The Wasserman Foundation

SARASOTA, FL EIN: 01-0722408

The Wasserman Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 22 grants totaling $243K. Net investment income was $115K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

-11.4% YoY

Annual Giving

$243K

-11.9% YoY

Grant Count

+46.7% YoY

Avg Grant Size

$11K

-39.9% YoY

Under IRS private-foundation payout rules, The Wasserman Foundation reported a distributable amount of $291K for 2024 — the minimum it must pay out in qualifying distributions.

About The Wasserman Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $997K (100%)

Arkansas $1K (0%)

States

Arkansas Florida

Cities

Little RockSarasota

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,427,084	$1,609,935	$1,814,496
Revenue	$65,005	$77,435	$-84,751
Expenses	$247,856	$281,996	$188,605
Qualifying Distributions	$242,999	$275,904	$183,294
Net Investment Income	$115,346	$119,763	$135,002
Distributable Amount	$291,377	$253,065	$295,180

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

97 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include World of Change ($82,000), Sarasota Memorial Healthcare Foundation ($75,000), Sarasota Performing Arts Center ($20,000).

Recipient	Purpose	Amount
AAP FOUNDATION SARASOTA, FL	CHARITABLE	$2,000
BUTTONWOOD FOUNDATION SARASOTA, FL	CHARITABLE	$1,050
CAMP SUNSHINE SARASOTA, FL	CHARITABLE	$6,000
COLUMBIA RIVERKEEPER SARASOTA, FL	CHARITABLE	$500
CSC SARASOTA, FL	CHARITABLE	$449
DOUGLAS CHAPEL SARASOTA, FL	CHARITABLE	$5,000
HEIFER INTERNATIONAL LITTLE ROCK, AR	CHARITABLE	$1,000
LEMUR CONSERVATOR FOUNDATION SARASOTA, FL	CHARITABLE	$5,000
PLYMOUTH HARBOR FOUNDATION SARASOTA, FL	CHARITABLE	$12,500
PREDATORS OF THE HEART SARASOTA, FL	CHARITABLE	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PETER J WASSERMAN	PRESIDENT	—	—
JUDI WASSERMAN	VP	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Wasserman Foundation?

The Wasserman Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. It holds $1.4M in total assets as of 2024.

How large is The Wasserman Foundation?

As of 2024, The Wasserman Foundation holds $1.4M in total assets with $65K in annual revenue. It awarded 22 grants totaling $243K in 2024.

Where does The Wasserman Foundation operate?

The Wasserman Foundation has awarded grants in Arkansas, Florida.

What size grants does The Wasserman Foundation award?

In 2024, The Wasserman Foundation awarded 22 grants totaling $243K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is The Wasserman Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Wasserman Foundation reported a distributable amount of $291K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.