SUE & EDGAR WACHENHEIM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUE & EDGAR WACHENHEIM FOUNDATION (EIN 23-7011002)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-01-13
- IRS object ID
- 202600139349100135
- Schema version
- 2024v5.5
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-13T14:07:45-06:00 | ReturnTs |
| Tax Period End | 2025-10-31 | 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 | 2024-11-01 | 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 | 2026-01-13 | 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 | 2026-01-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $807,298,028 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,360,770 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,360,770 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,385,109 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,385,109 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,247,170 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $224,496,905 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,247,170 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,398 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,398 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $137,996,447 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,996,447 | 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 | $1,544,802 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $231,480 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,551,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $232,630 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,284,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,284,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,836,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $232,630 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,290,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $108,160,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,763,817 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $190,428,257 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $358,808,971 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $360,275,142 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $294,203,005 | CorporateStockBOYAmt |
| Corporate Stock EOY | $233,982,536 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $447,022,886 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $484,631,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $592,791,507 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $807,298,028 | 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 | $484,631,262 | RetainedEarningBOYAmt |
| Retained Earning EOY | $592,791,507 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $484,631,262 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $592,791,507 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $484,631,262 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $592,791,507 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $484,631,262 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $108,160,245 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $592,791,507 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $592,791,507 | 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 | $224,496,905 | GrossSalesPriceAmt |
| Cost Or Other Basis | $116,249,735 | CostOrOtherBasisAmt |
| Gain Or Loss | $108,247,170 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $108,247,170 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,247,170 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,914,917 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,914,917 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,914,917 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,180,000 | 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 | $1,180,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $734,917 | 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 | $466,241,118 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $287,855,325 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $754,096,443 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $754,096,443 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,311,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $742,784,996 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,139,250 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,139,250 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,914,917 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,914,917 | TotalTaxAmt |
| Distributable Before Adj | $35,224,333 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,224,333 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,224,333 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,290,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,290,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,224,333 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,381,870 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,290,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,381,870 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,908,380 | 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 | $18,315,953 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADIRONDACK FORTY-SIXERS INC (THE) | |||||||
| 29 MAINE ROAD | PLATTSBURGH | NY | 12903 | N/A | PC | GENERAL SUPPORT | $50,000 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $750,000 |
| 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 |
| CHILDREN'S MUSEUM OF MANHATTAN | |||||||
| 212 WEST 83RD STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL SUPPORT | $25,000 |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | GENERAL SUPPORT | $3,000,000 |
| EAGLE HILL SCHOOL | |||||||
| 45 GLENVILLE ROAD | GREENWICH | CT | 06831 | N/A | PC | GENERAL SUPPORT | $200,000 |
| FORTUNE SOCIETY | |||||||
| 29-76 NORTHERN BOULEVARD | LONG ISLAND CITY | NY | 11101 | N/A | PC | GENERAL SUPPORT | $3,500 |
| FRIENDS OF RYE TOWN PARK | |||||||
| PO BOX 345 | RYE | NY | 10580 | N/A | PC | GENERAL SUPPORT | $200,000 |
| 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 |
| HOSPITAL FOR SPECIAL SURGERY FOUNDATION | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL SUPPORT | $1,000,000 |
| JUSTWORLD INTERNATIONAL | |||||||
| 3206 OLD HAMPTON DRIVE | WELLINGTON | FL | 33414 | N/A | PC | GENERAL SUPPORT | $5,000 |
| MEMORIAL SLOAN-KETTERING | |||||||
| 633 3RD AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $7,500,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280198 | N/A | PC | GENERAL SUPPORT | $5,000 |
| 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 | $100,000 |
| RYE FIRE DEPARTMENT | |||||||
| 1051 BOSTON POST ROAD | RYE | NY | 10580 | N/A | PC | GENERAL SUPPORT | $750 |
| RYE FREE READING ROOM | |||||||
| 1061 BOSTON POST ROAD | RYE | NY | 10580 | N/A | PC | GENERAL SUPPORT | $50,000 |
| RYE POLICE ASSOCIATION INC | |||||||
| 21 MCCULLOUGH PLACE | RYE | NY | 10580 | N/A | PC | GENERAL SUPPORT | $500 |
| SKIDMORE COLLEGE | |||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | N/A | PC | GENERAL SUPPORT | $650,000 |
| 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 | $200,000 |
| THE JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | N/A | PC | GENERAL SUPPORT | $20,000 |
| THE MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $12,135,000 |
| THE NEW YORK PUBLIC LIBRARY | |||||||
| FIFTH AVENUE AND 42ND STREET | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $100,000 |
| WILLIAMS COLLEGE | |||||||
| PO BOX 231 | WILLIAMSTOWN | MA | 01267 | N/A | PC | GENERAL SUPPORT | $15,000 |
| 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 | $28,284,750 | 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 | $6,360,770 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,385,109 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $108,247,170 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN CURRENCY GAIN/LOSS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,398 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $137,996,447 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,996,447 | 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 |
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 (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARROW ELECTRONICS INC | $18,422,736 | $17,290,250 |
| AVANTOR INC | $14,281,974 | $14,893,200 |
| AVNET INC. | $11,027,952 | $12,446,805 |
| BAXTER INTERNATIONAL INC | $10,339,292 | $8,142,684 |
| DR HORTON INC. | $9,144,583 | $14,908,000 |
| GENERAL MOTORS CO. | $65,030,787 | $107,089,500 |
| LEAR CORP. | $12,919,866 | $10,465,000 |
| LENNAR CORP. - CLASS A | $33,828,940 | $92,827,500 |
| OSHKOSH CORP. | $10,371,755 | $16,027,700 |
| PULTEGROUP INC. | $10,800,644 | $30,566,850 |
| ROBERT HALF INC | $101,169 | $96,903 |
| SCHLUMBERGER LIMITED | $10,899,401 | $12,170,250 |
| TOLL BROTHERS INC. | $18,006,911 | $99,863,000 |
| VALLOUREC SA | $8,806,526 | $10,235,244 |
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 | $1,150 | $1,150 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN CURRENCY GAIN/LOSS | Desc |
| Revenue And Expenses Per Books | $3,398 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,398 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,398 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,313,322 | $0 | $0 |
| FOREIGN TAX | $231,480 | $231,480 | $0 |
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