Harry W & Jo-Ann D Wallace
Harry W & Jo-Ann D Wallace is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SO BURLINGTON, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 12 grants totaling $155K. Net investment income was $63K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0M
-3.9% YoY
Annual Giving
$155K
+3.3% YoY
Grant Count
12
+33.3% YoY
Avg Grant Size
$13K
-22.5% YoY
Under IRS private-foundation payout rules, Harry W & Jo-Ann D Wallace reported a distributable amount of $170K for 2024 — the minimum it must pay out in qualifying distributions.
About Harry W & Jo-Ann D Wallace
Based on IRS filings
Harry W & Jo-Ann D Wallace is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SO BURLINGTON, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 12 grants totaling $155K. Net investment income was $63K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,982,046 | $3,102,153 | $3,206,190 |
| Revenue | $70,972 | $80,884 | $76,683 |
| Expenses | $190,806 | $188,316 | $228,506 |
| Qualifying Distributions | $164,600 | $160,600 | $191,800 |
| Net Investment Income | $62,692 | $59,194 | $39,977 |
| Distributable Amount | $170,424 | $162,589 | $171,879 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
49 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Black Mountain Home for Children Youth and Families ($30,000), NYU Langone Health ($30,000), Free Rein ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Germantown Neighborhood Food Pantry Quincy, MA | Support | $5,000 |
| Free Rein Brevard, NC | SupportPrograms | $25,000 |
| Graduate Theological Foundation Sarasota, FL | Programs | $10,000 |
| Interfaith Social Services Quincy, MA | Support | $5,000 |
| Christ the King Episcopal Church Lakeland, FL | Support | $5,000 |
| St Stephen's Episocopal Church Lakeland, FL | Upkeep of establishment | $25,000 |
| Black Mountain Home for Children Youth and Families Black Mountain, NC | Support | $30,000 |
| NYU Langone Health New York, NY | Support | $30,000 |
| Cardinal Cushing Center Inc Hanover, MA | Programs | $5,000 |
| MVNA and Hospice Norwell, MA | Support | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| David Sorgi | Trustee | 0.3 | $8,750 |
| Stephen H Locke | Trustee | 0.3 | $8,750 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Harry W & Jo-Ann D Wallace?
Harry W & Jo-Ann D Wallace is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SO BURLINGTON, VT. It holds $3.0M in total assets as of 2024.
How large is Harry W & Jo-Ann D Wallace?
As of 2024, Harry W & Jo-Ann D Wallace holds $3.0M in total assets with $71K in annual revenue. It awarded 12 grants totaling $155K in 2024.
Where does Harry W & Jo-Ann D Wallace operate?
Harry W & Jo-Ann D Wallace has awarded grants in Alabama, District of Columbia, Florida, Kansas, Massachusetts, North Carolina, New Mexico, New York, Tennessee, Vermont.
What size grants does Harry W & Jo-Ann D Wallace award?
In 2024, Harry W & Jo-Ann D Wallace awarded 12 grants totaling $155K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Harry W & Jo-Ann D Wallace required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Harry W & Jo-Ann D Wallace reported a distributable amount of $170K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Harry W & Jo-Ann D Wallace's EIN?
Harry W & Jo-Ann D Wallace's EIN (Employer Identification Number) is 22-3443319. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.