From public IRS filings

Waterford Institute

TAYLORSVILLE, UT · Science & Technology

EIN (Tax ID): 51-0202349Latest Form 990: 2023IRS ruling year: 1976Find their 990 filing →

Built from IRS filings (latest Form 990: tax year 2023). Waterford Institute has not reviewed or approved this page. Kindora is not affiliated with it.

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Mission

WATERFORD PROVIDES PRE-K THROUGH 2ND-GRADE READING, MATH, AND SCIENCE PROGRAMS THAT CHILDREN CAN USE WHEREVER THEY LEARN.

Financials (IRS Form 990)

Total revenue
$46.2M
Total expenses
$59.4M
Total assets
$52.7M
Program expense ratio
90%

Source: IRS Form 990, tax year 2023.

Who funds Waterford Institute

$30.1M in foundation grants on record from 16 funders — matched from IRS 990 grant line items. Some matches may be approximate.

FunderTotal givenGrants
Valhalla Foundation$12.5M3
National Philanthropic Trust$10M2
Blue Meridian Partners$2M2
Dalio Foundation$1.5M2
Fidelity Investments Charitable Gift Fund$1.1M2
Overdeck Family Foundation Inc C/O Tanya M Sheehan$1.1M2
American Endowment Foundation$633K2
Gs Donor Advised Philanthropy Fund for Wealth Management$485K1
Rise8 Foundation C/O Acadia Family Office$200K3
Donor Advised Charitable Giving$169K2

Leadership

JORGE FERNANDEZ — CFO (Principal officer)

Names of officers and trustees come from the organization's public filings and leave this page when a later filing drops them. If you are named here and object, write to privacy@kindora.co.

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