Nonprofit · EIN 13-3738106
ROSE & SHERLE WAGNER FOUNDATION
Tax-exempt · NEW YORK, NY 10018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $593,706 | $592,722 | $984 | $6,993,731 | $0 | $6,993,731 |
| December 31, 2023 | 990-PF | $267,368 | $626,891 | -$359,523 | $6,995,600 | $0 | $6,995,600 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $182,819
- Net gain from sales of assets
- $314,199
- Other income
- $96,688
Expenses
- Grants and similar amounts paid
- $140,000
- Compensation of officers, directors and key employees
- $10,000
- Salaries, compensation and benefits (total)
- $105,975
- Disbursements for charitable purposes
- $430,927
- Excise tax on investment income
- $6,143
Balance sheet and other
- Total assets, start of year
- $6,995,600
- Total assets, end of year
- $6,993,731
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,993,731
- Fair market value of assets
- $7,875,118
- Qualifying distributions
- $430,927
- Net investment income
- $593,706
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY WAGNER 27 WEST 87TH STREET APT 4, NEW YORK, NY 10024 | DIRECTOR | 35 | $10,000 |
| SHALENA BROADNAX 5304 C STREET, WASHINGTON, DC 20019 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY WAGNER 27 WEST 87TH STREET APT 4, NEW YORK, NY 10024 | DIRECTOR | 35 | $10,000 |
| ROSE WAGNER DECEASED JULY 14 2023 C/O RRCPA 21-00 RT 208 SOUTH, FAIR LAWN, NJ 07410 | TRUSTEE | 2 | $0 |
| SHALENA BROADNAX 5304 C STREET, WASHINGTON, DC 20019 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 135 W 36TH ST PH, NEW YORK, NY 10018-7127
- Signed the 990-PF
- AMY WAGNER, OFFICER
- Phone
- (845) 533-4690
- Return prepared by
- RESTIFO ROMANO & ASSOCIATES LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3738106
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,993,731
- Income (IRS master file)
- $3,862,547
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $593,706 | $592,722 | $6,993,731 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $267,368 | $626,891 | $6,995,600 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 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 13-3738106).
Questions about ROSE & SHERLE WAGNER FOUNDATION
- What is the EIN of ROSE & SHERLE WAGNER FOUNDATION?
- The employer identification number (EIN) of ROSE & SHERLE WAGNER FOUNDATION is 13-3738106.
- Is ROSE & SHERLE WAGNER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to ROSE & SHERLE WAGNER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROSE & SHERLE WAGNER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROSE & SHERLE WAGNER FOUNDATION 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 ROSE & SHERLE WAGNER FOUNDATION 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 ROSE & SHERLE WAGNER FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $10,000 (AMY WAGNER, DIRECTOR).
- How much revenue does ROSE & SHERLE WAGNER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $593,706, expenses of $592,722 and total assets of $6,993,731 at year end.
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