Harry W & Jo-Ann D Wallace
Total Given 2017–2024
$1.1M
72 grants · $138K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $5K–$25K
grant size
33%
supporter · 15/45 multi-year
repeat
$3.9M
Assets · 2021
45
Distinct recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
6177422150
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | N/A | $2.1M | $37 | N/A |
| 2017 | $113K | $2.1M | $57 | 5 |
| 2018 | $175K | $3.4M | $87K | 18 |
| 2020 | $175K | $3.8M | $420K | 13 |
| 2021 | $162K | $3.9M | $81K | 8 |
| 2022 | $175K | $3.3M | $77K | 7 |
| 2023 | $150K | $3.4M | $81K | 9 |
| 2024 | $155K | $3.4M | $71K | 12 |
Grant Size Distribution
Based on 72 grants on record
Minimum
$5K
25th Pctl
$5K
Median
$10K
Average
$15K
75th Pctl
$25K
Maximum
$51K
Geographic Distribution
Officers & Directors
DS
David Sorgi
5 yrs
Trustee
SL
Stephen H Locke
8+ yrs
Trustee
DS
David Sorgi
5 yrs
Trustee
SL
Stephen H Locke
8+ yrs
Trustee
DS
David Sorgi
5 yrs
Trustee
SL
Stephen H Locke
8+ yrs
Trustee
SL
Stephen H Locke
8+ yrs
Trustee
DS
David Sorgi
5 yrs
Trustee
SL
Stephen H Locke
8+ yrs
Trustee
DS
David Sorgi
5 yrs
Trustee
SL
Stephen H Locke
8+ yrs
Trustee
PS
Peter Sorgi
3 yrs
Trustee
JW
Jo-Ann D Wallace
2 yrs
Settlor & Trustee
SL
Stephen H Locke
8+ yrs
Trustee
PS
Peter Sorgi
3 yrs
Trustee
PS
Peter Sorgi
3 yrs
Trustee
SL
Stephen H Locke
8+ yrs
Trustee
JW
Jo-Ann D Wallace
2 yrs
Settlor & Trustee
Grants Awarded (72 total)
| Purpose | ||||
|---|---|---|---|---|
| St Columba Episcopal Church | Marathon, FL | $51,200 | Support | 2021 |
| Volunteer Florida Foundation | Tallahassee, FL | $50,000 | Support | 2022 |
| University of Alabama | Birmingham, AL | $50,000 | Research | 2020 |
| University of New Mexico | Albuquerque, NM | $40,000 | Research | 2021 |
| University of Birmingham | Birmingham, AL | $35,800 | Research | 2021 |
| University of Alabama | Birmingham, AL | $35,000 | Research | 2018 |
| Cottonwood Montessori School | Corrales, NM | $35,000 | Programs and upkeep | 2018 |
| Tunnel to Towers | Staten Island, NY | $30,000 | Support | 2022 |
| Black Mountain Home for Children Youth and Families | Black Mountain, NC | $30,000 | Support | 2024 |
| NYU Langone Health | New York, NY | $30,000 | Support | 2024 |
| University of Alabama | Birmingham, AL | $30,000 | Research | 2017 |
| Jerold Lucey Neonatal Endowment | Burlington, VT | $30,000 | Research | 2017 |
| Ronald McDonald House | Burlington, VT | $28,000 | Support | 2017 |
| St Columba Episcopal Church | Marathon, FL | $25,000 | Support | 2022 |
| University of Birmingham | Birmingham, AL | $25,000 | Research | 2022 |
| Graduate Theological Foundation | Sarasota, FL | $25,000 | Programs | 2022 |
| Kair | Marathon, FL | $25,000 | Supplies | 2020 |
| Tunnel to Towers | Staten Island, NY | $25,000 | Support | 2023 |
| University of Birmingham | Birmingham, AL | $25,000 | Research | 2023 |
| Free Rein | Brevard, NC | $25,000 | SupportPrograms | 2024 |
| St Stephen's Episocopal Church | Lakeland, FL | $25,000 | Upkeep of establishment | 2024 |
| Free Rein | Brevard, NC | $20,000 | SupportPrograms | 2023 |
| St Columba Episcopal Church | Marathon, FL | $20,000 | Support | 2023 |
| St Stephen's Epsocopal Church | Lakeland, FL | $20,000 | Upkeep of establishment | 2023 |
| Make A Wish | Washington, DC | $15,000 | Programs | 2020 |