Nonprofit · EIN 36-6055674
WAGNER FOUNDATION
Tax-exempt · NORTHBROOK, IL 60062
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $329,351 | $260,741 | $68,610 | $3,738,728 | $11 | $3,738,717 |
| February 28, 2025 | 990-PF | $344,364 | $254,167 | $90,197 | $3,433,454 | $1,011 | $3,432,443 |
| February 29, 2024 | 990-PF | $195,406 | $226,308 | -$30,902 | $3,247,763 | $11 | $3,247,752 |
| February 28, 2023 | 990-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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Wagner 1900 Barberry Rd, Northbrook, IL 60062 | Treasurer | 0 | $23,000 |
| Ralph Satoloe 27221 Falcon Feather Way, Leesburg, FL 34748 | Secretary | 0 | $23,000 |
| David Wagner 6833 Fox Ridge Rd, Spotsylvania, VA 22551 | Director | 0 | $23,000 |
| Hal Roseth 302 Saunders Rd Suite 200, Riverwoods, IL 60015 | Director | 0 | $3,000 |
990-PF for the year ended February 28, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Wagner 1900 Barberry Rd, Northbrook, IL 60062 | Treasurer | 0 | $23,000 |
| Ralph Satoloe 27221 Falcon Feather Way, Leesburg, FL 34748 | Secretary | 0 | $23,000 |
| David Wagner 6833 Fox Ridge Rd, Spotsylvania, VA 22551 | Director | 0 | $23,000 |
| Hal Roseth 302 Saunders Rd Suite 200, Riverwoods, IL 60015 | Director | 0 | $3,000 |
990-PF for the year ended February 29, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Wagner 1900 Barberry Rd, Northbrook, IL 60062 | Treasurer | 0 | $21,248 |
| Ralph Satoloe 27221 Falcon Feather Way, Leesburg, FL 34748 | Secretary | 0 | $21,248 |
| David Wagner 6833 Fox Ridge Rd, Spotsylvania, VA 22551 | Director | 0 | $21,248 |
| Hal Roseth 302 Saunders Rd Suite 200, Riverwoods, IL 60015 | Director | 0 | $3,000 |
990-PF for the year ended February 28, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Wagner 1900 Barberry Rd, Northbrook, IL 60062 | Treasurer | 0 | $12,936 |
| Ralph Satoloe 27221 Falcon Feather Way, Leesburg, FL 34748 | Secretary | 0 | $12,936 |
| David Wagner 6833 Fox Ridge Rd, Spotsylvania, VA 22551 | Director | 0 | $12,936 |
| Hal Roseth 302 Saunders Rd Suite 200, Riverwoods, IL 60015 | Director | 0 | $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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $329,351 | $260,741 | $3,738,728 | XML |
| 990-PF | February 2025 | $344,364 | $254,167 | $3,433,454 | XML |
| 990-PF | February 2024 | $195,406 | $226,308 | $3,247,763 | XML |
| 990-PF | February 2023 | $174,075 | $197,513 | $2,876,937 | XML |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 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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