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 2025. As of 2025, the organization holds $104K in total assets. In 2025, it awarded 1 grant totaling $198.
Bert & Iris Wolstein Foundation at a glance
In short: Bert & Iris Wolstein Foundation gave $198 across 1 grant in 2025 (avg $198), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $198
- -100.0% vs 2024
- Grants made (2025)
- 1
- -80.0% vs 2024
- Average grant
- $198
- -99.9% vs 2024
- Median grant
- $198
- Total assets
- $103,760
- +1.7% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
Who Bert & Iris Wolstein Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Park Synagogue ($198).
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 11 grants of 13 (85%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Bert & Iris Wolstein Foundation gives
- Giving fell 54% from 2022 to 2025. Method
- In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $136 (2021) to $1.4M (2024). In 2025 it made 1 grant totaling $198.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Park Synagogue Cleveland Heights, OH | General Fund | $198 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $103,760 | $13,757 | $12,061 | $198 | 1 | $4,673 | — | $5,108 |
| 2024 | $102,064 | $982,183 | $1,402,014 | $1,400,384 | 5 | $1,400,384 | $177,384 | $19,047 |
| 2023 | $521,895 | $15,244 | $9,290 | $3,094 | 3 | $4,919 | $11,161 | $27,857 |
| 2022 | $515,941 | $12,252 | $6,103 | $432 | 2 | $2,257 | $8,471 | $27,440 |
| 2021 | $509,792 | $9,339 | $5,214 | $136 | 2 | — | $5,961 | $28,744 |
| 2020 | $505,667 | $11,159 | $4,692 | $252 | 1 | — | $8,444 | $26,270 |
Under IRS private-foundation payout rules, Bert & Iris Wolstein Foundation reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
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 2025 filing
Iris S. Wolstein
President & Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 $198 across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.4M across 5 grants.
How large is Bert & Iris Wolstein Foundation?
Bert & Iris Wolstein Foundation reported $104K in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Bert & Iris Wolstein Foundation operate?
Bert & Iris Wolstein Foundation has awarded grants in District of Columbia, Illinois, Ohio.
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 2020–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 8, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Bert & Iris Wolstein Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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