The Marcus Wallenberg Foundation
The Marcus Wallenberg Foundation is a private foundation, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 2 grants totaling $185K. Net investment income was $36K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.6M
-5.6% YoY
Annual Giving
$185K
+37.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$93K
+37.0% YoY
Under IRS private-foundation payout rules, The Marcus Wallenberg Foundation reported a distributable amount of $130K for 2024 — the minimum it must pay out in qualifying distributions.
About The Marcus Wallenberg Foundation
Based on IRS filings
The Marcus Wallenberg Foundation is a private foundation, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 2 grants totaling $185K. Net investment income was $36K.
Ready to take the next step with The Marcus Wallenberg Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,550,389 | $2,702,509 | $2,810,916 |
| Revenue | $40,106 | $34,273 | $76,501 |
| Expenses | $192,226 | $142,680 | $114,612 |
| Qualifying Distributions | $188,613 | $138,715 | $96,120 |
| Net Investment Income | $36,493 | $30,558 | $70,350 |
| Distributable Amount | $130,133 | $124,429 | $142,861 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Sofia Mossberg ($125,000), Axel Mattsson ($60,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AXEL MATTSSON | TO FURTHER EDUCATIONAL STUDIES | $60,000 |
| SOFIA MOSSBERG | TO FURTHER EDUCATIONAL STUDIES | $125,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PETER WALLENBERG JR | PRESIDENT/ DIRECTOR | 1 | — |
| HENRY E GOOSS | TREASURER/ DIRECTOR | 1 | — |
| GORAN SANDBERG | DIRECTOR | 1 | — |
| KARIN J BARKHORN | SECRETARY/ DIRECTOR | 0.25 | — |
| INGRID SUNDSTROM | VICE PRESIDENT/ DIRECTOR | 1 | — |
Frequently Asked Questions
How large is The Marcus Wallenberg Foundation?
As of 2024, The Marcus Wallenberg Foundation holds $2.6M in total assets with $40K in annual revenue. It awarded 2 grants totaling $185K in 2024.
Where does The Marcus Wallenberg Foundation operate?
The Marcus Wallenberg Foundation has awarded grants in New York.
What size grants does The Marcus Wallenberg Foundation award?
In 2024, The Marcus Wallenberg Foundation awarded 2 grants totaling $185K — an average of about $93K per grant, based on its IRS Form 990 filings.
How much is The Marcus Wallenberg Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Marcus Wallenberg Foundation reported a distributable amount of $130K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Marcus Wallenberg Foundation's EIN?
The Marcus Wallenberg Foundation's EIN (Employer Identification Number) is 13-3176307. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Marcus Wallenberg Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.