Bert & Iris Wolstein Foundation

Private foundation · Grantmaker Moreland Hills, OH EIN: 34-1787262

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

3states

Share of 2024 grant dollars across all 5 itemized grants.

Cities

Cleveland HeightsBeachwoodChicagoShaker HeightsWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M1 grant2020 2 grants2021 2 grants2022 3 grants2023 5 grants2024

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 Park Synagogue: $800K across 3 grantsThe Park Synagogue$800K · 3 grantsUniversity Hospitals Health System Inc: $600KUniversity Hospitals HealthSystem Inc$600KThe Temple - Tifereth: $150The Temple - Tifereth$150

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

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

The most common grant size was under $50K: 11 grants of 13 (85%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Park Synagogue Cleveland Heights, OHGeneral Fund$774,953
University Hospitals Health System Inc Shaker Heights, OHGeneral Fund$600,000
The Park Synagogue Cleveland Heights, OHGeneral Fund$25,047
The Park Synagogue Cleveland Heights, OHGeneral Fund$234
The Temple - Tifereth Beachwood, OHGeneral Fund$150

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2020 2021 2022 2023 2024
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. 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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