The Wallingford Historical
The Wallingford Historical is a private foundation, based in Walligford, CT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 4 grants totaling $8K. Net investment income was $350K.
The Wallingford Historical at a glance
In short: The Wallingford Historical gave $8K across 4 grants in 2025 (avg $2K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,510
- Grants made (2025)
- 4
- Average grant
- $1,878
- Median grant
- $2,005
- Total assets
- $2,715,797
- +26.8% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Wallingford Historical funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was VFW Post 591 ($3K). Together the top 4 received $8K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How The Wallingford Historical gives
- Giving fell 71% from 2022 to 2025. Method
- In 2025 it paid out 41% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $3K (2023) to $26K (2022). In 2025 it made 4 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| VFW Post 591 Wallingford, CT | Donation Toward Furnace | $2,500 |
| Town of Wallingford Wallingford, CT | WLFD America 250 Events | $2,425 |
| Center St Cemetery Wallingford, CT | Donation of Liberty Elm Tree | $1,585 |
| Wallingford Garden Club Wallingford, CT | Support WLFD Community Gardens | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,715,797 | $29,661 | $56,065 | $7,510 | 4 | $49,119 | $349,870 | $119,867 |
| 2024 | $2,141,114 | $31,819 | $45,443 | — | — | $38,683 | $23,469 | $90,040 |
| 2023 | $1,983,206 | $24,033 | $44,404 | $2,681 | 1 | $37,710 | $11,878 | $74,777 |
| 2022 | $2,027,345 | $21,320 | $59,558 | $26,263 | 1 | $290,042 | $10,701 | $81,212 |
| 2021 | $2,011,462 | $15,535 | $25,091 | — | — | — | $8,385 | $77,845 |
| 2020 | $1,644,966 | $11,252 | $30,524 | $3,200 | 1 | — | $645 | $61,294 |
Under IRS private-foundation payout rules, The Wallingford Historical reported a distributable amount of $120K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Wallingford Historical is led by Robert N. Beaumont, President since 2023 (on filings since 2020); none of the 17 officers listed in 2025 report compensation.
Officers on the 2025 filing
Robert N. Beaumont
President
1st Vice President → President, 2023
On filings since 2020
4 hrs/week
No compensation reported
Alan Reed
Director
On filings since 2020
2 hrs/week
No compensation reported
Amy Humprhries
Director
2nd Vice President → Director, 2023
On filings since 2020
2 hrs/week
No compensation reported
Edward Adams
Director
On filings since 2020
2 hrs/week
No compensation reported
Elizabeth B. Gagliardi
Director
On filings since 2020
2 hrs/week
No compensation reported
Jane Reed
Director
On filings since 2020
2 hrs/week
No compensation reported
Barbara Calza Self
Director
On filings since 2022
2 hrs/week
No compensation reported
Kathy Bryson
Director
On filings since 2022
2 hrs/week
No compensation reported
Scott Adkins
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Barbara Sibley
3rd Vice President
On filings since 2020
2 hrs/week
No compensation reported
Noma G. Beaumont
Treasurer
On filings since 2020
4 hrs/week
No compensation reported
Patricia Chappell
Recording Se
On filings since 2020
2 hrs/week
No compensation reported
Shirley Lagerstrom
2nd Vice President
Director → 2nd Vice President, 2023
On filings since 2020
2 hrs/week
No compensation reported
Jonathan Judd
Correspndg S
On filings since 2023
2 hrs/week
No compensation reported
Mary Ellen Eckels
3rd Vice President
Director → 3rd Vice President, 2025
On filings since 2023
2 hrs/week
No compensation reported
Robert Devaney
1st Vice President
On filings since 2023
4 hrs/week
No compensation reported
Elizabeth Devlin
Financial Se
On filings since 2024
2 hrs/week
No compensation reported
Former officers (7)
- Former: Robert Page (2020–2024) — Director
- Former: Deborah Foley (2020–2023) — Financial Se
- Former: Laura Bertekap (2020–2022) — Correspndg S
- Former: Raymond Chappell (2020–2022) — President
- Former: Robert Bertakap (2020–2022) — Director
- Former: James Leigh Barnes (2020–2021) — Director
- Former: Joyce Kowalczyk (2020–2021) — Director
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 Wallingford Historical
How much does The Wallingford Historical give each year?
The Wallingford Historical gave $8K across 4 grants in 2025, according to its 2025 IRS Form 990-PF.
What is The Wallingford Historical's typical grant size?
The Wallingford Historical's median grant in 2025 was $2,005, and its average grant was $1,878, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Wallingford Historical give grants?
The Wallingford Historical gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Wallingford, CT (4 grants).
Does The Wallingford Historical give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on The Wallingford Historical's 2025 IRS Form 990-PF were described as general or operating support.
How large is The Wallingford Historical?
The Wallingford Historical reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $49K in qualifying distributions that year, against a required minimum of $120K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Wallingford Historical's EIN?
The Wallingford Historical's EIN (Employer Identification Number) is 06-6035188. 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.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 12, 2026)
- IRS filings on file for fiscal years 2020–2024
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