John E Wallis & Elizabeth C Wallis
John E Wallis & Elizabeth C Wallis is a private foundation, based in Youngstown, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $298K in total assets. In 2025, it awarded 1 grant totaling $25K. Net investment income was $33K.
John E Wallis & Elizabeth C Wallis at a glance
In short: John E Wallis & Elizabeth C Wallis gave $25K across 1 grant in 2025 (avg $25K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,000
- +25.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $25,000
- +25.0% vs 2024
- Median grant
- $25,000
- Total assets
- $297,617
- +1.4% vs 2024
- Primary geography
- Ohio (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 John E Wallis & Elizabeth C Wallis funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Mahoning Valley Historical Society ($25K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How John E Wallis & Elizabeth C Wallis gives
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $20K (2019) to $25K (2025). In 2025 it made 1 grant totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mahoning Valley Historical Society Youngstown, OH | Program Suport | $25,000 |
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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 | $297,617 | $37,872 | $33,741 | $25,000 | 1 | $28,682 | $32,947 | $30,062 |
| 2024 | $293,488 | $14,132 | $28,257 | $20,000 | 1 | $23,504 | $9,558 | $28,677 |
| 2023 | $307,618 | $17,055 | $27,318 | $20,000 | 1 | $23,166 | $13,021 | $24,851 |
| 2022 | $317,885 | $12,386 | $7,165 | — | — | $2,985 | $8,452 | $23,985 |
| 2021 | $312,664 | $21,809 | $27,507 | $20,520 | 1 | $23,419 | $17,793 | $24,933 |
| 2020 | $318,362 | $8,600 | $6,201 | — | — | — | $5,165 | $20,520 |
| 2019 | $315,966 | $10,354 | $25,861 | $19,630 | 1 | — | $6,928 | $20,454 |
Under IRS private-foundation payout rules, John E Wallis & Elizabeth C Wallis reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
John E Wallis & Elizabeth C Wallis is led by Franklin Bennett Jr., Co-Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Franklin Bennett Jr.
Co-Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 John E Wallis & Elizabeth C Wallis
How much does John E Wallis & Elizabeth C Wallis give each year?
John E Wallis & Elizabeth C Wallis gave $25K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 1 grant.
How large is John E Wallis & Elizabeth C Wallis?
John E Wallis & Elizabeth C Wallis reported $298K in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $30K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does John E Wallis & Elizabeth C Wallis operate?
John E Wallis & Elizabeth C Wallis has awarded grants in Ohio.
What is John E Wallis & Elizabeth C Wallis's EIN?
John E Wallis & Elizabeth C Wallis's EIN (Employer Identification Number) is 34-1893721. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 15, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work John E Wallis & Elizabeth C Wallis funds
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