Harry and Jeanette Weinberg Foundation

The Harry and Jeanette Weinberg Foundation (Weinberg Foundation) is the family foundation of Harry and Jeanette Weinberg. It makes upwards of $130 million in grants annually to nonprofit organizations providing social services in Israel and Hawaii and in the Baltimore, New York City, northeastern Pennsylvania, and San Francisco metropolitan and surrounding areas. 1 2

At-A-Glance

Formation:

1990

President:

Rachel Monroe

Location: Baltimore, MD View on map
Tax ID: 52-6037034
Most Recent Filing: 2024
Budget (2024): Assets: $3,112,069,898 Revenue: $214,832,652 Expenses: $171,125,373

Contents

    The Weinberg Foundation is funded by the fortune of real estate investor and entrepreneur Harry Weinberg. In the 1930s, Weinberg committed his philanthropic efforts towards helping German Jews find refuge in America, and the Weinberg Foundation states, “This commitment remains at the core of the Weinberg Foundation’s identity.” 3

    Regarding its grantmaking in the New York City area, Harry and Jeanette Weinberg Foundation states that it funds organizations housing homeless individuals, constructing below-market rate rental units, and job-placement services. It also provides social services specific to Jewish individuals and LGBT people who are impoverished or whom the foundation deems need an increased “quality of life.” 4

    History

    The Harry and Jeanette Weinberg Foundation was founded in 1990 and funded by Harry Weinberg’s fortune as the largest real estate investor in the state of Hawaii and from creating his own bus lines in the 1950s and 1960s. 3 At its founding, it reported having $640 million in assets. 5

    Between 1990 and 2005, the Weinberg Foundation distributed over $920 million in grants, $590 million of which went to Jewish community organizations, $240 million went to Maryland-based organizations, $200 million to Hawaii-based organizations, and $150 million went to Israel-based organizations. 6

    In 2020, the Weinberg Foundation announced an equity initiative that would give support for the Black Lives Matter movement, and as a result, it also stated that it would begin prioritizing giving to organizations that are led by ethnic minorities and those that have a so-called “commitment to advancing racial equity.” 5 7

    Grantmaking

    According to its website, the Harry and Jeanette Weinberg Foundation requires its grantees to have a 501(c)(3) designation, be sponsored by one, or hold the Israeli-law equivalent. It also requires they have been active for three consecutive years, support “low-income” people, and not be a degree-granting institution. 8

    The Weinberg Foundation makes around $130-$150 million in grants annually, ranging between $10,000 and $50,000 and supporting organizations or programs that provide housing, education, health, employment, and other social and community services. 9 1

    As of January 2024, the Weinberg Foundation reported that it has given out 1,387 grants to U.S.-based groups and 183 Israeli groups since 2018. Of these grants, it stated that $172 million was spent on its community services grantmaking program, $166 million on its health program, $145 million on its housing program, $103 million on its jobs program, and $66 million on its education program. 10

    Regarding its highest-funded locations, the Weinberg Foundation reports an annual commitment of $35 million to the Baltimore area, $18 million a year to Israel, and $12 million a year to Hawaii. 4

    Payments to Environmentalist For-Profits

    In 2022, the Harry and Jeanette Weinberg Foundation paid $5 million in “environmental consulting” fees to Ensafe Inc, a consulting firm that advises companies on how they can operate in alignment with environmentalist ideals and engages in its own conservation efforts on their behalf. 11 Among which, it participates in the Tennessee Valley Authority’s (TVA) Green Power Switch program, purchasing “blocks” on behalf of other businesses. The blocks are an upcharge by TVA to pay for the additional cost of using environmentalist energy sources when opting out of using conventional energy sources. 12

    Financials

    In 2022, the Harry and Jeanette Weinberg Foundation reported $107 million in total revenue from its $118 million in net investment income, according to its tax returns. 13 It also reported $177 million in total expenses, including $155 million in grants paid. 14

