WACHTELL LIPTON ROSEN & KATZ FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WACHTELL LIPTON ROSEN & KATZ FOUNDATION (EIN 13-3099901)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-11
- IRS object ID
- 202522239349100917
- Schema version
- 2023v6.0
- 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
- Depreciation Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-11T19:03:11-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133099901 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WACHTELL LIPTON ROSEN & KATZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WACHTELL LIPTON ROSEN & KA | InCareOfNm |
| Business Name Control | WACH | BusinessNameControlTxt |
| Phone | 2124031000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 WEST 52ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jodi J Schwartz | PersonNm |
| Person Title | vice president | PersonTitleTxt |
| Phone | 2124031000 | PhoneNum |
| Signature | 2025-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Sales | PreparerPersonNm |
| PTIN | P01770943 | PTIN |
| Phone | 7325164200 | PhoneNum |
| Preparation | 2025-08-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $34,579,527 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,000,750 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,000,750 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $131,165 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $130,412 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,131,923 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,131,170 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $68,250 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $833 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $833 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,083 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $833 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,804,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,804,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,873,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,804,833 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,258,840 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,131,170 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $664 | CashBOYAmt |
| Cash EOY | $53,081 | CashEOYAmt |
| Cash EOYFMV | $53,081 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $771,357 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $631,285 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $631,285 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $22,367,863 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $23,878,124 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $23,878,124 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $8,764,431 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,017,037 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,017,037 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,904,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,579,527 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,579,527 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $31,904,315 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $34,579,527 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,904,315 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,579,527 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,904,315 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,579,527 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,904,315 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,258,840 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,416,372 | OtherIncreasesAmt |
| Subtotal | $34,579,527 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $34,579,527 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TCG BALANCED FUND, LP | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Cost Or Other Basis | $38,613 | CostOrOtherBasisAmt |
| Gain Or Loss | -$38,613 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$38,613 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$38,613 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,723 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,723 | SubtotalAmt |
| Tax Based On Investment Income | $15,723 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,402 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $44,402 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $28,679 | OverpaymentAmt |
| Applied To ES Tax | $28,679 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WACHTELL LIPTON ROSEN & KATZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124031000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 WEST 52ND ST | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN LIPTON | ||||||||
| 51 WEST 52ND STREET | NEW YORK | NY | 10019 | PRESIDENT/Director | 1.0 | $0 | $0 | $0 |
| HERBERT M WACHTELL | ||||||||
| 51 WEST 52ND STREET | NEW YORK | NY | 10019 | Vice Pres/Secretary/Director | 1.0 | $0 | $0 | $0 |
| CONSTANCE MONTE | ||||||||
| 51 WEST 52ND STREET | NEW YORK | NY | 10019 | VP/TREASURER/Director | 1.0 | $0 | $0 | $0 |
| EDWARD D HERLIHY | ||||||||
| 51 WEST 52ND STREET | NEW YORK | NY | 10019 | Vice President/Director | 1.0 | $0 | $0 | $0 |
| DANIEL A NEFF | ||||||||
| 51 WEST 52ND STREET | NEW YORK | NY | 10019 | Vice President/Director | 1.0 | $0 | $0 | $0 |
| Jodi J Schwartz | ||||||||
