The Waldo Trust

Foundation · Grantmaker PITTSBURGH, PA EIN: 13-7102854

The Waldo Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. IRS filing data is available for 2020. In 2020, it awarded 2 grants totaling $195K. Net investment income was $1K.

Key facts about The Waldo Trust

EIN: 13-7102854
Latest 990 filing: Form 990-PF, 2020
Annual giving (2020): $194,952
Grants made (2020): 2
Average grant: $97,476
Median grant: $97,476
Primary geography: New Jersey (50% of itemized 2020 grant dollars)

Data from IRS Form 990-PF, 2020; updated April 2026.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$195K

Grant Count

Avg Grant Size

$97K

Under IRS private-foundation payout rules, The Waldo Trust reported a distributable amount of $9K for 2020 — the minimum it must pay out in qualifying distributions.

About The Waldo Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $97K (50%)

Massachusetts $97K (50%)

Share of all 2 itemized 2020 grant dollars.

States

Massachusetts New Jersey

Cities

BostonWoodbridge

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2020
Total Assets	—
Revenue	$1,424
Expenses	$199,112
Qualifying Distributions	—
Net Investment Income	$1,116
Distributable Amount	$8,676

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal year 2020

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 2020

Grant Size Distribution

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest recipients include Bessemer National Gift Fund ($97,476), The Us Charitable Gift Trust ($97,476).

Recipient	Purpose	Amount
BESSEMER NATIONAL GIFT FUND WOODBRIDGE, NJ	GENERAL OPERATING PURPOSES	$97,476
THE US CHARITABLE GIFT TRUST BOSTON, MA	GENERAL OPERATING PURPOSES	$97,476

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Waldo Trust?

The Waldo Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. It holds — in total assets as of 2020.

Where does The Waldo Trust operate?

The Waldo Trust has awarded grants in Massachusetts, New Jersey.

What size grants does The Waldo Trust award?

In 2020, The Waldo Trust awarded 2 grants totaling $195K — an average of about $97K per grant, based on its IRS Form 990 filings.

How much is The Waldo Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, The Waldo Trust reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.