SUE & EDGAR WACHENHEIM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUE & EDGAR WACHENHEIM FOUNDATION (EIN 23-7011002)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2024-12-19
- IRS object ID
- 202443549349100014
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-19T14:13:36-06:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237011002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE & EDGAR WACHENHEIM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUE& | BusinessNameControlTxt |
| Phone | 9146969000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CNG 3 MANHATTANVILLE ROAD 301 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDGAR WACHENHEIM III | PersonNm |
| Person Title | PRESIDENT, CEO | PersonTitleTxt |
| Phone | 9146969000 | PhoneNum |
| Signature | 2024-12-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2024-12-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $774,705,233 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $27,356,400 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,350,271 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,350,271 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,944,875 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,944,875 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,590,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $256,860,268 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,590,671 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $127,242,217 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,885,817 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,245,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,165 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,665 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,255,165 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,665 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,452,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,452,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,707,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,665 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,458,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $93,534,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,881,152 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,447,070 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $190,428,257 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $191,632,122 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $405,258,859 | CorporateStockBOYAmt |
| Corporate Stock EOY | $294,203,005 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $583,073,111 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $412,705,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $484,631,262 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $774,705,233 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $412,705,929 | RetainedEarningBOYAmt |
| Retained Earning EOY | $484,631,262 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $412,705,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $484,631,262 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $412,705,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $484,631,262 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $412,705,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $93,534,552 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $506,240,481 | SubtotalAmt |
| Other Decreases | $21,609,219 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $484,631,262 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $256,860,268 | GrossSalesPriceAmt |
| Cost Or Other Basis | $172,269,597 | CostOrOtherBasisAmt |
| Gain Or Loss | $84,590,671 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $84,590,671 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,590,671 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,388,348 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,388,348 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,388,348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,255,026 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,255,026 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $133,322 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE & EDGAR WACHENHEIM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9146969334 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CNG 3 MANHATTANVILLE ROAD | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDGAR WACHENHEIM III | ||||||||
| C/O CNG 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | PRESIDENT, CEO | 0.50 | $0 | $0 | $0 |
| SUE W WACHENHEIM | ||||||||
| C/O CNG 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| LANCE R WACHENHEIM | ||||||||
| C/O CNG 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | TREASURER | 0.50 | $0 | $0 | $0 |
| KIM W WAGMAN | ||||||||
| C/O CNG 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | SECRETARY | 0.50 | $0 | $0 | $0 |
| CHRIS A WACHENHEIM | ||||||||
| C/O CNG 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $598,203,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,492,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $704,695,110 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $704,695,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,570,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $694,124,683 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,706,234 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,706,234 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,388,348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,388,348 | TotalTaxAmt |
