLOBAL

2101 4TH AVE STE 2100
SEATTLE,WA98121 		  PC GENERAL OPERATING SUPPORT FOR COMMUNITY HEALTH IMPACT COALITION 50,000

PARTNERS IN HEALTH A NONPROFIT CORPORATION

800 BOYLSTON ST STE 300
BOSTON,MA02199 		  PC BUILDING ON IMPACT TOWARDS GREATER SYSTEMS CHANGE GRANT 650,000

PARTNERS IN HEALTH A NONPROFIT CORPORATION

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

PERFORMANCE ZONE DBA THE FIELD

228 PARK AVE S STE 97217
NEW YORK,NY10003 		  PC AT LOUIS PLACE'S ARTIST PUBLISHING PROJECT 40,000

PIANO CRAFT GALLERY INC

793 TREMONT ST
BOSTON,MA02118 		  PC GENERAL OPERATING SUPPORT 5,000

PIVOTWORKS INC

75 NORTH MAIN ST 2075
RANDOLPH,MA02368 		  PC GENERAL OPERATING SUPPORT 400,000

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

PRIMARY INFORMATION INC

232 3RD ST STE A113
BROOKLYN,NY11215 		  PC GENERAL OPERATING SUPPORT 25,000

PRINTED MATTER INC

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

PROPA CITY COMMUNITY OUTREACH

22 WINTHROP ST UNIT 1
ROXBURY,MA02119 		  PC GENERAL OPERATING SUPPORT 20,000

PUBLIC TRUST

4017 WALNUT ST
PHILADELPHIA,PA19104 		  PC ENGAGEMENT CURATION CONFERENCE 70,000

REGIS COLLEGE

235 WELLESLEY ST
WESTON,MA02493 		  PC REGIS IN HAITI PROGRAM 140,000

REGIS COLLEGE

235 WELLESLEY ST
WESTON,MA02493 		  PC 2024 GALA, WAIVING ALL GOODS AND SERVICES 25,000

RESILIENT SISTERHOOD PROJECT INC

255 MAIN ST 8TH FLOOR
CAMBRIDGE,MA02142 		  PC GENERAL OPERATING SUPPORT 10,000

RESIST INC

PO BOX 301240
BOSTON,MA02130 		  PC GENERAL OPERATING SUPPORT FOR NEIGHBORHOOD BIRTH CENTER 50,000

ROOT CAPITAL INC

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

ROSE FITZGERALD KENNEDY GREENWAY CONSERVANCY INC

185 KNEELAND ST 2ND FLOOR
BOSTON,MA02111 		  PC PUBLIC ART PROGRAM 50,000

ROSIES PLACE INC

889 HARRISON AVE
BOSTON,MA02118 		  PC GENERAL OPERATING SUPPORT 20,000

ROYALL HOUSE ASSOCIATION

15 GEORGE ST
MEDFORD,MA02155 		  PC GENERAL OPERATING SUPPORT 75,000

SEED GLOBAL HEALTH INC

50 MILK ST
BOSTON,MA02109 		  PC INNOVATIVE FINANCING FOR HEALTH SYSTEMS STRENGTHENING 350,000

SHIFTWORKS COMMUNITY & PUBLIC ART

224 NORTH EUCLID AVE
PITTSBURGH,PA15206 		  PC GENERAL OPERATING SUPPORT FOR SIBYLS SHRINE 25,000

SOJOURNS COMMUNITY CLINIC

4923 US ROUTE 5
WESTMINSTER,VT05158 		  PC GENERAL OPERATING SUPPORT FOR THE NATIONAL ASSOCIATION OF CERTIFIED PROFESSIONAL MIDWIVES 25,000

SOMERVILLE HISTORICAL SOCIETY

1 WESTWOOD RD
SOMERVILLE,MA02143 		  PC GENERAL OPERATING SUPPORT 5,000

ST BONIFACE HAITI FOUNDATION INC

40 GLEN AVE
NEWTON,MA02459 		  PC UNRESTRICTED EMERGENCY RESPONSE SUPPORT IN MASSACHUSETTS 100,000

ST PETER'S SCHOOL

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

STORM KING ART CENTER

1 MUSEUM RD
NEW WINDSOR,NY12553 		  PC ARLENE SHECHET EXHIBITION 25,000

TATE AMERICAS FOUNDATION

520 WEST 27TH ST UNIT 404
NEW YORK,NY10001 		  PC 2024 MEMBERSHIP - NORTH AMERICAN ACQUISITIONS COMMITTEE, WAIVING ALL GOODS AND SERVICES 15,000

