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Nonprofit · EIN 23-7011002

SUE & EDGAR WACHENHEIM FOUNDATION

Tax-exempt · PURCHASE, NY 10577

Financials

$7.3M$21.5M2022$127.2M$33.7M2023$138M$29.8M2024
Revenue Expenses · by fiscal year end
Financials of SUE & EDGAR WACHENHEIM FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$137,996,447$29,836,202$108,160,245$592,791,507$0$592,791,507
October 31, 2024990-PF$127,242,217$33,707,665$93,534,552$484,631,262$0$484,631,262
October 31, 2023990-PF$7,265,446$21,491,945-$14,226,499$412,705,929$0$412,705,929
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$23,385,109
Interest
$6,360,770
Net gain from sales of assets
$108,247,170
Other income
$3,398

Expenses

Grants and similar amounts paid
$28,284,750
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$28,290,250
Excise tax on investment income
$1,914,917

Balance sheet and other

Total assets, start of year
$484,631,262
Total assets, end of year
$592,791,507
Total liabilities, end of year
$0
Net assets, end of year
$592,791,507
Fair market value of assets
$807,298,028
Qualifying distributions
$28,290,250
Net investment income
$137,996,447

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.

NameTitleHours / weekCompensation
EDGAR WACHENHEIM III
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
PRESIDENT, CEO0.5$0
SUE W WACHENHEIM
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
VICE PRESIDENT0.5$0
LANCE R WACHENHEIM
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
TREASURER0.5$0
KIM W WAGMAN
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
SECRETARY0.5$0
CHRIS A WACHENHEIM
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
DIRECTOR0.5$0
990-PF for the year ended October 31, 2024: 5 people
NameTitleHours / weekCompensation
EDGAR WACHENHEIM III
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
PRESIDENT, CEO0.5$0
SUE W WACHENHEIM
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
VICE PRESIDENT0.5$0
LANCE R WACHENHEIM
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
TREASURER0.5$0
KIM W WAGMAN
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
SECRETARY0.5$0
CHRIS A WACHENHEIM
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
DIRECTOR0.5$0
990-PF for the year ended October 31, 2023: 5 people
NameTitleHours / weekCompensation
EDGAR WACHENHEIM III
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
PRESIDENT, CEO0.5$0
SUE W WACHENHEIM
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
VICE PRESIDENT0.5$0
LANCE R WACHENHEIM
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
TREASURER0.5$0
KIM W WAGMAN
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
SECRETARY0.5$0
CHRIS A WACHENHEIM
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
DIRECTOR0.5$0

Address and contacts

Address (IRS master file)
CO CNG 3 MANHATTANVILLE ROAD 301, PURCHASE, NY 10577-0000
Signed the 990-PF
EDGAR WACHENHEIM III, PRESIDENT, CEO
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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
23-7011002
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
1969
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$592,791,507
Income (IRS master file)
$254,246,182

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$137,996,447$29,836,202$592,791,507XML
990-PFOctober 2024$127,242,217$33,707,665$484,631,262XML
990-PFOctober 2023$7,265,446$21,491,945$412,705,929XML
990-PFOctober 2022–––IRS
990-PFOctober 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 23-7011002).

Questions about SUE & EDGAR WACHENHEIM FOUNDATION

What is the EIN of SUE & EDGAR WACHENHEIM FOUNDATION?
The employer identification number (EIN) of SUE & EDGAR WACHENHEIM FOUNDATION is 23-7011002.
Is SUE & EDGAR WACHENHEIM FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
Are donations to SUE & EDGAR WACHENHEIM FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SUE & EDGAR WACHENHEIM FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SUE & EDGAR WACHENHEIM 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 SUE & EDGAR WACHENHEIM 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 SUE & EDGAR WACHENHEIM FOUNDATION?
The 990-PF for the year ended October 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does SUE & EDGAR WACHENHEIM FOUNDATION have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $137,996,447, expenses of $29,836,202 and total assets of $592,791,507 at year end.

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