Bert & Iris Wolstein Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Bert & Iris Wolstein Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 34-1787262
Foundation Overview
Based in Moreland Hills, OH, Bert & Iris Wolstein Foundation has awarded 33 grants totaling $2,355,290 to organizations in Ohio, District of Columbia and 1 other state across the US. Individual grants range from $18 to $774,953, with a median award of $396.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
1 of 5 recipients (20%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
85% of all grants are concentrated in Ohio, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Ohio, funding concentrates in Cleveland Heights (46%), Beachwood (25%), Cleveland (11%).
Funding Trajectory
Strong 350% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Bert & Iris Wolstein Foundation'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 |
|---|---|---|---|---|
| The Park Synagogue | $774,953 | Cleveland Heights, OH, US | General Fund | 2023 |
| The Temple - Tifereth | $150 | Beachwood, OH, US | General Fund | 2023 |
| University Hospitals Health System Inc | $600,000 | Shaker Heights, OH, US | General Fund | 2023 |
| The Park Synagogue | $234 | Cleveland Heights, OH, US | General Fund | 2023 |
| The Park Synagogue | $25,047 | Cleveland Heights, OH, US | General Fund | 2023 |
| The Park Synagogue | $558 | Cleveland Heights, OH, US | General Fund | 2022 |
| Alzheimers Association | $2,500 | Chicago, IL, US | Gerneral Fund | 2022 |
| The Temple - Tifereth | $36 | Beachwood, OH, US | General Fund | 2022 |
| The Park Synagogue | $558 | Cleveland Heights, OH, US | General Fund | 2022 |
| Alzheimers Association | $2,500 | Chicago, IL, US | Gerneral Fund | 2022 |
| The Temple - Tifereth | $36 | Beachwood, OH, US | General Fund | 2022 |
| The Park Synagogue | $396 | Cleveland Heights, OH, US | General Fund | 2021 |
| United States Holocaust Memorial Museum | $36 | Washington, DC, US | General Fund | 2021 |
| The Park Synagogue | $396 | Cleveland Heights, OH, US | General Fund | 2021 |
| United States Holocaust Memorial Museum | $36 | Washington, DC, US | General Fund | 2021 |
| The Park Synagogue | $396 | Cleveland Heights, OH, US | General Fund | 2021 |
| United States Holocaust Memorial Museum | $36 | Washington, DC, US | General Fund | 2021 |
| The Park Synagogue | $118 | Cleveland Heights, OH, US | General Fund | 2020 |
| The Temple -tifereth Israel | $18 | Beachwood, OH, US | General Fund | 2020 |
| The Park Synagogue | $252 | Cleveland Heights, OH, US | General Fund | 2019 |
| The Park Synagogue | $216 | Cleveland Heights, OH, US | General Fund | 2017 |
| Rhonda's Kiss | $10,000 | Cleveland, OH, US | General Fund | 2017 |
| The Temple- Tifereth Isreal | $180 | Beachwood, OH, US | General Fund | 2017 |
| Maltz Hospice House | $100 | Beachwood, OH, US | General Fund | 2017 |
| Temple -tifereth Isreal | $18 | Beachwood, OH, US | General Fund | 2016 |
| The Park Synagogue | $90 | Cleveland Heights, OH, US | General Fund | 2016 |
| The Ohio State University | $315,000 | Columbus, OH, US | Leadership Fund | 2016 |
| The Ohio State University | $300,000 | Columbus, OH, US | Athletic Fund | 2016 |
| Rhonda's Kiss | $10,000 | Cleveland, OH, US | General | 2016 |
| The Park Synagogue | $180 | Cleveland Heights, OH, US | General Fund | 2015 |
| The Ohio State University Foundation | $300,000 | Columbus, OH, US | Athletics Program | 2015 |
| Rhonda's Kiss | $10,000 | Cleveland, OH, US | General | 2015 |
| Mercy Foundation | $1,250 | Cincinnati, OH, US | General | 2015 |
Foundations Similar to Bert & Iris Wolstein Foundation
Discover 5 foundations with comparable assets ($97,604-$106,276), similar grant patterns, and geographic focus in OH 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 |
|---|---|---|---|---|
|
Bright Seed Foundation Inc
EIN: 93-1301123 | 39 grants awarded |
$103,757
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$500
median grant |
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The Newman Foundation Incorporated
EIN: 31-6061954 | 207 grants awarded |
$104,427
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$200
median grant |
Cincinnati, OH
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|
Moerlein Family Foundation
EIN: 86-3600474 | 65 grants awarded |
$99,633
(≈ Similar) |
$250
median grant |
Montgomery, OH
Same state |
|
|
Perciak Family Foundation Inc
EIN: 34-1910059 | 91 grants awarded |
$106,276
(≈ Similar) |
$750
median grant |
Strongsville, OH
Same state |
|
|
Simson First Foundation
EIN: 31-0935291 | 309 grants awarded |
$97,604
(≈ Similar) |
$500
median grant |
Columbus, OH
Same state |
|
Related Foundation Resources in OH:
Contact Information
Official contact details for Bert & Iris Wolstein Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 34-1787262 |
| Website | N/A |
| Address | 34555 CHAGRIN BLVD Moreland Hills, OH 44022-1056 |
Key People (1)
Board members, trustees, and key staff who oversee Bert & Iris Wolstein Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President/trustee | Iris S Wolstein |
|---|
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 Bert & Iris Wolstein Foundation 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
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