Morton and Lillian Waldfogel is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SWAMPSCOTT, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 7 grants totaling $85K. Net investment income was $81K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.5M
-0.4% YoY
Annual Giving
$85K
-29.5% YoY
Grant Count
7
+16.7% YoY
Avg Grant Size
$12K
-39.6% YoY
Under IRS private-foundation payout rules, Morton and Lillian Waldfogel reported a distributable amount of $82K for 2025 — the minimum it must pay out in qualifying distributions.
About Morton and Lillian Waldfogel
Based on IRS filings
Morton and Lillian Waldfogel is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SWAMPSCOTT, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 7 grants totaling $85K. Net investment income was $81K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,532,162 | $1,538,644 | $1,583,511 |
| Revenue | $93,793 | $86,628 | $81,181 |
| Expenses | $100,275 | $131,495 | $187,700 |
| Qualifying Distributions | $86,818 | $121,643 | $180,035 |
| Net Investment Income | $81,407 | $77,040 | $76,531 |
| Distributable Amount | $82,392 | $80,886 | $81,964 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
Grant Size Distribution
31 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Lappin Foundation ($35,000), World Food Program Usa ($30,000), Foundation of Mass Eye and Ear ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DOCTORS WITHOUT BORDERS NEW YORK, NY | MEDICAL | $2,000 |
| FOUNDATION OF MASS EYE AND EAR BOSTON, MA | MEDICAL | $10,000 |
| LAPPIN FOUNDATION SALEM, MA | SUPPORT FOR LOW INCOME JEWISH FAMILIES | $35,000 |
| MGH FUND BOSTON, MA | MEDICAL | $7,500 |
| UNICEF USA NEW YORK, NY | HUMANITARIAN AID FOR CHILDREN | $35 |
| WORLD FOOD PROGRAM USA WASHINGTON, DC | COMMUNITY & CHARITABLE | $30,000 |
| SOUTH FLORIDA PBS BOYNTON BEACH, FL | MEDIA SUPPORT | $100 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JANE L WALDFOGEL | TRUSTEE | 2 | — |
| PETER D WALDFOGEL | TRUSTEE | 2 | — |
| MAUREEN E O'REILLY | TRUSTEE | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Morton and Lillian Waldfogel?
Morton and Lillian Waldfogel is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SWAMPSCOTT, MA. It holds $1.5M in total assets as of 2025.
How large is Morton and Lillian Waldfogel?
As of 2025, Morton and Lillian Waldfogel holds $1.5M in total assets with $94K in annual revenue. It awarded 7 grants totaling $85K in 2025.
Where does Morton and Lillian Waldfogel operate?
Morton and Lillian Waldfogel has awarded grants in California, District of Columbia, Florida, Massachusetts, New York.
What size grants does Morton and Lillian Waldfogel award?
In 2025, Morton and Lillian Waldfogel awarded 7 grants totaling $85K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Morton and Lillian Waldfogel required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Morton and Lillian Waldfogel reported a distributable amount of $82K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Morton and Lillian Waldfogel's EIN?
Morton and Lillian Waldfogel's EIN (Employer Identification Number) is 04-3492753. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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