Morton and Lillian Waldfogel
Morton and Lillian Waldfogel is a private foundation, 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.
Morton and Lillian Waldfogel at a glance
In short: Morton and Lillian Waldfogel gave $85K across 7 grants in 2025 (avg $12K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $84,635
- -29.5% vs 2024
- Grants made (2025)
- 7
- +16.7% vs 2024
- Average grant
- $12,091
- -39.6% vs 2024
- Median grant
- $7,500
- Total assets
- $1,532,162
- -0.4% vs 2024
- Primary geography
- Massachusetts (62% 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 Morton and Lillian Waldfogel funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Lappin Foundation ($35K). Together the top 7 received $85K.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 27 grants of 31 (87%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Morton and Lillian Waldfogel gives
- Giving fell 68% from 2022 to 2025. Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $13K (2021) to $261K (2022). In 2025 it made 7 grants totaling $85K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lappin Foundation Salem, MA | Support for Low Income Jewish Families | $35,000 |
| World Food Program USA Washington, DC | Community & Charitable | $30,000 |
| Foundation of Mass Eye and Ear Boston, MA | Medical | $10,000 |
| MGH Fund Boston, MA | Medical | $7,500 |
| Doctors Without Borders New York, NY | Medical | $2,000 |
| South Florida PBS Boynton Beach, FL | Media Support | $100 |
| UNICEF USA New York, NY | Humanitarian Aid for Children | $35 |
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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 | $1,532,162 | $93,793 | $100,275 | $84,635 | 7 | $86,818 | $81,407 | $82,392 |
| 2024 | $1,538,644 | $86,628 | $131,495 | $120,108 | 6 | $121,643 | $77,040 | $80,886 |
| 2023 | $1,583,511 | $81,181 | $187,700 | $178,500 | 6 | $180,035 | $76,531 | $81,964 |
| 2022 | $1,690,030 | $134,552 | $268,042 | $261,300 | 10 | $262,835 | $129,345 | $92,551 |
| 2021 | $1,823,520 | $49,198 | $20,147 | $12,600 | 2 | — | $43,186 | $97,427 |
| 2020 | $1,794,469 | $5,392 | $81,060 | $71,600 | 8 | — | $24,856 | $94,489 |
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.
Leadership & Key People
Officers and directors from IRS filings
Morton and Lillian Waldfogel's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jane L. Waldfogel
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Maureen E. O'Reilly
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Peter D. Waldfogel
Trustee
On filings since 2020
2 hrs/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 Morton and Lillian Waldfogel
How much does Morton and Lillian Waldfogel give each year?
Morton and Lillian Waldfogel gave $85K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $120K across 6 grants.
What is Morton and Lillian Waldfogel's typical grant size?
Morton and Lillian Waldfogel's median grant in 2025 was $7,500, and its average grant was $12,091, across 7 grants on its 2025 IRS Form 990-PF.
Where does Morton and Lillian Waldfogel give grants?
Morton and Lillian Waldfogel gives mostly in Massachusetts: 62% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (35%). The most frequent recipient cities were Boston, MA (2 grants) and New York, NY (2 grants).
Does Morton and Lillian Waldfogel give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on Morton and Lillian Waldfogel's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Medical" (3 grants).
Who are Morton and Lillian Waldfogel's largest grantees?
Morton and Lillian Waldfogel's largest 2025 grantees include Lappin Foundation ($35,000), World Food Program USA ($30,000) and Foundation of Mass Eye and Ear ($10,000), according to its 2025 IRS Form 990-PF. Together they received 89% of its itemized 2025 grant dollars.
How large is Morton and Lillian Waldfogel?
Morton and Lillian Waldfogel reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $87K in qualifying distributions that year, against a required minimum of $82K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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