The Jeffrey David Walerstein Foundation

WEST PALM BEACH, FL EIN: 13-3541932

The Jeffrey David Walerstein Foundation is a private foundation, based in WEST PALM BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $526K in total assets. In 2024, it awarded 1 grants totaling $200K. Net investment income was $56K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$526K

-21.7% YoY

Annual Giving

$200K

-50.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$200K

-50.0% YoY

Under IRS private-foundation payout rules, The Jeffrey David Walerstein Foundation reported a distributable amount of $92K for 2024 — the minimum it must pay out in qualifying distributions.

About The Jeffrey David Walerstein Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $897K (100%)

States

New York

Cities

New YorkOrangeburgOrengeburgStaten Island

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$526,273	$672,376	$1,132,771
Revenue	$55,647	$21,230	$65,494
Expenses	$201,750	$481,450	$284,450
Qualifying Distributions	$200,000	$400,000	$200,000
Net Investment Income	$55,647	$38,519	$65,494
Distributable Amount	$91,910	$81,299	$105,821

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Nyu Langone Medical Center ($200,000).

Recipient	Purpose	Amount
NYU LANGONE MEDICAL CENTER NEW YORK, NY	CARE & RESEARCH FOR CARDIOVASCULAR DISEASE	$200,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
GAIL T WALERSTEIN	Director	1.5	—
MARK J WALERSTEIN	Director	1	—

Frequently Asked Questions

How large is The Jeffrey David Walerstein Foundation?

As of 2024, The Jeffrey David Walerstein Foundation holds $526K in total assets with $56K in annual revenue. It awarded 1 grants totaling $200K in 2024.

Where does The Jeffrey David Walerstein Foundation operate?

The Jeffrey David Walerstein Foundation has awarded grants in New York.

What size grants does The Jeffrey David Walerstein Foundation award?

In 2024, The Jeffrey David Walerstein Foundation awarded 1 grants totaling $200K — an average of about $200K per grant, based on its IRS Form 990 filings.

How much is The Jeffrey David Walerstein Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Jeffrey David Walerstein Foundation reported a distributable amount of $92K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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