Nonprofit · EIN 22-6042908
JOHANETTE WALLERSTEIN INSTITUTE INC
Tax-exempt · PHILADELPHIA, PA 19103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,501,237 | $899,430 | $601,807 | $12,365,047 | $0 | $12,365,047 |
| June 30, 2024 | 990-PF | $1,069,953 | $816,660 | $253,293 | $11,730,602 | $0 | $11,730,602 |
| June 30, 2023 | 990-PF | $687,148 | $802,981 | -$115,833 | $11,459,064 | $0 | $11,459,064 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $302,846
- Net gain from sales of assets
- $1,198,391
Expenses
- Grants and similar amounts paid
- $750,000
- Disbursements for charitable purposes
- $808,038
- Excise tax on investment income
- $19,868
Balance sheet and other
- Total assets, start of year
- $11,730,602
- Total assets, end of year
- $12,365,047
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,365,047
- Fair market value of assets
- $14,727,618
- Qualifying distributions
- $808,038
- Net investment income
- $1,501,237
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS WALLERSTEIN C/O GLENMEDE TRUST CO NA 1650 M, PHILADELPHIA, PA 19103 | DIRECTOR | 0 | $0 |
| PEGGY KURTZ C/O GLENMEDE TRUST CO NA 1650 M, PHILADELPHIA, PA 19103 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS WALLERSTEIN C/O GLENMEDE TRUST CO NA 1650 M, PHILADELPHIA, PA 19103 | DIRECTOR | 0 | $0 |
| PEGGY KURTZ C/O GLENMEDE TRUST CO NA 1650 M, PHILADELPHIA, PA 19103 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS WALLERSTEIN C/O GLENMEDE TRUST CO NA 1650 M, PHILADELPHIA, PA 19103 | DIRECTOR | 0 | $0 |
| PEGGY KURTZ C/O GLENMEDE TRUST CO NA 1650 M, PHILADELPHIA, PA 19103 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- C/O GLENMEDE TR CO NA 1650 MAR, PHILADELPHIA, PA 19103-0000
- In care of
- % GLENMEDE TR CO NA
- Signed the 990-PF
- CHRISTOPHER WALLERSTEIN, DIRECTOR
- Phone
- (215) 419-6000
- Return prepared by
- THE GLENMEDE TRUST COMPANY NA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-6042908
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1959
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $12,365,047
- Income (IRS master file)
- $7,141,349
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,501,237 | $899,430 | $12,365,047 | XML |
| 990-PF | June 2024 | $1,069,953 | $816,660 | $11,730,602 | XML |
| 990-PF | June 2023 | $687,148 | $802,981 | $11,459,064 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-6042908).
Questions about JOHANETTE WALLERSTEIN INSTITUTE INC
- What is the EIN of JOHANETTE WALLERSTEIN INSTITUTE INC?
- The employer identification number (EIN) of JOHANETTE WALLERSTEIN INSTITUTE INC is 22-6042908.
- Is JOHANETTE WALLERSTEIN INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
- Are donations to JOHANETTE WALLERSTEIN INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHANETTE WALLERSTEIN INSTITUTE INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHANETTE WALLERSTEIN INSTITUTE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHANETTE WALLERSTEIN INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of JOHANETTE WALLERSTEIN INSTITUTE INC?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JOHANETTE WALLERSTEIN INSTITUTE INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,501,237, expenses of $899,430 and total assets of $12,365,047 at year end.
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