The Bert & Sandra Wasserman Foundation Inc
The Bert & Sandra Wasserman Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $25.8M in total assets. In 2024, it awarded 11 grants totaling $429K. Net investment income was $2.5M.
Key facts about The Bert & Sandra Wasserman Foundation Inc
- EIN
- 13-3961422
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $428,568
- Grants made (2024)
- 11
- Average grant
- $38,961
- Median grant
- $17,500
- New grantees (estimate)
- 9% first-time grantees (1 of 11, 2024)
- Total assets
- $25,829,641
- Primary geography
- Michigan (54% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Bert & Sandra Wasserman Foundation Inc funds
By grant dollars, the top recipient states for The Bert & Sandra Wasserman Foundation Inc's 11 itemized 2024 grants were Michigan (54%), New York (20%) and Maryland (18%). The most frequent recipient cities were New York, NY (6 grants). None of its 11 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (11 grants).
Is The Bert & Sandra Wasserman Foundation Inc open to new grantees?
9%
first-time grantees, 2024
In 2024, 1 of 11 grantees (9%) were first-time recipients. First grants averaged $9K; repeat grants $42K. How we count
Medians: $9K first-time, $19K repeat.
- 91% of 2024 grantees were also funded in 2023. Method
- Giving grew 24% from 2021 to 2024. Method
- In 2024 it paid out 26% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Bert & Sandra Wasserman Foundation Inc
- How to evaluate The Bert & Sandra Wasserman Foundation Inc as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$25.8M
+32.0% YoY
Annual Giving
$429K
+16.3% YoY
Grant Count
11
-31.3% YoY
Avg Grant Size
$39K
+69.2% YoY
Under IRS private-foundation payout rules, The Bert & Sandra Wasserman Foundation Inc reported a distributable amount of $1.6M for 2024 — the minimum it must pay out in qualifying distributions.
About The Bert & Sandra Wasserman Foundation Inc
Based on IRS filings
The Bert & Sandra Wasserman Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $25.8M in total assets. In 2024, it awarded 11 grants totaling $429K. Net investment income was $2.5M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 11 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $25,829,641 | $19,567,318 | $18,366,271 |
| Revenue | $6,597,852 | $1,499,816 | $945,184 |
| Expenses | $464,754 | $378,594 | $249,424 |
| Qualifying Distributions | $428,568 | $368,480 | $227,150 |
| Net Investment Income | $2,468,114 | $1,489,702 | $922,910 |
| Distributable Amount | $1,641,619 | $1,319,213 | $1,268,907 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
68 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include University of Michigan ($230,000), Project ALS Inc ($76,000), Uja Federation of NY ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF MICHIGAN Ann Arbor, MI | CHARITABLE | $230,000 |
| PROJECT ALS INC Huntingtown, MD | CHARITABLE | $76,000 |
| UJA FEDERATION OF NY New York, NY | CHARITABLE | $25,000 |
| KINDNESSORG New York, NY | CHARITABLE | $25,000 |
| EMORY UNIVERSITY Atlanta, GA | CHARITABLE | $20,000 |
| METROPOLITAN OPERA HOUSE New York, NY | CHARITABLE | $17,500 |
| BOCA RATON COMMUNITY HOSPITAL Boca Raton, FL | CHARITABLE | $10,000 |
| THE JEWISH MUSEUM New York, NY | CHARITABLE | $10,000 |
| DWIGHT ENGLEWOOD SCHOOL Englewood, NJ | CHARITABLE | $8,650 |
| CONGREGATION RODEPH SHOLOM New York, NY | CHARITABLE | $5,400 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Debra Wasserman | President | — | — |
| Jason Glasser | Vice President | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Bert & Sandra Wasserman Foundation Inc?
The Bert & Sandra Wasserman Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in New York, NY. It holds $25.8M in total assets as of 2024.
How large is The Bert & Sandra Wasserman Foundation Inc?
As of 2024, The Bert & Sandra Wasserman Foundation Inc holds $25.8M in total assets with $6.6M in annual revenue. It awarded 11 grants totaling $429K in 2024.
Where does The Bert & Sandra Wasserman Foundation Inc operate?
The Bert & Sandra Wasserman Foundation Inc has awarded grants in California, Connecticut, District of Columbia, Florida, Georgia, Maryland, Michigan, New Jersey, New York.
What size grants does The Bert & Sandra Wasserman Foundation Inc award?
In 2024, The Bert & Sandra Wasserman Foundation Inc awarded 11 grants totaling $429K — an average of about $39K per grant, based on its IRS Form 990 filings.
How much is The Bert & Sandra Wasserman Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bert & Sandra Wasserman Foundation Inc reported a distributable amount of $1.6M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Bert & Sandra Wasserman Foundation Inc's EIN?
The Bert & Sandra Wasserman Foundation Inc's EIN (Employer Identification Number) is 13-3961422. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.