Civic Intelligence

Wallerstein Foundation For

EIN 22-3052726 • Florham Park, NJ

View Organization Page

11 Hancock DriveFlorham Park, NJ 07932-2306
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Net Margin

28th percentile

-4.5%

Higher net margin than 28% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

51st percentile

$100,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

34th percentile

-0.3%

Faster asset growth than 34% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

129%

Faster revenue growth than 89% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$9,114,129

Down $28,379 (-0.3%) from 2024

Liabilities

Up

$4,064

Up $489 (+14%) from 2024

Net Assets

Down

$9,110,065

Down $28,868 (-0.3%) from 2024

Operations
Liabilities / Revenue30th percentileNet Margin28th percentile

Revenue

Up

$646,775

Up $364,535 (+129%) from 2024

Expenses

Down

$675,643

Down $14,804 (-2.1%) from 2024

Net Income

Up

-$28,868

Up $379,339 (+93%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $9,614,726Liabilities 2011: $5,5422011Assets 2012: $9,485,238Liabilities 2012: $5,2652012Assets 2013: $9,735,310Liabilities 2013: $23,1472013Assets 2014: $9,420,430Liabilities 2014: $3,9622014Assets 2015: $9,386,875Liabilities 2015: $62,0592015Assets 2016: $9,812,102Liabilities 2016: $52,0432016Assets 2020: $9,975,492Liabilities 2020: $1,8972020Assets 2021: $9,995,609Liabilities 2021: $5,707Net Assets 2021: $9,989,9022021Assets 2022: $9,915,495Liabilities 2022: $4,020Net Assets 2022: $9,911,4752022Assets 2023: $9,565,715Liabilities 2023: $18,575Net Assets 2023: $9,547,1402023Assets 2024: $9,142,508Liabilities 2024: $3,575Net Assets 2024: $9,138,9332024Assets 2025: $9,114,129Liabilities 2025: $4,064Net Assets 2025: $9,110,0652025

Highlighted filing

2025

Assets$9,114,129
Liabilities$4,064
Net Assets$9,110,065
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $1,317,241Expenses 2011: $935,840Net Income 2011: $381,4012011Revenue 2012: $940,530Expenses 2012: $1,069,741Net Income 2012: -$129,2112012Revenue 2013: $1,184,564Expenses 2013: $952,374Net Income 2013: $232,1902013Revenue 2014: $725,200Expenses 2014: $1,020,895Net Income 2014: -$295,6952014Revenue 2015: $753,972Expenses 2015: $845,624Net Income 2015: -$91,6522015Revenue 2016: $1,019,489Expenses 2016: $584,246Net Income 2016: $435,2432016Revenue 2020: $79,113Expenses 2020: $677,819Net Income 2020: -$598,7062020Revenue 2021: $677,467Expenses 2021: $661,160Net Income 2021: $16,3072021Revenue 2022: $625,495Expenses 2022: $703,922Net Income 2022: -$78,4272022Revenue 2023: $234,291Expenses 2023: $598,626Net Income 2023: -$364,3352023Revenue 2024: $282,240Expenses 2024: $690,447Net Income 2024: -$408,2072024Revenue 2025: $646,775Expenses 2025: $675,643Net Income 2025: -$28,8682025

Highlighted filing

2025

Revenue$646,775
Expenses$675,643
Net Income-$28,868
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,114,129
Liabilities
$4,064
Net assets
$9,110,065
Revenue
$646,775
Expenses
$675,643
Net income
-$28,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.11$0.00$9.11$0.65$0.68$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.14$0.00$9.14$0.28$0.69$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.57$0.02$9.55$0.23$0.60$0.36
2022Detailed filing. Detailed filing data is available for this year.$9.92$0.00$9.91$0.63$0.70$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.00$0.01$9.99$0.68$0.66$0.02
2020Summary only. Only limited summary data is available for this year.$9.98$0.00$0.08$0.68$0.60
2016Summary only. Only limited summary data is available for this year.$9.81$0.05$1.02$0.58$0.44
2015Summary only. Only limited summary data is available for this year.$9.39$0.06$0.75$0.85$0.09
2014Summary only. Only limited summary data is available for this year.$9.42$0.00$0.73$1.02$0.30
2013Summary only. Only limited summary data is available for this year.$9.74$0.02$1.18$0.95$0.23
2012Summary only. Only limited summary data is available for this year.$9.49$0.01$0.94$1.07$0.13
2011Summary only. Only limited summary data is available for this year.$9.61$0.01$1.32$0.94$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 26, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN E PERLIKSectyexdirPT$100,000-$100,000
LESLEY W BUNNDirector-$0--
DEBRA W WILLIAMSDirector-$0--
MITCHEL B WALLERSTEINPresidentPT$0--
MATTHEW P WALLERSTEINVice-Preside-$0--
LEAH P WALLERSTEINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wallerstein Foundation for
EIN
22-3052726
Phone
9737312500
Address
11 HANCOCK DRIVE, FLORHAM PARK, NJ 07932-2306

