Waldron Rise Foundation Inc logo

Waldron Rise Foundation Inc

Private foundation · Grantmaker Fairport, NY EIN: 26-4794724 Website

Waldron Rise Foundation Inc is a private foundation based in Fairport, New York. It makes grants to nonprofit organizations working to improve the physical, mental, and emotional health of children and adults, with its stated geographic focus in Monroe and Onondaga counties.

Key facts about Waldron Rise Foundation Inc

In short: Waldron Rise Foundation Inc gave $434K across 26 grants in 2025 (avg $17K), mostly in New York. 4% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
26-4794724
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$433,925
Grants made (2025)
26
Average grant
$16,689
Median grant
$10,000
New grantees (estimate)
4% first-time grantees (1 of 26, 2025)
Total assets
$6,023,814
Primary geography
New York (78% of itemized 2025 grant dollars)
How to apply
The filing lists the foundation as the contact, states that there are no required forms or materials, and limits awards to organizations described in IRC Section 501(c)(3). Full details ↓
Deadline
The filing lists no deadlines.

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.0M

-2.6% YoY

Annual Giving

$434K

-0.2% YoY

Grant Count

26

-18.8% YoY

Avg Grant Size

$17K

+22.8% YoY

Under IRS private-foundation payout rules, Waldron Rise Foundation Inc reported a distributable amount of $456K for 2025 — the minimum it must pay out in qualifying distributions.

Is Waldron Rise Foundation Inc open to new grantees?

4%

first-time grantees, 2025

In 2025, 1 of 26 grantees (4%) were first-time recipients. First grants averaged $10K; repeat grants $17K. How we count

Medians: $10K first-time, $10K repeat.

  • 69% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−8%). Method
  • In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s mission is to support nonprofit organizations that improve the physical, mental, and emotional health of children and adults. Its website says it generally invests in organizations and programs addressing those needs.

Its 2025 grantees include organizations with a range of missions. For example, AutismUp says it supports people with autism spectrum disorder and their families; David’s Refuge says it provides respite, resources, and support to caregivers of children with special needs or life-threatening medical conditions; and EquiCenter says it promotes growth, wellness, and educational opportunities through horses, horticulture, and nature-based experiences. The Rochester Philharmonic Orchestra describes its mission as inspiring, engaging, and enriching the community through music.

Grantmaking

In 2025, the foundation reported 26 grants totaling $433,925. Grant amounts ranged from $500 to $96,425, with a median grant of $10,000. The largest awards included $96,425 to BREAKTHROUGHT1D for general support; $70,000 to Rochester Philharmonic Orchestra Inc for general support; $50,000 to Rochester General College of Health Careers for general support; and $35,000 to David’s Refuge for general support. Other reported awards included $25,000 each to AutismUp Inc and Rochester Rotary Charitable Trusts Inc, and $16,000 to Mary Cariola Center Inc.

Review Cycle

The filing lists no deadlines.

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Geographic Focus

Where this funder awards grants

The foundation says it invests in organizations in Monroe and Onondaga counties in New York’s Finger Lakes region. Its 2025 filing reports that 78% of grant dollars went to recipients in New York and 22% to recipients in Maryland.

Grant Distribution by State

2states

Share of 2025 grant dollars across all 26 itemized grants.

Cities

RochesterSyracuseFairportEast SyracuseNew YorkCiceroHoneoye FallsCassvilleHagerstownPenfieldPittsfordVictorWebster

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K28 grants2020 25 grants2021 37 grants2022 32 grants2023 32 grants2024 26 grants2025

From 2020 to 2025, annual grant giving ranged from $390K (2020) to $470K (2022). In 2025 it made 26 grants totaling $434K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

BREAKTHROUGHT1D: $96KBREAKTHROUGHT1D$96KRochester Philharmonic Orchestra Inc: $70KRochester PhilharmonicOrchestra Inc$70KRochester General College of Health Careers: $50KRochester General College ofHealth Careers$50KDavid's Refuge: $35KDavid's Refuge$35KAutismup Inc: $25KAutismup Inc$25KRochester Rotary Charitable Trusts Inc: $25KRochester Rotary CharitableTrusts Inc$25KMary Cariola Center Inc: $16KMary Cariola Center Inc$16KShepard Home - End of Life Care: $15KShepard Home - End of LifeCare$15KThe Rochester Friendly Home: $15KThe Rochester Friendly Home$15KEquicenter: $10KEquicenter$10K

The largest 2025 recipient was BREAKTHROUGHT1D ($96K). Together the top 10 received $357K.

