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EIN 22-3443319

Harry W & Jo-Ann D Wallace Charitable Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
So Burlington
State
Vermont
Year formed
1996
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
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
$80,884
2023
Total expenses
$188,316
2023
Total assets
$3,102,153
2023
Num. employees
0
2023

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 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
Free ReinSupportprograms$20,000
Florida Keys Land and Sea TrustSupport$10,000
Interfaith Social ServicesSupport$10,000
...and 1 more grant made

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 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$86,898
Net rental income$0
Net gain from sale of non-inventory assets$-6,026
Gross sales of inventory$0
Miscellaneous revenues$12
Total revenues$80,884

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

Fiscal year endingDate received by IRSFormPDF link
2023-122024-08-26990PFView PDF
2022-122023-11-02990PFView PDF
2021-122022-08-11990PFView PDF
2020-122021-11-12990PFView PDF
2019-122021-05-04990PFView PDF
...and 8 more Form 990s

Organizations like Harry W & Jo-Ann D Wallace Charitable Foundation

OrganizationLocationRevenue
James A Meador FoundationSalem, VA$124,675
Grove Farm Company FoundationLihue, HI$295,024
Gordon Street Family FoundationChattanooga, TN$334,998
Bartlett Foundation / 64616-0Wilmington, DE$171,542
Horizons Learning FoundationHarrisonburg, VA$146,595
Joel and Lynn Perlmutter Family FouToms River, NJ$117,076
E P Woodruff TrustBrownwood, TX$62,478
Whistle Stop FestivalIrondale, AL$34,229
Global Arts ProjectMiami, FL$133,462
Barceloux-Tibessart Foundation UA dated 5-5-01Chico, CA$54,664
Data update history
January 23, 2024
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
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
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedCommunity engagement / volunteeringTax deductible donationsNo full-time employees
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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