Nonprofit · EIN 13-6108163
SURDNA FOUNDATION INC
Tax-exempt · NEW YORK, NY 10016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $82,509,894 | $51,006,657 | $31,503,237 | $1,231,171,978 | $54,472,209 | $1,176,699,769 |
| June 30, 2024 | 990-PF | $56,966,218 | $77,062,549 | -$20,096,331 | $1,163,466,026 | $76,602,106 | $1,086,863,920 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Interest
- $1,068,786
- Net gain from sales of assets
- $18,418,066
- Other income
- $63,023,042
Expenses
- Grants and similar amounts paid
- $35,363,621
- Compensation of officers, directors and key employees
- $2,300,822
- Salaries, compensation and benefits (total)
- $3,681,565
- Disbursements for charitable purposes
- $68,762,258
- Excise tax on investment income
- $1,065,387
Balance sheet and other
- Total assets, start of year
- $1,163,466,026
- Total assets, end of year
- $1,231,171,978
- Total liabilities, end of year
- $54,472,209
- Net assets, end of year
- $1,176,699,769
- Fair market value of assets
- $1,231,171,978
- Qualifying distributions
- $71,414,894
- Net investment income
- $91,354,457
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 |
|---|---|---|---|---|
| DONALD CHEN 200 MADISON AVENUE, NEW YORK, NY 10016 | PRES./CEO | 40 | $722,240 | $130,474 |
| MARC DE VENOGE 200 MADISON AVENUE, NEW YORK, NY 10016 | VP FINANCE & INVESTING | 40 | $584,208 | $112,254 |
| JONATHAN GOLDBERG 200 MADISON AVENUE, NEW YORK, NY 10016 | VP LEARNING & IMPACT (THRU 03/25) | 40 | $359,493 | $102,833 |
| ELIZABETH CAHILL 200 MADISON AVENUE, NEW YORK, NY 10016 | VP, COMMUNICATIONS & ENGAGE. | 40 | $342,996 | $98,134 |
| PATRICE GREEN 200 MADISON AVENUE, NEW YORK, NY 10016 | VP, PROGRAMS Highest-paid employee | 40 | $336,582 | $60,964 |
| ADAM CONNAKER 200 MADISON AVENUE, NEW YORK, NY 10016 | DIRECTOR, IMPACT INVESTING | 40 | $291,884 | $79,141 |
| MATTHEW WALEGIR 200 MADISON AVENUE, NEW YORK, NY 10016 | CONTROLLER & MANAGER Highest-paid employee | 40 | $266,122 | $109,434 |
| ASJRUFA FARUQEE 200 MADISON AVENUE, NEW YORK, NY 10016 | DIR, ANDRUS FAM FD Highest-paid employee | 40 | $263,090 | $91,789 |
| JASMIN CASTILLO 200 MADISON AVENUE, NEW YORK, NY 10016 | HEAD OF ADMIN. Highest-paid employee | 40 | $234,144 | $103,282 |
| JOSHUA ELLIOTT 200 MADISON AVENUE, NEW YORK, NY 10016 | DIR, PEOPLE & CULT. Highest-paid employee | 40 | $234,144 | $48,671 |
| CAITLIN BOGER HAWKINS 200 MADISON AVENUE, NEW YORK, NY 10016 | CHAIRPERSON | 1 | $0 | $0 |
| SHARI T WILSON 200 MADISON AVENUE, NEW YORK, NY 10016 | VICE CHAIRPERSON | 1 | $0 | $0 |
| PETER C VOORHEES 200 MADISON AVENUE, NEW YORK, NY 10016 | SECRETARY/TREASURER | 1 | $0 | $0 |
| AMACHIE ACKAH 200 MADISON AVENUE, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 | $0 |
| DAVIS BENEDICT 200 MADISON AVENUE, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE DEPASS 200 MADISON AVENUE, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 |
| CAMERON GRIFFITH 200 MADISON AVENUE, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 |
| MIGUEL SANTANA 200 MADISON AVENUE, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 |
| OMMEED SATHE 200 MADISON AVENUE, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 |
| MELISSA D' ARIENZO 200 MADISON AVENUE, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 |
| ELIZABETH SHOGREN 200 MADISON AVENUE, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 |
| TIMOTHY D THORPE 200 MADISON AVENUE, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DONALD CHEN 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | PRESIDENT/CEO | 40 | $673,270 | $127,459 |
| MARC DE VENOGE 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | VP FINANCE AND INVESTING | 40 | $540,934 | $112,699 |
| JONATHAN GOLDBERG 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | VP LEARNING & IMPACT | 40 | $332,864 | $101,838 |
| ELIZABETH CAHILL 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | VP, COMMUNICATIONS & ENGAGE. | 40 | $317,883 | $92,099 |
| PATRICE GREEN 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | VP, PROGRAMS Highest-paid employee | 40 | $311,650 | $56,791 |
| ADAM CONNAKER 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | Director, Impact Investing | 40 | $270,263 | $77,784 |
| MATT WALEGIR 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | CONTROLLER & MNGR Highest-paid employee | 40 | $248,261 | $100,436 |
| ASHRUFA FARUQEE 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | DIR, ANDRUS FAM FD Highest-paid employee | 40 | $243,900 | $97,439 |
| JASMIN CASTILLO 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | HEAD OF ADMIN. Highest-paid employee | 40 | $216,800 | $100,197 |
| JOSHUA ELLIOTT 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | DIR, PEOPLE & CULT. Highest-paid employee | 40 | $216,800 | $47,600 |
| CAITLIN BOGER-HAWKINS 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | CHAIRPERSON | 1 | $0 | $0 |
| Shari T Wilson 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | Vice Chairperson | 1 | $0 | $0 |
| Peter C Voorhees 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | Secretary/Treasurer | 1 | $0 | $0 |
| Amachie Ackah 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 | $0 |
| Davis Benedict 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 | $0 |
| Michelle DePass 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 | $0 |
| Cameron Griffith 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 | $0 |
| MIGUEL SANTANA 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 | $0 |
| Ommeed Sathe 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 | $0 |
| Elizabeth Shogren 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 | $0 |
| Timothy D Thorpe 200 MADISON AVENUE FL 25, NEW YORK, NY 10016 | DIRECTOR | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 MADISON AVE FL 25, NEW YORK, NY 10016-4001
- In care of
- % MATTHEW WALEGIR CONTROLLER
- Signed the 990-PF
- MARC DE VENOGE, VP FINANCE AND INVESTING
- Phone
- (212) 557-0010
- Return prepared by
- BDO USA
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
- 13-6108163
- 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
- 1938
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,231,171,978
- Income (IRS master file)
- $315,548,781
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | – | – | – | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | – | – | – | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $193,448,000 | $105,542,174 | $1,166,632,706 | IRS |
| 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-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about SURDNA FOUNDATION INC
- What is the EIN of SURDNA FOUNDATION INC?
- The employer identification number (EIN) of SURDNA FOUNDATION INC is 13-6108163.
- Is SURDNA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
- Are donations to SURDNA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SURDNA FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SURDNA FOUNDATION INC 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 SURDNA FOUNDATION INC 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 SURDNA FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 22 people; 10 received compensation from the organization, the highest $722,240 (DONALD CHEN, PRES./CEO).
- How much revenue does SURDNA FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $82,509,894, expenses of $51,006,657 and total assets of $1,231,171,978 at year end.
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