THE BALTIMORE MUSEUM OF ART INC

10 ART MUSEUM DR
BALTIMORE,MD21218 		  PC JOYCE J. SCOTT EXHIBITION 50,000

THE CENTER FOR HOPE AND HEALING INC

15 HURD ST
LOWELL,MA01852 		  PC GENERAL OPERATING SUPPORT 20,000

THE FOOD BANK OF WESTERN MASSACHUSETTS INC

25 CAREW ST
CHICOPEE,MA01020 		  PC GENERAL OPERATING SUPPORT 25,000

THE GREATER BOSTON FOOD BANK INC

70 S BAY AVE
BOSTON,MA02118 		  PC GENERAL OPERATING SUPPORT 25,000

THE MASSACHUSETTS INSTITUTE FOR A NEW COMMONWEALTH INC

11 BEACON ST STE 500
BOSTON,MA02108 		  PC COMMONWEALTH BEACON'S BIRTH JUSTICE EVENT, WAIVING ALL GOODS AND SERVICES 10,000

THE RED SOX FOUNDATION INC

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

THINK OUTSIDE THE VOX

311 GREAT RD
LITTLETON,MA01460 		  PC GENERAL OPERATING SUPPORT 10,000

TINY SEED PROJECT

154 SILVER RD
EAST HARDWICK,VT05836 		  PC GENERAL OPERATING SUPPORT FOR DANZA ORGANICA 5,000

TRUSTEES OF TUFTS COLLEGE

136 HARRISON AVE
BOSTON,MA02111 		  PC 'TOMASHI JACKSON: ACROSS THE UNIVERSE' EXHIBITION 25,000

TRUSTEES OF TUFTS COLLEGE

136 HARRISON AVE
BOSTON,MA02111 		  PC DOULA EXPANSION TOOLKIT DISSEMINATION: ENHANCING MATERNAL HEALTH EQUITY PROJECT 110,000

UNITED STATES ARTISTS INC

200 W MADISON ST FL 3
CHICAGO,IL60606 		  PC WAGNER ARTS FELLOWSHIP 392,722

URBAN GUILD INC

260 WASHINGTON ST
DORCHESTER,MA02121 		  PC GENERAL OPERATING SUPPORT 10,000

URBAN REVIVAL INC

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

URBANO PROJECT INC

URBANO PROJECT INC C/O URBAN IDEA
LAB
BOSTON,MA02109 		  PC GENERAL OPERATING SUPPORT 10,000

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 FLOOR 2
NEW YORK,NY10011 		  PC GENERAL OPERATING SUPPORT 25,000

WHYHUNGER

505 EIGHTH AVE STE 1212
NEW YORK,NY10018 		  PC GENERAL OPERATING SUPPORT FOR EASTERN WOODLANDS REMATRIATION 40,000

WOMEN IN GLOBAL HEALTH INC

1401 21ST ST STE R
SACRAMENTO,CA95811 		  PC GENERAL OPERATING SUPPORT 200,000

WORCESTER COUNTY FOOD BANK INC

474 BOSTON TPKE
SHREWSBURY,MA01545 		  PC GENERAL OPERATING SUPPORT 25,000

YEAR UP INC

45 MILK ST 9TH FLOOR
BOSTON,MA02109 		  PC CAMPAIGN FOR AN EQUITABLE FUTURE 1,000,000

YWCA OF SOUTHEASTERN MASSACHUSETTS

20 S 6TH ST
NEW BEDFORD,MA02740 		  PC GENERAL OPERATING SUPPORT 20,000
Total .................................right arrow 3a 12,534,222
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 1,857  
4 Dividends and interest from securities ....     14 1,380,739  
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 2,471,211  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aTAX REFUND 		    01 12,105  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,865,912 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,865,912
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

20-6079941
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
WAGNER FOUNDATION
  		Employer identification number
20-6079941
Part I
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

$ 5,000,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
WAGNER FOUNDATION
EIN:
20-6079941
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 100,455 0   100,455

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

TY 2024 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 32,581 SL 7.000000000000 32,581 0    
LEASEHOLD IMPROVEMENTS 2023-01-01 2,284,588 152,309 SL 15.000000000000 152,306 0    
OFFICE FURNITURE & EQUIPMENT 2023-12-31 259,424   SL 7.000000000000 37,061 0    
LEASEHOLD IMPROVEMENTS 2023-12-31 451,097   SL 15.000000000000 30,073 0    

