Brian and Lisa Wagner Family Foundation

BATH, OH EIN: 35-2207379

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$983K

+8.4% YoY

Annual Giving

$98K

+4.6% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$20K

+4.6% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$124K$247K$371K$494K201920202021202220232024
Metric202420232022
Total Assets$982,924$906,403$1,042,392
Revenue$201,185$-65,497$-51,938
Expenses$99,664$95,492$120,833
Qualifying Distributions$98,000$93,700$110,750
Net Investment Income$201,181$13,137$14,401
Distributable Amount$54,782$51,496$65,385

Giving Over Time

Total grant dollars and number of grants per year

$0$62K$123K$185K$246K6 grants20196 grants20202 grants20216 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

AKRON CHILDREN'S HOSPITA…$60KNE OHIO MEDICAL UNIV FOU…$25KHOLY FAMILY HOME & HOSPICE$10KAKRON METRO HOUSING AUTH…$3KST JOHN BOSCO CHURCH$500

Grant Size Distribution

30 grants across all recorded years

25<$50K4$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Brian and Lisa Wagner Family Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BRIAN WAGNERPRESIDENT5
LISA WAGNERSECRETARY5

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

AkronBrecksvilleCantonClevelandCopleyCuyahoga FallsMedinaMiddleburg HeightsParmaRootstown

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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