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Nonprofit · EIN 11-3373671

WAGNER-BRAUNSBERG FAMILY FOUNDATION INC

Tax-exempt · ROCKVILLE, MD 20852

Financials

$280K$336K2023$271K$359K2024
Revenue Expenses · by fiscal year end
Financials of WAGNER-BRAUNSBERG FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$271,296$358,661-$87,365$2,179,018$3,600$2,175,418
December 31, 2023990-PF$279,875$336,441-$56,566$2,271,066$3,599$2,267,467
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$30,000
Dividends
$131,176
Net gain from sales of assets
$110,120

Expenses

Grants and similar amounts paid
$353,500
Disbursements for charitable purposes
$354,482
Excise tax on investment income
$3,299

Balance sheet and other

Total assets, start of year
$2,271,066
Total assets, end of year
$2,179,018
Total liabilities, end of year
$3,600
Net assets, end of year
$2,175,418
Fair market value of assets
$4,598,050
Qualifying distributions
$354,482
Net investment income
$241,296

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ELIZABETH S WAGNER
5025 COLLINS AVENUE, MIAMI BEACH, FL 33140
PRESIDENT2$0
CHARLES HS WAGNER
5 GEDNEY ESPLANADE, WHITE PLAINS, NY 10605
VICE-PRESIDE2$0
WAYNE LB WAGNER
401 NORTHWEST DRIVE, SILVER SPRING, MD 20901
VICE-PRESIDE2$0
JASON LIEBERMAN
9316 WINTERSET DRIVE, POTOMAC, MD 20901
VICE-PRESIDE2$0
MICHAEL LIEBERMAN
9316 WINTERSET DRIVE, POTOMAC, MD 20854
VICE-PRESIDE2$0
ANDREW L MANN
4300 N UNIVERSITY DRIVE, SUITE C-203, SUNRISE, FL 33351
TREASURER2$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
ELIZABETH S WAGNER
5025 COLLINS AVENUE, MIAMI BEACH, FL 33140
PRESIDENT2$0
CHARLES HS WAGNER
5 GEDNEY ESPLANADE, WHITE PLAINS, NY 10605
VICE-PRESIDE2$0
WAYNE LB WAGNER
401 NORTHWEST DRIVE, SILVER SPRING, MD 20901
VICE-PRESIDE2$0
JASON LIEBERMAN
9316 WINTERSET DRIVE, POTOMAC, MD 20901
VICE-PRESIDE2$0
MICHAEL LIEBERMAN
9316 WINTERSET DRIVE, POTOMAC, MD 20854
VICE-PRESIDE2$0
ANDREW L MANN
4300 N UNIVERSITY DRIVE, SUITE C-203, SUNRISE, FL 33351
TREASURER2$0

Address and contacts

Address (IRS master file)
11140 ROCKVILLE PIKE STE 320, ROCKVILLE, MD 20852-3255
In care of
% MARIN & MONTANYE LLP
Signed the 990-PF
ELIZABETH S WAGNER, PRESIDENT
Phone
(301) 770-7744
Return prepared by
FERRETTI & ODELL CPA'S PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
11-3373671
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,179,018
Income (IRS master file)
$511,900

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$271,296$358,661$2,179,018XML
990-TDecember 2024–––IRS
990-PFDecember 2023$279,875$336,441$2,271,066XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-3373671).

Questions about WAGNER-BRAUNSBERG FAMILY FOUNDATION INC

What is the EIN of WAGNER-BRAUNSBERG FAMILY FOUNDATION INC?
The employer identification number (EIN) of WAGNER-BRAUNSBERG FAMILY FOUNDATION INC is 11-3373671.
Is WAGNER-BRAUNSBERG FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to WAGNER-BRAUNSBERG FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WAGNER-BRAUNSBERG FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WAGNER-BRAUNSBERG FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WAGNER-BRAUNSBERG FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WAGNER-BRAUNSBERG FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does WAGNER-BRAUNSBERG FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $271,296, expenses of $358,661 and total assets of $2,179,018 at year end.

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