The Waldo Trust
The Waldo Trust is a private foundation, based in Pittsburgh, PA. IRS filing data is available for 2020. In 2020, it awarded 2 grants totaling $195K. Net investment income was $1K.
The Waldo Trust at a glance
In short: The Waldo Trust gave $195K across 2 grants in 2020 (avg $97K), mostly in New Jersey. Source: 2020 IRS Form 990-PF.
- 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)
- Latest 990 filing
- Form 990-PF, 2020 View filing
Data from IRS Form 990-PF, 2020; updated September 2026.
Who The Waldo Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2020
The largest 2020 recipient was Bessemer National Gift Fund ($97K). Together the top 2 received $195K.
Grant Size Distribution
2 grants across all recorded years
The most common grant size was in the $50–100K range: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2020 grant dollars across all 2 itemized grants.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2020 it made 2 grants totaling $195K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Revenue | Expenses | Grants paid | Grants | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|
| 2020 | $1,424 | $199,112 | $194,952 | 2 | $1,116 | $8,676 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Waldo Trust's only listed officer is BNY Mellon NA, Trustee on the 2020 filing (uncompensated).
Officers on the 2020 filing
BNY Mellon NA
Trustee
New on the 2020 filing
No compensation reported
Data from IRS Form 990 filings, 2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Waldo Trust
How much does The Waldo Trust give each year?
The Waldo Trust gave $195K across 2 grants in 2020, according to its 2020 IRS Form 990-PF.
Where does The Waldo Trust operate?
The Waldo Trust has awarded grants in Massachusetts, New Jersey.
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.
What is The Waldo Trust's EIN?
The Waldo Trust's EIN (Employer Identification Number) is 13-7102854. IRS Form 990 filing data is available on this page for 2020.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal year 2020
Live grants for the work The Waldo Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in The Waldo Trust's focus areas in our free grants database
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