Nonprofit · EIN 34-1787262
BERTRAM L AND IRIS S WOLSTEIN FOUNDATION
Tax-exempt · MORELAND HILLS, OH 44022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $13,757 | $12,061 | $1,696 | $103,760 | $0 | $103,760 |
| November 30, 2024 | 990-PF | $982,183 | $1,402,014 | -$419,831 | $102,064 | $0 | $102,064 |
| November 30, 2023 | 990-PF | $15,244 | $9,290 | $5,954 | $521,895 | $0 | $521,895 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $10,725
- Dividends
- $2,695
- Interest
- $337
Expenses
- Grants and similar amounts paid
- $198
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,673
Balance sheet and other
- Total assets, start of year
- $102,064
- Total assets, end of year
- $103,760
- Total liabilities, end of year
- $0
- Net assets, end of year
- $103,760
- Fair market value of assets
- $103,760
- Qualifying distributions
- $4,673
- Net investment income
- $3,032
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IRIS S WOLSTEIN 34555 CHAGRIN BLVD, MORELAND HILLS, OH 44022 | PRESIDENT/TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IRIS S WOLSTEIN 34555 CHAGRIN BLVD, MORELAND HILLS, OH 44022 | PRESIDENT/TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IRIS S WOLSTEIN 34555 CHAGRIN BLVD, MORELAND HILLS, OH 44022 | PRESIDENT/TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 34555 CHAGRIN BLVD, MORELAND HILLS, OH 44022-1056
- In care of
- % BERTRAM L WOLSTEIN
- Signed the 990-PF
- IRIS S WOLSTEIN, PRESIDENT/TRUSTEE
- Phone
- (440) 247-5400
- Return prepared by
- COHEN & CO ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 34-1787262
- 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
- 1995
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $103,760
- Income (IRS master file)
- $13,757
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $13,757 | $12,061 | $103,760 | XML |
| 990-PF | November 2024 | $982,183 | $1,402,014 | $102,064 | XML |
| 990-PF | November 2023 | $15,244 | $9,290 | $521,895 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | 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 34-1787262).
Questions about BERTRAM L AND IRIS S WOLSTEIN FOUNDATION
- What is the EIN of BERTRAM L AND IRIS S WOLSTEIN FOUNDATION?
- The employer identification number (EIN) of BERTRAM L AND IRIS S WOLSTEIN FOUNDATION is 34-1787262.
- Is BERTRAM L AND IRIS S WOLSTEIN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to BERTRAM L AND IRIS S WOLSTEIN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERTRAM L AND IRIS S WOLSTEIN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTRAM L AND IRIS S WOLSTEIN FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERTRAM L AND IRIS S WOLSTEIN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of BERTRAM L AND IRIS S WOLSTEIN FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does BERTRAM L AND IRIS S WOLSTEIN FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $13,757, expenses of $12,061 and total assets of $103,760 at year end.