Jean and David W Wallace
EIN 061626691
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$22.7M
70 grants · $5.7M avg/year
based on 4 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$50K
typical mid grants · $25K–$600K
grant size
76%
deep partner · 19/25 multi-year
repeat
$40.3M
Assets (2023)
25
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(203) 366-5876
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $60.5M | $3.3M | N/A |
| 2020 | $5.2M | $50.2M | $17.8M | 15 |
| 2021 | $5.6M | $52.8M | $6.2M | 17 |
| 2022 | $5.2M | $40.5M | $3.0M | 16 |
| 2023 | $6.8M | $40.3M | $3.7M | 22 |
Grant Size Distribution
Based on 70 grants on record
Minimum
$500
25th Pctl
$25K
Median
$50K
Average
$325K
75th Pctl
$600K
Maximum
$1.0M
Geographic Distribution
Officers & Directors
Grants Awarded (70 total)
| Purpose | ||||
|---|---|---|---|---|
| Yale School of Medicine | New Haven, CT | $1,000,000 | ENDOWED CHAIR DEAN OF MEDICINE FUND | 2020 |
| Greenwich Hospital | Greenwich, CT | $1,000,000 | ENDOWMENT FUND NEUROLOGY CHAIR | 2020 |
| Greenwich Academy | Greenwich, CT | $1,000,000 | LEADING THE WAY CAMPAIGN LOWER SCHOOL BUILDING | 2020 |
| Greenwich Academy | Greenwich, CT | $1,000,000 | LEADING THE WAY CAMPAIGN LOWER SCHOOL BUILDING | 2021 |
| Greenwich Hospital | Greenwich, CT | $1,000,000 | ENDOWMENT FUND NEUROLOGY CHAIR | 2021 |
| Yale School of Medicine | New Haven, CT | $1,000,000 | ENDOWED CHAIR DEAN OF MEDICINE FUND | 2021 |
| Ywca Greenwich | Greenwich, CT | $1,000,000 | SECOND CENTURY CAMPAIGN | 2021 |
| Greenwich Academy | Greenwich, CT | $1,000,000 | LEADING THE WAY CAMPAIGN LOWER SCHOOL BUILDING | 2023 |
| Greenwich Hospital | Greenwich, CT | $1,000,000 | ENDOWMENT FUND NEUROLOGY CHAIR | 2023 |
| Greenwich Hospital | Greenwich, CT | $1,000,000 | ENDOWMENT FUND SMILOW CANCER HOSPITAL CARE CENTER | 2023 |
| Salve Regina | Newport, RI | $1,000,000 | ANNUAL FUND | 2023 |
| Yale University | New Haven, CT | $1,000,000 | DEAN OF MEDICINE FUND | 2023 |
| Greenwich Academy | Greenwich, CT | $1,000,000 | LEADING THE WAY CAMPAIGN LOWER SCHOOL BUILDING | 2022 |
| Greenwich Hospital | Greenwich, CT | $1,000,000 | ENDOWMENT FUND NEUROLOGY CHAIR | 2022 |
| Yale School of Medicine | New Haven, CT | $1,000,000 | ENDOWED CHAIR DEAN OF MEDICINE FUND | 2022 |
| Salve Regina | Newport, RI | $700,000 | PRESIDENT'S INNOVATION FUND FOR STRATEGIC PLANNING | 2020 |
| Salve Regina | Newport, RI | $700,000 | PRESIDENT'S INNOVATION FUND FOR STRATEGIC PLANNING | 2021 |
| Smith College | Northampton, MA | $600,000 | DIRECTORSHIP FOR THE CENTER FOR THE CREATIVE AND PERFORMING ARTS | 2020 |
| Smith College | Northampton, MA | $600,000 | DIRECTORSHIP FOR THE CENTER FOR THE CREATIVE AND PERFORMING ARTS | 2021 |
| Salve Regina | Newport, RI | $600,000 | PRESIDENT'S INNOVATION FUND FOR STRATEGIC PLANNING | 2022 |
| Smith College | Northampton, MA | $600,000 | DIRECTORSHIP FOR THE CENTER FOR THE CREATIVE AND PERFORMING ARTS | 2022 |
| Ywca Greenwich | Greenwich, CT | $500,000 | SECOND CENTURY CAMPAIGN | 2023 |
| Ywca Greenwich | Greenwich, CT | $500,000 | SECOND CENTURY CAMPAIGN | 2022 |
| Smith College | Northampton, MA | $400,000 | ENDOWMENT FUND SMITH OFFICE FOR THE ARTS AND SMITH OFFICE FOR THE ARTS DIRECTOR'S FUND | 2023 |
| Ywca Greenwich | Greenwich, CT | $300,000 | OPERATIONAL SUPPORT | 2020 |