Jack & Phyllis Wertenteil Foundation
Jack & Phyllis Wertenteil Foundation is a private foundation, based in Brooklyn, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $12K in total assets. In 2025, it awarded 4 grants totaling $33K. Net investment income was $3.
Jack & Phyllis Wertenteil Foundation at a glance
In short: Jack & Phyllis Wertenteil Foundation gave $33K across 4 grants in 2025 (avg $8K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $32,800
- +31.2% vs 2024
- Grants made (2025)
- 4
- +33.3% vs 2024
- Average grant
- $8,200
- -1.6% vs 2024
- Median grant
- $8,000
- Total assets
- $12,288
- -72.8% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Jack & Phyllis Wertenteil Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Temple Beth Shalom ($15K). Together the top 4 received $33K.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 31 grants of 31 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Jack & Phyllis Wertenteil Foundation gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 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 2021 to 2025, annual grant giving ranged from $22K (2021) to $43K (2023). In 2025 it made 4 grants totaling $33K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Temple Beth Shalom Roslyn Heights, NY | General | $15,000 |
| Solomon Schechter Day School Williston Park, NY | General | $11,000 |
| Belz Institutions in Israel Brooklyn, NY | General | $5,000 |
| Rabbinical Seminary of America Flushing, NY | General | $1,800 |
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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 | $12,288 | $3 | $32,825 | $32,800 | 4 | $32,825 | $3 | $1,496 |
| 2024 | $45,110 | $6 | $25,050 | $25,000 | 3 | $25,050 | $6 | $2,797 |
| 2023 | $70,154 | $9 | $43,230 | $43,180 | 10 | $43,230 | $9 | $4,614 |
| 2022 | $113,375 | $14 | $35,850 | $35,800 | 9 | $35,850 | $14 | $6,573 |
| 2021 | $149,211 | $15 | $21,860 | $21,860 | 5 | — | $15 | — |
Under IRS private-foundation payout rules, Jack & Phyllis Wertenteil Foundation reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jack & Phyllis Wertenteil Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Phyllis Wertenteil
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Tina Wertenteil-Rotstein
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Jack & Phyllis Wertenteil Foundation
How much does Jack & Phyllis Wertenteil Foundation give each year?
Jack & Phyllis Wertenteil Foundation gave $33K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 3 grants.
What is Jack & Phyllis Wertenteil Foundation's typical grant size?
Jack & Phyllis Wertenteil Foundation's median grant in 2025 was $8,000, and its average grant was $8,200, across 4 grants on its 2025 IRS Form 990-PF.
Where does Jack & Phyllis Wertenteil Foundation give grants?
Jack & Phyllis Wertenteil Foundation gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Jack & Phyllis Wertenteil Foundation give general operating support?
Yes: 100% of Jack & Phyllis Wertenteil Foundation's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Jack & Phyllis Wertenteil Foundation?
Jack & Phyllis Wertenteil Foundation reported $12K in total assets on its 2025 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets).
What is Jack & Phyllis Wertenteil Foundation's EIN?
Jack & Phyllis Wertenteil Foundation's EIN (Employer Identification Number) is 11-6352918. IRS Form 990 filing data is available on this page for 2021–2025.
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 2021–2025
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