    Leadership

    Since 2010, Rachel Monroe has worked as president and CEO of the Harry and Jeanette Weinberg Foundation and is said to be behind its diversity, equity, and inclusion (DEI) initiatives. Monroe is also a board member of Baltimore Gas and Electric, Laurel Strategies, and Kolker-Saxon-Hallock Family Foundation. Prior to the Weinberg Foundation, Monroe worked as COO for The Associated: Jewish Federation of Baltimore, as director of marketing for Owings & Merril, and as marketing manager for Jewish Community Centers of Chicago. 15

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2024 $3,112,069,898 $214,832,652 $171,125,373 View
    2023 $3,054,239,896 $161,752,607 $183,912,932 View
    2022 $3,055,266,455 $107,302,546 $177,471,641 View
    2021 $3,367,379,047 $206,519,752 $160,628,662 View
    2020 $3,023,099,797 $152,877,390 $155,215,708 View

    Prior year filings: 2019, 2015, 2014, 2013, 2012

    Expenses Detail

    Employee Compensation

    Highest Earning Employees

    EmployeeTitleTotal Compensation
    Rachel MonroePRESIDENT$1,071,383
    Giorgio CaldaroneVP, REAL ESTATE OPERATIONS & SECRETARY$878,453
    Craig MellendickCFO & TREASURER$626,054
    Arlene Cox Retired 08012024COO & SECRETARY$570,472
    Robert T Kelly JRTRUSTEE$50,000
    Paula PretlowCHAIR, TRUSTEE$50,000
    Gordon BerlinTRUSTEE$50,000
    Nimrod GoorTRUSTEE$50,000
    Margery BronsterTRUSTEE$50,000

    Grant Activity

    All-time grants received statistics from Candid dataset:

    • Total Grant Value: $101,000
    • Number of Grants: 2
    • Number of Funders: 2

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $1,642,001,859
    • Number of Grants: 9,379
    • Number of Recipients: 3,242

