Bert & Iris Wolstein Foundation
Bert & Iris Wolstein Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
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.
About Bert & Iris Wolstein Foundation
Based on IRS filings
Bert & Iris Wolstein Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Park Synagogue ($774,953), University Hospitals Health System Inc ($600,000), The Park Synagogue ($25,047).
| Recipient | Purpose | Amount |
|---|---|---|
| THE PARK SYNAGOGUE CLEVELAND HEIGHTS, OH | GENERAL FUND | $774,953 |
| THE TEMPLE - TIFERETH BEACHWOOD, OH | GENERAL FUND | $150 |
| UNIVERSITY HOSPITALS HEALTH SYSTEM INC SHAKER HEIGHTS, OH | GENERAL FUND | $600,000 |
| THE PARK SYNAGOGUE CLEVELAND HEIGHTS, OH | GENERAL FUND | $234 |
| THE PARK SYNAGOGUE CLEVELAND HEIGHTS, OH | GENERAL FUND | $25,047 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| IRIS S WOLSTEIN | PRESIDENT/TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bert & Iris Wolstein Foundation?
Bert & Iris Wolstein Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MORELAND HILLS, OH. It holds $102K in total assets as of 2024.
How large is Bert & Iris Wolstein Foundation?
As of 2024, Bert & Iris Wolstein Foundation holds $102K in total assets with $982K in annual revenue. It awarded 5 grants totaling $1.4M in 2024.
Where does Bert & Iris Wolstein Foundation operate?
Bert & Iris Wolstein Foundation has awarded grants in District of Columbia, Illinois, Ohio.
What size grants does Bert & Iris Wolstein Foundation award?
In 2024, Bert & Iris Wolstein Foundation awarded 5 grants totaling $1.4M — an average of about $280K per grant, based on its IRS Form 990 filings.
How much is Bert & Iris Wolstein Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bert & Iris Wolstein Foundation reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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