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← WAGNER DESCENDANTS FOUNDATION

Form 990 for tax year 2024

Filed by WAGNER DESCENDANTS FOUNDATION.

Totals

Total revenue
$203,035
Total expenses
$78,253
Contributions and grants received
$0
Grants paid
$70,000
Program services expenses (Part IX)
$70,000
Management and general expenses
$8,253
Fundraising expenses
$0
Program service expenses (Part III)
$70,000

Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID S ROSEN

    TREASURER

    Total calculated
    $558,732
    From this org
    $0
    From related orgs
    $452,292
    Other
    $106,440
    Hours/week
    0.3 + 49.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $414,768 related
    Bonus
    $0
    Other
    $0 + $37,524 related
    Deferred
    $0 + $85,133 related
    Nontaxable benefits
    $0 + $21,307 related
    Filer's total
    $0 + $558,732 related

  • JAY TCATH

    SECRETARY

    Total calculated
    $576,578
    From this org
    $0
    From related orgs
    $398,066
    Other
    $178,512
    Hours/week
    0.3 + 49.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,632 related
    Bonus
    $0
    Other
    $0 + $36,434 related
    Deferred
    $0 + $160,844 related
    Nontaxable benefits
    $0 + $17,668 related
    Filer's total
    $0 + $576,578 related

  • LINDA WAGNER-WEINER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.3

  • ALAN WITT

    DIRECTOR - PART YEAR

    Total calculated
    $0
    Hours/week
    0.3

  • ANDREW HOCHBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • JOYCE WAGNER-CROFT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • CLAIRE PEACEMAN

    ASSISTANT SECRETARY

    Total calculated
    $84,259
    From this org
    $0
    From related orgs
    $69,331
    Other
    $14,928
    Hours/week
    0.3 + 39.7 related

  • ERIC DEVIR

    ASSISTANT SECRETARY - PART YEAR

    Total calculated
    $170,314
    From this org
    $0
    From related orgs
    $139,144
    Other
    $31,170
    Hours/week
    0.3 + 39.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,466 related
    Bonus
    $0
    Other
    $0 + $678 related
    Deferred
    $0 + $13,882 related
    Nontaxable benefits
    $0 + $17,288 related
    Filer's total
    $0 + $170,314 related

  • JAMES A PINKSTON

    ASSISTANT TREASURER

    Total calculated
    $365,057
    From this org
    $0
    From related orgs
    $308,582
    Other
    $56,475
    Hours/week
    0.3 + 49.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,417 related
    Bonus
    $0
    Other
    $0 + $165 related
    Deferred
    $0 + $34,754 related
    Nontaxable benefits
    $0 + $21,721 related
    Filer's total
    $0 + $365,057 related

  • NATHAN WAGNER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.3

  • SUSAN WAGNER

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
DAVID ROSEN: THE JEWISH FEDERATION HAS AN AGREEMENT WITH DAVID ROSEN WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 PER YEAR THAT BEGAN IN 2018 AND WILL END IN 2028. IN 2017, THE JEWISH FEDERATION ENTERED INTO A SECOND AGREEMENT WITH DAVID ROSEN WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 THAT BEGAN IN 2022 AND WILL END IN 2032. IN TOTAL, DAVID ROSEN RECEIVED $50,000 OF DISTRIBUTIONS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS IN 2024. JAY TCATH: JUF HAS AN AGREEMENT WITH JAY TCATH THAT PROVIDES FOR ANNUAL PAYMENTS OF $25,000 FOR 10 YEARS COMMENCING UPON HIS RETIREMENT FROM JUF OR IF HE IS NO LONGER EMPLOYED BY JUF, UPON REACHING AGE 64. JUF AND MR. TCATH ARE ALSO PARTIES TO AN ADDITIONAL AGREEMENT THAT PROVIDES FOR 15 ANNUAL PAYMENTS OF APPROXIMATELY $33,000 BEGINNING IN 2024 AND ENDING IN 2038.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
23 April 2026
IRS schema version
2024v5.1
Source object
202631139349300433

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