The Jeffrey David Walerstein Foundation
The Jeffrey David Walerstein Foundation is a private foundation, based in West Palm Beach, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $915K in total assets. In 2025, it awarded 1 grant totaling $200K. Net investment income was $595K.
The Jeffrey David Walerstein Foundation at a glance
In short: The Jeffrey David Walerstein Foundation gave $200K across 1 grant in 2025 (avg $200K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $200,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $200,000
- +0.0% vs 2024
- Median grant
- $200,000
- Total assets
- $914,821
- +73.8% vs 2024
- Primary geography
- New York (100% 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 The Jeffrey David Walerstein Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was NYU Langone Medical Center ($200K).
Grant Size Distribution
8 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 8 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The Jeffrey David Walerstein Foundation gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 244% 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 $46K (2020) to $400K (2023). In 2025 it made 1 grant totaling $200K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| NYU Langone Medical Center New York, NY | Care & Research for Cardiovascular Disease | $200,000 |
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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 | $914,821 | $594,604 | $202,938 | $200,000 | 1 | $200,000 | $594,604 | $81,877 |
| 2024 | $526,273 | $55,647 | $201,750 | $200,000 | 1 | $200,000 | $55,647 | $91,910 |
| 2023 | $672,376 | $21,230 | $481,450 | $400,000 | 1 | $400,000 | $38,519 | $81,299 |
| 2022 | $1,132,771 | $65,494 | $284,450 | $200,000 | 2 | $200,000 | $65,494 | $105,821 |
| 2021 | $1,380,910 | $180,991 | $52,450 | $51,000 | 3 | $51,000 | $147,771 | $110,068 |
| 2020 | $1,254,567 | $73,159 | $50,250 | $45,800 | 3 | — | $43,966 | $92,962 |
Under IRS private-foundation payout rules, The Jeffrey David Walerstein Foundation 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
The Jeffrey David Walerstein Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Gail T. Walerstein
Director
Treasurer → Director, 2023
On filings since 2020
1.5 hrs/week
$80K (2023) → $0 (2025)
Mark J. Walerstein
Director
Trustee → Director, 2023
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Ronald M. Walerstein (2020–2022) — President
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.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $80K, to Gail T Walerstein (Director).
Frequently asked questions about The Jeffrey David Walerstein Foundation
How much does The Jeffrey David Walerstein Foundation give each year?
The Jeffrey David Walerstein Foundation gave $200K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 1 grant.
How large is The Jeffrey David Walerstein Foundation?
The Jeffrey David Walerstein Foundation reported $915K in total assets on its 2025 IRS Form 990-PF. It paid out $200K in qualifying distributions that year, against a required minimum of $82K (roughly 5% of its investment assets).
Where does The Jeffrey David Walerstein Foundation operate?
The Jeffrey David Walerstein Foundation has awarded grants in New York.
What is The Jeffrey David Walerstein Foundation's EIN?
The Jeffrey David Walerstein Foundation's EIN (Employer Identification Number) is 13-3541932. 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 10, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
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