Nonprofit · EIN 13-5596895
JOSIAH MACY JR FOUNDATION
Tax-exempt · NEW YORK, NY 10065
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $11,331,252 | $9,644,998 | $1,686,254 | $152,624,896 | $1,659,453 | $150,965,443 |
| June 30, 2024 | 990-PF | $9,140,903 | $8,882,622 | $258,281 | $147,192,747 | $1,376,978 | $145,815,769 |
| June 30, 2023 | 990-PF | $7,837,859 | $9,134,343 | -$1,296,484 | $141,343,941 | $1,475,500 | $139,868,441 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $332,142
- Dividends
- $4,031,051
- Net gain from sales of assets
- $4,380,369
- Other income
- $2,587,690
Expenses
- Grants and similar amounts paid
- $3,355,142
- Compensation of officers, directors and key employees
- $1,550,528
- Salaries, compensation and benefits (total)
- $707,782
- Disbursements for charitable purposes
- $7,598,812
- Excise tax on investment income
- $127,577
Balance sheet and other
- Total assets, start of year
- $147,192,747
- Total assets, end of year
- $152,624,896
- Total liabilities, end of year
- $1,659,453
- Net assets, end of year
- $150,965,443
- Fair market value of assets
- $152,624,896
- Qualifying distributions
- $7,784,736
- Net investment income
- $10,833,371
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HOLLY J HUMPHREY MD JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | PRESIDENT | 40 | $908,433 | $48,478 |
| PETER GOODWIN JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | COO-TREASURER | 40 | $642,094 | $53,879 |
| DANA LEVINSON 44 E 64TH ST, NEW YORK, NY 10065 | CHIEF PROGRAM OFFICE Highest-paid employee | 40 | $337,459 | $53,023 |
| KAREN BUTLER 44 E 64TH ST, NEW YORK, NY 10065 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $159,067 | $65,915 |
| CAROLINE POUNDS 44 E 64TH ST, NEW YORK, NY 10065 | MACY FACULTY SCHOLAR Highest-paid employee | 40 | $115,333 | $26,115 |
| VICTORIA GOODWIN 44 E 64TH ST, NEW YORK, NY 10065 | PROGRAM ASSOCIATE Highest-paid employee | 40 | $107,717 | $77,559 |
| KAREN KOURT 44 E 64TH ST, NEW YORK, NY 10065 | ASSISTANT TREASURER Highest-paid employee | 40 | $103,285 | $39,544 |
| MEREDITH B JENKINS JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | CHAIRPERSON | 0.5 | $0 | $0 |
| FRANCISCO G CIGARROA MD JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| TERRY FULMER PHD RN FAAN JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| PAUL JOHNSON JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| JACKIE JUDD JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| JASON LAMIN JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| VALERIE MONTGOMERY RICE MD JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| STEVEN M SAFYER MD JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA SNIDER JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 |
| ROBERT WACHTER MD JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 |
| MARY WAKEFIELD PHD RN FAAN JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HOLLY J HUMPHREY MD JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | PRESIDENT | 40 | $1,282,594 | $57,867 |
| PETER GOODWIN JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | COO-TREASURER | 40 | $576,565 | $54,477 |
| DANA LEVINSON 44 E 64TH ST, NEW YORK, NY 10065 | CHIEF PROGRAM OFFICE Highest-paid employee | 40 | $306,170 | $9,072 |
| KAREN BUTLER 44 E 64TH ST, NEW YORK, NY 10065 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $144,858 | $63,561 |
| CAROLINE POUNDS 44 E 64TH ST, NEW YORK, NY 10065 | MACY FACULTY SCHOLAR Highest-paid employee | 40 | $106,152 | $0 |
| KAREN KOURT 44 E 64TH ST, NEW YORK, NY 10065 | ASSISTANT TREASURER Highest-paid employee | 40 | $94,042 | $38,175 |
| YASMINE LEGENDRE 44 E 64TH ST, NEW YORK, NY 10065 | PROGRAM ASSOCIATE Highest-paid employee | 40 | $54,240 | $29,421 |
| MEREDITH B JENKINS JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | CHAIRPERSON AS OF OCT '23 | 0.5 | $0 | $0 |
| WILLIAM H WRIGHT II JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | CHAIRMAN THROUGH OCT '23 | 0.5 | $0 | $0 |