TY 2024 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 2024 InvestmentsCorpStockSchedule
Name:
WAGNER FOUNDATION
EIN:
20-6079941
Name of Stock End of Year Book Value End of Year Fair Market Value
HARBOR DIVERSIFIED INTL 19,121,892 19,378,203
JOHCM EMRG MKT OPPTY FD 2,773,330 3,010,865
SCHWAB S&P 500 INDEX 22,979,023 31,554,142
SCHWAB SMALL CAP INDEX 6,050,352 6,463,169
VANGUARD EXTENDED MARKET 15,341,957 16,233,709

TY 2024 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 31,470,547
BAUPOST VALUE PARTNERS LP AT COST 4,641,223 5,475,400
CAPE ANN GLOBAL DEVELOPING MARKETS FD AT COST 5,475,146 6,843,940
COLUMBUS HILL PARTNERS LP AT COST 10,040,029 18,154,703
CORMORANT PRIVATE HEALTHCARE FUND III LP AT COST 548,077 2,886,724
CORMORANT PRIVATE HEALTHCARE FUND IV LP AT COST 3,002,119 3,056,907
DIGITAL FUEL CAPITAL FUND I AIV, LP AT COST 2,045,135 3,227,889
ECOR1, LP AT COST 4,000,000 3,183,346
HAWKEYE CAPITAL INST LP AT COST 4,914,847 6,277,311
HYPERPLANE II LP AT COST 2,263,001 4,090,239
HYPERPLANE III LP AT COST 1,518,038 1,536,849
MASON CAPITAL LP AT COST 2,192,894 3,103,048
MFN PARTNERS LP AT COST 2,111,594 4,627,549
MOONRISE VENTURE PARTNERS III LP AT COST 3,146,217 3,007,563
MOONRISE VENTURES PARTNERS II LP AT COST 4,168,228 6,374,384
RA CAPITAL HEALTHCARE FUND LP AT COST 2,313,113 8,493,864
REFLOW MEDICAL INC AT COST 3,825,992 9,093,961
SIGULER GUFF SBOF IV (T), LP AT COST 2,815,049 5,159,753
SPARK CAPITAL IV, LP AT COST 4,125,000 4,483,257
SPARK CAPITAL VII, LP AT COST 1,862,500 1,703,325
YIHENG CAPITAL PARTNERS LP AT COST 8,429,078 4,551,851

TY 2024 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 65,162 162,908  
LEASEHOLD IMPROVEMENTS 2,284,588 304,615 1,979,973  
OFFICE FURNITURE & EQUIPMENT 259,424 37,061 222,363  
LEASEHOLD IMPROVEMENTS 451,097 30,073 421,024  


TY 2024 LegalFeesSchedule
Name:
WAGNER FOUNDATION
EIN:
20-6079941
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 21,940 0   21,940


TY 2024 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 5,784,568
SECURITY DEPOSITS 147,870 147,870 147,870
FARMSTEAD PARTNERS LP -798,067 -1,122,361 14,942
KENSICO ASSOCIATES LP -537,601 0 0
CORMORANT PRIVATE II 0 -121,557 1,829,338


TY 2024 OtherExpensesSchedule
Name:
WAGNER FOUNDATION
EIN:
20-6079941
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES, MEMBERSHIPS, AND SUBSCRIPTIONS 41,544 0   41,544
OFFICE EXPENSES 69,327 0   69,327
TECHNOLOGY FEES AND EXPENSE 172,751 0   172,751
GALLERY PROGRAMS & EXHIBIT INSTALLATION 76,589 0   76,589
STATE FILING FEES 500 0   500


TY 2024 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   354,734  
TAX REFUND 12,105   12,105


TY 2024 OtherLiabilitiesSchedule
Name:
WAGNER FOUNDATION
EIN:
20-6079941
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE 4,685 12,752


TY 2024 OtherProfessionalFeesSchedule
Name:
WAGNER FOUNDATION
EIN:
20-6079941
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MARKETING/PR EXPENSE 86,508 0   86,508
INVESTMENT MANAGEMENT FEES 177,826 177,826   0
CONSULTING FEES 50,875 0   50,875
RECRUITING FEES 37,333 0   37,333
PAYROLL SERVICE FEES 11,224 0   11,224


TY 2024 TaxesSchedule
Name:
WAGNER FOUNDATION
EIN:
20-6079941
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 5,401 0   0
FOREIGN TAXES 54,443 54,443   0
STATE TAXES 3,984 0   0