Nonprofit · EIN 13-3099901
WACHTELL LIPTON ROSEN & KATZ FOUNDATION
Tax-exempt · NEW YORK, NY 10019
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $8,571,041 | $9,124,500 | -$553,459 | $34,709,559 | $0 | $34,709,559 |
| September 30, 2024 | 990-PF | $8,131,923 | $6,873,083 | $1,258,840 | $34,579,527 | $0 | $34,579,527 |
| September 30, 2023 | 990-PF | $5,336,755 | $6,214,108 | -$877,353 | $31,904,315 | $0 | $31,904,315 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $7,500,000
- Dividends
- $979,564
- Other income
- $91,477
Expenses
- Grants and similar amounts paid
- $9,123,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $9,124,250
- Excise tax on investment income
- $21,287
Balance sheet and other
- Total assets, start of year
- $34,579,527
- Total assets, end of year
- $34,709,559
- Total liabilities, end of year
- $0
- Net assets, end of year
- $34,709,559
- Fair market value of assets
- $34,709,559
- Qualifying distributions
- $9,124,250
- Net investment income
- $1,531,440
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTIN LIPTON 51 WEST 52ND STREET, NEW YORK, NY 10019 | PRESIDENT/DIRECTOR | 1 | $0 |
| HERBERT M WACHTELL 51 WEST 52ND STREET, NEW YORK, NY 10019 | VICE PRES/SECRETARY/DIRECTOR | 1 | $0 |
| CONSTANCE MONTE 51 WEST 52ND STREET, NEW YORK, NY 10019 | VP/TREASURER/DIRECTOR | 1 | $0 |
| EDWARD D HERLIHY 51 WEST 52ND STREET, NEW YORK, NY 10019 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| DANIEL A NEFF 51 WEST 52ND STREET, NEW YORK, NY 10019 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| JODI J SCHWARTZ 51 WEST 52ND STREET, NEW YORK, NY 10019 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
990-PF for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTIN LIPTON 51 WEST 52ND STREET, NEW YORK, NY 10019 | PRESIDENT/Director | 1 | $0 |
| HERBERT M WACHTELL 51 WEST 52ND STREET, NEW YORK, NY 10019 | Vice Pres/Secretary/Director | 1 | $0 |
| CONSTANCE MONTE 51 WEST 52ND STREET, NEW YORK, NY 10019 | VP/TREASURER/Director | 1 | $0 |
| EDWARD D HERLIHY 51 WEST 52ND STREET, NEW YORK, NY 10019 | Vice President/Director | 1 | $0 |
| DANIEL A NEFF 51 WEST 52ND STREET, NEW YORK, NY 10019 | Vice President/Director | 1 | $0 |
| Jodi J Schwartz 51 WEST 52ND STREET, NEW YORK, NY 10019 | Vice President/Director | 1 | $0 |
990-PF for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTIN LIPTON 51 WEST 52ND STREET, NEW YORK, NY 10019 | PRESIDENT/Director | 1 | $0 |
| HERBERT M WACHTELL 51 WEST 52ND STREET, NEW YORK, NY 10019 | Vice Pres/Secretary/Director | 1 | $0 |
| CONSTANCE MONTE 51 WEST 52ND STREET, NEW YORK, NY 10019 | VP/TREASURER/Director | 1 | $0 |
| EDWARD D HERLIHY 51 WEST 52ND STREET, NEW YORK, NY 10019 | Vice President/Director | 1 | $0 |
| DANIEL A NEFF 51 WEST 52ND STREET, NEW YORK, NY 10019 | Vice President/Director | 1 | $0 |
| Jodi J Schwartz 51 WEST 52ND STREET, NEW YORK, NY 10019 | Vice President/Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 51 WEST 52ND STREET, NEW YORK, NY 10019-6119
- In care of
- % WACHTELL LIPTON ROSEN & KA
- Signed the 990-PF
- JODI J SCHWARTZ, VICE PRESIDENT
- Phone
- (212) 403-1000
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 13-3099901
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1982
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $34,709,559
- Income (IRS master file)
- $8,972,303
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $8,571,041 | $9,124,500 | $34,709,559 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990-PF | September 2024 | $8,131,923 | $6,873,083 | $34,579,527 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990-PF | September 2023 | $5,336,755 | $6,214,108 | $31,904,315 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3099901).
Questions about WACHTELL LIPTON ROSEN & KATZ FOUNDATION
- What is the EIN of WACHTELL LIPTON ROSEN & KATZ FOUNDATION?
- The employer identification number (EIN) of WACHTELL LIPTON ROSEN & KATZ FOUNDATION is 13-3099901.
- Is WACHTELL LIPTON ROSEN & KATZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to WACHTELL LIPTON ROSEN & KATZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WACHTELL LIPTON ROSEN & KATZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WACHTELL LIPTON ROSEN & KATZ FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WACHTELL LIPTON ROSEN & KATZ FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of WACHTELL LIPTON ROSEN & KATZ FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does WACHTELL LIPTON ROSEN & KATZ FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $8,571,041, expenses of $9,124,500 and total assets of $34,709,559 at year end.
Other nonprofits in NEW YORK
- NEW YORK UNIVERSITY EIN 13-5562308 · last filed 990 for 2025
- HEALTHFIRST PHSP INC EIN 13-3783732 · last filed 990 for 2024
- THE NEW YORK AND PRESBYTERIAN HOSPITAL EIN 13-3957095 · last filed 990 for 2024
- NYU LANGONE HOSPITALS EIN 13-3971298 · last filed 990 for 2025
- MEMORIAL SLOAN-KETTERING CANCER CENTER EIN 91-2154267 · last filed 990 for 2024
- TRUSTEES OF COLUMBIA UNIVERSITY EIN 13-5598093 · last filed 990 for 2025
- HEALTHFIRST HEALTH PLAN INC EIN 11-3029569 · last filed 990 for 2024
- GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC EIN 31-1774905 · last filed 990 for 2024