Wachtell Lipton Rosen & Katz Foundation
EIN 133099901Total Given 2020–2024
$35.7M
411 grants · $7.1M avg/year
based on 5 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$25K
typical mid grants · $10K–$50K
grant size
41%
supporter · 96/235 multi-year
repeat
$34.6M
Assets (2024)
235
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(212) 403-1000
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $7.5M | $33.0M | $1.3M | 50 |
| 2021 | $7.9M | $35.8M | $5.1M | 82 |
| 2022 | $7.4M | $31.4M | $7.5M | 82 |
| 2023 | $6.2M | $32.0M | $5.3M | 100 |
| 2024 | $6.8M | $34.6M | $8.1M | 97 |
Grant Size Distribution
Based on 411 grants on record
Minimum
$500
25th Pctl
$10K
Median
$25K
Average
$87K
75th Pctl
$50K
Maximum
$2.3M
Geographic Distribution
Texas Counties Served
1.5% of US grants
· Rank #10 of 21 states
$122K across
6 grants
2 of 254 counties
Top 2 counties
- 1 Harris
- 2 Dallas
Officers & Directors
ML
Martin Lipton
5+ yrs
PRESIDENT/Director
Leadership
JS
Jodi J Schwartz
4 yrs
Vice President/Director
Leadership
DN
Daniel a Neff
5+ yrs
Vice President/Director
Leadership
EH
Edward D Herlihy
5+ yrs
Vice President/Director
Leadership
CM
Constance Monte
5+ yrs
Vice President/Treasurer/Director
Leadership
HW
Herbert M Wachtell
5+ yrs
Vice President/Secretary/Director
Leadership
JS
Jodi J Schwartz
4 yrs
Vice President/Director
Leadership
DN
Daniel a Neff
5+ yrs
Vice President/Director
Leadership
EH
Edward D Herlihy
5+ yrs
Vice President/Director
Leadership
CM
Constance Monte
5+ yrs
Vice President/Treasurer/Director
Leadership
HW
Herbert M Wachtell
5+ yrs
Vice President/Secretary/Director
Leadership
ML
Martin Lipton
5+ yrs
PRESIDENT/Director
Leadership
ML
Martin Lipton
5+ yrs
PRESIDENT/Director
Leadership
HW
Herbert M Wachtell
5+ yrs
Vice President/Secretary/Director
Leadership
CM
Constance Monte
5+ yrs
Vice President/Treasurer/Director
Leadership
EH
Edward D Herlihy
5+ yrs
Vice President/Director
Leadership
DN
Daniel a Neff
5+ yrs
Vice President/Director
Leadership
JS
Jodi J Schwartz
4 yrs
Vice President/Director
Leadership
JS
Jodi J Schwartz
4 yrs
Vice President/Director
Leadership
DN
Daniel a Neff
5+ yrs
Vice President/Director
Leadership
EH
Edward D Herlihy
5+ yrs
Vice President/Director
Leadership
CM
Constance Monte
5+ yrs
Vice President/Treasurer/Director
Leadership
HW
Herbert M Wachtell
5+ yrs
Vice President/Secretary/Director
Leadership
ML
Martin Lipton
5+ yrs
PRESIDENT/Director
Leadership
JS
Jodi D Schwartz
Vice President/Director
Leadership
DN
Daniel a Neff
5+ yrs
Vice President/Director
Leadership
EH
Edward D Herlihy
5+ yrs
Vice President/Director
Leadership
CM
Constance Monte
5+ yrs
Vice President/Treasurer/Director
Leadership
HW
Herbert M Wachtell
5+ yrs
Vice President/Secretary/Director
Leadership
ML
Martin Lipton
5+ yrs
PRESIDENT/Director
Leadership
Grants Awarded (411 total)
| Purpose | ||||
|---|---|---|---|---|
| New York University School of Law | New York, NY | $2,290,000 | GENERAL PROGRAM SUPPORT | 2021 |
| New York University Office of Gift Administration | New York, NY | $2,230,000 | GENERAL PROGRAM SUPPORT | 2020 |
| NYU Langone Health | New York, NY | $1,325,000 | GENERAL PROGRAM SUPPORT | 2021 |
| NYU Langone Health | New York, NY | $1,300,000 | GENERAL PROGRAM SUPPORT | 2022 |
| Columbia Law School | New York, NY | $1,153,000 | GENERAL PROGRAM SUPPORT | 2020 |
| NYU Langone Health | New York, NY | $1,135,000 | GENERAL PROGRAM SUPPORT | 2023 |
| NYU Langone Health | New York, NY | $1,110,000 | GENERAL PROGRAM SUPPORT | 2024 |
| NYU School of Law | New York, NY | $1,050,000 | GENERAL PROGRAM SUPPORT | 2023 |
| Foundation for the Carolinas | Charlotte, NC | $1,000,000 | GENERAL PROGRAM SUPPORT | 2024 |
| International Rescue Committee | New York, NY | $1,000,000 | GENERAL PROGRAM SUPPORT | 2022 |
| NYU School of Law | New York, NY | $1,000,000 | GENERAL PROGRAM SUPPORT | 2022 |
| Children's Aid Society | New York, NY | $785,000 | GENERAL PROGRAM SUPPORT | 2021 |
| Children's Aid Society | New York, NY | $644,800 | GENERAL PROGRAM SUPPORT | 2022 |
| New York University School of Law | New York, NY | $635,000 | GENERAL PROGRAM SUPPORT | 2020 |
| Prep for Prep | New York, NY | $500,000 | GENERAL PROGRAM SUPPORT | 2024 |
| Prep for Prep | New York, NY | $400,000 | GENERAL PROGRAM SUPPORT | 2023 |
| Prep for Prep | New York, NY | $375,000 | GENERAL PROGRAM SUPPORT | 2020 |
| Prep for Prep | New York, NY | $375,000 | GENERAL PROGRAM SUPPORT | 2021 |
| UJA Federation of New York | New York, NY | $365,000 | GENERAL PROGRAM SUPPORT | 2022 |
| NYU Langone Health | New York, NY | $350,000 | GENERAL PROGRAM SUPPORT | 2020 |
| Prep for Prep | New York, NY | $350,000 | GENERAL PROGRAM SUPPORT | 2022 |
| Legal Aid Society | New York, NY | $320,500 | GENERAL PROGRAM SUPPORT | 2024 |
| American Friends of the Hebrew University | New York, NY | $300,000 | GENERAL PROGRAM SUPPORT | 2020 |
| Legal Aid Society | New York, NY | $296,100 | GENERAL PROGRAM SUPPORT | 2023 |
| Harvard Law School | Cambridge, MA | $270,500 | GENERAL PROGRAM SUPPORT | 2024 |