Bert & Iris Wolstein Foundation

MORELAND HILLS, OH EIN: 34-1787262

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$386K$771K$1M$2M20202021202220232024
Metric202420232022
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

$0$350K$700K$1M$1M1 grants20202 grants20212 grants20223 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

THE PARK SYNAGOGUE$775KUNIVERSITY HOSPITALS HEA…$600KTHE PARK SYNAGOGUE$25KTHE PARK SYNAGOGUE$234THE TEMPLE - TIFERETH$150

Grant Size Distribution

13 grants across all recorded years

11<$50K$50–100K$100–250K$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bert & Iris Wolstein Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
IRIS S WOLSTEINPRESIDENT/TRUSTEE1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

3states

Cities

BeachwoodChicagoCleveland HeightsShaker HeightsWashington

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

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