Private Foundation

Harry W & Jo-Ann D Wallace Charitable Foundation

Harry W & Jo-Ann D Wallace Charitable Foundation is a private foundation categorized as Private Foundation based in So Burlington, VT. Its most recent IRS filing (2024) reports revenue of $71K, expenses of $191K, total assets of $3.0M. Imperigo tracks 72 reported grants from this foundation totaling approximately $1.1M.

EIN: 223443319 So Burlington, VT Latest filing: 2024

Total Revenue$71K

Total Expenses$191K

Total Assets$3.0M

Grants Given72

Grant Total$1.1M

Filing Years2020–2024

Sample Grants Given

NYU Langone Health

New York, NY · 2024

Support

$30,000

Black Mountain Home for Children Youth and Families

Black Mountain, NC · 2024

Support

$30,000

Free Rein

Brevard, NC · 2024

SupportPrograms

$25,000

St Stephen's Episocopal Church

Lakeland, FL · 2024

Upkeep of establishment

$25,000

Graduate Theological Foundation

Sarasota, FL · 2024

Programs

$10,000

Showing up to 5 of 72 total records — full history available with membership.

Officers & Directors

Trustee David Sorgi

Trustee Stephen H Locke

Officer compensation and complete director data available with membership.

Top Grant Purposes

Support

$459,200 35 grants

Research

$285,800 9 grants

Programs

$110,000 11 grants

Supplies

$50,000 5 grants

SupportPrograms

$45,000 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$71K	$191K	$3.0M
2023	$81K	$188K	$3.1M
2022	$77K	$229K	$3.2M
2021	$81K	$194K	$3.4M
2020	$420K	$235K	$3.5M

Between 2020 and 2024, reported annual revenue declined from $420K to $71K (-83%), with total assets most recently reported at $3.0M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AL, DC, FL, KS, MA, MO, and 4 other states.

ALDCFLKSMAMONCNMNYTN

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for Harry W & Jo-Ann D Wallace Charitable Foundation

Complete financials, all 72 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports