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    3. Jean and David W Wallace Foundation

    Jean and David W Wallace Foundation

    ActivoPhilanthropy & Voluntarism
    NEW CANAAN, CT2033665876
    EIN (identificación fiscal): 06-1626691

    About Jean and David W Wallace Foundation

    The Jean and David W Wallace Foundation concentrates philanthropic support on higher education, independent K–12 schools, and medical institutions in the New England region, with a particular emphasis on capital projects, endowments, and leadership positions. Grants are often large, multi-year or repeat gifts directed to campus buildings, endowed chairs, cancer care facilities, and arts leadership — signaling a preference for institutional strengthening over small program grants.

    Focus Areas

    Endowments and capital support for regional hospitals (e.g., cancer center/endowment at Greenwich Hospital)Independent private schools in the Northeast (e.g., campus building and campaign support for Greenwich Academy)Higher education annual funds and endowed leadership positions at universities (e.g., Salve Regina, Yale, Smith College)Medical research and academic medicine support (e.g., endowed chair at Yale School of Medicine)College arts leadership and center directorships (e.g., Center for the Creative and Performing Arts at Smith College)

    Who They Fund

    university faculty and leadership (deans, endowed chairs, directors)

    About Jean and David W Wallace Foundation

    A defining feature of Jean and David W Wallace Foundation Inc is its repeated use of seven-figure grants for institutional strengthening, especially at hospitals, schools, and universities in Connecticut and nearby New England states. Recent awards include $1,000,000 for Greenwich Hospital’s endowment fund for Smilow Cancer Hospital Care Center and another $1,000,000 for its neurology chair, alongside $1,000,000 grants to Greenwich Academy for the Leading the Way Campaign lower school building in both 2023 and 2024. The foundation also backed academic medicine with $1,000,000 to Yale University’s Dean of Medicine Fund and $1,000,000 to Yale School of Medicine’s endowed chair dean of medicine fund. Those gifts fit a pattern of funding capital projects, endowed positions, and annual funds rather than short-term program awards. The grant record also shows support for independent schools, higher education, and health care institutions, with additional attention to arts leadership and community organizations. Across the recent grants list, the foundation’s giving is centered on organizations in the New Haven–Greenwich corridor and other New England campuses, with a consistent preference for named funds that strengthen leadership, facilities, and long-term capacity.

    What Jean and David W Wallace Foundation Funds

    In health care, the foundation has supported both clinical care and professional development. It gave $100,000 to Greenwich Hospital Education Fund for Investing in Our Health Care Professionals and $100,000 to Greenwich Hospital for an education fund, while also making a $25,000 grant to Greenwich Emergency Medical Service for its annual fund. For K-12 education, Jean and David W Wallace Foundation Inc funded Adam J Lewis Academy with $200,000 for building renovations and $100,000 for scholarships, and it gave Greenwich Academy $25,000 for the Molly H. King Fund for Character, Confidence, and Leadership. In higher education, Salve Regina received $600,000 for the President's Innovation Fund for Strategic Planning, and Smith College received $600,000 for the Directorship for the Center for the Creative and Performing Arts. The foundation also extended support to arts and community institutions, including $50,000 to the Georgia O'Keeffe Museum for its annual fund.

    How Jean and David W Wallace Foundation Gives

    Financial Snapshot

    Annual Giving

    $6.1M

    Total Assets

    $35.7M

    Total Revenue

    $5.4M

    Total Expenses

    $6.3M

    Typical Grant Size

    Most grants fall between $25K and $575K, with a median of $75K.

    25th Percentile

    $25K

    Median

    $75K

    75th Percentile

    $575K

    Geographic Reach

    Regional8 states funded
    Intensidad de financiamiento
    Baja
    Alta
    Sede

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    Política de privacidadTérminos de servicioHuella ambientalEstado del sistema
    Último Formulario 990:
    2026
    Activos totales: 35,7 M US$
    4 declaraciones registradas
    Encuentra su declaración 990 completa →
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    students (K-12 lower school and college students receiving scholarships)
    healthcare professionals and patients (Smilow Cancer Hospital / clinical staff)
    arts departments and performing arts administrators
    local historic trust / community preservation stakeholders

    Giving Approach

    Concentrated, high-dollar grants (several seven-figure gifts) to a small set of institutional grantees, including repeat funding. Preference for endowments, capital/campaign gifts, and funding leadership posts rather than broad, small-scale or one-off community grants.

    Funding Style

    endowment supportannual/unrestricted givingcapital campaigns / building projectsendowed chairs & leadership positionstargeted strategic / capacity-building grants

    Notable grantees: Greenwich Hospital (Smilow Cancer Hospital endowment), Greenwich Academy, Salve Regina University, Yale School of Medicine / Yale University, Smith College

    Topics

    medical education & health workforce developmentcancer care / hospital supportneurology research & clinical chair supportK-12 campus infrastructure (lower school building)creative & performing arts programs and administrationscholarships and student financial aidtechnology infrastructure and historic preservation

    Typical grant size is $25,000 at the 25th percentile, $75,000 at the median, and $575,000 at the 75th percentile, showing a mix of smaller annual gifts and larger institutional commitments. The recent record includes repeated awards to the same recipients across 2023 and 2024, including Greenwich Academy, Greenwich Hospital, Salve Regina, Smith College, YWCA Greenwich, New York-Presbyterian, Greenwich Emergency Medical Service, and the Georgia O'Keeffe Museum. That pattern points to ongoing relationships rather than one-off gifts. The foundation is a private family foundation, and it does not fund individuals or make program-related investments. The grant list also suggests use of annual funds, endowed funds, capital campaigns, and leadership positions as preferred vehicles.

    Where Jean and David W Wallace Foundation Makes Grants

    Giving is concentrated in Connecticut, which accounts for 68% of grants and is also the top state by grant count. Greenwich and nearby communities appear often, including Greenwich, Stamford, Cos Cob, Riverside, and Bridgeport, alongside New Haven and Newport in the broader New England footprint. Outside the Northeast, the recent grants list includes single awards to Santa Fe, Denver, and New York City. All recent grants in the provided data go to U.S. recipients.

    Frequently Asked Questions About Jean and David W Wallace Foundation

    What kinds of institutions does the foundation support most often?

    Recent grants show a strong emphasis on hospitals, private schools, and universities. Examples include Greenwich Hospital, Greenwich Academy, Yale University, Yale School of Medicine, Salve Regina, and Smith College. The foundation also supports arts and community organizations such as the Georgia O'Keeffe Museum, YWCA Greenwich, and Greenwich Historical Society.

    Does the foundation focus on capital projects or operating support?

    Both appear, but capital and long-term institutional support are prominent. Recent awards include $1,000,000 for Greenwich Academy’s lower school building campaign, $200,000 for Adam J Lewis Academy building renovations, and $500,000 for YWCA Greenwich’s Second Century Campaign. It also gives annual funds, such as $250,000 to Greenwich United Way.

    What is the typical grant size?

    The grant-size distribution is $25,000 at the 25th percentile, $75,000 at the median, and $575,000 at the 75th percentile. The recent list also includes several $1,000,000 grants, showing that the foundation makes both mid-sized and very large awards.

    How concentrated is the giving geographically?

    The foundation gives most often in Connecticut, where 68% of grants go. Recent recipient cities include Greenwich, New Haven, Stamford, Cos Cob, Riverside, Bridgeport, Newport, Northampton, Santa Fe, Denver, and New York City, with Connecticut appearing most frequently.

    Does the foundation make repeated grants to the same organizations?

    Yes. The recent grants list shows recurring support for Greenwich Academy, Greenwich Hospital, Salve Regina, Smith College, YWCA Greenwich, New York-Presbyterian, Greenwich Emergency Medical Service, and the Georgia O'Keeffe Museum across 2023 and 2024.