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $6,835,6202024 Waianae Community Re-Development CorporationTO SUPPORT MAO FARMS ACQUISITION OF ADDITIONAL LAND FOR EXPANDING FOOD SECURITY AND HOUSING VIA A LAND GRANT FROM THE FOUNDATION THE ORGANIZATIONS WORK-BASED LEARNING, LEADERSHIP, POST-SECONDARY EDUCATION, AND COMMUNITY HEALTH PROGRAMS..
    $5,000,0002021 Nonprofit Finance FundTO SUPPORT THIS CDFI THAT WILL BUILD CAPACITY FOR NONPROFITS IN NEW YORK AND THE BAY AREA AND HELP ORGANIZATIONS BE RESILIENT TO THE IMPACTS OF COVID-19 THROUGH LOAN CAPITAL, TECHNICAL ASSISTANCE, AND OUTREACH TO COMMUNITIES OF COLOR.
    $4,500,0002021 Foundation for Jewish Camp IncTO SUPPORT CAPITAL IMPROVEMENTS AT JEWISH SUMMER CAMPS, FOCUSED ON BETTER SERVING CAMPERS WITH DISABILITIES, STAFF SERVING THESE CAMPERS, AND STAFF WITH DISABILITIES.
    $3,850,0002024 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INCTO SUPPORT TWO OF THIS ORGANIZATIONS INITIATIVES: ESHEL, WHICH HELPS OLDER ADULTS AGE WITH INDEPENDENCE AND QUALITY OF LIFE, AND TEVET, WHICH PROVIDES WORKFORCE TRAINING TO A RANGE OF PEOPLE.
    $3,650,0002023 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INCTO SUPPORT JDC-ISRAELS FLAGSHIP INITIATIVES: ESHEL, WHICH SERVES OLDER ADULTS AND ENABLES THEM TO AGE WITH INDEPENDENCE AND QUALITY OF LIFE, TEVET.
    $3,000,0002025 Amigourto support the renovation of two affordable housing buildings to help older adults remain independent
    $3,000,0002024 ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INCTO SUPPORT THE GENERAL OPERATIONS OF THIS JEWISH FEDERATION, WHICH COORDINATES ANTI-POVERTY WORK AMONG SEVERAL DIRECT-SERVICES AGENCIES SERVING THE JEWISH COMMUNITY.
    $3,000,0002023 ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INCTO SUPPORT THE ANNUAL OPERATING BUDGET OF THIS JEWISH FEDERATION, WHICH COORDINATES AND CONVENES ANTI-POVERTY WORK AMONG SEVERAL DIRECT SERVICES AGENCIES SERVING THE JEWISH COMMUNITY.
    $3,000,0002022 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INCTO SUPPORT JDC-ISRAELS FLAGSHIP INITIATIVES: ESHEL, WHICH SERVES OLDER ADULTS AND ENABLES THEM TO AGE WITH INDEPENDENCE AND QUALITY OF LIFE, AND TEVET, WHICH PROVIDES WORKFORCE TRAINING TO A RANGE OF VULNERABLE POPULATIONS.
    $3,000,0002022 ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INCTO CONTINUE TO SUPPORT THE ANNUAL CAMPAIGN THAT FUNDS SERVICES FOR FINANCIALLY DISADVANTAGED INDIVIDUALS AND FAMILIES IN BALTIMORE.
    $3,000,0002021 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INCTO PROVIDE SUPPORT FOR VARIOUS PROGRAMS AND SERVICES THROUGHOUT THE COURSE OF CALENDAR YEAR 2021.
    $3,000,0002021 ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INCTO CONTINUE TO SUPPORT THE ANNUAL CAMPAIGN THAT FUNDS SERVICES FOR FINANCIALLY DISADVANTAGED INDIVIDUALS AND FAMILIES IN BALTIMORE.
    $3,000,0002020 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INCTO PROVIDE SUPPORT FOR VARIOUS PROGRAMS AND SERVICES THROUGHOUT THE COURSE OF TWO CALENDAR YEARS, 2019 AND 2020
    $3,000,0002020 ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INCTO CONTINUE TO SUPPORT THE ANNUAL CAMPAIGN THAT FUNDS SERVICES FOR FINANCIALLY DISADVANTAGED INDIVIDUALS AND FAMILIES IN BALTIMORE
    $2,500,0002023 ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INCTO SUPPORT RENOVATIONS TO THE ORGANIZATION'S COMMUNITY CENTERS IN THE PARK HEIGHTS NEIGHBORHOOD, ESTABLISHING A COHESIVE CAMPUS FOR THE JEWISH COMMUNITY.
    $2,000,0002025 Jewish Community Center of the East Bayto support the construction of a hub for several Jewish nonprofits providing direct services for the Jewish community
    $2,000,0002025 MATERNAL & FAMILY HEALTH SERVICES INCto support the general operations of this organization, which provides health care and nutrition services to women, children, and families
    $2,000,0002023 Keshet Donor Advised FundTO SUPPORT THE CAPITAL COMPONENT OF A REHABILITATION PROGRAM AIMED AT HELPING WOMEN PREVIOUSLY INVOLVED IN PROSTITUTION TO SUCCESSFULLY TRANSITION OUT THROUGH THE IMPLEMENTATION OF HOUSING AND WRAP-AROUND SOCIAL SERVICES.
    $2,000,0002023 NTENTO SUPPORT A MAJOR TECHNOLOGY INITIATIVE, INCLUDING CUSTOMIZED TECHNOLOGY PROJECTS PAIRED WITH TRAINING AND COACHING, TO ENHANCE DIRECT SERVICES AND ORGANIZATIONAL INFRASTRUCTURE IN THE JEWISH NONPROFIT SECTOR.
    $2,000,0002022 Health Care for the Homeless IncTO ESTABLISH A HOUSING SUBSIDIARY WITH THE WORKING CAPITAL NEEDED TO DEVELOP PERMANENT SUPPORTIVE HOUSING.
    $2,000,0002022 NTENTO SUPPORT A MAJOR TECHNOLOGY INITIATIVE, INCLUDING CUSTOMIZED TECHNOLOGY PROJECTS PAIRED WITH TRAINING AND COACHING, TO ENHANCE DIRECT SERVICES AND ORGANIZATIONAL INFRASTRUCTURE IN THE JEWISH NONPROFIT SECTOR.
    $2,000,0002022 Waimanalo Health CenterTO SUPPORT THE RENOVATION OF A FEDERALLY QUALIFIED HEALTH CENTER TO INCREASE ACCESS TO DENTAL, VISION, NUTRITION, AND GENERAL COMMUNITY WELLNESS SERVICES IN A RURAL AREA.
    $2,000,0002021 Fund for Educational ExcellenceTO SUPPORT THE BALTIMORE LIBRARY PROJECT.
    $2,000,0002021 IffTO SUPPORT THIS CDFI THAT WILL BUILD CAPACITY FOR NONPROFITS IN CHICAGO AND HELP ORGANIZATIONS BE RESILIENT TO THE IMPACTS OF COVID-19 THROUGH LOAN CAPITAL, TECHNICAL ASSISTANCE, OUTREACH TO COMMUNITIES OF COLOR, AND RESEARCH AND DEVELOPMENT.
    $2,000,0002020 Goodwill Industries of Hawaii IncTO SUPPORT THE RENOVATION AND EXPANSION OF GOODWILLS HONOLULU CAREER CENTER, WHICH WILL DOUBLE THOSE SERVED IN EMPLOYMENT PROGRAMS TO 6,000 PEOPLE ANNUALLY

