The South Waite Foundation
The South Waite Foundation is a private foundation, based in Brooklyn, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 10 grants totaling $154K. Net investment income was $375K.
Key facts about The South Waite Foundation
- EIN
- 34-6526411
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $154,000
- Grants made (2024)
- 10
- Average grant
- $15,400
- Median grant
- $10,000
- Total assets
- $2,751,541
- Primary geography
- Ohio (87% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The South Waite Foundation funds
By grant dollars, the top recipient states for The South Waite Foundation's 10 itemized 2024 grants were Ohio (87%) and Maine (13%). The most frequent recipient cities were Cleveland, OH (6 grants). 100% of grants with a stated purpose were for general or operating support.
How The South Waite Foundation gives
- 100% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−12%). Method
- In 2024 it paid out 89% 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 (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 South Waite Foundation
- How to evaluate The South Waite Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+8.7% YoY
Annual Giving
$154K
+0.7% YoY
Grant Count
10
-9.1% YoY
Avg Grant Size
$15K
+10.7% YoY
Under IRS private-foundation payout rules, The South Waite Foundation reported a distributable amount of $174K for 2024 — the minimum it must pay out in qualifying distributions.
About The South Waite Foundation
Based on IRS filings
The South Waite Foundation is a private foundation, based in Brooklyn, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 10 grants totaling $154K. Net investment income was $375K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 10 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,751,541 | $2,530,577 | $2,601,146 |
| Revenue | $391,346 | $96,491 | $134,433 |
| Expenses | $170,250 | $166,268 | $170,548 |
| Qualifying Distributions | $155,050 | $154,275 | $151,020 |
| Net Investment Income | $374,813 | $79,250 | $121,048 |
| Distributable Amount | $173,665 | $155,288 | $156,270 |
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
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Western Reserve Land Conservancy ($65,000), Jackson Laboratory ($20,000), Lawrence School ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WESTERN RESERVE LAND CONSERVANCY Moreland Hills, OH | GENERAL OPERATING | $65,000 |
| JACKSON LABORATORY Bar Harbor, ME | GENERAL OPERATING | $20,000 |
| LAWRENCE SCHOOL Sagamore Hills, OH | GENERAL OPERATING | $15,000 |
| LAKE VIEW CEMETERY FOUNDATION Cleveland, OH | GENERAL OPERATING | $12,000 |
| THE LAKE METRO PARKS Concord, OH | GENERAL OPERATING | $10,000 |
| MUSICAL ARTS ASSOC Cleveland, OH | GENERAL OPERATING | $10,000 |
| CLEVELAND MUSEUM OF ART Cleveland, OH | GENERAL OPERATING | $8,000 |
| CHILDRENS MUSEUM OF CLEVELAND Cleveland, OH | GENERAL OPERATING | $5,000 |
| CLEVELAND MUSEUM OF NATURAL HISTORY Cleveland, OH | GENERAL OPERATING | $5,000 |
| HOLDEN FOREST AND GARDENS Cleveland, OH | GENERAL OPERATING | $4,000 |
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 |
|---|---|---|---|
| Jessica H Rosner | Secretary | 1 | — |
| Marguerite Sherwin | President | 1 | — |
| Pamela S Zalba | Vice President | 1 | — |
| FRANCIS McINTOSH SHERWIN II | Trustee | 1 | — |
Frequently Asked Questions
How large is The South Waite Foundation?
As of 2024, The South Waite Foundation holds $2.8M in total assets with $391K in annual revenue. It awarded 10 grants totaling $154K in 2024.
Where does The South Waite Foundation operate?
The South Waite Foundation has awarded grants in Maine, Ohio.
What size grants does The South Waite Foundation award?
In 2024, The South Waite Foundation awarded 10 grants totaling $154K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is The South Waite Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The South Waite Foundation reported a distributable amount of $174K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The South Waite Foundation's EIN?
The South Waite Foundation's EIN (Employer Identification Number) is 34-6526411. 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.