EIN 22-3443319

Harry W & Jo-Ann D Wallace Charitable Foundation

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
State
Year formed
1996
Most recent tax filings
2022-12-01
NTEE code, primary
Description
The Harry W & Jo-Ann D Wallace Charitable Foundation is a private foundation located in So Burlington, VT. Its primary focus is to fund support, programs, and research. If the income produced is not enough, investments are sold to acquire funds to pay the balance of the yearly donations. The foundation has made seven grants last year and its grantees include Volunteer Florida Foundation and others.
Also known as...
Harry W and Jo-Ann D Wallace Foundation
Total revenues
$76,683
2022
Total expenses
$228,506
2022
Total assets
$3,206,190
2022
Num. employees
n/a

Program areas at Harry W & Jo-Ann D Wallace Charitable Foundation

Securities are held to produce income for payment to the charities.
If not enough income has not been produced, investments are sold to
Acquire funds to pay the balance of the yearly donations

Grants made by Harry W & Jo-Ann D Wallace Charitable Foundation

GranteeGrant descriptionAmount
Volunteer Florida FoundationSupport$50,000
Free ReinPrograms$10,000
Florida Keys Land and Sea TrustSupport$10,000

Personnel at Harry W & Jo-Ann D Wallace Charitable Foundation

NameTitleCompensation
Peter SorgiTrustee$8,750

Financials for Harry W & Jo-Ann D Wallace Charitable Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$76,091
Net rental income$0
Net gain from sale of non-inventory assets$592
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$76,683

Form 990s for Harry W & Jo-Ann D Wallace Charitable Foundation

Fiscal year endingDate received by IRSFormPDF link
2021-122022-08-11990PFView PDF
2020-122021-11-12990PFView PDF
2019-122021-05-04990PFView PDF
2018-122019-10-17990PFView PDF
2017-122018-09-12990PFView PDF
...and 6 more Form 990s

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J Samuel Harwit ZL and Manya Harwit-Aviv Charitable TrustLos Angeles, CA$374,943
Wacante KiyapiPine Ridge, SD$65,776
The Gahanna Ages and Abilities PartnershipGahanna, OH$61,025
The Florence FoundationMoss Point, MS$263,307
Washburn Historical MuseumWashburn, WI$119,647
The Behrakis FoundationLexington, MA$201,931
The Rawson Family FoundationLas Cruces, NM$261,474
Ann and Leo Stoll JR Charitable TrustPlatteville, WI$31,221
Concord Education FoundationHopkins, MN$50,000
Data update history
June 14, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 2, 2023
Updated personnel
Identified 2 new personnel
August 18, 2021
Posted financials
Added Form 990PF for fiscal year 2019
March 26, 2020
Posted financials
Added Form 990PF for fiscal year 2018
September 11, 2018
Posted financials
Added Form 990PF for fiscal year 2017
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedCommunity engagement / volunteeringTax deductible donations
General information
Address
PO Box 2282
So Burlington, VT 05407
Metro area
Burlington-South Burlington, VT
County
Chittenden County, VT
Phone
(617) 742-2150
IRS details
EIN
22-3443319
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1996
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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