Wallerstein Foundation for

FLORHAM PARK, NJ EIN: 22-3052726

Wallerstein Foundation for is a private foundation, based in FLORHAM PARK, NJ. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $9.1M in total assets. In 2025, it awarded 1 grants totaling $475K. Net investment income was $575K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$9.1M

-0.3% YoY

Annual Giving

$475K

-4.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$475K

-4.4% YoY

Under IRS private-foundation payout rules, Wallerstein Foundation for reported a distributable amount of $534K for 2025 — the minimum it must pay out in qualifying distributions.

About Wallerstein Foundation for

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $2.3M (100%)

States

New Jersey

Cities

Various

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$9,114,129	$9,142,508	$9,565,715
Revenue	$646,775	$282,240	$234,291
Expenses	$675,643	$690,447	$598,626
Qualifying Distributions	$595,881	$496,577	$395,825
Net Investment Income	$575,006	$89,616	$37,944
Distributable Amount	$534,285	$509,773	$495,686

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Open Grants

1 open opportunity from Wallerstein Foundation for

Foundation

Wallerstein Foundation Grant

WALLERSTEIN FOUNDATION FOR

Amount

Varies

Deadline

Rolling / Open

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include (see Schedule Attached) ($474,675).

Recipient	Purpose	Amount
(SEE SCHEDULE ATTACHED) VARIOUS, NJ	(SEE SCHEDULE ATTACHED)	$474,675

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
LESLEY W BUNN	DIRECTOR	—	—
DEBRA W WILLIAMS	DIRECTOR	—	—
MITCHEL B WALLERSTEIN	PRESIDENT	5	—
MATTHEW P WALLERSTEIN	VICE-PRESIDE	1	—
LEAH P WALLERSTEIN	TREASURER	—	—
SUSAN E PERLIK	SECTYEXDIR	20	$100,000

Frequently Asked Questions

How large is Wallerstein Foundation for?

As of 2025, Wallerstein Foundation for holds $9.1M in total assets with $647K in annual revenue. It awarded 1 grants totaling $475K in 2025.

Where does Wallerstein Foundation for operate?

Wallerstein Foundation for has awarded grants in New Jersey.

What size grants does Wallerstein Foundation for award?

In 2025, Wallerstein Foundation for awarded 1 grants totaling $475K — an average of about $475K per grant, based on its IRS Form 990 filings.

How much is Wallerstein Foundation for required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Wallerstein Foundation for reported a distributable amount of $534K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.