Ann & Bill Wallace Foundation Inc

ORLANDO, FL EIN: 33-1062280

Ann & Bill Wallace Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $989K in total assets. In 2024, it awarded 15 grants totaling $297K. Net investment income was $100K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$989K

-16.8% YoY

Annual Giving

$297K

+20.2% YoY

Grant Count

15

+0.0% YoY

Avg Grant Size

$20K

+20.2% YoY

Under IRS private-foundation payout rules, Ann & Bill Wallace Foundation Inc reported a distributable amount of $236K for 2024 — the minimum it must pay out in qualifying distributions.

About Ann & Bill Wallace Foundation Inc

Based on IRS filings

Ann & Bill Wallace Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $989K in total assets. In 2024, it awarded 15 grants totaling $297K. Net investment income was $100K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

Altamonte SpringsChicagoGainesvilleLake MaryOrlandoSanfordSarasotaSarsotaWinter GardenWinter Park

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$121K$241K$362K$482K20202021202220232024
Metric202420232022
Total Assets$989,354$1,189,305$1,335,829
Revenue$122,955$120,308$75,055
Expenses$322,906$266,832$366,153
Qualifying Distributions$297,000$247,000$344,500
Net Investment Income$99,994$101,539$57,987
Distributable Amount$235,594$191,783$195,988

Giving Over Time

Total grant dollars and number of grants per year

$0$91K$183K$274K$365K14 grants202015 grants202116 grants202215 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SALT Outreach$60KResurrection House$40KMatthews Hope Ministries$40KOne Heart for Women and …$20KSecond Heart Homes Inc$20KSecond Harvest Food Bank$20KMountain of Hope$20KThe Russell Home$15KPicnic Project Inc$15KRemnant Church of Sarasota$12K

Grant Size Distribution

75 grants across all recorded years

67<$50K7$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include SALT Outreach ($60,000), Resurrection House ($40,000), Matthews Hope Ministries ($40,000).

RecipientPurposeAmount
Opera Orlando Orlando, FLTo further the Arts$5,000
One Heart for Women and Children Orlando, FLProvide care for women and children$20,000
The Russell Home Orlando, FLProvide care for special needs individuals$15,000
Second Heart Homes Inc Sarasota, FLProvide care for homeless$20,000
Ringling College of Art and Design Sarasota, FLScholarship to College of Art$5,000
Second Harvest Food Bank Orlando, FLFeed the Needy$20,000
Grace Medical Home Orlando, FLProvide Medical Needs for Poor$10,000
Resurrection House Sarasota, FLProvide for Needs of Homeless$40,000
Mountain of Hope Lake Mary, FLWater drilling to provide fresh water & Medical needs provided in Honduras$20,000
Matthews Hope Ministries Winter Garden, FLProvide for needs of Homeless$40,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Bill WallaceDirector1
Ann WallaceDirector1
Christena BlackDirector1
Judith WallaceDirector1
W N Wallace IIDirector1
Jennifer WallaceDirector1
Jessica LuzadderDirector1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Ann & Bill Wallace Foundation Inc?

Ann & Bill Wallace Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $989K in total assets as of 2024.

How large is Ann & Bill Wallace Foundation Inc?

As of 2024, Ann & Bill Wallace Foundation Inc holds $989K in total assets with $123K in annual revenue. It awarded 15 grants totaling $297K in 2024.

Where does Ann & Bill Wallace Foundation Inc operate?

Ann & Bill Wallace Foundation Inc has awarded grants in Florida, Illinois.

What size grants does Ann & Bill Wallace Foundation Inc award?

In 2024, Ann & Bill Wallace Foundation Inc awarded 15 grants totaling $297K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Ann & Bill Wallace Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ann & Bill Wallace Foundation Inc reported a distributable amount of $236K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ann & Bill Wallace Foundation Inc's EIN?

Ann & Bill Wallace Foundation Inc's EIN (Employer Identification Number) is 33-1062280. IRS Form 990 filing data is available on this page for 2020–2024.

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

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