Wallaby Foundation for Financial Assista

CAMBRIDGE, MA EIN: 81-6421562

Wallaby Foundation for Financial Assista is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAMBRIDGE, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $474K in total assets. In 2024, it awarded 15 grants totaling $66K. Net investment income was $23K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$474K

-8.7% YoY

Annual Giving

$66K

+19.1% YoY

Grant Count

15

+36.4% YoY

Avg Grant Size

$4K

-12.7% YoY

Under IRS private-foundation payout rules, Wallaby Foundation for Financial Assista reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.

About Wallaby Foundation for Financial Assista

Based on IRS filings

Wallaby Foundation for Financial Assista is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAMBRIDGE, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $474K in total assets. In 2024, it awarded 15 grants totaling $66K. Net investment income was $23K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

AllstonBostonDedhamEast BrookfieldEncinitasEssexHadlymeLexingtonMinotNorth GraftonOrleansSacramentoSalisburySchaumburgWakefield

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$33K$66K$100K$133K20202021202220232024
Metric202420232022
Total Assets$474,149$519,494$578,033
Revenue$52,424$4,142$59,170
Expenses$77,891$63,861$62,449
Qualifying Distributions$69,731$57,788$59,446
Net Investment Income$23,277$1,527$40,715
Distributable Amount$32,446$28,907$29,429

Giving Over Time

Total grant dollars and number of grants per year

$0$16K$33K$49K$66K7 grants20207 grants202110 grants202211 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

WAGGLE FOUNDATION$12KAMERICAN VETERINARY MEDI…$10KCUMMINGS SCHOOL OF VETER…$10KMASSACHUSETTS SOCIETY FO…$10KDIABETIC CATS IN NEED$5KMERWIN MEMORIAL FREE CLI…$5KTHE PET FUND$5KANIMAL RESCUE LEAGUE OF …$2KUNITED ANIMAL NATIONS - …$2KPAWS 4 A CURE$1K

Grant Size Distribution

50 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Waggle Foundation ($12,000), American Veterinary Medical Foundation ($10,000), Cummings School of Veterinary Medicine at Tufts University ($10,000).

RecipientPurposeAmount
AMERICAN VETERINARY MEDICAL FOUNDATION SCHAUMBURG, ILCHARITABLE DONATION$10,000
ANIMAL RESCUE LEAGUE OF BOSTON DEDHAM, MACHARITABLE DONATION$2,000
CUMMINGS SCHOOL OF VETERINARY MEDICINE AT TUFTS UNIVERSITY NORTH GRAFTON, MACHARITABLE DONATION$10,000
DIABETIC CATS IN NEED MINOT, MECHARITABLE DONATION$5,000
MERWIN MEMORIAL FREE CLINIC FOR ANIMALS ALLSTON, MACHARITABLE DONATION$5,000
PAWS 4 A CURE WAKEFIELD, MACHARITABLE DONATION$1,000
SECOND CHANCE ANIMAL SERVICES EAST BROOKFIELD, MACHARITABLE DONATION$500
THE SAMPSON FUND FOR VETERINARY CARE ORLEANS, MACHARITABLE DONATION$500
UNITED ANIMAL NATIONS - DBA RED ROVER SACRAMENTO, CACHARITABLE DONATION$2,000
WAGGLE FOUNDATION HADLYME, CTCHARITABLE DONATION$12,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

HEMENWAY BARNES LLPTRUSTEE$4K

From 2024 filing

NameTitleHoursCompensation
ANNE RANDOLPHTRUSTEE1
JOAN GARRITY FLYNNTRUSTEE1
NANCY GARDINERTRUSTEE1
HEMENWAY BARNES LLPTRUSTEE1$4,191

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Wallaby Foundation for Financial Assista?

Wallaby Foundation for Financial Assista is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAMBRIDGE, MA. It holds $474K in total assets as of 2024.

How large is Wallaby Foundation for Financial Assista?

As of 2024, Wallaby Foundation for Financial Assista holds $474K in total assets with $52K in annual revenue. It awarded 15 grants totaling $66K in 2024.

Where does Wallaby Foundation for Financial Assista operate?

Wallaby Foundation for Financial Assista has awarded grants in California, Connecticut, Illinois, Kentucky, Massachusetts, Maine.

What size grants does Wallaby Foundation for Financial Assista award?

In 2024, Wallaby Foundation for Financial Assista awarded 15 grants totaling $66K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Wallaby Foundation for Financial Assista required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Wallaby Foundation for Financial Assista reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Wallaby Foundation for Financial Assista's EIN?

Wallaby Foundation for Financial Assista's EIN (Employer Identification Number) is 81-6421562. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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