    Latest 990 Filing

    2026

    Source: IRS Form 990-PF, fiscal year 2026.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    SALVE REGINANEWPORT, RI$1,500,0002026DEPARTMENT OF BUSINESS AND ECONOMICS
    YWCA GREENWICHGREENWICH, CT$1,000,0002026EMPOWER WOMEN AND GIRLS AND ELIMINATE RACISM
    GREENWICH HOSPITALGREENWICH, CT$1,000,0002026ENDOWMENT FUND SMILOW CANCER HOSPITAL CARE CENTER
    YALE UNIVERSITYNEW HAVEN, CT$1,000,0002026DEAN OF MEDICINE FUND
    GREENWICH ACADEMYGREENWICH, CT$500,0002026ANNUAL FUND
    SMITH COLLEGENORTHAMPTON, MA$500,0002026ENDOWMENT FUND SMITH OFFICE FOR THE ARTS AND SMITH OFFICE FOR THE ARTS DIRECTOR'S FUND
    ADAM J LEWIS ACADEMYBRIDGEPORT, CT$250,0002026EDUCATION RESOURCES
    CHRIST CHURCH TASHUATRUMBULL, CT$100,0002026ANNUAL FUND
    NEW YORK-PRESBYTERIANNEW YORK, NY$50,0002026NEW YORK-PRESBYTERIAN CAPITAL CAMPAIGN
    GEORGIA O'KEEFFE MUSEUMSANTA FE, NM$50,0002026ANNUAL FUND
    CAMERON UNITED METHODIST CHURCHDENVER, CO$50,0002026ANNUAL FUND
    RIVER HOUSE ADULT DAY CARECOS COB, CT$50,0002026TECHNOLOGY FUND
    GREENWICH HISTORICAL SOCIETYCOS COB, CT$25,00020262023-24 GREENWICH HISTORIC TRUST
    GREENWICH EMERGENCY MEDICAL SERVICE (GEMS)RIVERSIDE, CT$25,0002026ANNUAL FUND
    GREENWICH UNITED WAYGREENWICH, CT$10,0002026ANNUAL FUND
    MAKE A WISH FOUNDATIONTRUMBULL, CT$10,0002026MAKE A WISH - DESIRAY
    SALVE REGINANEWPORT, RI$1,000,0002025DEPARTMENT OF BUSINESS AND ECONOMICS
    GREENWICH HOSPITALGREENWICH, CT$1,000,0002025ENDOWMENT FUND SMILOW CANCER HOSPITAL CARE CENTER
    GREENWICH HOSPITALGREENWICH, CT$1,000,0002025ENDOWMENT FUND NEUROLOGY CHAIR
    YALE UNIVERSITYNEW HAVEN, CT$1,000,0002025DEAN OF MEDICINE FUND
    GREENWICH ACADEMYGREENWICH, CT$1,000,0002025ANNUAL FUND
    SMITH COLLEGENORTHAMPTON, MA$500,0002025ENDOWMENT FUND SMITH OFFICE FOR THE ARTS AND SMITH OFFICE FOR THE ARTS DIRECTOR'S FUND
    ADAM J LEWIS ACADEMYBRIDGEPORT, CT$250,0002025EDUCATION RESOURCES
    YWCA GREENWICHGREENWICH, CT$250,0002025EMPOWER WOMEN AND GIRLS AND ELIMINATE RACISM
    BLAIR ACADEMYBLAIRSTOWN, NJ$100,0002025ALL IN CAMPAIGN
    CHRIST CHURCH TASHUATRUMBULL, CT$100,0002025ANNUAL FUND
    CAMERON UNITED METHODIST CHURCHDENVER, CO$50,0002025ANNUAL FUND
    GEORGIA O'KEEFFE MUSEUMSANTA FE, NM$50,0002025ANNUAL FUND
    NEW YORK-PRESBYTERIANNEW YORK, NY$50,0002025NEW YORK-PRESBYTERIAN CAPITAL CAMPAIGN
    COLBY SAWYER COLLEGENEW LONDON, NH$25,00020252024-2025 COLBY SAWYER FUND
    YALE UNIVERSITYNEW HAVEN, CT$25,0002025AUSTIN K. WOLF NATHAN HALE SCHOLARSHIP
    RIVER HOUSE ADULT DAY CARECOS COB, CT$25,0002025TECHNOLOGY FUND
    REACH PREPSTAMFORD, CT$25,0002025ANNUAL FUND
    ADAM J LEWIS ACADEMYBRIDGEPORT, CT$10,0002025EDUCATION RESOURCES
    GREENWICH HOSPITALGREENWICH, CT$1,000,0002024ENDOWMENT FUND SMILOW CANCER HOSPITAL CARE CENTER
    GREENWICH ACADEMYGREENWICH, CT$1,000,0002024LEADING THE WAY CAMPAIGN LOWER SCHOOL BUILDING
    SALVE REGINANEWPORT, RI$1,000,0002024ANNUAL FUND
    YALE UNIVERSITYNEW HAVEN, CT$1,000,0002024DEAN OF MEDICINE FUND
    GREENWICH HOSPITALGREENWICH, CT$1,000,0002024ENDOWMENT FUND NEUROLOGY CHAIR
    YWCA GREENWICHGREENWICH, CT$500,0002024SECOND CENTURY CAMPAIGN
    SMITH COLLEGENORTHAMPTON, MA$400,0002024ENDOWMENT FUND SMITH OFFICE FOR THE ARTS AND SMITH OFFICE FOR THE ARTS DIRECTOR'S FUND
    GREENWICH UNITED WAYGREENWICH, CT$250,0002024ANNUAL FUND
    ADAM J LEWIS ACADEMYBRIDGEPORT, CT$200,0002024BUILDING RENOVATIONS
    GREENWICH HOSPITALGREENWICH, CT$100,0002024EDUCATION FUND
    CAMERON UNITED METHODIST CHURCHDENVER, CO$50,0002024ANNUAL FUND
    GEORGIA O'KEEFFE MUSEUMSANTA FE, NM$50,0002024ANNUAL FUND
    NEW YORK-PRESBYTERIANNEW YORK, NY$50,0002024ANNUAL FUND
    REACH PREPSTAMFORD, CT$25,0002024ANNUAL FUND
    GREENWICH ACADEMYGREENWICH, CT$25,0002024MOLLY H. KING FUND FOR CHARACTER, CONFIDENCE, AND LEADERSHIP
    CHRIST CHURCH TASHUATRUMBULL, CT$25,0002024ANNUAL FUND

