Nonprofit · EIN 13-3948773
WATERWHEEL FOUNDATION INC
Tax-exempt · NEW YORK, NY 10170
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,289,686 | $4,092,654 | -$802,968 | $15,615,283 | $50,623 | $15,564,660 |
| December 31, 2023 | 990-PF | $6,953,692 | $2,105,482 | $4,848,210 | $16,407,951 | $40,323 | $16,367,628 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,443,258
- Dividends
- $435,713
- Interest
- $34,937
- Net gain from sales of assets
- $374,067
- Other income
- $1,711
Expenses
- Grants and similar amounts paid
- $4,024,071
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,024,071
- Excise tax on investment income
- $11,314
Balance sheet and other
- Total assets, start of year
- $16,407,951
- Total assets, end of year
- $15,615,283
- Total liabilities, end of year
- $50,623
- Net assets, end of year
- $15,564,660
- Fair market value of assets
- $16,253,450
- Qualifying distributions
- $4,024,071
- Net investment income
- $846,428
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERNEST ANASTASIO III C/O BGCO 420 LEXINGTON AVE STE 2520, NEW YORK, NY 10170 | PRESIDENT | 1 | $0 |
| MICHAEL GORDON C/O BGCO 420 LEXINGTON AVE STE 2520, NEW YORK, NY 10170 | VP | 1 | $0 |
| PAGE MCCONNELL C/O BGCO 420 LEXINGTON AVE STE 2520, NEW YORK, NY 10170 | VP | 1 | $0 |
| JONATHAN FISHMAN C/O BGCO 420 LEXINGTON AVE STE 2520, NEW YORK, NY 10170 | VP | 1 | $0 |
| BETH MONTUORI ROWLES C/O BGCO 420 LEXINGTON AVE STE 2520, NEW YORK, NY 10170 | SECRETARY | 6 | $0 |
| BURTON GOLDSTEIN C/O BGCO 420 LEXINGTON AVE STE 2520, NEW YORK, NY 10170 | TREASURER | 2 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERNEST ANASTASIO III C/O BGCO 420 LEXINGTON AVE STE 2520, NEW YORK, NY 10170 | PRESIDENT | 1 | $0 |
| MICHAEL GORDON C/O BGCO 420 LEXINGTON AVE STE 2520, NEW YORK, NY 10170 | VP | 1 | $0 |
| PAGE MCCONNELL C/O BGCO 420 LEXINGTON AVE STE 2520, NEW YORK, NY 10170 | VP | 1 | $0 |
| JONATHAN FISHMAN C/O BGCO 420 LEXINGTON AVE STE 2520, NEW YORK, NY 10170 | VP | 1 | $0 |
| BETH MONTUORI ROWLES C/O BGCO 420 LEXINGTON AVE STE 2520, NEW YORK, NY 10170 | SECRETARY | 6 | $0 |
| BURTON GOLDSTEIN C/O BGCO 420 LEXINGTON AVE STE 2520, NEW YORK, NY 10170 | TREASURER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- CO BGCO 420 LEXINGTON AVE 2520, NEW YORK, NY 10170-0000
- In care of
- % BURTON GOLDSTEIN & CO LLC
- Signed the 990-PF
- ERNEST ANASTASIO, OFFICER
- Phone
- (212) 582-9700
- Website
- PHISH.COM/WATERWHEEL
- Return prepared by
- BURTON GOLDSTEIN & COMPANY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3948773
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $15,615,283
- Income (IRS master file)
- $6,233,791
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,289,686 | $4,092,654 | $15,615,283 | XML |
| 990-PF | December 2023 | $6,953,692 | $2,105,482 | $16,407,951 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 13-3948773).
Questions about WATERWHEEL FOUNDATION INC
- What is the EIN of WATERWHEEL FOUNDATION INC?
- The employer identification number (EIN) of WATERWHEEL FOUNDATION INC is 13-3948773.
- Is WATERWHEEL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to WATERWHEEL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WATERWHEEL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WATERWHEEL FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WATERWHEEL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WATERWHEEL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does WATERWHEEL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,289,686, expenses of $4,092,654 and total assets of $15,615,283 at year end.
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