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Nonprofit · EIN 13-6278694

MARY AND JAMES G WALLACH FOUNDATION

Tax-exempt · PURCHASE, NY 10577

Financials

$3.1M$3.6M2023$18.6M$4.4M2024$12.7M$5M2025
Revenue Expenses · by fiscal year end
Financials of MARY AND JAMES G WALLACH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$12,727,604$4,970,736$7,756,868$79,733,971$0$79,733,971
December 31, 2024990-PF$18,576,881$4,424,729$14,152,152$71,977,103$0$71,977,103
December 31, 2023990-PF$3,118,420$3,604,803-$486,383$57,806,771$0$57,806,771
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$2,436,730
Interest
$1,521,137
Net gain from sales of assets
$8,769,361
Other income
$376

Expenses

Grants and similar amounts paid
$3,587,033
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$3,622,733
Excise tax on investment income
$161,583

Balance sheet and other

Total assets, start of year
$71,977,103
Total assets, end of year
$79,733,971
Total liabilities, end of year
$0
Net assets, end of year
$79,733,971
Fair market value of assets
$101,156,877
Qualifying distributions
$3,622,733
Net investment income
$12,727,604

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARY WALLACH
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
PRESIDENT0.5$0
HOWARD HERMAN
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
SECRETARY/TREASURER0.5$0
ANDREW WALLACH
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
VICE-PRESIDENT0.5$0
SCOTT WALLACH
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
VICE-PRESIDENT0.5$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
MARY WALLACH
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
PRESIDENT0.5$0
HOWARD HERMAN
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
SECRETARY/TREASURER0.5$0
ANDREW WALLACH
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
VICE-PRESIDENT0.5$0
SCOTT WALLACH
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
VICE-PRESIDENT0.5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
MARY WALLACH
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
PRESIDENT0.5$0
HOWARD HERMAN
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
SECRETARY/TREASURER0.5$0
ANDREW WALLACH
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
VICE-PRESIDENT0.5$0
SCOTT WALLACH
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
VICE-PRESIDENT0.5$0

Address and contacts

Address (IRS master file)
CO CNG 3 MANHATTANVILLE ROAD 301, PURCHASE, NY 10577-0000
Signed the 990-PF
ANDREW WALLACH, VICE PRESIDENT
Phone
(914) 696-9000
Return prepared by
CITRIN COOPERMAN ADVISORS 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-6278694
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
1968
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$79,733,971
Income (IRS master file)
$31,023,169

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$12,727,604$4,970,736$79,733,971IRS
990-PFDecember 2024$18,576,881$4,424,729$71,977,103IRS
990-PFDecember 2023$3,118,420$3,604,803$57,806,771XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 13-6278694).

Questions about MARY AND JAMES G WALLACH FOUNDATION

What is the EIN of MARY AND JAMES G WALLACH FOUNDATION?
The employer identification number (EIN) of MARY AND JAMES G WALLACH FOUNDATION is 13-6278694.
Is MARY AND JAMES G WALLACH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to MARY AND JAMES G WALLACH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY AND JAMES G WALLACH FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY AND JAMES G WALLACH FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARY AND JAMES G WALLACH FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MARY AND JAMES G WALLACH FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does MARY AND JAMES G WALLACH FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $12,727,604, expenses of $4,970,736 and total assets of $79,733,971 at year end.

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