Waterford Group Charitable Foundation Inc
Waterford Group Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WATERFORD, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $85K in total assets. In 2024, it awarded 3 grants totaling $28K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$85K
+12.3% YoY
Annual Giving
$28K
-32.1% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$9K
-32.1% YoY
Under IRS private-foundation payout rules, Waterford Group Charitable Foundation Inc reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.
About Waterford Group Charitable Foundation Inc
Based on IRS filings
Waterford Group Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WATERFORD, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $85K in total assets. In 2024, it awarded 3 grants totaling $28K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $84,776 | $75,519 | $85,267 |
| Revenue | $46,880 | $39,578 | $23,217 |
| Expenses | $37,623 | $49,326 | $50,335 |
| Qualifying Distributions | $31,173 | $46,126 | $50,335 |
| Net Investment Income | — | $132 | — |
| Distributable Amount | $4,145 | $4,116 | $5,139 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See Attachment to Part Xiv ($24,125), See Attachment to Part Xiv ($2,054), See Attachment to Part Xiv ($1,350).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHMENT TO PART XIV SOUTHEASTERN CENTRAL, CT | GENERAL FUND | $1,350 |
| SEE ATTACHMENT TO PART XIV SOUTHEASTERN CENTRAL, CT | GENERAL FUND | $2,054 |
| SEE ATTACHMENT TO PART XIV SOUTHEASTERN CENTRAL, CT | GENERAL FUND | $24,125 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LEN WOLMAN | PRESIDENT/CHAIRPERSON | — | — |
| MARK WOLMAN | V-PRESIDENT/TREASURER | — | — |
| DEL J LAURIA | SECRETARY/DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Waterford Group Charitable Foundation Inc?
Waterford Group Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WATERFORD, CT. It holds $85K in total assets as of 2024.
How large is Waterford Group Charitable Foundation Inc?
As of 2024, Waterford Group Charitable Foundation Inc holds $85K in total assets with $47K in annual revenue. It awarded 3 grants totaling $28K in 2024.
Where does Waterford Group Charitable Foundation Inc operate?
Waterford Group Charitable Foundation Inc has awarded grants in Connecticut.
What size grants does Waterford Group Charitable Foundation Inc award?
In 2024, Waterford Group Charitable Foundation Inc awarded 3 grants totaling $28K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Waterford Group Charitable Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Waterford Group Charitable Foundation Inc reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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