Signing Officer

Name
Mitchel B Wallerstein
Title
President
Phone
9737312500
Signed
2025-10-26

Preparer

Firm
Andrew Wolcott CPA
Address
11 HANCOCK DR, FLORHAM PARK, NJ 07932-2306
Preparer
Andrew Wolcott CPA
Phone
9735930033
Raw XML Appendix320 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt06359
AccountingFeesSchedule/AccountingFeesDetail/Amt11125
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ANDREW WOLCOTT, CPA
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1THOMAS M. EMMANUELLE, CPA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06359
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt11125
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02008-01-01
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt06989
DepreciationSchedule/DepreciationPropertyGrp/LifeRt07.0000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt06989
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0TELEPHONE SYSTEM
ExplnOfNonFilingWithAGStmt/ExplanationTxt0NEW JERSEY ONLY REQUIRES THAT A COPY OF FORM 990 BE SUBMITTED BY QUALIFIED CHARITIES AND PAID FUND RAISERS.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt08967865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt011215304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0284534
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0351709
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010512
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt020
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0295066
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0351709
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0646775
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07484
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07484
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0351709
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0474675
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0474675
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0284534
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0284534
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-28868
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03693646
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010512
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010512
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0351709
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0575006
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05909
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05909
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt071769
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt071769
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt07813
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt07813
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07993
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0595881
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt071769
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0675643
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0646775
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0646775
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0121206
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt071769
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0200968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03341937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0348025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0348025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03689962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SCHEDULE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0351709
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-28868
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09110065
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09138933
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09110065
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0534285
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0534285
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0534285
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0542278
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07993
IRS990PF/DistributableAmountGrp/TotalTaxAmt07993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03929
IRS990PF/FMVAssetsEOYAmt011361568
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07135
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-10501
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-10501
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt06989
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt06989
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03929
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt08791889
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt08967865
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt011215304
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03575
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt04064
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09138933
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09110065
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0339555
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0156765
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0156765
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09142508
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09114129
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011361568
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03575
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04064
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09142508
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09114129
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09138933
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09110065
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011010726
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0315945
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010694781
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0165161
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0542278
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010845565
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011010726
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt5100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LESLEY W BUNN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEBRA W WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MITCHEL B WALLERSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MATTHEW P WALLERSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4LEAH P WALLERSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5SUSAN E PERLIK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE-PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5SECTYEXDIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011 HANCOCK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111 HANCOCK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt211 HANCOCK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt311 HANCOCK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt411 HANCOCK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt511 HANCOCK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FLORHAM PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FLORHAM PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FLORHAM PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3FLORHAM PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4FLORHAM PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5FLORHAM PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd007932
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd107932
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd207932
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd307932
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd407932
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd507932
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0595881
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0595881
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUSAN E PERLIK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0807 DAVIS STREET UNIT 601
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EVANSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060201
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09737312500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0INSTRUCTIONS ARE PROVIDED ON THE FOLLOWING WEB PORTAL REGARDING THE FORMAT AND SPECIFIC INFORMATION THAT MUST BE INCLUDED IN THE APPLICATION. HTTPS://WEBPORTALAPP.COM/APPFORM/LOGIN/WALLERSTEINFOUNDATI ON_GRANT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DR SUSAN PERLIK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09737312500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0807 DAVIS STREET UNIT 601
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0EVANSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION GENERALLY MAKES GRANTS TO ORGANIZATIONS IN THE NEW YORK METROPOLITAN AREA, ALTHOUGH GEOGRAPHIC EXCEPTIONS ARE MADE ON OCCASION. THE FOUNDATION'S PHILANTHROPIC FOCUS IS ON GERIATRIC LIFE IMPROVEMENT, AND VIRTUALLY ALL SUCCESSFUL APPLICATIONS WILL CONCERN AGING PROGRAMS OR RESEARCH ON AGING. THE FOUNDATION WILL ONLY MAKE GRANTS TO ORGANIZATIONS THAT CAN PROVIDE THEIR IRS 501(C)(3) LETTER OF APPROVAL AND A COPY OF THEIR MOST RECENT IRS TAX RETURN FILING.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THERE ARE NO SUBMISSION DEADLINES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0474675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0(SEE SCHEDULE ATTACHED)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0(SEE SCHEDULE ATTACHED)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007932
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0474675
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt094788
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0501093
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0534285
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0595881
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0439497
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0501093
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt06989
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt06989
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03929
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0EXCHANGES RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PAYROLL TAXES PAYABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2FEDERAL EXCISE TAX OVERPYMT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1GRANT TRACKING & OFFICE EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DUES AND SUBSCRIP & LIBRARY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05909
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05909
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt020
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt020
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03575
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCHANGES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1FEDERAL EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2PAYROLL TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt04064
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt071769
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0J.P. MORGAN CHASE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt071769
TaxesSchedule/TaxesDetail/Amt07993
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX - FORM 990-PF
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCHEL B WALLERSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09737312500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALLERSTEIN FOUNDATION FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GERIATRIC LIFE IMPROVEMENT
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0223052726
ReturnHeader/Filer/PhoneNum09737312500
ReturnHeader/Filer/USAddress/AddressLine1Txt011 HANCOCK DRIVE
ReturnHeader/Filer/USAddress/CityNm0FLORHAM PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0079322306
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222942879
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDREW WOLCOTT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 HANCOCK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORHAM PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0079322306
ReturnHeader/PreparerPersonGrp/PhoneNum09735930033
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW WOLCOTT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-08T16:22:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.