| DAVID BLUMENTHALLEFT OCT '23 JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| FRANCISCO G CIGARROA MD JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| TERRY FULMER PHD RN FAAN JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| JACKIE JUDD JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| HOWARD K KOH MD MPH JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| VALERIE MONTGOMERY RICE MD JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| STEVEN M SAFYER MD JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| DONNA SNIDER JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| ROBERT WACHTER MD JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| MARY WAKEFIELD PHD RN FAAN JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| GREGORY H WARNER JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
990-PF for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HOLLY J HUMPHREY MD JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | PRESIDENT | 40 | $982,175 | $125,425 |
| PETER GOODWIN JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | COO-TREASURER | 40 | $555,066 | $52,662 |
| DANA LEVINSON 44 E 64TH ST, NEW YORK, NY 10065 | CHIEF PROGRAM OFFICE Highest-paid employee | 40 | $292,423 | $49,587 |
| KAREN BUTLER 44 E 64TH ST, NEW YORK, NY 10065 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $140,300 | $69,414 |
| YASMINE LEGENDRE 44 E 64TH ST, NEW YORK, NY 10065 | PROGRAM ASSOCIATE Highest-paid employee | 40 | $109,066 | $56,616 |
| STEPHEN C SCHOENBAUM 44 E 64TH ST, NEW YORK, NY 10065 | SPECIAL ADVISOR TO T Highest-paid employee | 16 | $107,306 | $0 |
| KAREN KOURT 44 E 64TH ST, NEW YORK, NE 10065 | ASSISTANT TREASURER Highest-paid employee | 40 | $89,683 | $36,367 |
| WILLIAM H WRIGHT II JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | CHAIRMAN | 0.5 | $0 | $0 |
| DAVID BLUMENTHAL JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| FRANCISCO G CIGARROA MD JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| TERRY FULMER PHD RN FAAN JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| MEREDITH B JENKINS JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| HOWARD K KOH MD MPH JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| VALERIE MONTGOMERY RICE MD JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| STEVEN M SAFYER MD JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| MARY WAKEFIELD PHD RN FAAN JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
| GREGORY H WARNER JOSIAH MACY JR FND 44 E 64TH ST, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 44 E 64TH ST, NEW YORK, NY 10065-7306
- In care of
- % SECY TREAS
- Signed the 990-PF
- PETER GOODWIN, INTERIM PRESIDENT
- Phone
- (212) 486-2424
- Website
- WWW.MACYFOUNDATION.ORG
- Return prepared by
- LUTZ AND CARR CPAS 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-5596895
- 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
- 1930
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $152,624,896
- Income (IRS master file)
- $47,176,958
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $11,331,252 | $9,644,998 | $152,624,896 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $9,140,903 | $8,882,622 | $147,192,747 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $7,837,859 | $9,134,343 | $141,343,941 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | 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 13-5596895).
Questions about JOSIAH MACY JR FOUNDATION
- What is the EIN of JOSIAH MACY JR FOUNDATION?
- The employer identification number (EIN) of JOSIAH MACY JR FOUNDATION is 13-5596895.
- Is JOSIAH MACY JR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1930.
- Are donations to JOSIAH MACY JR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSIAH MACY JR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSIAH MACY JR FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSIAH MACY JR FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of JOSIAH MACY JR FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 18 people; 7 received compensation from the organization, the highest $908,433 (HOLLY J HUMPHREY MD, PRESIDENT).
- How much revenue does JOSIAH MACY JR FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $11,331,252, expenses of $9,644,998 and total assets of $152,624,896 at year end.
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