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EIN 06-1626691

Jean and David W Wallace Foundation

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
New Canaan
State
Connecticut
Year formed
2019
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
The Jean and David W Wallace Foundation is a private foundation located in Greenwich, CT that made eight grants last year. Grantees include Yale School Of Medicine. Trustees are Mary Wallace Strizek, Anne S Wallace Juge.
Total revenues
$3,041,550
2022
Total expenses
$5,321,697
2022
Total assets
$41,034,480
2022
Num. employees
n/a

Grants made by Jean and David W Wallace Foundation

GranteeGrant descriptionAmount
Greenwich AcademyLeading the Way Campaign Lower School Building$1,000,000
Phyllis Bodel Infant ToddlerEndowed Chair Dean of Medicine Fund$1,000,000
Greenwich HospitalEndowment Fund Neurology Chair$1,000,000
...and 8 more grants made

Personnel at Jean and David W Wallace Foundation

NameTitleCompensation
Anne S Wallace JugePresident and Treasurer$0

Financials for Jean and David W Wallace Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$1,738,102
Investment income and dividends$1,005,809
Net rental income$0
Net gain from sale of non-inventory assets$186,035
Gross sales of inventory$0
Miscellaneous revenues$111,604
Total revenues$3,041,550

Form 990s for Jean and David W Wallace Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-05-11990PFView PDF
2021-122022-05-13990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-06-15990PFView PDF
2017-122019-03-19990PFView PDF
...and 8 more Form 990s
Data update history
August 17, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 6, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 28, 2023
Posted financials
Added Form 990PF for fiscal year 2020
October 22, 2021
Posted financials
Added Form 990PF for fiscal year 2019
September 27, 2021
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
687 Oenoke Ridge
New Canaan, CT 06840
Metro area
Bridgeport-Stamford-Norwalk, CT
Phone
(203) 366-5876
IRS details
EIN
06-1626691
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2019
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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