Waterford Group Charitable Foundation Inc
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.
Waterford Group Charitable Foundation Inc at a glance
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.
- Annual giving (2025)
- $46,800
- +70.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $15,600
- +70.0% vs 2024
- Median grant
- $1,500
- Total assets
- $103,241
- +21.8% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Waterford Group Charitable Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was See Attachment to Part XIV ($47K across 3 grants).
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 17 grants of 17 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $20K (2021) to $47K (2025). In 2025 it made 3 grants totaling $47K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attachment to Part XIV Southeastern Central, CT | General Fund | $43,916 |
| See Attachment to Part XIV Southeastern Central, CT | General Fund | $1,500 |
| See Attachment to Part XIV Southeastern Central, CT | General Fund | $1,384 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $103,241 | $76,126 | $57,661 | $46,800 | 3 | $50,655 | — | $4,626 |
| 2024 | $84,776 | $46,880 | $37,623 | $27,529 | 3 | $31,173 | — | $4,145 |
| 2023 | $75,519 | $39,578 | $49,326 | $40,555 | 3 | $46,126 | $132 | $4,116 |
| 2022 | $85,267 | $23,217 | $50,335 | $43,459 | 4 | $50,335 | — | $5,139 |
| 2021 | $112,385 | $22,175 | $27,515 | $20,371 | 4 | $27,515 | — | $5,885 |
| 2020 | $117,725 | $30,352 | $37,551 | $29,731 | 4 | — | — | $5,982 |
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.
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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Waterford Group Charitable Foundation Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Waterford Group Charitable Foundation Inc's focus areas in our free grants database
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