    References

    1. IP Staff. “Harry and Jeanette Weinberg Foundation.” Inside Philanthropy, January 12, 2024. https://www.insidephilanthropy.com/grants-w/harry-and-jeanette-weinberg-foundation.
    2. “Grant FAQ.” The Harry and Jeanette Weinberg Foundation. Accessed January 14, 2024. https://hjweinbergfoundation.org/grants/grant-faq/.
    3.  “Who We Are.” The Harry and Jeanette Weinberg Foundation. Accessed January 14, 2024. https://hjweinbergfoundation.org/who-we-are/.
    4. “Where We Give.” The Harry and Jeanette Weinberg Foundation. Accessed January 14, 2024. https://hjweinbergfoundation.org/grants/where-we-give/.
    5. [1] “Foundation Timeline.” The Harry and Jeanette Weinberg Foundation. Accessed January 14, 2024. https://hjweinbergfoundation.org/who-we-are/timeline/.
    6. “Foundation Timeline.” The Harry and Jeanette Weinberg Foundation. Accessed January 14, 2024. https://hjweinbergfoundation.org/who-we-are/timeline/.
    7. “Foundation Statements.” The Harry and Jeanette Weinberg Foundation, September 23, 2022. https://hjweinbergfoundation.org/foundation-statements/.
    8. “Apply for a Grant.” The Harry and Jeanette Weinberg Foundation, October 5, 2023. https://hjweinbergfoundation.org/grants/how-to-apply/apply-for-a-grant/.
    9. [1] “Who We Are.” The Harry and Jeanette Weinberg Foundation. Accessed January 14, 2024. https://hjweinbergfoundation.org/who-we-are/.
    10. “Grants.” The Harry and Jeanette Weinberg Foundation. Accessed January 14, 2024. https://hjweinbergfoundation.org/grants/.
    11. Return of Organization Exempt from Income Tax (Form 990-PF). The Harry and Jeanette Weinberg Foundation Inc. 2022. Part VII, Section 3a.
    12. “Sustainability & Service.” EnSafe, January 9, 2024. https://www.ensafe.com/our-company/sustainability-service/.
    13. Return of Organization Exempt from Income Tax (Form 990-PF). The Harry and Jeanette Weinberg Foundation Inc. 2022. Part I, Line 12.
    14. Return of Organization Exempt from Income Tax (Form 990-PF). The Harry and Jeanette Weinberg Foundation Inc. 2022. Part I, Line 26.
    15. “Rachel Garbow Monroe.” The Harry and Jeanette Weinberg Foundation. Accessed January 14, 2024. https://hjweinbergfoundation.org/who-we-are/leadership/rachel-garbow-monroe/.