SUE & EDGAR WACHENHEIM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SUE & EDGAR WACHENHEIM FOUNDATION (EIN 23-7011002)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-01-13
- IRS object ID
- 202310139349100011
- Schema version
- 2021v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-13T10:18:48-06:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | 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 MANHATTANVILE 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 | 2023-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDGAR | PersonFirstNm |
| Person Last | WACHENHEIM III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL MALAKOFF | PreparerPersonNm |
| PTIN | P00582469 | PTIN |
| Phone | 6464713000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $462,595,944 | 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 | $2,503,506 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $545,922 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $545,922 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,519,216 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,519,216 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$393,648 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $775,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $277,280 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $277,280 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,452,276 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,342,418 | 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 |
| Taxes Rev And Expnss | $111,782 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,976 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $476 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $476 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,820,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,820,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,933,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $476 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,821,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,481,482 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,341,942 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $131,917,103 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,780,171 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,780,171 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $169,976,855 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $34,818,554 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $34,880,265 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $136,519,952 | CorporateStockBOYAmt |
| Corporate Stock EOY | $353,333,703 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $388,935,508 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $438,413,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $426,932,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $462,595,944 | 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 | $438,413,910 | RetainedEarningBOYAmt |
| Retained Earning EOY | $426,932,428 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $438,413,910 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $426,932,428 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $438,413,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $426,932,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $438,413,910 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,481,482 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $426,932,428 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $426,932,428 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $775,712 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,169,360 | CostOrOtherBasisAmt |
| Gain Or Loss | -$393,648 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$393,648 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$393,648 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $102,053 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $102,053 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $102,053 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $62,000 | 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 | $62,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $40,053 | 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 |
| Individual With Books | SUE EDGAR WACHENHEIM FOUNDATION | IndividualWithBooksNm |
| Phone | 9146969334 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 MANHATTANVILE ROAD STE 301 | 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 | ||||||||
| 95 RYE ROAD | RYE | NY | 10580 | PRESIDENT, CEO | 0.50 | $0 | $0 | $0 |
| SUE W WACHENHEIM | ||||||||
| 95 RYE ROAD | RYE | NY | 10580 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| LANCE R WACHENHEIM | ||||||||
| 35 NORTH CHATSWORTH AVE | LARCHMONT | NY | 10538 | TREASURER | 0.50 | $0 | $0 | $0 |
| KIM W WAGMAN | ||||||||
| 93 RYE ROAD | RYE | NY | 10580 | SECRETARY | 0.50 | $0 | $0 | $0 |
| CHRIS A WACHENHEIM | ||||||||
| GREENHAVEN 3 MANHATTANVILLE RD | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $326,248,339 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,230,911 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $49,546,644 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $502,025,894 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $502,025,894 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,530,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $494,495,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,724,775 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,724,775 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $102,053 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $102,053 | TotalTaxAmt |
