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New York · Nonprofit

THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC

THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC (New York) receives grants from 11 organizations whose IRS filings report $691,242 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($480,700). 8 of them have funded it in more than one year, and 85% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$718k
Funders on record
11
Grants received
$691k
Net assets
$496k
8/11 repeat funderspeak grant-dependency 17%
01What it does

What The Research Institute for Waldorf Education Inc does

Mission

The institute is organized to engage in research into the background, philosophy, curriculum, methodology, applications and effectiveness of waldorf education, including the publication and distribution of books, pamphlets, science kits and other classroom materials, promotional materials and flyers related to waldorf education.

As stated on its FY2025 Form 990.

Program

  1. Research into the background, philosophy, curriculum, methodology, applications and effectiveness of waldorf education, including the publication and distribution of books, pamphlets, science kits and other classroom materials, promotional materials and flyers related to waldorf education.

    $508,540 spent
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $508,540.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($566k) Expenses 100 ($757k) Net assets 100 ($192k)2020 Revenue 91 ($518k) Expenses 73 ($550k) Net assets 107 ($205k)2021 Revenue 111 ($629k) Expenses 82 ($618k) Net assets 113 ($217k)2022 Revenue 128 ($723k) Expenses 73 ($553k) Net assets 182 ($349k)2023 Revenue 108 ($609k) Expenses 79 ($601k) Net assets 188 ($361k)2024 Revenue 98 ($556k) Expenses 86 ($652k) Net assets 146 ($280k)2025 Revenue 127 ($718k) Expenses 79 ($595k) Net assets 258 ($496k)
2017202020212022202320242025
Revenue (127)Expenses (79)Net assets (258)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $390k to $561k (+44%).

$252k
$363k
$448k
$511k
$467k
$390k
$561k
2017202020212022202320242025
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 60%. Grants only. Government contracts and fees sit inside program revenue.

57% of THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC’s revenue is contributions — about as donation-reliant as the typical peer (57% for the typical peer).

This organization
Typical peer · 24,946 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 7 reported years ran a deficit.

−$191k
’17
−$32k
’20
$12k
’21
$170k
’22
$8k
’23
−$96k
’24
$124k
’25
3.7
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

2017202020212022202320242025
Listed12101010101013
Joined··+0+0+0+0+5
No longer listed··00002
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 1 funder to 4 funders, grant income rose $9k → $79k.

5 of 11 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 85% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC leans on a few funders — its largest provides 70% of grant income and the top three 86%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

85% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC.

70%
largest funder
86%
top three
~2
effective funders

Largest funder’s share by year: 2017 100% · 2018 75% · 2019 54% · 2020 67% · 2021 61% · 2022 78% · 2023 76% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

33% of THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC's funders are still giving 3 years after their first grant; 73% give in more than one year at all.

first grant+1y+2y+3y+4y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

85% of THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $107k that is directly attributable, 77% of it comes from funders outside New York, across 4 states.

NY
MA
PA
CA

In-state vs out-of-state, by year

’19
’20
’21
’22
’23
New York out of state home

Funder states come from each funder’s own filing. $585k arriving through sponsors registered in 4 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC runs a healthier operating margin than half of the 16,849 education nonprofits its size.

Operating margin17% · above the median
Months of reserve3.7mo · below the median
Revenue growth (annualized)3% · below the median

this organization peer median middle 50% of peers· 16,849 education nonprofits $100k–$1M, FY2025

Organizations like THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In New York

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

86% of spending goes to programs.

Program 86%Management 14%Fundraising 0%

Governance

13
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention–Board reviewed the 990–Audited financials

Public support

99%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 2 states

NY
MA

Screen this organization

A dated, signed PDF of the compliance screen for THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC?
THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC (New York) receives grants from 11 organizations whose IRS filings report $691,242 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($480,700). 8 of them have funded it in more than one year, and 85% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC have?
IRS filings report 11 organizations giving $691,242 in grants to THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC, 8 of which have funded it in more than one year.
Who is the largest funder of THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $480,700 in grants. The full list of funders is on this page.
How can an organization like THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in New York. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Research Institute for Waldorf Education →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 11 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing