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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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