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Nonprofit · EIN 61-1715303

KATE W CASSIDY FOUNDATION

Tax-exempt · PURCHASE, NY 10577

Financials

$3.5M$4.9M2023$20.9M$5.7M2024$15.4M$6.7M2025
Revenue Expenses · by fiscal year end
Financials of KATE W CASSIDY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$15,380,765$6,654,598$8,726,167$93,808,493$0$93,808,493
December 31, 2024990-PF$20,921,644$5,714,886$15,206,758$85,082,326$0$85,082,326
December 31, 2023990-PF$3,480,552$4,869,873-$1,389,321$69,875,568$0$69,875,568
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$2,499,004
Interest
$2,092,749
Net gain from sales of assets
$10,788,549
Other income
$463

Expenses

Grants and similar amounts paid
$5,216,148
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$5,221,873
Excise tax on investment income
$197,840

Balance sheet and other

Total assets, start of year
$85,082,326
Total assets, end of year
$93,808,493
Total liabilities, end of year
$0
Net assets, end of year
$93,808,493
Fair market value of assets
$118,869,262
Qualifying distributions
$5,221,873
Net investment income
$15,380,765

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
KATE W CASSIDY
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
PRESIDENT1$0
STEVEN M EIGEN
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
TREASURER1$0
HOWARD R HERMAN
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
SECRETARY1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
KATE W CASSIDY
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
PRESIDENT1$0
STEVEN M EIGEN
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
TREASURER1$0
HOWARD R HERMAN
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
SECRETARY1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
KATE W CASSIDY
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
PRESIDENT1$0
STEVEN M EIGEN
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
TREASURER1$0
HOWARD R HERMAN
C/O CNG 3 MANHATTANVILLE ROAD, PURCHASE, NY 10577
SECRETARY1$0

Address and contacts

Address (IRS master file)
CO CNG 3 MANHATTANVILLE ROAD 301, PURCHASE, NY 10577-0000
In care of
% KATE CASSIDY
Signed the 990-PF
HOWARD R HERMAN, SECRETARY
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
61-1715303
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
2013
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$93,808,493
Income (IRS master file)
$34,462,014

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$15,380,765$6,654,598$93,808,493IRS
990-PFDecember 2024$20,921,644$5,714,886$85,082,326IRS
990-PFDecember 2023$3,480,552$4,869,873$69,875,568XML
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 61-1715303).

Questions about KATE W CASSIDY FOUNDATION

What is the EIN of KATE W CASSIDY FOUNDATION?
The employer identification number (EIN) of KATE W CASSIDY FOUNDATION is 61-1715303.
Is KATE W CASSIDY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to KATE W CASSIDY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KATE W CASSIDY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KATE W CASSIDY 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 KATE W CASSIDY 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 KATE W CASSIDY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does KATE W CASSIDY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $15,380,765, expenses of $6,654,598 and total assets of $93,808,493 at year end.

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