| Distributable Before Adj | $24,622,722 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,622,722 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,622,722 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,821,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,821,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,622,722 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,489,468 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,821,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,489,468 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,332,032 | 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 | $6,290,690 | 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 (24 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 | 10595 | NONE | PUBLIC | GENERAL PURPOSE | $100,000 |
| CARAMOOR CENTER FOR MUSIC & THE ARTS INC | |||||||
| PO BOX 816 | KATONAH | NY | 10536 | NONE | PUBLIC | GENERAL PURPOSE | $100,000 |
| CHIEF'S MEMORIAL CAMPERSHIP FUND INC | |||||||
| 500 CAPITAL MALL SUITE 1000 | SACRAMENTO | CA | 95814 | NONE | PUBLIC | GENERAL PURPOSE | $50,000 |
| GREENWICH HOSPITAL | |||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | NONE | PUBLIC | GENERAL PURPOSE | $250,000 |
| HARVARD BUSINESS SCHOOL | |||||||
| SOLIDERS FIELD | BOSTON | MA | 02163 | NONE | PUBLIC | GENERAL PURPOSE | $100,000 |
| THE JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL PURPOSE | $15,000 |
| THE NEW YORK PUBLIC LIBRARY | |||||||
| 445 FIFTH AVENUE SUITE 3RD FL | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL PURPOSE | $50,000 |
| OCEANA INC | |||||||
| 1025 CONNECTICUT AVENUE NW NO20 | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL PURPOSE | $1,100,000 |
| PLAYWRIGHTS HORIZON | |||||||
| 416 WEST 42ND STREET | NEW YORK | NY | 100366809 | NONE | PUBLIC | GENERAL PURPOSE | $7,500 |
| RYE COUNTRY DAY SCHOOL | |||||||
| POST ROAD AND CEDAR STREET | RYE | NY | 10580 | NONE | PUBLIC | GENERAL PURPOSE | $35,000 |
| SKIDMORE COLLEGE | |||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC | GENERAL PURPOSE | $500,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL PURPOSE | $11,852,500 |
| WILLIAMS COLLEGE MUSEUM OF ART | |||||||
| 15 LAWRENCE HALL DRIVE | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | GENERAL PURPOSE | $15,000 |
| WNET | |||||||
| 825 8TH AVENUE 14TH FL | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL PURPOSE | $265,000 |
| THE CARVER CENTER | |||||||
| 400 WESTCHESTER AVENUE | PORT CHESTER | NY | 10573 | NONE | PUBLIC | GENERAL PURPOSE | $500,000 |
| STERLING AND FRANCINE CLARK ART INSTITUTE | |||||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | GENERAL PURPOSE | $750,000 |
| COUNCIL ON FOREIGN RELATIONS INC | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL PURPOSE | $2,500,000 |
| THE FRIENDS OF GREEN CHIMNEYS | |||||||
| 400 DOANSBURG ROAD BOX 719 | BREWSTER | NY | 10509 | NONE | PUBLIC | GENERAL PURPOSE | $50,000 |
| THE JAY HERITAGE CENTER | |||||||
| 210 BOSTON POST ROAD | RYE | NY | 10580 | NONE | PUBLIC | GENERAL PURPOSE | $1,500,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL PURPOSE | $10,000 |
| NATIONAL DANCE INSTITUTE | |||||||
| 217 WEST 147TH STREET | NEW YORK | NY | 10039 | NONE | PUBLIC | GENERAL PURPOSE | $10,000 |
| NEW YORK HALL OF SCIENCE | |||||||
| 47-01 111TH STREET | CORONA | NY | 11368 | NONE | PUBLIC | GENERAL PURPOSE | $10,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 972 BRUSH HOLLOW ROAD 5TH FL | WESTBURY | NY | 11590 | NONE | PUBLIC | GENERAL PURPOSE | $1,000,000 |
| THE RYE FREE READING ROOM | |||||||
| 1061 BOSTON POST ROAD | RYE | NY | 10580 | NONE | PUBLIC | GENERAL PURPOSE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,820,000 | 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 | $545,922 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,519,216 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $277,280 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$393,648 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,948,770 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,948,770 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| EDGAR WACHENHEIM III | |||||||
| 1 | 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | $6,579,723 | Yes (X) | Yes (X) |
| GREENHAVEN ASSOCIATES INC | |||||||
| 2 | 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | $250,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | LENNAR - CLASS A - 60,287 SHARES (TAX COST BASIS $2,253,506) | NoncashPropertyDesc |
| Fair Market Value | $6,579,723 | FairMarketValueAmt |
| Received | 2021-12-01 | ReceivedDt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVNET INC. | $3,091,627 | $3,014,250 |
| CITIGROUP INC. | $28,762,104 | $21,783,500 |
| CHR PLC | $19,503,837 | $20,005,590 |
| CHR PLC - ADR | $3,276,862 | $3,444,911 |
| DR HORTON INC. | $4,887,582 | $5,381,600 |
| GENERAL MOTORS CO. | $44,527,896 | $38,661,250 |
| GOLDMAN SACHS GROUP INC. | $29,148,241 | $49,092,675 |
| INTERNATIONAL PAPER CO. | $22,974,366 | $18,485,500 |
| JP MORGAN CHASE & CO. | $35,101,087 | $35,875,800 |
| LEAR CORP. | $7,570,066 | $8,322,600 |
| LENNAR CORP. - CLASS A | $32,399,031 | $56,030,252 |
| LENNAR CORP. - CLASS B | $1,846,858 | $2,548,211 |
| MERITAGE HOMES CORP. | $2,008,576 | $1,972,544 |
| OSHKOSH CORP. | $7,221,789 | $7,920,000 |
| PROSHARES SHORT QQQ | $6,879,394 | $5,989,200 |
| PROSHARES SHORT S&P 500 | $7,315,116 | $6,539,500 |
| PULTEGROUP INC. | $9,779,309 | $9,497,625 |
| STANLEY BLACK & DECKER INC. | $8,321,201 | $5,494,300 |
| TOLL BROTHERS INC. | $18,831,533 | $30,694,500 |
| WESTROCK CO. | $34,477,497 | $27,077,700 |
| WHIRLPOOL CORP. | $25,409,731 | $31,104,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $34,818,554 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $34,880,265 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $1,500 | $0 | $1,500 |
| INVESTMENT FEE | $476 | $476 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAX REFUND | Desc |
| Revenue And Expenses Per Books | $277,280 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $277,280 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $277,280 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $111,782 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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