Rochkind Wagner Foundation

Private foundation · Grantmaker Morristown, NJ EIN: 20-6767596

The Rochkind Wagner Foundation is a private foundation based in Morristown, New Jersey. Its 2025 filing describes support for education-related programs, including preschool tuition scholarships and student achievement awards, and lists grants to organizations in New Jersey, Tennessee, and Maine.

Key facts about Rochkind Wagner Foundation

In short: Rochkind Wagner Foundation gave $209K across 18 grants in 2025 (avg $12K), mostly in New Jersey. 33% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
20-6767596
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$209,270
Grants made (2025)
18
Average grant
$11,626
Median grant
$5,700
New grantees (estimate)
33% first-time grantees (5 of 15, 2025)
Total assets
$621,337
Primary geography
New Jersey (88% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$621K

-8.8% YoY

Annual Giving

$209K

+7.9% YoY

Grant Count

18

+20.0% YoY

Avg Grant Size

$12K

-10.1% YoY

Under IRS private-foundation payout rules, Rochkind Wagner Foundation reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.

Is Rochkind Wagner Foundation open to new grantees?

33%

first-time grantees, 2025

In 2025, 5 of 15 grantees (33%) were first-time recipients. First grants averaged $4K; repeat grants $5K. How we count

Medians: $2K first-time, $6K repeat.

  • 60% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+14%). Method
  • In 2025 it paid out 805% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s 2025 filing describes funding preschool tuition scholarships for 3- and 4-year-old children from needy families whose parents are gainfully employed. It also describes the AP Achievement Awards in Math and Science, which recognized students in nine public high schools; the foundation states that this program ended after the 2024–25 school year, following 20 years in operation and 3,148 awards.

Among the organizations it supported in 2025, Preschool Advantage Inc. says its mission is to provide funding for qualified children to attend partner preschools. Girls on the Run Memphis says it inspires girls to be joyful, healthy, and confident through a fun, experience-based curriculum that integrates running.

Grantmaking

In 2025, the foundation gave **$209,270 across 18 grants**. Grants ranged from $196 to $100,000, with a median grant of $5,700. Its largest listed grants were $100,000 to Preschool Advantage for preschool tuition scholarships and $30,000 to the Land Conservancy of New Jersey for a scholarship program in environmental studies. Other notable grants included $10,000 each to Leadership Prep Charter School for math and English language arts in grades K–5 and to Girls on the Run Memphis for scholarships for girls’ 10-week programs in spring and fall 2026.

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Geographic Focus

Where this funder awards grants

The 2025 filing reports that 88% of grant dollars went to recipients in New Jersey, 10% to recipients in Tennessee, and 3% to recipients in Maine.

Grant Distribution by State

9states

Share of 2025 grant dollars across all 18 itemized grants.

Cities

MorristownBoontonFlandersOaklandBernardsvilleDenvilleEast BrunswickNewarkParsippanyRockawaySpartaHamiltonGardinerHopatcongMemphisNew YorkReadfieldWashingtonChesterDallas

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K7 grants2020 9 grants2021 14 grants2022 14 grants2023 15 grants2024 18 grants2025

From 2020 to 2025, annual grant giving ranged from $84K (2020) to $209K (2025). In 2025 it made 18 grants totaling $209K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Preschool Advantage: $100KPreschool Advantage$100KLand Conservancy of New Jersey: $30KLand Conservancy of New Jersey$30KLeadership Prep Charter School: $10KLeadership Prep Charter School$10KGirls on the Run Memphis: $10KGirls on the Run Memphis$10KMorris Hills Regional District: $9KMorris Hills Regional District$9KParsipanyTroy Hills Bd of Educ: $9KParsipanyTroy Hills Bd of Educ$9KSussex Cty Technical School: $6KSussex Cty Technical School$6KPicataway Magnet School: $6KPicataway Magnet School$6KMount Olive Twp Bd of Education: $6KMount Olive Twp Bd ofEducation$6KMorris Cty Vocational Sch District: $6KMorris Cty Vocational SchDistrict$6K

The largest 2025 recipient was Preschool Advantage ($100K). Together the top 10 received $191K.

