Rose & Sherle Wagner Foundation
- Assets
- $7.5m
- Revenue
- $1.1m
- Investments
- $6.9m
- Employees
- 0
- Location
- New York, NY
- Founding
- 11/1994
- Data as of
- 12/2021
- EIN
- 13-3738106
Organization Overview
Rose & Sherle Wagner Foundation is located in New York, NY. The organization was established in 1994. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rose & Sherle Wagner Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Rose & Sherle Wagner Foundation generated $1.1m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (5.8%) each year. All expenses for the organization totaled $545.7k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (1.4%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Rose & Sherle Wagner Foundation has awarded 140 individual grants totaling $2,517,077. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
YA-YA NETWORK - TO PROVIDE TRAINING AND LEADERSHIP EXPERIENCE TO PREPARE YOUNG PEOPLE TO BECOME THE NEXT GENERATION OF ACTIVISTS IN THE MOVEMENT FOR SOCIAL AND ECONOMIC JUSTICE.
NORTH STAR FUND - TO HELP ACTIVISTS ON THE GROUND ORGANIZE, GAIN VISIBILITY AND INFLUENCE, AND PURSUE SOLUTIONS TO THE GREATEST PROBLEMS FACING OUR CITY.
PROJECT EZRA - IS AN INDEPENDENT, NON-PROFIT GRASS-ROOTS ORGANIZATION SERVING THE FRAIL ELDERLY ON NEW YORK'S LOWER EAST SIDE. WE PROVIDE A VARIETY OF SERVICES TO A LARGELY HOMEBOUND POPULATION.
PROJECT REACH - CREATES OPPORTUNITIES FOR YOUTH - AND ADULTS WHO WORK WITH THEM - TO INCUBATE NEW APPROACHES AND STRATEGIES AND TO BUILD INSTITUTIONS THAT ADDRESS DISCRIMINATION AND INJUSTICE AND PLACE SOCIAL CONTROL IN THEIR OWN HANDS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rose Wagner Trustee | 2 | $0 | |
Amy Wagner Director | 35 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $126,235 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $993,546 |
| Capital Gain Net Income | $993,546 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,119,781 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $10,000 |
| Other employee salaries and wages | $100,140 |
| Pension plans, employee benefits | $0 |
| Interest | $5,573 |
| Taxes | $7,082 |
| Depreciation | $0 |
| Occupancy | $112,957 |
| Travel, conferences, and meetings | $840 |
| Printing and publications | $0 |
| Other expenses | $95,456 |
| Total operating and administrative expenses | $399,685 |
| Contributions, gifts, grants paid | $146,000 |
| Total expenses and disbursements | $545,685 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $557,444 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $275,216 |
| Investments—other | $2,554,202 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $33,570 |
| Total assets | $7,479,954 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Rose & Sherle Wagner Foundation has awarded $140,000 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
BAY-PEACE PURPOSE: GENERAL ORGANIZATIONAL SUPPORT | $20,000 |
GRASSROOTS LEADERSHIP PURPOSE: GENERAL ORGANIZATIONAL SUPPORT | $20,000 |
WELFARE RIGHTS INITIATIVE PURPOSE: GENERAL ORGANIZATIONAL SUPPORT | $10,000 |
PROJECT EZRA PURPOSE: GENERAL ORGANIZATIONAL SUPPORT | $20,000 |
WOMEN'S REPRODUCTIVE RIGHTS ASSISTANCE PROJECT PURPOSE: GENERAL ORGANIZATIONAL SUPPORT | $10,000 |
YA-YA NETWORK PURPOSE: GENERAL ORGANIZATIONAL SUPPORT | $25,000 |