Nonprofit · EIN 13-4197999
SVETLANA AND HERBERT M WACHTELL FOUNDATION
Tax-exempt · NEW YORK, NY 10019
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $224,579 | $230,718 | -$6,139 | $5,007,436 | $86,575 | $4,920,861 |
| October 31, 2024 | 990-PF | $1,286,595 | $277,600 | $1,008,995 | $5,048,622 | $60,455 | $4,988,167 |
| October 31, 2023 | 990-PF | $9,149 | $333,240 | -$324,091 | $4,008,968 | $47,455 | $3,961,513 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $253,562
- Net gain from sales of assets
- -$28,983
Expenses
- Grants and similar amounts paid
- $178,817
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $179,317
- Excise tax on investment income
- $3,021
Balance sheet and other
- Total assets, start of year
- $5,048,622
- Total assets, end of year
- $5,007,436
- Total liabilities, end of year
- $86,575
- Net assets, end of year
- $4,920,861
- Fair market value of assets
- $6,056,437
- Qualifying distributions
- $179,317
- Net investment income
- $253,562
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERBERT M WACHTELL 51 WEST 52ND STREET, NEW YORK, NY 10019 | PRES/TREAS/DIRECTOR | 1 | $0 |
| SVETLANA STONE WACHTELL 51 WEST 52ND STREET, NEW YORK, NY 10019 | VP/SECY/DIRECTOR | 1 | $0 |
| LAURA MURPHY 51 WEST 52ND STREET, NEW YORK, NY 10019 | DIRECTOR | 1 | $0 |
990-PF for the year ended October 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERBERT M WACHTELL 51 west 52nd street, NEW YORK, NY 10019 | PRES/TREAS/DIRECTOR | 1 | $0 |
| SVETLANA STONE WACHTELL 51 WEST 52ND STREET, NEW YORK, NY 10019 | VP/SECY/DIRECTOR | 1 | $0 |
| LAURA MURPHY 51 WEST 52ND STREET, NEW YORK, NY 10019 | DIRECTOR | 1 | $0 |
990-PF for the year ended October 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERBERT M WACHTELL 51 west 52nd street, NEW YORK, NY 10019 | PRES/TREAS/DIRECTOR | 1 | $0 |
| SVETLANA STONE WACHTELL 51 WEST 52ND STREET, NEW YORK, NY 10019 | VP/SECY/DIRECTOR | 1 | $0 |
| LAURA MURPHY 51 WEST 52ND STREET, NEW YORK, NY 10019 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 51 WEST 52ND STREET, NEW YORK, NY 10019-6119
- In care of
- % SVETLANA STONE WACHTELL
- Signed the 990-PF
- HERBERT M WACHTELL, PRESIDENT/TREASURER
- 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 13-4197999
- 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
- 2002
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,007,436
- Income (IRS master file)
- $1,190,924
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $224,579 | $230,718 | $5,007,436 | XML |
| 990-PF | October 2024 | $1,286,595 | $277,600 | $5,048,622 | XML |
| 990-PF | October 2023 | $9,149 | $333,240 | $4,008,968 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 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 13-4197999).
Questions about SVETLANA AND HERBERT M WACHTELL FOUNDATION
- What is the EIN of SVETLANA AND HERBERT M WACHTELL FOUNDATION?
- The employer identification number (EIN) of SVETLANA AND HERBERT M WACHTELL FOUNDATION is 13-4197999.
- Is SVETLANA AND HERBERT M WACHTELL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to SVETLANA AND HERBERT M WACHTELL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SVETLANA AND HERBERT M WACHTELL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SVETLANA AND HERBERT M WACHTELL FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SVETLANA AND HERBERT M WACHTELL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of SVETLANA AND HERBERT M WACHTELL FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SVETLANA AND HERBERT M WACHTELL FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $224,579, expenses of $230,718 and total assets of $5,007,436 at year end.
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