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Nonprofit · EIN 22-3052726

WALLERSTEIN FOUNDATION FOR GERIATRI C LIFE IMPROVEMENT INC

Tax-exempt · FLORHAM PARK, NJ 07932

Financials

$282K$690K2023$647K$676K2024
Revenue Expenses · by fiscal year end
Financials of WALLERSTEIN FOUNDATION FOR GERIATRI C LIFE IMPROVEMENT INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$646,775$675,643-$28,868$9,114,129$4,064$9,110,065
June 30, 2024990-PF$282,240$690,447-$408,207$9,142,508$3,575$9,138,933
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$284,534
Interest
$10,512
Net gain from sales of assets
$351,709
Other income
$20

Expenses

Grants and similar amounts paid
$474,675
Compensation of officers, directors and key employees
$100,000
Disbursements for charitable purposes
$595,881
Excise tax on investment income
$7,993

Balance sheet and other

Total assets, start of year
$9,142,508
Total assets, end of year
$9,114,129
Total liabilities, end of year
$4,064
Net assets, end of year
$9,110,065
Fair market value of assets
$11,361,568
Qualifying distributions
$595,881
Net investment income
$646,775

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.

NameTitleHours / weekCompensation
SUSAN E PERLIK
11 HANCOCK DRIVE, FLORHAM PARK, NJ 07932
SECTYEXDIR20$100,000
LESLEY W BUNN
11 HANCOCK DRIVE, FLORHAM PARK, NJ 07932
DIRECTOR0$0
DEBRA W WILLIAMS
11 HANCOCK DRIVE, FLORHAM PARK, NJ 07932
DIRECTOR0$0
MITCHEL B WALLERSTEIN
11 HANCOCK DRIVE, FLORHAM PARK, NJ 07932
PRESIDENT5$0
MATTHEW P WALLERSTEIN
11 HANCOCK DRIVE, FLORHAM PARK, NJ 07932
VICE-PRESIDE1$0
LEAH P WALLERSTEIN
11 HANCOCK DRIVE, FLORHAM PARK, NJ 07932
TREASURER0$0
990-PF for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
SUSAN E PERLIK
11 HANCOCK DRIVE, FLORHAM PARK, NJ 07932
SECTYEXDIR20$100,000
LESLEY W BUNN
11 HANCOCK DRIVE, FLORHAM PARK, NJ 07932
DIRECTOR0$0
DEBRA W WILLIAMS
11 HANCOCK DRIVE, FLORHAM PARK, NJ 07932
DIRECTOR0$0
MITCHEL B WALLERSTEIN
11 HANCOCK DRIVE, FLORHAM PARK, NJ 07932
PRESIDENT5$0
MATTHEW P WALLERSTEIN
11 HANCOCK DRIVE, FLORHAM PARK, NJ 07932
VICE-PRESIDE1$0
LEAH P WALLERSTEIN
11 HANCOCK DRIVE, FLORHAM PARK, NJ 07932
TREASURER0$0

Address and contacts

Address (IRS master file)
11 HANCOCK DR, FLORHAM PARK, NJ 07932-2306
In care of
% MELVIN J WALLERSTEIN
Signed the 990-PF
MITCHEL B WALLERSTEIN, PRESIDENT
Phone
(973) 731-2500
Return prepared by
ANDREW WOLCOTT CPA

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
22-3052726
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
1993
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$9,114,129
Income (IRS master file)
$3,988,712

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$646,775$675,643$9,114,129IRS
990-PFJune 2024$282,240$690,447$9,142,508XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––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 22-3052726).

Questions about WALLERSTEIN FOUNDATION FOR GERIATRI C LIFE IMPROVEMENT INC

What is the EIN of WALLERSTEIN FOUNDATION FOR GERIATRI C LIFE IMPROVEMENT INC?
The employer identification number (EIN) of WALLERSTEIN FOUNDATION FOR GERIATRI C LIFE IMPROVEMENT INC is 22-3052726.
Is WALLERSTEIN FOUNDATION FOR GERIATRI C LIFE IMPROVEMENT INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to WALLERSTEIN FOUNDATION FOR GERIATRI C LIFE IMPROVEMENT INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WALLERSTEIN FOUNDATION FOR GERIATRI C LIFE IMPROVEMENT INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WALLERSTEIN FOUNDATION FOR GERIATRI C LIFE IMPROVEMENT 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 WALLERSTEIN FOUNDATION FOR GERIATRI C LIFE IMPROVEMENT 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 WALLERSTEIN FOUNDATION FOR GERIATRI C LIFE IMPROVEMENT INC?
The 990-PF for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $100,000 (SUSAN E PERLIK, SECTYEXDIR).
How much revenue does WALLERSTEIN FOUNDATION FOR GERIATRI C LIFE IMPROVEMENT INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $646,775, expenses of $675,643 and total assets of $9,114,129 at year end.

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