Harry W & Jo-ann D Wallace | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Harry W & Jo-ann D Wallace. Data shown is extracted from Form 990-PF filings.

EIN: 22-3443319

Foundation Overview

Based in So Burlington, VT, Harry W & Jo-ann D Wallace has awarded 95 grants totaling $1,605,000 to organizations in Florida, Vermont and 9 other states across the US. Individual grants range from $5,000 to $51,200, with a median award of $10,000.

Latest Tax Year
2024
Total Giving (all years)
$1,605,000
Total Assets
$3,442,695
Median Grant (all grants)
$10,000

Latest Form 990-PF Snapshot

Total Grants
12
Median Grant
$5,000
% Median Grant Decline
-75% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Highly Accessible: 75%

9 of 12 recipients (75%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.

Geographic Focus
Florida

Grants are geographically diversified with 37% in Florida and funding distributed across 11 total locations. This foundation values broad geographic impact and diverse community partnerships. Within Florida, funding concentrates in Marathon (40%), Sarasota (17%), Lakeland (11%).

Funding Trajectory
+37%

Moderate 37% growth trend over 7 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.

Program Areas
Community Projects + 2 others

Diversified giving across multiple program areas with primary emphasis on community projects (40%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Harry W & Jo-ann D Wallace's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Germantown Neighborhood Food Pantry $5,000 Quincy, MA, US Support 2024
Free Rein $25,000 Brevard, NC, US Supportprograms 2024
Graduate Theological Foundation $10,000 Sarasota, FL, US Programs 2024
Interfaith Social Services $5,000 Quincy, MA, US Support 2024
Christ The King Episcopal Church $5,000 Lakeland, FL, US Support 2024
St Stephen's Episocopal Church $25,000 Lakeland, FL, US Upkeep Of Establishment 2024
Black Mountain Home For Children Youth And Families $30,000 Black Mountain, NC, US Support 2024
Nyu Langone Health $30,000 New York, NY, US Support 2024
Cardinal Cushing Center Inc $5,000 Hanover, MA, US Programs 2024
Mvna And Hospice $5,000 Norwell, MA, US Support 2024
Rosie's Place $5,000 Boston, MA, US Support 2024
Pine Street Inn $5,000 Boston, MA, US Support 2024
Interfaith Social Services $10,000 Quincy, MA, US Support 2023
Florida Keys Land & Sea Trust Inc $10,000 Marathon, FL, US Support 2023
Free Rein $20,000 Brevard, NC, US Supportprograms 2023
Graduate Theological Foundation $10,000 Sarasota, FL, US Programs 2023
St Columba Episcopal Church $20,000 Marathon, FL, US Support 2023
Tunnel To Towers $25,000 Staten Island, NY, US Support 2023
University Of Birmingham $25,000 Birmingham, AL, US Research 2023
Uvm Health Network & Home Health And Hospice $10,000 Colchester, VT, US Support 2023
St Stephen's Epsocopal Church $20,000 Lakeland, FL, US Upkeep Of Establishment 2023
Interfaith Social Services $10,000 Quincy, MA, US Support 2023
Florida Keys Land & Sea Trust Inc $10,000 Marathon, FL, US Support 2023
Free Rein $20,000 Brevard, NC, US Supportprograms 2023
Graduate Theological Foundation $10,000 Sarasota, FL, US Programs 2023
St Columba Episcopal Church $20,000 Marathon, FL, US Support 2023
Tunnel To Towers $25,000 Staten Island, NY, US Support 2023
University Of Birmingham $25,000 Birmingham, AL, US Research 2023
Uvm Health Network & Home Health And Hospice $10,000 Colchester, VT, US Support 2023
St Stephen's Epsocopal Church $20,000 Lakeland, FL, US Upkeep Of Establishment 2023
Florida Keys Land & Sea Trust Inc $10,000 Marathon, FL, US Support 2022
Free Rein $10,000 Brevard, NC, US Programs 2022
St Columba Episcopal Church $25,000 Marathon, FL, US Support 2022
Volunteer Florida Foundation $50,000 Tallahassee, FL, US Support 2022
University Of Birmingham $25,000 Birmingham, AL, US Research 2022
Graduate Theological Foundation $25,000 Sarasota, FL, US Programs 2022
Tunnel To Towers $30,000 Staten Island, NY, US Support 2022
Florida Keys Land & Sea Trust Inc $10,000 Marathon, FL, US Support 2022
Free Rein $10,000 Brevard, NC, US Programs 2022
St Columba Episcopal Church $25,000 Marathon, FL, US Support 2022
Volunteer Florida Foundation $50,000 Tallahassee, FL, US Support 2022
University Of Birmingham $25,000 Birmingham, AL, US Research 2022
Graduate Theological Foundation $25,000 Sarasota, FL, US Programs 2022
Tunnel To Towers $30,000 Staten Island, NY, US Support 2022
Florida Keys Land & Sea Trust Inc $10,000 Marathon, FL, US Support 2022
Free Rein $10,000 Brevard, NC, US Programs 2022
St Columba Episcopal Church $25,000 Marathon, FL, US Support 2022
Volunteer Florida Foundation $50,000 Tallahassee, FL, US Support 2022
University Of Birmingham $25,000 Birmingham, AL, US Research 2022
Graduate Theological Foundation $25,000 Sarasota, FL, US Programs 2022
Tunnel To Towers $30,000 Staten Island, NY, US Support 2022
Florida Keys Land & Sea Trust Inc $5,000 Marathon, FL, US Support 2021
Ronald Mcdonald House $5,000 Burlington, VT, US Support 2021
St Jude's Children And Research Hospital $10,000 Memphis, TN, US Research And Support 2021
St Columba Episcopal Church $51,200 Marathon, FL, US Support 2021
University Of Birmingham $35,800 Birmingham, AL, US Research 2021
Uso $5,000 Washington, DC, US Supplies 2021
Wounded Warrior Project $10,000 Topeka, KS, US Programs And Support 2021
University Of New Mexico $40,000 Albuquerque, NM, US Research 2021
Florida Keys Land & Sea Trust Inc $5,000 Marathon, FL, US Support 2020
Guiding Eyes For The Blind $5,000 Yorktown Heights, NY, US Support 2020
Kair $25,000 Marathon, FL, US Supplies 2020
Koa Cares Camps Trust $5,000 Ogdensburg, NY, US Programs 2020
Make A Wish $15,000 Washington, DC, US Programs 2020
Red Cross $10,000 Miami, FL, US Supplies And Support 2020
Ronald Mcdonald House $10,000 Burlington, VT, US Support 2020
Salvation Army Of Fl $10,000 Key West, FL, US Support 2020
St Jude's Children And Research Hospital $10,000 Memphis, TN, US Research And Support 2020
Travis Roy Foundation $10,000 Boston, MA, US Support 2020
University Of Alabama $50,000 Birmingham, AL, US Research 2020
Uso $5,000 Washington, DC, US Supplies 2020
Wounded Warrior Project $15,000 Topeka, KS, US Programs And Support 2020
Big Brother Big Sister $5,000 Brattleboro, VT, US Programs 2018
Ronald Mcdonald House Of South Florida $5,000 Miami, FL, US Support 2018
Ronald Mcdonald House $5,000 Burlington, VT, US Support 2018
Salvation Army $5,000 Burlington, VT, US Support 2018
University Of Alabama $35,000 Birmingham, AL, US Research 2018
Central Vt Council On Aging $5,000 Barre, VT, US Programs 2018
Cottonwood Montessori School $35,000 Corrales, NM, US Programs And Upkeep 2018
Visiting Nurse Association $5,000 Colchester, VT, US Support 2018
Visiting Nurse Association $5,000 Stuart, FL, US Support 2018
Food For The Poor Inc $10,000 Coconut Creek, FL, US Supplies 2018
Travis Roy Foundation $10,000 Boston, MA, US Support 2018
Multiple Sclerosis $5,000 Williston, VT, US Support 2018
Multiple Sclerosis $5,000 Ftlauderdale, FL, US Support 2018
Cystic Fibrosis $5,000 Ftlauderdale, FL, US Support 2018
Wounded Warrior Project $15,000 Topeka, KS, US Programs And Support 2018
Uso $5,000 Washington, DC, US Supplies 2018
Make A Wish $10,000 Washington, DC, US Programs 2018
Red Cross $5,000 Miami, FL, US Supplies And Support 2018
Ronald Mcdonald House $28,000 Burlington, VT, US Support 2017
University Of Alabama $30,000 Birmingham, AL, US Research 2017
St Jude's Children And Research Hospital $15,000 Memphis, TN, US Research 2017
Jerold Lucey Neonatal Endowment $30,000 Burlington, VT, US Research 2017
Big Brother Big Sister $10,000 Kansas City, MO, US Programs 2017