| 51 WEST 52ND STREET | NEW YORK | NY | 10019 | Vice President/Director | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,784,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,011,747 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,414,194 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,210,399 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,210,399 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $513,156 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,697,243 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,684,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,684,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,723 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,723 | TotalTaxAmt |
| Distributable Before Adj | $1,669,139 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,669,139 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,669,139 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,804,833 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,804,833 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,669,139 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,422,070 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,861,841 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,162,029 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,673,883 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,595,367 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,715,190 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,804,833 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,669,139 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,135,694 | RemainingDistriFromCorpusAmt |
| Total Corpus | $29,850,884 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,422,070 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,428,814 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,861,841 | ExcessFromYear4Amt |
| Excess From Year3 | $6,162,029 | ExcessFromYear3Amt |
| Excess From Year2 | $5,673,883 | ExcessFromYear2Amt |
| Excess From Year1 | $4,595,367 | ExcessFromYear1Amt |
| Excess From Current Year | $5,135,694 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS Health International Inc | |||||||
| 384 WEST LANE | RIDGEFIELD | CT | 06877 | N/A | PC | GENERAL PROGRAM SUPPORT | $2,000 |
| Adams Street Foundation | |||||||
| 283 ADAMS ST | BROOKLYN | NY | 11201 | N/A | PC | GENERAL PROGRAM SUPPORT | $7,500 |
| American Academy of Arts & Sciences | |||||||
| 136 IRVING ST | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| American Friends of Rambam Medical Center | |||||||
| 442 5th Ave Ste 1353 | NEW YORK | NY | 10018 | N/A | PC | GENERAL PROGRAM SUPPORT | $36,000 |
| American Friends of the Hebrew University | |||||||
| 199 Water St Fl 11 | NEW YORK | NY | 10038 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| American Friends of the Israel Museum | |||||||
| 545 Fifth Ave Suite 920 | NEW YORK | NY | 10017 | N/A | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| American Law Institute | |||||||
| 4025 Chestnut St | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| Asian American Legal Defense and Education Fund (A | |||||||
| 99 Hudson St | New York | NY | 10013 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| Asphalt Green | |||||||
| 555 E 90th St | New York | NY | 10128 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| Bellevue Association | |||||||
| 462 FIRST AVENUE | NEW YORK | NY | 10016 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| Bet Tzedek | |||||||
| 3250 Wilshire Blvd | Los Angeles | CA | 90010 | N/A | PC | GENERAL PROGRAM SUPPORT | $36,000 |
| British American Business Inc of New York & London | |||||||
| 52 VANDERBILT AVE FL 20 | New York | NY | 10017 | N/A | PC | GENERAL PROGRAM SUPPORT | $30,000 |
| Brooklyn Law School | |||||||
| 205 STATE ST STE 1 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| Cancer Research Fund of the Damon Runyon - Walter | |||||||
| 1 Exchange Plz Ste 302 | New York | NY | 10006 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| Center for Reproductive Rights | |||||||
| 199 WATER ST | New York | NY | 10038 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| Children's Aid Society | |||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | N/A | PC | GENERAL PROGRAM SUPPORT | $240,000 |
| Columbia Law School | |||||||
| 615 W 131st St | NEW YORK | NY | 10027 | N/A | PC | GENERAL PROGRAM SUPPORT | $161,000 |
| Community Hope Inc | |||||||
| 959 US-46 E | PARSIPPANY | NJ | 07054 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| ConocoPhillips United Way | |||||||
| 925 N Eldridge Pkwy SP1j-20-N257 | Houston | TX | 77079 | N/A | PC | GENERAL PROGRAM SUPPORT | $20,000 |
| Cornell Law School | |||||||
| 160 Myron Taylor Hall | ITHICA | NY | 14853 | N/A | PC | GENERAL PROGRAM SUPPORT | $6,000 |
| CURE Epilepsy | |||||||
| 420 N WABASH AVE | CHICAGO | IL | 60611 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| Duke Law University | |||||||
| 210 Science Dr | Durham | NC | 27708 | N/A | PC | GENERAL PROGRAM SUPPORT | $21,000 |
| Easter Seals South Florida Inc | |||||||
| 1475 NW 14TH AVE | MIAMI | FL | 33125 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| Equal Justice Works | |||||||
| 1730 M St NW Ste 800 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL PROGRAM SUPPORT | $141,500 |
| Fordham Law School | |||||||
| 19 W 62nd St | NEW YORK | NY | 10023 | N/A | PC | GENERAL PROGRAM SUPPORT | $16,000 |
| Foundation for the Carolinas | |||||||
| 220 N Tryon St | Charlotte | NC | 28202 | N/A | PC | GENERAL PROGRAM SUPPORT | $1,000,000 |
