Skip to main content

Nonprofit · EIN 45-1742989

SIEGEL FAMILY ENDOWMENT INC

Tax-exempt · NEW YORK, NY 10001

Financials

$82.7M$33.9M2023$67.6M$37M2024
Revenue Expenses · by fiscal year end
Financials of SIEGEL FAMILY ENDOWMENT INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$67,551,252$36,979,586$30,571,666$568,077,763$28,069$568,049,694
December 31, 2023990-PF$82,678,444$33,921,274$48,757,170$500,197,981$23,637$500,174,344
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$5,444,732
Interest
$3,453,156
Other income
$58,653,364

Expenses

Grants and similar amounts paid
$27,792,259
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$3,151,570
Disbursements for charitable purposes
$33,137,396
Excise tax on investment income
$1,285,414

Balance sheet and other

Total assets, start of year
$500,197,981
Total assets, end of year
$568,077,763
Total liabilities, end of year
$28,069
Net assets, end of year
$568,049,694
Fair market value of assets
$568,077,763
Qualifying distributions
$33,158,791
Net investment income
$92,502,350

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, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Anzu Enterprises LLC
1245 Broadway 16th FL, New York, NY 10001
00$561,000$27,181
JOHN STEVEN IRONS JR
1245 BROADWAY 16TH FL, NEW YORK, NY 10001
SR VP & HEAD OF RSCH
Highest-paid employee
40$374,000$34,768
MELBA J SONG
1245 BROADWAY 16TH FL, NEW YORK, NY 10001
VP & COO
Highest-paid employee
40$308,000$14,635
JOSHUA L ELDER
1245 BROADWAY 16TH FL, NEW YORK, NY 10001
DIR & HEAD OF GRANTS
Highest-paid employee
40$281,000$14,903
LAURA MAHER
1245 BROADWAY 16TH FL, NEW YORK, NY 10001
MGR/HEAD OF EXT ENG
Highest-paid employee
0$184,500$23,710
ALEXANDRA M CHIN
1245 BROADWAY 16TH FL, NEW YORK, NY 10001
MANAGER GRANTMAKING
Highest-paid employee
40$135,000$21,990
DAVID M SIEGEL
1245 Broadway 16th FL, New York, NY 10001
DIRECTOR, CHAIRMAN8$0$0
SHERI VAMMEN
1245 Broadway 16th FL, New York, NY 10001
VICE CHAIR, SECRETARY2.5$0$0
Richard A Sauer
1245 Broadway 16th FL, New York, NY 10001
treasurer3$0$0
Kathleen Knight
1245 Broadway 16th FL, New York, NY 10001
E.D./President50$0$0
990-PF for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensationOther / benefits
Anzu Enterprises LLC
1245 Broadway 16th FL, New York, NY 10001
00$550,500$22,217
JOHN STEVENS IRONS JR
1245 BROADWAY 16TH FL, NEW YORK, NY 10001
SVP/HEAD OF RESEARCH
Highest-paid employee
40$359,360$38,139
MELBA J SONG
1245 BROADWAY 16TH FL, NEW YORK, NY 10001
VP & COO
Highest-paid employee
40$296,000$16,705
JOSHUA L ELDER
1245 BROADWAY 16TH FL, NEW YORK, NY 10001
DIR./HEAD OF GRANTS
Highest-paid employee
40$269,500$16,284
LAURA MAHER
1245 BROADWAY 16TH FL, NEW YORK, NY 10001
MGR/HEAD OF EXT.ENG.
Highest-paid employee
40$176,000$27,283
ALEXANDRA M CHIN
1245 BROADWAY 16TH FL, NEW YORK, NY 10001
MANAGER GRANTMAKING
Highest-paid employee
40$126,500$24,744
DAVID M SIEGEL
1245 Broadway 16th FL, New York, NY 10001
DIRECTOR, CHAIRMAN1$0$0
SHERI VAMMEN
1245 Broadway 16th FL, New York, NY 10001
VICE CHAIR, SECRETARY2.5$0$0
Richard A Sauer
1245 Broadway 16th FL, New York, NY 10001
treasurer4$0$0
Kathleen Knight
1245 Broadway 16th FL, New York, NY 10001
E.D./President50$0$0

Address and contacts

Address (IRS master file)
1245 BROADWAY 16TH FL, NEW YORK, NY 10001-4590
In care of
% LYUDMILA KOYENOVA
Signed the 990-PF
KATHLEEN KNIGHT, President & Exec Dir
Phone
(203) 392-1495
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 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
45-1742989
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
2011
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$568,077,763
Income (IRS master file)
$67,551,252

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$67,551,252$36,979,586$568,077,763XML
990-PFDecember 2023$82,678,444$33,921,274$500,197,981XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 45-1742989).

Questions about SIEGEL FAMILY ENDOWMENT INC

What is the EIN of SIEGEL FAMILY ENDOWMENT INC?
The employer identification number (EIN) of SIEGEL FAMILY ENDOWMENT INC is 45-1742989.
Is SIEGEL FAMILY ENDOWMENT INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to SIEGEL FAMILY ENDOWMENT INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SIEGEL FAMILY ENDOWMENT INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SIEGEL FAMILY ENDOWMENT INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SIEGEL FAMILY ENDOWMENT INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of SIEGEL FAMILY ENDOWMENT INC?
The 990-PF for the year ended December 31, 2024 lists 10 people; 6 received compensation from the organization, the highest $561,000 (Anzu Enterprises LLC, 0).
How much revenue does SIEGEL FAMILY ENDOWMENT INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $67,551,252, expenses of $36,979,586 and total assets of $568,077,763 at year end.

Other nonprofits in NEW YORK

All nonprofits in NEW YORK · New York · Philanthropy, voluntarism and grantmaking foundations