Foundations Similar to Harry W & Jo-ann D Wallace

Discover 5 foundations with comparable assets ($2,963,506-$4,117,798), similar grant patterns, and geographic focus in VT that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 20-1388136 | 153 grants awarded
$3,358,487
(≈ Similar)
$5,000
median grant
Bennington, VT
Same state
99%
Excellent match

EIN: 04-3441495 | 140 grants awarded
$3,236,973
(≈ Similar)
$5,000
median grant
Warren, VT
Same state
97%
Excellent match

EIN: 04-3357529 | 191 grants awarded
$3,707,182
(≈ Similar)
$5,000
median grant
Norwich, VT
Same state
96%
Excellent match

EIN: 20-1957778 | 280 grants awarded
$2,963,506
(≈ Similar)
$10,000
median grant
Burlington, VT
Same state
93%
Excellent match

EIN: 82-2019103 | 226 grants awarded
$4,117,798
(≈ Similar)
$20,000
median grant
Burlington, VT
Same state
90%
Excellent match

Contact Information

Official contact details for Harry W & Jo-ann D Wallace as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 22-3443319
Website N/A
Address PO BOX 2282 So Burlington, VT 05407-0000

Key People (2)

Board members, trustees, and key staff who oversee Harry W & Jo-ann D Wallace's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee David Sorgi
Trustee Stephen H Locke

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Harry W & Jo-ann D Wallace is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.