Bert & Iris Wolstein Foundation
Bert & Iris Wolstein Foundation is a private foundation, based in Moreland Hills, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $102K in total assets. In 2024, it awarded 5 grants totaling $1.4M. Net investment income was $177K.
Key facts about Bert & Iris Wolstein Foundation
In short: Bert & Iris Wolstein Foundation gave $1.4M across 5 grants in 2024 (avg $280K), mostly in Ohio. Source: 2024 IRS Form 990-PF.
- EIN
- 34-1787262
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,400,384
- Grants made (2024)
- 5
- Average grant
- $280,077
- Median grant
- $25,047
- Total assets
- $102,064
- Primary geography
- Ohio (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$102K
-80.4% YoY
Annual Giving
$1.4M
+45161.3% YoY
Grant Count
5
+66.7% YoY
Avg Grant Size
$280K
+27056.8% YoY
Under IRS private-foundation payout rules, Bert & Iris Wolstein Foundation reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.
How Bert & Iris Wolstein Foundation gives
- Giving grew 1029594% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $136 (2021) to $1.4M (2024). In 2024 it made 5 grants totaling $1.4M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was The Park Synagogue ($800K across 3 grants). Together the top 3 received $1.4M.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 11 grants of 13 (85%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Park Synagogue Cleveland Heights, OH | General Fund | $774,953 |
| University Hospitals Health System Inc Shaker Heights, OH | General Fund | $600,000 |
| The Park Synagogue Cleveland Heights, OH | General Fund | $25,047 |
| The Park Synagogue Cleveland Heights, OH | General Fund | $234 |
| The Temple - Tifereth Beachwood, OH | General Fund | $150 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $102,064 | $521,895 | $515,941 |
| Revenue | $982,183 | $15,244 | $12,252 |
| Expenses | $1,402,014 | $9,290 | $6,103 |
| Qualifying Distributions | $1,400,384 | $4,919 | $2,257 |
| Net Investment Income | $177,384 | $11,161 | $8,471 |
| Distributable Amount | $19,047 | $27,857 | $27,440 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Bert & Iris Wolstein Foundation is led by Iris S. Wolstein, President & Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Iris S. Wolstein
President & Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bert & Iris Wolstein Foundation
How much does Bert & Iris Wolstein Foundation give each year?
Bert & Iris Wolstein Foundation gave $1.4M across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3K across 3 grants.
What is Bert & Iris Wolstein Foundation's typical grant size?
Bert & Iris Wolstein Foundation's median grant in 2024 was $25,047, and its average grant was $280,077, across 5 grants on its 2024 IRS Form 990-PF.
Where does Bert & Iris Wolstein Foundation give grants?
Bert & Iris Wolstein Foundation gives mostly in Ohio: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Cleveland Heights, OH (3 grants).
Does Bert & Iris Wolstein Foundation give general operating support?
Yes: 100% of Bert & Iris Wolstein Foundation's 2024 grants with a stated purpose (5 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Bert & Iris Wolstein Foundation's largest grantees?
Bert & Iris Wolstein Foundation's largest 2024 grantees include The Park Synagogue ($800,234 across 3 grants), University Hospitals Health System Inc ($600,000) and The Temple - Tifereth ($150), according to its 2024 IRS Form 990-PF.
How large is Bert & Iris Wolstein Foundation?
Bert & Iris Wolstein Foundation reported $102K in total assets on its 2024 IRS Form 990-PF. It paid out $1.4M in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).
What is Bert & Iris Wolstein Foundation's EIN?
Bert & Iris Wolstein Foundation's EIN (Employer Identification Number) is 34-1787262. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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