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.
Bert & Iris Wolstein Foundation at a glance
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.
- Annual giving (2024)
- $1,400,384
- +45161.3% vs 2023
- Grants made (2024)
- 5
- +66.7% vs 2023
- Average grant
- $280,077
- +27056.8% vs 2023
- Median grant
- $25,047
- Total assets
- $102,064
- -80.4% vs 2023
- Primary geography
- Ohio (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Bert & Iris Wolstein Foundation funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
Cities
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.
Giving History
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.
Grants by year
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 |
Ready to take the next step with Bert & Iris Wolstein Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 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 $19K for 2024 — 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 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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- 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.
Explore Open Grants
Browse active grant opportunities in Bert & Iris Wolstein Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Ohio
Intuitive Foundation
Sunnyvale, CA
The Intuitive Foundation funds medical and technology research, robotic-surgery training, and STEM and healthcare pathways, supporting eligible nonprofits in the United States and worldwide. Giving varies widely: 2024 grants ranged from $5,000 to $2.8 million, with a median of about $52,000; clinical research grants offer up to $75,000 per project. It accepts unsolicited online requests, reviewed quarterly.
Assets
$122.7M
Grants
104
Total Given
$12.6M
Jobsohio
Columbus, OH
JobsOhio funds economic development projects that support business expansion, job creation or retention, and fixed-asset or infrastructure investment, with a focus on Ohio. Its 2025 grants had a median of $75,000, though awards ranged widely; its Small Business Grant offers up to $50,000. The profile does not state whether it accepts unsolicited requests.
Assets
$1.4B
Grants
377
Total Given
$173.4M
E S Prentiss Foundation-Ir
Pittsburgh, PA
The Elisabeth Severance Prentiss Foundation supports medical research, public health, hospitals, and direct-care healthcare projects, especially those serving low-income or underserved people in the greater Cleveland area and Cuyahoga County, Ohio. Its 2024 grants ranged from $10,000 to $1 million, with a median of $50,000. It makes grants only to preselected organizations and does not accept unsolicited requests.
Assets
$72.2M
Grants
47
Total Given
$4.8M
Kulas Foundation
Cleveland, OH
The Kulas Foundation supports music and music therapy research, arts and culture, education, community, and social service organizations, primarily in Greater Cleveland and nearby Northeast Ohio. In 2024, grants ranged from $2,500 to $325,000, with a median award of $20,000. The foundation advises organizations to contact it about eligibility and application instructions; whether it accepts unsolicited requests is not stated.
Assets
$46.4M
Grants
47
Total Given
$1.9M
The Hearst Foundation
New York, NY
The Hearst Foundation supports established U.S. nonprofits in culture, education, health, and social services, with grants typically ranging from $75,000 to $500,000 and a median of $150,000. It funds organizations nationwide; its New York office reviews proposals east of the Mississippi River and its San Francisco office reviews those west of it.
Assets
$430.3M
Grants
111
Total Given
$17.0M
The Haslam 3 Foundation Inc
Knoxville, TN
The Haslam 3 Foundation funds parks, education, youth development, health, and community initiatives, with grants predominantly in Tennessee and Ohio. In 2024, grants ranged from $4,100 to $6.3 million, with a median of $200,000. It accepts requests from eligible 501(c)(3) organizations; its filing asks applicants to submit a written statement of the amount and purpose, audited financial statements, and proof of tax-exempt status.
Assets
$88.7M
Grants
28
Total Given
$21.4M
More similar funders
More Funders in Ohio
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Bert & Iris Wolstein Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Bert & Iris Wolstein Foundation down — hundreds of funders to go?