Wallerstein Foundation for
EIN 223052726Total Given 2021–2024
$1.4M
3 grants · $340K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$469K
typical big bets · $433K–$483K
grant size
100%
deep partner · 1/1 multi-year
repeat
$10.8M
Assets (2024)
1
Distinct Recipients
About
NEW JERSEY ONLY REQUIRES THAT A COPY OF FORM 990 BE SUBMITTED BY QUALIFIED CHARITIES AND PAID FUND RAISERS.
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
DR SUSAN PERLIK
Phone
(973) 731-2500
Deadlines
THERE ARE NO SUBMISSION DEADLINES.
How to Apply
INSTRUCTIONS ARE PROVIDED ON THE FOLLOWING WEB PORTAL REGARDING THE FORMAT AND SPECIFIC INFORMATION THAT MUST BE INCLUDED IN THE APPLICATION. HTTPS://WEBPORTALAPP.COM/APPFORM/LOGIN/WALLERSTEINFOUNDATI ON_GRANT.
Restrictions
THE FOUNDATION GENERALLY MAKES GRANTS TO ORGANIZATIONS IN THE NEW YORK METROPOLITAN AREA, ALTHOUGH GEOGRAPHIC EXCEPTIONS ARE MADE ON OCCASION. THE FOUNDATION'S PHILANTHROPIC FOCUS IS ON GERIATRIC LIFE IMPROVEMENT, AND VIRTUALLY ALL SUCCESSFUL APPLICATIONS WILL CONCERN AGING PROGRAMS OR RESEARCH ON AGING. THE FOUNDATION WILL ONLY MAKE GRANTS TO ORGANIZATIONS THAT CAN PROVIDE THEIR IRS 501(C)(3) LETTER OF APPROVAL AND A COPY OF THEIR MOST RECENT IRS TAX RETURN FILING.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2021 | $469K | $12.3M | $677K | 1 |
| 2023 | $396K | $10.3M | $234K | 1 |
| 2024 | $497K | $10.8M | $282K | 1 |
Grant Size Distribution
Based on 3 grants on record
Minimum
$396K
25th Pctl
$433K
Median
$469K
Average
$454K
75th Pctl
$483K
Maximum
$497K
Geographic Distribution
Officers & Directors
MW
Mitchel B Wallerstein
3+ yrs
President
Leadership
LW
Leah P Wallerstein
3+ yrs
Treasurer
Leadership
LB
Lesley W Bunn
3+ yrs
Director
DW
Debra W Williams
3+ yrs
Director
SP
Susan E Perlik
3+ yrs
Sectyexdir
MW
Matthew P Wallerstein
3+ yrs
Vice-Preside
MW
Mitchel B Wallerstein
3+ yrs
President
Leadership
LW
Leah P Wallerstein
3+ yrs
Treasurer
Leadership
SP
Susan E Perlik
3+ yrs
Secretary
Leadership
LB
Lesley W Bunn
3+ yrs
Director
DW
Debra W Williams
3+ yrs
Director
MW
Matthew P Wallerstein
3+ yrs
Vice-Preside
MW
Mitchel B Wallerstein
3+ yrs
President
Leadership
LW
Leah P Wallerstein
3+ yrs
Treasurer
Leadership
SP
Susan E Perlik
3+ yrs
Secretary
Leadership
LB
Lesley W Bunn
3+ yrs
Director
DW
Debra W Williams
3+ yrs
Director
MW
Matthew P Wallerstein
3+ yrs
Vice-Preside
Grants Awarded (3 total)
| Purpose | ||||
|---|---|---|---|---|
| (See Schedule Attached) | Various, NJ | $496,577 | (SEE SCHEDULE ATTACHED) | 2024 |
| (See Schedule Attached) | Various, NJ | $469,468 | (SEE SCHEDULE ATTACHED) | 2021 |
| (See Schedule Attached) | Various, NJ | $395,825 | (SEE SCHEDULE ATTACHED) | 2023 |