    SALVE REGINA

    $1,500,000
    NEWPORT, RI2026

    DEPARTMENT OF BUSINESS AND ECONOMICS

    YWCA GREENWICH

    $1,000,000
    GREENWICH, CT2026

    EMPOWER WOMEN AND GIRLS AND ELIMINATE RACISM

    GREENWICH HOSPITAL

    $1,000,000
    GREENWICH, CT2026

    ENDOWMENT FUND SMILOW CANCER HOSPITAL CARE CENTER

    YALE UNIVERSITY

    $1,000,000
    NEW HAVEN, CT2026

    DEAN OF MEDICINE FUND

    GREENWICH ACADEMY

    $500,000
    GREENWICH, CT2026

    ANNUAL FUND

    SMITH COLLEGE

    $500,000
    NORTHAMPTON, MA2026

    ENDOWMENT FUND SMITH OFFICE FOR THE ARTS AND SMITH OFFICE FOR THE ARTS DIRECTOR'S FUND

    ADAM J LEWIS ACADEMY

    $250,000
    BRIDGEPORT, CT2026

    EDUCATION RESOURCES

    CHRIST CHURCH TASHUA

    $100,000
    TRUMBULL, CT2026

    ANNUAL FUND

    NEW YORK-PRESBYTERIAN

    $50,000
    NEW YORK, NY2026

    NEW YORK-PRESBYTERIAN CAPITAL CAMPAIGN

    GEORGIA O'KEEFFE MUSEUM

    $50,000
    SANTA FE, NM2026

    ANNUAL FUND

    CAMERON UNITED METHODIST CHURCH

    $50,000
    DENVER, CO2026

    ANNUAL FUND

    RIVER HOUSE ADULT DAY CARE

    $50,000
    COS COB, CT2026

    TECHNOLOGY FUND

    GREENWICH HISTORICAL SOCIETY

    $25,000
    COS COB, CT2026

    2023-24 GREENWICH HISTORIC TRUST

    GREENWICH EMERGENCY MEDICAL SERVICE (GEMS)