| Distributable Before Adj | $33,317,886 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,317,886 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,317,886 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,458,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,458,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,317,886 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,521,984 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,458,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,521,984 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,936,016 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $11,381,870 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDGAR WACHENHEIM III | ContributingManagerNm |
| Contributing Manager | SUE W WACHENHEIM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLYTHEDALE CHILDREN'S HOSPITAL | |||||||
| 95 BRADHURST AVENUE | VALHALLA | NY | 105951697 | N/A | PC | GENERAL SUPPORT | $100,000 |
| CARAMOOR CENTER FOR MUSIC AND ARTS | |||||||
| PO BOX 816 | KATONAH | NY | 10536 | N/A | PC | GENERAL SUPPORT | $100,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL SUPPORT | $250,000 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE 3 | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $20,000 |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | GENERAL SUPPORT | $13,500,000 |
| EAGLE HILL SCHOOL | |||||||
| 45 GLENVILLE ROAD | GREENWICH | CT | 06831 | N/A | PC | GENERAL SUPPORT | $100,000 |
| EAST SIDE SETTLEMENT | |||||||
| 337 ALEXANDER AVENUE | BRON | NY | 10454 | N/A | PC | GENERAL SUPPORT | $10,000 |
| FRIENDS OF GREEN CHIMNEYS | |||||||
| 400 DOANSBURG ROAD | BREWSTER | NY | 10509 | N/A | PC | GENERAL SUPPORT | $100,000 |
| GREENWICH HOSPITAL | |||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | N/A | PC | GENERAL SUPPORT | $200,000 |
| HARVARD BUSINESS SCHOOL | |||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | N/A | PC | GENERAL SUPPORT | $75,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280198 | N/A | PC | GENERAL SUPPORT | $255,000 |
| NATIONAL DANCE INSTITUTE | |||||||
| 1115 BROADWAY SUITE 1019 | NEW YORK | NY | 10010 | N/A | PC | GENERAL SUPPORT | $2,500 |
| NEW YORK HALL OF SCIENCE | |||||||
| 47-01 111TH STREET | CORONA | NY | 11368 | N/A | PC | GENERAL SUPPORT | $10,000 |
| OCEANA INC | |||||||
| 1025 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $1,000,000 |
| READWORKSORG | |||||||
| PO BOX 461 | NEW YORK | NY | 101010461 | N/A | PC | GENERAL SUPPORT | $50,000 |
| RYE COUNTRY DAY SCHOOL | |||||||
| CEDAR STREET | RYE | NY | 10580 | N/A | PC | GENERAL SUPPORT | $25,000 |
| RYE FREE READING ROOM | |||||||
| 1061 BOSTON POST ROAD | RYE | NY | 10580 | N/A | PC | GENERAL SUPPORT | $50,000 |
| SCHOOL OF AMERICAN BALLET | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SKIDMORE COLLEGE | |||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | N/A | PC | GENERAL SUPPORT | $450,000 |
| THE CARVER CENTER | |||||||
| 400 WESTCHESTER AVENUE | PORT CHESTER | NY | 10573 | N/A | PC | GENERAL SUPPORT | $500,000 |
| THE CLARK INSTITUTE | |||||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | N/A | PC | GENERAL SUPPORT | $250,000 |
| THE MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $9,885,000 |
| THE NEW YORK PUBLIC LIBRARY | |||||||
| FIFTH AVENUE AND 42ND STREET | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $100,000 |
| THE RECTORY SCHOOL | |||||||
| 528 POMFRET STREET | POMFRET | CT | 06258 | N/A | PC | GENERAL SUPPORT | $150,000 |
| WILLIAMS COLLEGE | |||||||
| PO BOX 231 | WILLIAMSTOWN | MA | 01267 | N/A | PC | GENERAL SUPPORT | $5,015,000 |
| WNET | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,452,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,350,271 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,944,875 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84,590,671 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,885,817 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,885,817 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| EDGAR WACHENHEIM III | |||||||
| 1 | 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | $21,940,850 | Yes (X) | |
| SUE WACHENHEIM | |||||||
| 2 | 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | $4,415,550 | Yes (X) | |
| GREENHAVEN ASSOCIATES INC | |||||||
| 3 | 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | $1,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 34,875 SHARE OF LENNAR CORP-A | $4,853,815 | 2023-12-11 |
| 1 | 20,000 SHARES OF TOLL BROTHERS INC. | $2,585,600 | 2024-08-13 |
| 1 | 26,550 SHARES OF LENNAR CORP-A | $4,510,978 | 2024-08-15 |
| 1 | 17,700 SHARES OF LENNAR CORP-A | $3,085,907 | 2024-08-19 |
| 1 | 20,000 SHARES OF TOLL BROTHERS INC. | $2,634,800 | 2024-08-19 |
| 1 | 30,000 SHARES OF TOLL BROTHERS INC. | $4,269,750 | 2024-08-22 |
| 2 | 22,500 SHARES OF TOLL BROTHERS INC. | $4,415,550 | 2024-08-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARROW ELECTRONICS INC | $18,422,736 | $18,393,850 |
| AVNET INC. | $11,027,952 | $13,926,549 |
| CRH PLC | $36,198,537 | $82,069,800 |
| CITIGROUP INC. | $58,116,227 | $70,587,000 |
| DR HORTON INC. | $9,144,583 | $16,900,000 |
| GENERAL MOTORS CO. | $65,030,787 | $78,678,000 |
| LEAR CORP. | $12,919,866 | $9,576,000 |
| LENNAR CORP. - CLASS A | $33,284,012 | $127,019,106 |
| OSHKOSH CORP. | $10,371,755 | $13,291,200 |
| PULTEGROUP INC. | $10,800,644 | $33,030,150 |
| TEREX CORP | $2,072,469 | $2,249,385 |
| TOLL BROTHERS INC. | $18,006,911 | $108,365,600 |
| VALLOUREC SA | $8,806,526 | $8,986,471 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS OF FMV OVER COST OF DONATED STOCK | Desc |
| Amt | $21,609,219 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $1,500 | $0 | $1,500 |
| OTHER INVESTMENT EXPENSES | $4,665 | $4,665 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,245,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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