Waterford Group Charitable Foundation Inc

Private foundation · Grantmaker Waterford, CT EIN: 55-0851570

Waterford Group Charitable Foundation Inc is a private foundation, based in Waterford, CT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $103K in total assets. In 2025, it awarded 3 grants totaling $47K.

Key facts about Waterford Group Charitable Foundation Inc

In short: Waterford Group Charitable Foundation Inc gave $47K across 3 grants in 2025 (avg $16K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
55-0851570
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$46,800
Grants made (2025)
3
Average grant
$15,600
Median grant
$1,500
Total assets
$103,241
Primary geography
Connecticut (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$103K

+21.8% YoY

Annual Giving

$47K

+70.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$16K

+70.0% YoY

Under IRS private-foundation payout rules, Waterford Group Charitable Foundation Inc reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.

How Waterford Group Charitable Foundation Inc gives

  • Giving held roughly steady from 2022 to 2025 (+8%). Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 3 itemized 2025 grant dollars.

States

Cities

Southeastern Central

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K4 grants20204 grants20214 grants20223 grants20233 grants20243 grants2025

From 2020 to 2025, annual grant giving ranged from $20K (2021) to $47K (2025). In 2025 it made 3 grants totaling $47K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

See Attachment to Part Xiv: $47K across 3 grantsSee Attachment to Part Xiv$47K · 3 grants

The largest 2025 recipient was See Attachment to Part Xiv ($47K across 3 grants).

Grant Size Distribution

17 grants across all recorded years

17<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 17 grants of 17 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
See Attachment to Part Xiv Southeastern Central, CTGeneral Fund$43,916
See Attachment to Part Xiv Southeastern Central, CTGeneral Fund$1,500
See Attachment to Part Xiv Southeastern Central, CTGeneral Fund$1,384

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K202020212022202320242025
Metric202520242023
Total Assets$103,241$84,776$75,519
Revenue$76,126$46,880$39,578
Expenses$57,661$37,623$49,326
Qualifying Distributions$50,655$31,173$46,126
Net Investment Income——$132
Distributable Amount$4,626$4,145$4,116

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Waterford Group Charitable Foundation Inc is led by Len Wolman, President & Chairperson since 2021 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Len Wolman

    President & Chairperson

    President & Director → President & Chairperson, 2021

    On filings since 2020

    No compensation reported

  • Mark Wolman

    V-President & Treasurer

    V-President & Director → V-President & Treasurer, 2021

    On filings since 2020

    No compensation reported

  • Del J. Lauria

    Secretary & Director

    On filings since 2020

    No compensation reported

Former officers (1)
  • Former: Alan D. Angel (2020) — Treasurer & 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 Waterford Group Charitable Foundation Inc

How much does Waterford Group Charitable Foundation Inc give each year?

Waterford Group Charitable Foundation Inc gave $47K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 3 grants.

What is Waterford Group Charitable Foundation Inc's typical grant size?

Waterford Group Charitable Foundation Inc's median grant in 2025 was $1,500, and its average grant was $15,600, across 3 grants on its 2025 IRS Form 990-PF.

Where does Waterford Group Charitable Foundation Inc give grants?

Waterford Group Charitable Foundation Inc 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 Southeastern Central, CT (3 grants).

Does Waterford Group Charitable Foundation Inc give general operating support?

Yes: 100% of Waterford Group Charitable Foundation Inc's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Waterford Group Charitable Foundation Inc?

Waterford Group Charitable Foundation Inc reported $103K in total assets on its 2025 IRS Form 990-PF. It paid out $51K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).

What is Waterford Group Charitable Foundation Inc's EIN?

Waterford Group Charitable Foundation Inc's EIN (Employer Identification Number) is 55-0851570. 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.

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