SUE & EDGAR WACHENHEIM FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SUE & EDGAR WACHENHEIM FOUNDATION (EIN 23-7011002)
Tax period
2019-11-01 to 2020-10-31
Filed
2020-12-08
IRS object ID
202043439349100319
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-12-08T16:20:57-06:00ReturnTs
Tax Period End2020-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 MADISON AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237011002EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUE & EDGAR WACHENHEIM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUE&BusinessNameControlTxt
Phone9146969000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO CNG 3 MANHATTANVILLE ROADAddressLine1Txt
CityPURCHASECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10577ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDGAR WACHENHEIM IIIPersonNm
Person TitlePRESIDENT, CEOPersonTitleTxt
Phone9146969000PhoneNum
Signature2020-12-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK T NASHPreparerPersonNm
PTINP00396721PTIN
Phone6464713000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address155.201.42.61IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-12-07IPDt
IP Tm16:11:05IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id43F55BB08199BA03008B92C673885E6497D9C6DAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$410,871,156FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,343,126ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$856,095InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$856,095InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,276,751DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,276,751DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,748,404NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$174,540,527GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,748,404CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$328,657OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$328,657OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$25,553,033TotalRevAndExpnssAmt
Total Net Invst Incm$21,209,907TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,350AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,350AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,970OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,970OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$316,885TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,500OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,500OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$334,055TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,320TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,850TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,252,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,252,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,586,555TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,320TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,256,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,966,478ExcessRevenueOverExpensesAmt
Net Investment Income$21,196,587NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$46,274,879SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$92,323,630SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$92,323,630SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$59,819,844USGovernmentObligationsBOYAmt
US Government Obligations EOY$24,993,260USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$24,997,500USGovtObligationsEOYFMVAmt
Corporate Stock BOY$220,363,043CorporateStockBOYAmt
Corporate Stock EOY$215,107,354CorporateStockEOYAmt
Corporate Stock EOYFMV$293,550,026CorporateStockEOYFMVAmt
Total Assets BOY$326,457,766TotalAssetsBOYAmt
Total Assets EOY$332,424,244TotalAssetsEOYAmt
Total Assets EOYFMV$410,871,156TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$326,457,766RetainedEarningBOYAmt
Retained Earning EOY$332,424,244RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$326,457,766TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$332,424,244TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$326,457,766TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$332,424,244TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$326,457,766TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,966,478ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$332,424,244SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$332,424,244TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$174,540,527GrossSalesPriceAmt
Cost Or Other Basis$160,792,123CostOrOtherBasisAmt
Gain Or Loss$13,748,404GainOrLossAmt
Gains Minus Excess Or Losses$13,748,404GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$13,748,404CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,608,250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$338,243,752NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.025450DistributionYr1Rt
Adjusted Qlfy Distri Yr2$18,889,033AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$361,999,586NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052180DistributionYr2Rt
Adjusted Qlfy Distri Yr3$16,894,983AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$317,015,669NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053294DistributionYr3Rt
Adjusted Qlfy Distri Yr4$12,645,887AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$249,682,618NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050648DistributionYr4Rt
Adjusted Qlfy Distri Yr5$12,518,233AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$253,204,160NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049439DistributionYr5Rt
Total Distribution0.231011TotalDistributionRt
Average Distribution0.046202AverageDistributionRt
Net Vl Noncharitable Assets$364,724,760NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$16,851,013AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$211,966NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$17,062,979AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$19,256,350QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$211,966InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$211,966SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$211,966TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$225,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$225,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$13,034OverpaymentAmt