| Freedom House | |||||||
| 1850 M STREET NW 11TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| Friends of the Israel Antiquities Authority | |||||||
| Co WLRK 51 W 52nd Street 31st | NEW YORK | NY | 10019 | N/A | PC | GENERAL PROGRAM SUPPORT | $36,000 |
| Friends of the Jewish Museum Berlin | |||||||
| 239 Ridgeview Rd | princeton | NJ | 08540 | N/A | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| George Washington University | |||||||
| 1918 F St NW | WASHINGTON | DC | 20052 | N/A | PC | GENERAL PROGRAM SUPPORT | $6,000 |
| Georgetown University Law School | |||||||
| 600 New Jersey Ave NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL PROGRAM SUPPORT | $21,000 |
| Greater Hartford Legal Aid Foundation | |||||||
| 999 Asylum Ave 3rd Fl | Hartford | CT | 06105 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| Greater Horizons (Do More Charity Challenge) | |||||||
| 1055 Broadway Blvd Ste 130 | KANSAS CITY | MO | 64105 | N/A | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| Greater New York Councils Boy Scouts of America | |||||||
| 475 Riverside Drive Suite 600 | NEW YORK | NY | 10115 | N/A | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| Harlem Academy | |||||||
| 655 St Nicholas Ave | NEW YORK | NY | 10030 | N/A | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| Harvard Law School | |||||||
| Wasserstein Hall Room B084 | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL PROGRAM SUPPORT | $270,500 |
| Her Justice | |||||||
| 100 Broadway 10th Fl | NEW YORK | NY | 10005 | N/A | PC | GENERAL PROGRAM SUPPORT | $40,000 |
| Honorable Tina Brozman Foundation | |||||||
| 31 W 52nd St Ste 4-22 | NEW YORK | NY | 10019 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| Hospital for Special Surgery Fund Inc | |||||||
| 535 E 70th St | NEW YORK | NY | 10021 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| Hudson River Community Sailing | |||||||
| PO BOX 20677 | NEW YORK | NY | 10011 | N/A | PC | GENERAL PROGRAM SUPPORT | $2,000 |
| IJA - NYU | |||||||
| 40 Washington Square S | New York | NY | 10012 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| Jewish Museum | |||||||
| 1109 5th Ave | New York | NY | 10128 | N/A | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| Judges and Lawyers Breast Cancer Alert Inc (JALBCA | |||||||
| 100 Crosby Street 301 | New York | NY | 10012 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| Law Foundation of Silicon Valley | |||||||
| 4 N 2ND STREET 1300 | San Jose | CA | 95113 | N/A | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| Lawyers Alliance for New York | |||||||
| 171 MADISON AVENUE 9TH FLOOR | New York | NY | 10016 | N/A | PC | GENERAL PROGRAM SUPPORT | $15,000 |
| Lawyer's Committee for Civil Rights Under Law | |||||||
| 1500 K St NW Ste 900 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL PROGRAM SUPPORT | $100,000 |
| Legal Action Center of the City of New York | |||||||
| 225 Varick Street | New York | NY | 10014 | N/A | PC | GENERAL PROGRAM SUPPORT | $12,500 |
| Legal Aid Society | |||||||
| 199 Water St Ste 400 | NEW YORK | NY | 10038 | N/A | PC | GENERAL PROGRAM SUPPORT | $320,500 |
| Legal Momentum | |||||||
| 32 Broadway Suite 1801 | New York | NY | 10004 | N/A | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| Mikva Challenge | |||||||
| 200 S Michigan 1000 | CHICAGO | IL | 60604 | N/A | PC | GENERAL PROGRAM SUPPORT | $15,000 |
| Mobilization for Justice | |||||||
| 00 William Street 6th Floor | NEW YORK | NY | 10038 | N/A | PC | GENERAL PROGRAM SUPPORT | $75,000 |
| Mount Sinai Medical Center | |||||||
| One Gustave L Levy Place | NEW YORK | NY | 10029 | N/A | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| Museum of the Moving Image | |||||||
| 3601 35 Ave | Astoria | NY | 11106 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| National Center for State Courts | |||||||
| 300 Newport Ave | Williamsburg | VA | 23185 | N/A | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| New England Legal Foundation | |||||||
| 333 Washington St Ste 850 | BOSTON | MA | 02108 | N/A | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| New York City Partnership Foundation Inc | |||||||
| One Battery Park Plaza | New York | NY | 10004 | N/A | PC | GENERAL PROGRAM SUPPORT | $250,000 |
| New York Historical Society | |||||||
| 170 Central Park West | New York | NY | 10024 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| New York Law School | |||||||
| 185 W Broadway | New York | NY | 10013 | N/A | PC | GENERAL PROGRAM SUPPORT | $6,000 |
| New York Legal Assistance Group (NYLAG) | |||||||
| 100 Pearl St 19th floor | NEW YORK | NY | 10004 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| New York Public Library | |||||||
| 66 Leroy St | NEW YORK | NY | 10014 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| New York University | |||||||
| 70 Washington Square S | New York | NY | 10012 | N/A | PC | GENERAL PROGRAM SUPPORT | $75,000 |
| New York University School of Law | |||||||
| 40 Washington Square S | New York | NY | 10012 | N/A | PC | GENERAL PROGRAM SUPPORT | $22,500 |
| Northwestern Pritzker School of Law | |||||||
| 375 E Chicago Ave | Chicago | IL | 60611 | N/A | PC | GENERAL PROGRAM SUPPORT | $1,500 |
| NYU Langone Health | |||||||
| 550 First Avenue MSB 153 | NEW YORK | NY | 10016 | N/A | PC | GENERAL PROGRAM SUPPORT | $1,110,000 |
| NYU School of Law | |||||||
| 40 Washington Square S | New York | NY | 10012 | N/A | PC | GENERAL PROGRAM SUPPORT | $160,000 |
| NYU Stern School of Business | |||||||
