Civic Intelligence

Wallerstein Foundation for Geriatri C Life Improvement Inc.

990PF • Fiscal year 2024 • EIN 22-3052726

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 20, 2024

Organization Profile

View Organization Page

11 Hancock DriveFlorham Park, NJ 07932-2306

(973) 731-2500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

3rd percentile

-145%

Higher net margin than 3% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$100,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 35.4% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

17th percentile

-4.4%

Faster asset growth than 17% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

20%

Faster revenue growth than 64% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$9,142,508

Down $423,207 (-4.4%) from 2023

Net Assets

Down

$9,138,933

Down $408,207 (-4.3%) from 2023

Liabilities

Down

$3,575

Down $15,000 (-81%) from 2023

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin3rd percentile

Revenue

Up

$282,240

Up $47,949 (+20%) from 2023

Expenses

Up

$690,447

Up $91,821 (+15%) from 2023

Net Income

Down

-$408,207

Down $43,872 (-12%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2024

Assets$9,142,508
Liabilities$3,575
Net Assets$9,138,933
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$282,240
Expenses$690,447
Net Income-$408,207
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 20, 2024
Return Version
2023v5.0
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
2024-09-20

Preparer

Firm
Andrew Wolcott CPA
Address
11 HANCOCK DR, FLORHAM PARK, NJ 07932-2306
Preparer
Andrew Wolcott CPA
Phone
9735930033
Raw XML Appendix333 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/Amt05569
AccountingFeesSchedule/AccountingFeesDetail/Amt13725
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ANDREW WOLCOTT, CPA
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1THOMAS M. EMMANUELLE, CPA
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05569
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt13725
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/BookValueAmt08791889
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010435590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0251595
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-408207
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04803046
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08829
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt021811
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt089616
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015081
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt060336
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt07913
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt07913
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01246
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0690447
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0282240
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0282240
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0192624
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0193870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04781235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122343
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122343
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SCHEDULE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt021811
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-408207
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09138933
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09547140
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09138933
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0509773
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0509773
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0509773
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0511019
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01246
IRS990PF/DistributableAmountGrp/TotalTaxAmt01246
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01246
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03929
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01246
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05175
IRS990PF/FMVAssetsEOYAmt010786209
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-26999
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07135
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IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt015000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt06989
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt06989
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt05175
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03575
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03575
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09547140
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0277372
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09565715
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt018575
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03575
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010376016
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0332552
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010043464
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0155640
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0511019
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt211 HANCOCK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt311 HANCOCK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt411 HANCOCK DRIVE
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0496577
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/Amt0496577
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/TotalGrantOrContriPdDurYrAmt0496577
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/AppliedToCurrentYearAmt08680
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0487897
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0509773
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0496577
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0501093
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0487897
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt06989
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt06989
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05175
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0EXCHANGES RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PAYROLL TAXES PAYABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2FEDERAL EXCISE TAX OVERPYMT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03929
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03929
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1GRANT TRACKING & OFFICE EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DUES AND SUBSCRIP & LIBRARY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013581
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013581
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11500
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03575
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCHANGES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1FEDERAL EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2PAYROLL TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03575
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt060336
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0J.P. MORGAN CHASE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt060336
TaxesSchedule/TaxesDetail/Amt01246
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX - FORM 990-PF
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCHEL B WALLERSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09737312500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-20
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/PreparationDt02024-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW WOLCOTT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-22T12:25:29-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,142,508
Liabilities
$3,575
Net assets
$9,138,933
Revenue
$282,240
Expenses
$690,447
Net income
-$408,207
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
2024Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • $5M-$10M nonprofits