Monte J Wallace Foundation

BOSTON, MA EIN: 04-6904988

Monte J Wallace Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $450K in total assets. In 2024, it made $31K in qualifying distributions. Net investment income was $26K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$450K

-1.2% YoY

Revenue

$29K

+221.0% YoY

Qualifying Distributions

$31K

+3040.0% YoY

Expenses

$34K

+776.4% YoY

About Monte J Wallace Foundation

Based on IRS filings

Monte J Wallace Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $450K in total assets. In 2024, it made $31K in qualifying distributions. Net investment income was $26K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

GrotonPrinceton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$194K$387K$581K$774K20202021202220232024
Metric202420232022
Total Assets$450,236$455,735$450,685
Revenue$28,752$8,958$547,362
Expenses$34,251$3,908$592,028
Qualifying Distributions$31,400$1,000$589,798
Net Investment Income$25,901$7,898$6,132
Distributable Amount$22,630$22,146$22,854

Giving Over Time

Total grant dollars and number of grants per year

$0$175K$350K$525K$700K2 grants20202 grants20212 grants20221 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

7 grants across all recorded years

1<$50K2$50–100K1$100–250K$250–500K3$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MONTE J WALLACETRUSTEE0.5
W GARDNER WALLACETRUSTEE0.5

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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