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Massachusetts · Private foundation

Monte J Wallace Foundation Monte J Wallace Trustee

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1k
Granted FY2023
1
Grants FY2023
1
Organizations funded FY2023
0%
First-time grantees FY2023
Read the full brief
Median grant, FY2023
$1,000
Largest grant, FY2023
$1,000
Organizations funded a year
1 to 2
FY2018 to FY2023
States reached, FY2023
1
Total assets, FY2023
$475k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 0% of the organizations Monte J Wallace Foundation Monte J Wallace Trustee funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23
EducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20231$1k0%
FY20222$590k0%
FY20212$650k0%
FY20202$700k50%
FY20192$650k50%
FY20182$305kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2023.

Education$2.7MHealth$205k

Top grantees

Largest recipients by total granted, FY2018 to FY2023, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
The Trustees of Princeton University$1,739,79830%
Groton School$401,00060%

Plus 2 recipients with no EIN on record ($755k), not named here.

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About Monte J Wallace Foundation Monte J Wallace Trustee

How much does Monte J Wallace Foundation Monte J Wallace Trustee give?
Monte J Wallace Foundation Monte J Wallace Trustee reported 1 grants totaling $1,000 in its FY2023 IRS filing. It funded between 1 and 2 organizations a year over FY2018 to FY2023.
What does Monte J Wallace Foundation Monte J Wallace Trustee fund?
By grant dollars over FY2018 to FY2023, its largest causes are Education (93%), Health (7%).
Who are Monte J Wallace Foundation Monte J Wallace Trustee's largest grantees?
By total granted over FY2018 to FY2023: The Trustees of Princeton University ($1.7M), Groton School ($401k).
Does Monte J Wallace Foundation Monte J Wallace Trustee fund new organizations?
In FY2023, 0% of the organizations it funded were first-time grantees.
Does Monte J Wallace Foundation Monte J Wallace Trustee accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Where is Monte J Wallace Foundation Monte J Wallace Trustee based?
Monte J Wallace Foundation Monte J Wallace Trustee is based in MA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 4 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2025) is on record and reports no grant expense, so the figures above are from FY2023, the most recent year this funder made grants.

Source object · view filing

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