Applied To ES Tax$13,034AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUE AND EDGAR WACHENHEIM FOUNDATIONIndividualWithBooksNm
Phone9146969000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13 MANHATTANVILLE ROADAddressLine1Txt
CityPURCHASECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10577ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDGAR WACHENHEIM III
95 RYE ROADRYENY10580PRESIDENT, CEO0.50$0$0$0
SUE W WACHENHEIM
95 RYE ROADRYENY10580VICE PRESIDENT0.50$0$0$0
LANCE R WACHENHEIM
35 NORTH CHATSWORTH AVELARCHMONTNY10538TREASURER0.50$0$0$0
KIM W WAGMAN
93 RYE ROADRYENY10580SECRETARY0.50$0$0$0
CHRIS A WACHENHEIM
GREENHAVEN 3 MANHATTANVILLE RDPURCHASENY10577DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$260,774,335AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,968,685AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$49,535,924FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$370,278,944TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$370,278,944AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,554,184CashDeemedCharitableAmt
Net Vl Noncharitable Assets$364,724,760NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,236,238MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,236,238MinimumInvestmentReturnAmt
Tax Based On Investment Income$211,966TaxBasedOnInvestmentIncomeAmt
Total Tax$211,966TotalTaxAmt
Distributable Before Adj$18,024,272DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$18,024,272DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$18,024,272DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,256,350ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$19,256,350QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$211,966PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$19,044,384AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,024,272DistributableAsAdjustedAmt
Undistributed Income PY$3,344,362UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$19,256,350QualifyingDistributionsAmt
Applied To Year1$3,344,362AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,911,988AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,112,284UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDGAR WACHENHEIM IIIContributingManagerNm
Contributing ManagerSUE W WACHENHEIMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BLYTHEDALE CHILDREN'S HOSPITAL
95 BRADHURST AVENUEVALHALLANY105951697NONEPUBLICGENERAL PURPOSE$100,000
END WELL FOUNDATION
41 CASTLE STREETSAN FRANCISCOCA94133NONEPUBLICGENERAL PURPOSE$5,000
GREENWICH HOSPITAL
5 PERRYRIDGE ROADGREENWICHCT06830NONEPUBLICGENERAL PURPOSE$50,000
HARVARD BUSINESS SCHOOL
SOLIDERS FIELDBOSTONMA02163NONEPUBLICGENERAL PURPOSE$5,000
THE MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019NONEPUBLICGENERAL PURPOSE$6,325,000
NATIONAL DANCE INSTITUTE
1115 BROADWAY SUITE 1019NEW YORKNY10010NONEPUBLICGENERAL PURPOSE$2,500
NEW YORK HALL OF SCIENCE
47-01 111TH STREETCORONANY11368NONEPUBLICGENERAL PURPOSE$10,000
NEW YORK PUBLIC LIBRARY THE
FIFTH AVENUE AND 42ND STREETNEW YORKNY10018NONEPUBLICGENERAL PURPOSE$25,000
PLAYWRIGHTS HORIZON
416 WEST 42ND STREETNEW YORKNY100366809NONEPUBLICGENERAL PURPOSE$5,000
RYE COUNTRY DAY SCHOOL
CEDAR STREETRYENY10580NONEPUBLICGENERAL PURPOSE$1,100,000
RYE FUND FOR EDUCATION
555 THEODORE FREMD AVENUE SUITERYENY10580NONEPUBLICGENERAL PURPOSE$25,000B-101
SKIDMORE COLLEGE
815 NORTH BROADWAYSARATOGA SPRINGSNY12866NONEPUBLICGENERAL PURPOSE$350,000
WILLIAMS COLLEGE
PO BOX 231WILLIAMSTOWNMA01267NONEPUBLICGENERAL PURPOSE$2,500,000
WNET
825 8TH AVENUENEW YORKNY10019NONEPUBLICGENERAL PURPOSE$8,750,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,252,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$856,095ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,276,751ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion41ExclusionCd
Exclusion$328,657ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,748,404ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$21,209,907ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,209,907TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
SUE WACHENHEIM
13 MANHATTANVILLE ROADPURCHASENY10577$414,725Yes (X)Yes (X)
EDGAR WACHENHEIM III
23 MANHATTANVILLE ROADPURCHASENY10577$1,990,680Yes (X)Yes (X)
EDGAR WACHENHEIM III
33 MANHATTANVILLE ROADPURCHASENY10577$5,062,808Yes (X)Yes (X)
EDGAR WACHENHEIM III
43 MANHATTANVILLE ROADPURCHASENY10577$3,217,300Yes (X)Yes (X)
GREENHAVEN ASSOCIATES INC
53 MANHATTANVILLE ROADPURCHASENY10577$500,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1FEDEX CORP - 2,500 SHARES (TAX COST BASIS $124,968)$414,7252019-12-13
2FEDEX CORP - 12,000 SHARES (TAX COST BASIS $702,516)$1,990,6802019-12-13
3DR HORTON INC - 72,300 SHARES (TAX COST BASIS $1,875,572.64)$5,062,8082020-08-10
4FEDEX CORP - 20,000 SHARES (TAX COST BASIS $1,140,069.50)$3,217,3002019-12-02

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,700Amt
Net Investment Income$2,350NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,350DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADIENT PLC$4,580,773$2,122,000
BUNGE LIMITED$10,238,907$15,033,450
CF INDUSTRIES HOLDINGS INC$6,995,288$6,916,305
CITIGROUP INC$4,553,730$4,142,000
DEERE & CO$19,955,821$33,886,500
FORD MOTOR CO$11,426,531$12,368,000
GENERAL MOTORS CO$32,480,440$38,155,650
GOLDMAN SACHS GROUP INC$32,523,493$36,390,200
LEAR CORP$234,037$326,187
LENNAR CORP - CLASS A$23,640,524$39,855,525
LENNAR CORP - CLASS B$2,572,699$2,222,749
MORGAN STANLEY$21,850,963$29,853,000
PROSHARES SHORT QQQ$5,491,645$5,505,500
TOLL BROTHERS INC$18,169,647$29,596,000
WHIRLPOOL CORP$20,392,856$37,176,960

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$24,993,260USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$24,997,500USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEEDesc
Revenue And Expenses Per Books$1,500RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFOREIGN TAX REFUNDDesc
Revenue And Expenses Per Books$328,657RevenueAndExpensesPerBooksAmt
Net Investment Income$328,657NetInvestmentIncomeAmt
Adjusted Net Income$328,657AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$10,970Amt
Net Investment Income$10,970NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$316,885Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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