Jean and David W Wallace
Jean and David W Wallace is a private foundation based in New Canaan, Connecticut. Its 2025 filing reports grants to charitable organizations, including schools, a hospital, a university, a women’s organization, and arts and community organizations.
Jean and David W Wallace at a glance
In short: Jean and David W Wallace gave $6.1M across 16 grants in 2025 (avg $383K), mostly in Connecticut. 6% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,120,000
- -5.3% vs 2024
- Grants made (2025)
- 16
- -11.1% vs 2024
- Average grant
- $382,500
- +6.6% vs 2024
- Median grant
- $75,000
- Total assets
- $35,706,021
- -2.6% vs 2024
- New grantees (estimate)
- 6% first-time grantees (1 of 16, 2025; small sample)
- Primary geography
- Connecticut (65% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Jean and David W Wallace
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: Co Anne S Wallace 687 Oenoke Ridg, New Canaan, CT 06840
Phone: (203) 366-5876
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Jean and David W Wallace funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Salve Regina ($1.5M). Together the top 10 received $6.0M.
Grant Size Distribution
89 grants across all recorded years
The most common grant size was under $50K: 33 grants of 89 (37%).
Geographic Focus
Where this funder awards grants
In 2025, reported grant dollars were distributed primarily to Connecticut (65%) and Rhode Island (25%), followed by Massachusetts (8%), Colorado (1%), and New Mexico (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
States
Cities
Is Jean and David W Wallace open to new grantees?
6%
first-time grantees, 2025
In 2025, 1 of 16 grantees (6%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $10K; repeat grants $407K. How we count
Medians: $10K first-time, $100K repeat.
- 75% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+18%). Method
- In 2025 it paid out 316% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $5.2M (2020) to $6.8M (2023). In 2025 it made 16 grants totaling $6.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Salve Regina Newport, RI | Department of Business and Economics | $1,500,000 |
| Greenwich Hospital Greenwich, CT | Endowment Fund Smilow Cancer Hospital Care Center | $1,000,000 |
| Yale University New Haven, CT | Dean of Medicine Fund | $1,000,000 |
| YWCA Greenwich Greenwich, CT | Empower Women and Girls and Eliminate Racism | $1,000,000 |
| Greenwich Academy Greenwich, CT | Annual Fund | $500,000 |
| Smith College Northampton, MA | Endowment fund smith office for the arts and smith office for the arts director's fund | $500,000 |
| Adam J Lewis Academy Bridgeport, CT | Education Resources | $250,000 |
| Christ Church Tashua Trumbull, CT | Annual Fund | $100,000 |
| Cameron United Methodist Church Denver, CO | Annual Fund | $50,000 |
| Georgia O'Keeffe Museum Santa Fe, NM | Annual Fund | $50,000 |
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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 | $35,706,021 | $5,363,321 | $6,302,059 | $6,120,000 | 16 | $6,127,740 | $3,593,114 | $1,938,002 |
| 2024 | $36,644,759 | $5,365,868 | $6,577,742 | $6,460,000 | 18 | $6,473,082 | $3,793,410 | $1,938,349 |
| 2023 | $37,856,633 | $3,710,247 | $6,888,094 | $6,778,500 | 22 | $6,788,029 | $2,274,030 | $1,910,191 |
| 2022 | $41,034,480 | $3,041,550 | $5,321,697 | $5,185,500 | 16 | $5,199,815 | $1,181,566 | $2,135,699 |
| 2021 | $43,314,651 | $6,178,653 | $6,017,564 | $5,600,500 | 17 | $5,616,400 | $4,488,053 | $2,457,069 |
| 2020 | $43,153,538 | $17,830,459 | $5,381,243 | $5,165,500 | 15 | — | $15,702,225 | $2,509,351 |
Under IRS private-foundation payout rules, Jean and David W Wallace reported a distributable amount of $1.9M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for education, hospital care, women and girls, the arts, and community organizations.
Among its grantees, Greenwich Academy describes itself as an independent college-preparatory day school for girls and young women, providing a challenging education grounded in a liberal arts curriculum. Adam J. Lewis Academy says it provides an enriching, high-quality elementary experience for underserved children in Bridgeport. The Georgia O’Keeffe Museum says it celebrates the artist’s art, life, and independent spirit. Greenwich Historical Society says it preserves and interprets Greenwich history to strengthen the community’s connection to its past, present, and future.
Grantmaking
In filing year 2025, the foundation reported 16 grants totaling $6,120,000. Grant amounts ranged from $10,000 to $1,500,000, with a median of $75,000.
The largest reported grants included $1,500,000 to Salve Regina University for its Department of Business and Economics; $1,000,000 each to Greenwich Hospital for the Smilow Cancer Hospital Care Center endowment, Yale University for the Dean of Medicine Fund, and YWCA Greenwich to empower women and girls and eliminate racism; and $500,000 each to Greenwich Academy for its annual fund and Smith College for endowment support for its Office for the Arts.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Mary Wallace Strizek as co-president and secretary, and Anne S Wallace Juge as co-president and treasurer.
Jean and David W Wallace is led by Anne S. Wallace Juge, Co-President & Treasurer on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Anne S. Wallace Juge
Co-President & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Mary Wallace Strizek
Co-President & Secretary
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 Jean and David W Wallace
How much does Jean and David W Wallace give each year?
Jean and David W Wallace gave $6.1M across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6.5M across 18 grants.
What is Jean and David W Wallace's typical grant size?
Jean and David W Wallace's median grant in 2025 was $75,000, and its average grant was $382,500, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Jean and David W Wallace that year got $10K on average.
Where does Jean and David W Wallace give grants?
Jean and David W Wallace gives mostly in Connecticut: 65% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Rhode Island (25%) and Massachusetts (8%). The most frequent recipient cities were Greenwich, CT (4 grants), Trumbull, CT (2 grants) and Cos Cob, CT (2 grants).
Does Jean and David W Wallace give general operating support?
Yes: 38% of Jean and David W Wallace's 2025 grants with a stated purpose (6 of 16) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Jean and David W Wallace's largest grantees?
Jean and David W Wallace's largest 2025 grantees include Salve Regina ($1,500,000), Greenwich Hospital ($1,000,000) and Yale University ($1,000,000), according to its 2025 IRS Form 990-PF. Together they received 57% of its itemized 2025 grant dollars.
How large is Jean and David W Wallace?
Jean and David W Wallace reported $35.7M in total assets on its 2025 IRS Form 990-PF. It paid out $6.1M in qualifying distributions that year, against a required minimum of $1.9M (roughly 5% of its investment assets).
What does Jean and David W Wallace fund?
No mission statement for the foundation is provided. Its 2025 grants include support for education, hospital care, women and girls, the arts, and community organizations. See mission & focus areas ↑
How do I apply for a grant from Jean and David W Wallace?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Jean and David W Wallace's EIN?
Jean and David W Wallace's EIN (Employer Identification Number) is 06-1626691. IRS Form 990 filing data is available on this page for 2020–2025.
Does Jean and David W Wallace accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
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Cite this profile
Grantable. (2026). Jean and David W Wallace funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/jean-and-david-w-wallace-morg_3ee5f9e64a314bf89c3cc773c3aa8a0b
BibTeX
@misc{grantable_061626691_2026,
author = {{Grantable}},
title = {{Jean and David W Wallace funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/jean-and-david-w-wallace-morg_3ee5f9e64a314bf89c3cc773c3aa8a0b},
note = {Accessed 2026-10-13. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Jean and David W Wallace'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.
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