Grant Size Distribution

152 grants across all recorded years

142<$50K9$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 142 grants of 152 (93%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
BREAKTHROUGHT1D Hagerstown, MDGeneral Support$96,425
Rochester Philharmonic Orchestra Inc Rochester, NYGeneral Support$70,000
Rochester General College of Health Careers Rochester, NYGeneral Support$50,000
David's Refuge East Syracuse, NYGeneral Support$35,000
Autismup Inc Rochester, NYGeneral Support$25,000
Rochester Rotary Charitable Trusts Inc Rochester, NYGeneral Support$25,000
Mary Cariola Center Inc Rochester, NYGeneral Support$16,000
Shepard Home - End of Life Care Penfield, NYGeneral Support$15,000
The Rochester Friendly Home Rochester, NYGeneral Support$15,000
Equicenter Honeoye Falls, NYGeneral Support$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $6,023,814 $351,786 $510,761 $433,925
2024 $6,182,789 $500,793 $503,839 $435,000
2023 $6,185,835 $420,008 $499,909 $400,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$6,023,814$6,182,789$6,185,835
Revenue$351,786$500,793$420,008
Expenses$510,761$503,839$499,909
Qualifying Distributions$449,998$448,683$455,141
Net Investment Income$291,023$445,637$375,240
Distributable Amount$456,199$428,261$391,399

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Michelle J. Whitman as president, Bradley R. Whitman as vice president, Renier F. Chaintreuil as treasurer, and Daniel M. Meyers as secretary. It also lists Christine B. Whitman, Jena Murphy, Ashley Georgen, Keith Georgen, and James Murphy as directors.

Waldron Rise Foundation Inc is led by Michelle J. Whitman, President on every filing since 2020; none of the 9 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Michelle J. Whitman

    President

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Ashley Georgen

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Christine B. Whitman

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • James Murphy

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jena Murphy

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Keith Georgen

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Bradley R. Whitman

    Vice President

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Daniel M. Meyers

    Secretary

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Renier F. Chaintreuil

    Treasurer

    On filings since 2020

    2 hrs/week

    No compensation reported

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.

Contact

Application contact: Waldron Rise Foundation
Mailing address: PO Box 1734, Fairport, NY 14450
Phone: (585) 421-9824
Website: https://waldronrise.org

Frequently asked questions about Waldron Rise Foundation Inc

How much does Waldron Rise Foundation Inc give each year?

Waldron Rise Foundation Inc gave $434K across 26 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $435K across 32 grants.

What is Waldron Rise Foundation Inc's typical grant size?

Waldron Rise Foundation Inc's median grant in 2025 was $10,000, and its average grant was $16,689, across 26 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Waldron Rise Foundation Inc that year got $10K on average.

Where does Waldron Rise Foundation Inc give grants?

Waldron Rise Foundation Inc gives mostly in New York: 78% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (22%). The most frequent recipient cities were Rochester, NY (18 grants).

Does Waldron Rise Foundation Inc give general operating support?

Yes: 100% of Waldron Rise Foundation Inc's 2025 grants with a stated purpose (26 of 26) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Waldron Rise Foundation Inc's largest grantees?

Waldron Rise Foundation Inc's largest 2025 grantees include BREAKTHROUGHT1D ($96,425), Rochester Philharmonic Orchestra Inc ($70,000) and Rochester General College of Health Careers ($50,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.

How large is Waldron Rise Foundation Inc?

Waldron Rise Foundation Inc reported $6.0M in total assets on its 2025 IRS Form 990-PF. It paid out $450K in qualifying distributions that year, against a required minimum of $456K (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 does Waldron Rise Foundation Inc fund?

The foundation’s mission is to support nonprofit organizations that improve the physical, mental, and emotional health of children and adults. Its website says it generally invests in organizations and programs addressing those needs. See mission & focus areas ↑

How do I apply for a grant from Waldron Rise Foundation Inc?

The filing lists the foundation as the contact, states that there are no required forms or materials, and limits awards to organizations described in IRC Section 501(c)(3). Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Waldron Rise Foundation Inc's EIN?

Waldron Rise Foundation Inc's EIN (Employer Identification Number) is 26-4794724. 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. Research dossier generated September 2026.

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