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Nonprofit · EIN 36-6055674

WAGNER FOUNDATION

Tax-exempt · NORTHBROOK, IL 60062

Financials

$174K$198K2022$195K$226K2023$344K$254K2024$329K$261K2025
Revenue Expenses · by fiscal year end
Financials of WAGNER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$329,351$260,741$68,610$3,738,728$11$3,738,717
February 28, 2025990-PF$344,364$254,167$90,197$3,433,454$1,011$3,432,443
February 29, 2024990-PF$195,406$226,308-$30,902$3,247,763$11$3,247,752
February 28, 2023990-PF$174,075$197,513-$23,438$2,876,937$0$2,876,937
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Dividends
$70,423
Interest
$12,184
Net gain from sales of assets
$246,744

Expenses

Grants and similar amounts paid
$180,000
Compensation of officers, directors and key employees
$72,000
Disbursements for charitable purposes
$196,148
Excise tax on investment income
$3,680

Balance sheet and other

Total assets, start of year
$3,433,454
Total assets, end of year
$3,738,728
Total liabilities, end of year
$11
Net assets, end of year
$3,738,717
Fair market value of assets
$3,738,728
Qualifying distributions
$196,148
Net investment income
$329,351

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 February 28, 2026, highest compensation first.

NameTitleHours / weekCompensation
Paul Wagner
1900 Barberry Rd, Northbrook, IL 60062
Treasurer0$23,000
Ralph Satoloe
27221 Falcon Feather Way, Leesburg, FL 34748
Secretary0$23,000
David Wagner
6833 Fox Ridge Rd, Spotsylvania, VA 22551
Director0$23,000
Hal Roseth
302 Saunders Rd Suite 200, Riverwoods, IL 60015
Director0$3,000
990-PF for the year ended February 28, 2025: 4 people
NameTitleHours / weekCompensation
Paul Wagner
1900 Barberry Rd, Northbrook, IL 60062
Treasurer0$23,000
Ralph Satoloe
27221 Falcon Feather Way, Leesburg, FL 34748
Secretary0$23,000
David Wagner
6833 Fox Ridge Rd, Spotsylvania, VA 22551
Director0$23,000
Hal Roseth
302 Saunders Rd Suite 200, Riverwoods, IL 60015
Director0$3,000
990-PF for the year ended February 29, 2024: 4 people
NameTitleHours / weekCompensation
Paul Wagner
1900 Barberry Rd, Northbrook, IL 60062
Treasurer0$21,248
Ralph Satoloe
27221 Falcon Feather Way, Leesburg, FL 34748
Secretary0$21,248
David Wagner
6833 Fox Ridge Rd, Spotsylvania, VA 22551
Director0$21,248
Hal Roseth
302 Saunders Rd Suite 200, Riverwoods, IL 60015
Director0$3,000
990-PF for the year ended February 28, 2023: 4 people
NameTitleHours / weekCompensation
Paul Wagner
1900 Barberry Rd, Northbrook, IL 60062
Treasurer0$12,936
Ralph Satoloe
27221 Falcon Feather Way, Leesburg, FL 34748
Secretary0$12,936
David Wagner
6833 Fox Ridge Rd, Spotsylvania, VA 22551
Director0$12,936
Hal Roseth
302 Saunders Rd Suite 200, Riverwoods, IL 60015
Director0$3,000

Address and contacts

Address (IRS master file)
1900 BARBERRY RD, NORTHBROOK, IL 60062-5805
Signed the 990-PF
Paul Wagner, Treasurer
Phone
(847) 564-3511
Return prepared by
H D ROSETH & ASSOCIATES

What it must file and when

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

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
36-6055674
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
1954
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$3,738,728
Income (IRS master file)
$329,351

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$329,351$260,741$3,738,728XML
990-PFFebruary 2025$344,364$254,167$3,433,454XML
990-PFFebruary 2024$195,406$226,308$3,247,763XML
990-PFFebruary 2023$174,075$197,513$2,876,937XML
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––IRS
990-PFFebruary 2019–––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 36-6055674).

Questions about WAGNER FOUNDATION

What is the EIN of WAGNER FOUNDATION?
The employer identification number (EIN) of WAGNER FOUNDATION is 36-6055674.
Is WAGNER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Are donations to WAGNER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WAGNER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WAGNER FOUNDATION due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WAGNER FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2026.
Who are the officers and directors of WAGNER FOUNDATION?
The 990-PF for the year ended February 28, 2026 lists 4 people; 4 received compensation from the organization, the highest $23,000 (Paul Wagner, Treasurer).
How much revenue does WAGNER FOUNDATION have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $329,351, expenses of $260,741 and total assets of $3,738,728 at year end.

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