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Also known as: C/O ANNE S WALLACE JUGE
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Jean And David W Wallace Foundation Inc. is a private corporation based in NEW CANAAN, CT. The foundation received its IRS ruling in 2019. The principal officer is David W Wallace. It holds total assets of $36.6M. Annual income is reported at $24.7M. Total assets have grown from $30.7M in 2019 to $37.9M in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Connecticut and New Jersey. According to available records, Jean And David W Wallace Foundation Inc. has made 31 grants totaling $10.4M, with a median grant of $100K. The foundation has distributed between $5.2M and $5.2M annually from 2020 to 2022. Individual grants have ranged from $500 to $1M, with an average award of $334K. The foundation has supported 21 unique organizations. The foundation primarily supports organizations in Connecticut, Rhode Island, Massachusetts, which account for 81% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$100K
Average Grant
$344K
Largest Grant
$1M
Based on 15 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Jean And David W Wallace Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 31 grants. Its grantmaking reaches organizations primarily in CT, RI, MA.
Jean And David W Wallace Foundation Inc. has distributed a total of $10.4M across 31 grants. The median grant size is $100K, with an average of $334K. Individual grants have ranged from $500 to $1M.
Jean And David W Wallace Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
Jean And David W Wallace Foundation Inc. is headquartered in NEW CANAAN, CT. While based in CT, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Mary Wallace Strizek | CO-PRESIDENT AND SECRETARY | $0 | $0 | N/A |
| Anne S Wallace Juge | CO-PRESIDENT AND TREASURER | $0 | $0 | N/A |
Total Giving
$6.9M
Total Assets
$37.9M
Fair Market Value
$40.3M
Net Worth
$37.9M
Grants Paid
$6.8M
Contributions
$1.3M
Net Investment Income
$2.3M
Distribution Amount
$1.9M
Total Grants
31
Total Giving
$10.4M
Average Grant
$334K
Median Grant
$100K
Unique Recipients
21
Most Common Grant
$25K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Salve ReginaPRESIDENT'S INNOVATION FUND FOR STRATEGIC PLANNING | Newport, RI | $600K | 2022 |
| Greenwich HospitalENDOWMENT FUND NEUROLOGY CHAIR | Greenwich, CT | $1M | 2022 |
| Yale School Of MedicineENDOWED CHAIR DEAN OF MEDICINE FUND | New Haven, CT | $1M | 2022 |
| Greenwich AcademyLEADING THE WAY CAMPAIGN LOWER SCHOOL BUILDING | Greenwich, CT | $1M | 2022 |
| Smith CollegeDIRECTORSHIP FOR THE CENTER FOR THE CREATIVE AND PERFORMING ARTS | Northampton, MA | $600K | 2022 |
| Ywca GreenwichSECOND CENTURY CAMPAIGN | Greenwich, CT | $500K | 2022 |
| Adam J Lewis AcademySCHOLARSHIPS | Bridgeport, CT | $100K | 2022 |
| Greenwich Hospital Education FundINVESTING IN OUR HEALTH CARE PROFESSIONALS | Greenwich, CT | $100K | 2022 |
| Reach PrepANNUAL FUND | Stamford, CT | $100K | 2022 |
| Georgia O'Keeffe MuseumTHE BEYOND CAPITAL CAMPAIGN | Santa Fe, NM | $50K | 2022 |
| River House Adult Day CareFAMILY CARE FUND | Cos Cob, CT | $50K | 2022 |
| Greenwich Emergency Medical Service (Gems)ANNUAL FUND | Riverside, CT | $25K | 2022 |
| New York-PresbyterianANNUAL FUND | New York, NY | $25K | 2022 |
| Christ Church TashuaANNUAL FUND | Trumbull, CT | $25K | 2022 |
| Greenwich Historical Society90TH ANNIVERSARY GALA | Cos Cob, CT | $10K | 2022 |
| Daughters Of American Revolution (Dar)ANNUAL FUND | Washington, DC | $500 | 2022 |
| Greenwich LibraryCAPITAL INNOVATION PROJECT | Greenwich, CT | $300K | 2020 |
| Blair AcademyANNUAL FUND | Blairstown, NJ | $50K | 2020 |
| Christ Episopal ChurchANNUAL FUND | Trumbull, CT | $25K | 2020 |
| Adam Lewis SchoolANNUAL FUND | Bridgeport, CT | $25K | 2020 |
| Valley Hospital FoundationSUNETT MITTAL MD RESEARCH FUND | Ridgewood, NJ | $15K | 2020 |