| 44 W 4th St | New York | NY | 10012 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| Ohio State University Moritz College of Law | |||||||
| 281 W Lane Ave | Columbus | OH | 43210 | N/A | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| Philharmonic Symphony Society of NY | |||||||
| 10 Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| Pink Aid Inc | |||||||
| PO Box 5157 | Westport | CT | 06881 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| Police Athletic League | |||||||
| 34 1/2 E 12th St | New York | NY | 10003 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| Prep for Prep | |||||||
| 328 West 71st Street | NEW YORK | NY | 10023 | N/A | PC | GENERAL PROGRAM SUPPORT | $500,000 |
| Pro Bono Partnership | |||||||
| 160 Littleton Rd | Parsippany | NJ | 07054 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| Public Art Fund Inc | |||||||
| One East 53rd Street | NEW YORK | NY | 10022 | N/A | PC | GENERAL PROGRAM SUPPORT | $30,000 |
| Public Counsel | |||||||
| 610 S Ardmore Ave | LOS ANGELES | CA | 90005 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| Pursuit Transformation Company Inc | |||||||
| 4710 Austell Pl 2nd Floor | Long Is City | NY | 11101 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| Roosevelt Institute | |||||||
| 570 Lexington Avenue 5th Floor | NEW YORK | NY | 10022 | N/A | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| Rutgers University Foundation | |||||||
| 335 George Street | New Brunswick | NJ | 08901 | N/A | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| Sonia and Celina Sotomayor Judicial Internship Pro | |||||||
| 122 Amsterdam Ave | NEW YORK | NY | 10023 | N/A | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| Stanford University | |||||||
| 450 Jane Stanford Way | Stanford | CA | 94305 | N/A | PC | GENERAL PROGRAM SUPPORT | $35,000 |
| SUNY at Buffalo School of Law | |||||||
| 309 Obrian Hall | BUFFALO | NY | 14260 | N/A | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| TEAK Fellowship | |||||||
| 16 W 22nd St 3rd Fl | NEW YORK | NY | 10010 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| Temple Emanu-El | |||||||
| ONE EAST 65TH STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| Temple Emanu-El Nursery School | |||||||
| ONE EAST 65TH STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| Trustees of the University of Pennsylvania | |||||||
| 34th Spruce Street | Philadelphia | PA | 19104 | N/A | PC | GENERAL PROGRAM SUPPORT | $74,500 |
| UCLA Foundation | |||||||
| 10889 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90024 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| UCSF Foundation | |||||||
| 2001 THE EMBARCADERO 3RD FL | San Francisco | CA | 94133 | N/A | PC | GENERAL PROGRAM SUPPORT | $15,000 |
| UJA Federation of New York | |||||||
| 130 E 59th St | NEW YORK | NY | 10022 | N/A | PC | GENERAL PROGRAM SUPPORT | $260,000 |
| University of California Berkeley | |||||||
| 200 California Hall | BERKLEY | CA | 94720 | N/A | PC | GENERAL PROGRAM SUPPORT | $1,500 |
| University of Chicago Law School | |||||||
| 5235 S Harper Court | Chicago | IL | 60615 | N/A | PC | GENERAL PROGRAM SUPPORT | $239,500 |
| University of Delaware | |||||||
| 210 South College Ave | Newark | DE | 19716 | N/A | PC | GENERAL PROGRAM SUPPORT | $10,000 |
| University of Illinois | |||||||
| 919 W Illinois Street MC-064 | Urbana | IL | 61801 | N/A | PC | GENERAL PROGRAM SUPPORT | $500 |
| University of Miami School of Law | |||||||
| 1311 Miller Drive Room G287 | Coral Gables | FL | 33124 | N/A | PC | GENERAL PROGRAM SUPPORT | $500 |
| University of Michigan Law School | |||||||
| 625 S State St | Ann Arbor | MI | 48109 | N/A | PC | GENERAL PROGRAM SUPPORT | $2,500 |
| University of North Carolina at Chapel Hill | |||||||
| 103 South Rd Ste CB9100 | CHAPEL HILL | NC | 27599 | N/A | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| University of Virginia School of Law | |||||||
| 580 Massie Rd | Charlottesville | VA | 22903 | N/A | PC | GENERAL PROGRAM SUPPORT | $1,500 |
| Volunteers Lawyers for Justice | |||||||
| PO Box 32040 | Newark | NJ | 07102 | N/A | PC | GENERAL PROGRAM SUPPORT | $7,500 |
| Yale Law School | |||||||
| 127 WALL STREET | NEW HAVEN | CT | 06511 | N/A | PC | GENERAL PROGRAM SUPPORT | $64,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,804,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,000,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $131,165 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,131,923 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,131,923 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WACHTELL LIPTON ROSEN KATZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 WEST 52ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $23,878,124 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $23,878,124 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TCG BALANCED FUND, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $10,017,037 | BookValueAmt |
| EOYFMV | $10,017,037 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| NEW YORK STATE FILING FEE | $750 | $750 |
| BANK SERVICE CHARGE | $83 | $83 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership income | Desc |
| Revenue And Expenses Per Books | $131,165 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $130,412 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,416,372 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAXES PAID | $68,000 |
| STATE TAXES PAID | $250 |