Funder DirectoryHarry W & Jo-Ann D Wallace
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Private foundation (trust)EIN 223443319Est. 1996-05

Harry W & Jo-Ann D Wallace

So Burlington, VT 05407

Total Assets

$3.4M

FY 2024

Annual Giving

$155K

FY 2024

Grants Made

12

FY 2024

Avg Grant

$13K

FY 2024

Grant Range

$5K–$30K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$71K

Total Expenses

$191K

Qualifying Distributions

$165K

Distributable Amount

$170K

Min. Investment Return

$171K

Payout rate 97%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.97%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

12 grants

Grant sizes from minimum $5K through median $5K to maximum $30K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $175K in 2018. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

67 grants

St Columba Episcopal Church
$96K
3 grants
University of Birmingham
$86K
3 grants
University of Alabama
$85K
2 grants
Free Rein
$55K
3 grants
Tunnel to Towers
$55K
2 grants
Volunteer Florida Foundation
$50K
1 grant
Graduate Theological Foundation
$45K
3 grants
University of New Mexico
$40K
1 grant

Grant Size Distribution

67 grants

<$10K
43
grants
$10–50K
23
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

Florida
$351K
35% of total
Alabama
$171K
17% of total
New York
$95K
10% of total
North Carolina
$85K
9% of total
New Mexico
$75K
8% of total
Massachusetts
$60K
6% of total
Vermont
$55K
6% of total
Kansas
$40K
4% of total
District of Columbia
$40K
4% of total
Tennessee
$20K
2% of total

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Harry W & Jo-Ann D Wallace — Grants, Financials & Contact | Grantivo