Grant Size Distribution

70 grants across all recorded years

66<$50K3$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 66 grants of 70 (94%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Preschool Advantage Morristown, NJTuition Scholarships for preschool programs$100,000
Land Conservancy of New Jersey Boonton, NJScholarship program in Environmental Studies$30,000
Leadership Prep Charter School Memphis, TNSupport for Math and ELA in Grades K-5$10,000
Girls on the Run Memphis Memphis, TNScholarships for 30 girls 10 week programs Spring Fall 2026$10,000
Morris Hills Regional District Rockaway, NJAP Achievement Awards in Math and Science$8,770
ParsipanyTroy Hills Bd of Educ Parsippany, NJAP Achievement Awards in Math and Science$8,500
Sussex Cty Technical School Sparta, NJPerformance Awards - Vocational Studies$6,400
Picataway Magnet School Piscataway, NJPerformance Awards Vocational Studies$6,400
Mount Olive Twp Bd of Education Flanders, NJAP Awards in Math and Science$5,800
Morris Cty Vocational Sch District Denville, NJPerformance Awards - Vocational Studies$5,600

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $621,337 $203,270 $232,277 $209,270
2024 $681,322 $155,731 $204,304 $193,900
2023 $555,816 $136,306 $161,309 $152,330
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$621,337$681,322$555,816
Revenue$203,270$155,731$136,306
Expenses$232,277$204,304$161,309
Qualifying Distributions$227,516$199,060$155,273
Net Investment Income$78,328$28,063$19,045
Distributable Amount$28,276$30,284$24,586

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 17, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 10, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 16, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 20, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 16, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 26, 2026)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Mark M. Rochkind as Trustee and Chair, and Patricia W. Rochkind as Trustee.

Rochkind Wagner Foundation is led by Mark M. Rochkind, Trustee & Chair since 2022 (on filings since 2020); none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Mark M. Rochkind

    Trustee & Chair

    Trustee & Chair → Trustee Chair, 2021

    Trustee Chair → Trustee & Chair, 2022

    On filings since 2020

    10 hrs/week

    No compensation reported

  • Patricia W. Rochkind

    Trustee

    On filings since 2020

    4 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.

Contact

Mailing address: 19 Exeter Ln, Morristown, NJ 07960
Phone: (973) 723-7880

Frequently asked questions about Rochkind Wagner Foundation

How much does Rochkind Wagner Foundation give each year?

Rochkind Wagner Foundation gave $209K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $194K across 15 grants.

What is Rochkind Wagner Foundation's typical grant size?

Rochkind Wagner Foundation's median grant in 2025 was $5,700, and its average grant was $11,626, across 18 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Rochkind Wagner Foundation that year got $4K on average.

Where does Rochkind Wagner Foundation give grants?

Rochkind Wagner Foundation gives mostly in New Jersey: 88% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Tennessee (10%). The most frequent recipient cities were Boonton, NJ (2 grants) and Memphis, TN (2 grants).

Does Rochkind Wagner Foundation give general operating support?

Not in 2025: none of the 18 grants with a stated purpose on Rochkind Wagner Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Performance Awards - Vocational Studies" (7 grants) and "AP Achievement Awards in Math and Science" (5 grants).

Who are Rochkind Wagner Foundation's largest grantees?

Rochkind Wagner Foundation's largest 2025 grantees include Preschool Advantage ($100,000), Land Conservancy of New Jersey ($30,000) and Leadership Prep Charter School ($10,000), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.

How large is Rochkind Wagner Foundation?

Rochkind Wagner Foundation reported $621K in total assets on its 2025 IRS Form 990-PF. It paid out $228K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).

What does Rochkind Wagner Foundation fund?

The foundation’s 2025 filing describes funding preschool tuition scholarships for 3- and 4-year-old children from needy families whose parents are gainfully employed. See mission & focus areas ↑

How do I apply for a grant from Rochkind Wagner Foundation?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Rochkind Wagner Foundation's EIN?

Rochkind Wagner Foundation's EIN (Employer Identification Number) is 20-6767596. IRS Form 990 filing data is available on this page for 2020–2025.

Does Rochkind Wagner Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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