    $25,000
    RIVERSIDE, CT2026

    ANNUAL FUND

    GREENWICH UNITED WAY

    $10,000
    GREENWICH, CT2026

    ANNUAL FUND

    MAKE A WISH FOUNDATION

    $10,000
    TRUMBULL, CT2026

    MAKE A WISH - DESIRAY

    SALVE REGINA

    $1,000,000
    NEWPORT, RI2025

    DEPARTMENT OF BUSINESS AND ECONOMICS

    GREENWICH HOSPITAL

    $1,000,000
    GREENWICH, CT2025

    ENDOWMENT FUND SMILOW CANCER HOSPITAL CARE CENTER

    GREENWICH HOSPITAL

    $1,000,000
    GREENWICH, CT2025

    ENDOWMENT FUND NEUROLOGY CHAIR

    YALE UNIVERSITY

    $1,000,000
    NEW HAVEN, CT2025

    DEAN OF MEDICINE FUND

    GREENWICH ACADEMY

    $1,000,000
    GREENWICH, CT2025

    ANNUAL FUND

    SMITH COLLEGE

    $500,000
    NORTHAMPTON, MA2025

    ENDOWMENT FUND SMITH OFFICE FOR THE ARTS AND SMITH OFFICE FOR THE ARTS DIRECTOR'S FUND

    ADAM J LEWIS ACADEMY

    $250,000
    BRIDGEPORT, CT2025

    EDUCATION RESOURCES

    YWCA GREENWICH

    $250,000
    GREENWICH, CT2025

    EMPOWER WOMEN AND GIRLS AND ELIMINATE RACISM

    BLAIR ACADEMY

    $100,000
    BLAIRSTOWN, NJ2025

    ALL IN CAMPAIGN

    CHRIST CHURCH TASHUA

    $100,000
    TRUMBULL, CT2025

    ANNUAL FUND

    CAMERON UNITED METHODIST CHURCH

    $50,000
    DENVER, CO2025

    ANNUAL FUND

    GEORGIA O'KEEFFE MUSEUM

    $50,000
    SANTA FE, NM2025

    ANNUAL FUND

    NEW YORK-PRESBYTERIAN

    $50,000
    NEW YORK, NY2025

    NEW YORK-PRESBYTERIAN CAPITAL CAMPAIGN

    COLBY SAWYER COLLEGE

    $25,000
    NEW LONDON, NH2025

    2024-2025 COLBY SAWYER FUND

    YALE UNIVERSITY

    $25,000
    NEW HAVEN, CT2025

    AUSTIN K. WOLF NATHAN HALE SCHOLARSHIP

    RIVER HOUSE ADULT DAY CARE

    $25,000
    COS COB, CT2025

    TECHNOLOGY FUND

    REACH PREP

    $25,000
    STAMFORD, CT2025

    ANNUAL FUND

    ADAM J LEWIS ACADEMY

    $10,000
    BRIDGEPORT, CT2025

    EDUCATION RESOURCES

    GREENWICH HOSPITAL

    $1,000,000
    GREENWICH, CT2024

    ENDOWMENT FUND SMILOW CANCER HOSPITAL CARE CENTER

    GREENWICH ACADEMY

    $1,000,000
    GREENWICH, CT2024

    LEADING THE WAY CAMPAIGN LOWER SCHOOL BUILDING

    SALVE REGINA

    $1,000,000
    NEWPORT, RI2024

    ANNUAL FUND

    YALE UNIVERSITY

    $1,000,000
    NEW HAVEN, CT2024

    DEAN OF MEDICINE FUND

    GREENWICH HOSPITAL

    $1,000,000
    GREENWICH, CT2024

    ENDOWMENT FUND NEUROLOGY CHAIR

    YWCA GREENWICH

    $500,000
    GREENWICH, CT2024

    SECOND CENTURY CAMPAIGN

    SMITH COLLEGE

    $400,000
    NORTHAMPTON, MA2024

    ENDOWMENT FUND SMITH OFFICE FOR THE ARTS AND SMITH OFFICE FOR THE ARTS DIRECTOR'S FUND

    GREENWICH UNITED WAY

    $250,000
    GREENWICH, CT2024

    ANNUAL FUND

    ADAM J LEWIS ACADEMY

    $200,000
    BRIDGEPORT, CT2024

    BUILDING RENOVATIONS

    GREENWICH HOSPITAL

    $100,000
    GREENWICH, CT2024

    EDUCATION FUND

    CAMERON UNITED METHODIST CHURCH

    $50,000
    DENVER, CO2024

    ANNUAL FUND

    GEORGIA O'KEEFFE MUSEUM

    $50,000
    SANTA FE, NM2024

    ANNUAL FUND

    NEW YORK-PRESBYTERIAN

    $50,000
    NEW YORK, NY2024

    ANNUAL FUND

    REACH PREP

    $25,000
    STAMFORD, CT2024

    ANNUAL FUND

    GREENWICH ACADEMY

    $25,000
    GREENWICH, CT2024

    MOLLY H. KING FUND FOR CHARACTER, CONFIDENCE, AND LEADERSHIP

    CHRIST CHURCH TASHUA

    $25,000
    TRUMBULL, CT2024

    ANNUAL FUND