The Bertram L & Iris S Wolstein Foundation

EIN 34-1787262 • Moreland Hills, OH

Pub. 78 Eligible

34555 Chagrin BlvdMoreland Hills, OH 44022

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

-43%

Higher net margin than 13% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

-56%

Faster asset growth than 4% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

795%

Faster revenue growth than 99% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet

Liabilities / Assets39th percentile

Assets

Down

$102,064

Down $419,831 (-80%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$102,064

Down $419,831 (-80%) from 2023

Operations

Liabilities / Revenue40th percentile Net Margin13th percentile

Revenue

$982,183

Up $966,939 (+6343%) from 2023

Expenses

$1,402,014

Up $1,392,724 (+14992%) from 2023

Net Income

Down

-$419,831

Down $425,785 (-7151%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

Highlighted filing

2024

Assets$102,064

Liabilities$0

Net Assets$102,064

Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

Highlighted filing

2024

Revenue$982,183

Expenses$1,402,014

Net Income-$419,831

Open 2024 Filing

Filings

Most recent year

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

Open filing

Assets: $102,064
Liabilities: $0
Net assets: $102,064
Revenue: $982,183
Expenses: $1,402,014
Net income: -$419,831

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.10	$0.00	$0.10	$0.98	$1.40	$0.42
2023Detailed filing. Detailed filing data is available for this year.	$0.52	$0.00	$0.52	$0.02	$0.01	$0.01
2022Detailed filing. Detailed filing data is available for this year.	$0.52	$0.00	$0.52	$0.01	$0.01	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$0.51	$0.00	$0.51	$0.01	$0.01	$0.00
2020Detailed filing. Detailed filing data is available for this year.	$0.51	$0.00	$0.51	$0.01	$0.00	$0.01
2019Detailed filing. Detailed filing data is available for this year.	$0.50	$0.00	$0.50	$0.02	$0.02	$0.00
2018Detailed filing. Detailed filing data is available for this year.	$0.50	$0.00	$0.50	$0.02	$0.01	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$0.50	$0.00	$0.50	$0.08	$0.64	$0.56
2016Detailed filing. Detailed filing data is available for this year.	$1.05	$0.00	$1.05	$0.01	$0.32	$0.31

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Dec 1, 2023 to Nov 30, 2024
Signed: Oct 11, 2025
Return Version: 2023v6.0

Compensation and Service Providers

Top Officer Pay70th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
IRIS S WOLSTEIN	President/Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Bert & Iris Wolstein Foundation
EIN: 34-1787262
Phone: 4402475400
Address: 34555 CHAGRIN BLVD, MORELAND HILLS, OH 44022

Signing Officer

Name: Iris S Wolstein
Title: President/trustee
Phone: 4402475400
Signed: 2025-10-11
Discuss with paid preparer: Yes

Preparer

Firm: Cohen & Co Advisory LLC
Address: OFFICES LISTED AT, WWWCOHENCOCOM, OH 44115
Preparer: Scott J Swain
Phone: 8002291099

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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	3605 WARRENSVILLE CENTER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	3300 MAYFIELD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	3300 MAYFIELD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	CLEVELAND HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BEACHWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SHAKER HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	CLEVELAND HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	CLEVELAND HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	44118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	44122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	44122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	44118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	44118
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1400384
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	19047
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	22938
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	19047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1358399
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	1358399
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1400384
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	1358399
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1358399
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	22938
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	IRIS S WOLSTEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	IRIS S WOLSTEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	32049 FAIRMOUNT BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	32049 FAIRMOUNT BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	PEPPER PIKE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	PEPPER PIKE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	44124
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	44124
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	806949
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	25047
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	806949
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	4180 SHARES OF APPLE INC STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2023-12-26
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	1522
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	1522
TaxesSchedule/TaxesDetail/Amt	0	108
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	IRIS S WOLSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4402475400
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BERT & IRIS WOLSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	BERT
ReturnHeader/Filer/EIN	0	341787262
ReturnHeader/Filer/PhoneNum	0	4402475400
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	34555 CHAGRIN BLVD
ReturnHeader/Filer/USAddress/CityNm	0	MORELAND HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	44022
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	331756852
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	COHEN & CO ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	OFFICES LISTED AT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WWWCOHENCOCOM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	44115
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8002291099
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SCOTT J SWAIN
ReturnHeader/ReturnTs	0	2025-10-14T10:39:05-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-12-01
ReturnHeader/TaxPeriodEndDt	0	2024-11-30
ReturnHeader/TaxYr	0	2023

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