The Waldorf Family Foundation Inc
The Waldorf Family Foundation Inc is a private foundation, based in Portland, OR. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $791K in total assets. In 2025, it awarded 4 grants totaling $57K. Net investment income was $10K.
Key facts about The Waldorf Family Foundation Inc
In short: The Waldorf Family Foundation Inc gave $57K across 4 grants in 2025 (avg $14K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 11-3136497
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $57,005
- Grants made (2025)
- 4
- Average grant
- $14,251
- Median grant
- $2,503
- Total assets
- $791,179
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$791K
+1.1% YoY
Annual Giving
$57K
+3.6% YoY
Grant Count
4
-33.3% YoY
Avg Grant Size
$14K
+55.5% YoY
Under IRS private-foundation payout rules, The Waldorf Family Foundation Inc reported a distributable amount of $39K for 2025 — the minimum it must pay out in qualifying distributions.
How The Waldorf Family Foundation Inc gives
- Giving grew 27% from 2022 to 2025. Method
- In 2025 it paid out 148% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $28K (2023) to $140K (2020). In 2025 it made 4 grants totaling $57K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was New York Foundling ($50K). Together the top 4 received $57K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 20 grants of 21 (95%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New York Foundling New York, NY | Charitable Use | $50,000 |
| Mommas House Levittown, NY | Charitable Use | $3,000 |
| Sisters of St Dominic Amityville, NY | Charitable Use | $2,005 |
| Covenant House New York, NY | Charitable Use | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $791,179 | $782,191 | $777,734 |
| Revenue | $36,328 | $58,185 | $7,890 |
| Expenses | $75,369 | $73,114 | $28,939 |
| Qualifying Distributions | $57,005 | $55,000 | $28,000 |
| Net Investment Income | $9,898 | $14,246 | $35,779 |
| Distributable Amount | $38,606 | $38,323 | $36,998 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 31, 2024)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 9, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
The Waldorf Family Foundation Inc is led by Kathleen Waldorf, President since 2022 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kathleen Waldorf
President
President-Sec → President, 2022
On filings since 2020
2 hrs/week
No compensation reported
Kathleen Rizzotti
Director
On filings since 2022
1 hr/week
No compensation reported
Kathleen Passantino
Treasurer
On filings since 2022
1 hr/week
No compensation reported
Former officers (1)
- Former: Kathleen Biemer (2020–2021) — Treasurer-Direc
Data from IRS Form 990 filings, 2020–2025. "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 Waldorf Family Foundation Inc
How much does The Waldorf Family Foundation Inc give each year?
The Waldorf Family Foundation Inc gave $57K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $55K across 6 grants.
What is The Waldorf Family Foundation Inc's typical grant size?
The Waldorf Family Foundation Inc's median grant in 2025 was $2,503, and its average grant was $14,251, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Waldorf Family Foundation Inc give grants?
The Waldorf Family Foundation Inc gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (2 grants).
Does The Waldorf Family Foundation Inc give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on The Waldorf Family Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Use" (4 grants).
How large is The Waldorf Family Foundation Inc?
The Waldorf Family Foundation Inc reported $791K in total assets on its 2025 IRS Form 990-PF. It paid out $57K in qualifying distributions that year, against a required minimum of $39K (roughly 5% of its investment assets).
What is The Waldorf Family Foundation Inc's EIN?
The Waldorf Family Foundation Inc's EIN (Employer Identification Number) is 11-3136497. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Waldorf Family Foundation Inc by hand.
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