Wachs-Weingarten Charitable Tr FY2023 filing

Tax-deductible

Snowmass, CO501(c)(3)Foundations & GrantmakersEIN 23-7922107Revenue $77K in FY2023

On file with the IRSPo Box 511, 81654-0511 · Snowmass, COTax-exempt since Mar 1998Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2023 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $11K a year · 5% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
990-PF Pt I · 5 filings
Cash reserves
4 mo
of spending, in cash
Looks good: 3.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$77K
-83% vs prior year
Spent
$272K
Net assets
$666K
By yearFY2020–FY2024
Revenue
$77K
FY2023▼ -83%
Tap a bar for its year
Revenue by fiscal year
FY2020$229K
FY2021$45K
FY2022$447K
FY2023$77K
FY2024$245K
Expenses
$272K
FY2023▲ +33%
Tap a bar for its year
Expenses by fiscal year
FY2020$214K
FY2021$60K
FY2022$205K
FY2023$272K
FY2024$239K
Net assets
$666K
FY2023▼ -22%
Tap a bar for its year
Net assets by fiscal year
FY2020$858K
FY2021$843K
FY2022$849K
FY2023$666K
FY2024$673K

From the FY2023 Form 990 (year ending October 2023) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 97% · $263K Operating & administrative 3% · $9K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Part VII, Section A · reportable compensation
See Wachs-Weingarten Charitable Tr executive salaries →

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Programs and updates

A private foundation based in Snowmass, CO.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 17 grants · $232K · 2023–2023
Individual RecipientFY2023$66,667
Avh FoundationFL · FY2023$50,700
The Public TheaterFY2023$50,360
Theatre AspenCO · FY2023$20,100
Join Israel (formerly Joi)FY2023$16,495
Aspen FilmCO · FY2023$8,750
Individual RecipientFY2023$3,500
Individual RecipientFY2023$3,250
McC TheaterFY2023$1,300
Youth Renewal FundNY · FY2023$1,200
Summit 54FY2023$1,000
Lincoln TheaterFY2023$1,000
Mount Sinai Health SystemsFY2023$500
Acf Community Leadership FundFY2023$250
Jefferson HospitalFY2023$100

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV6
Average grantPart XV$14K
Median grantPart XV$3K
Largest grantPart XV$67K
Top cause focusNTEEArts & Culture (12%)

By the numbers

The FY2023 990-PF, line by line.

1The main four
Money in
$77K
Investment income$77K
Money out
$272K
Grants paid$263K
Running costs$9K
Owns and owes
$666K
net assets
Cash and savings$87K
Total assets$666K
Liabilities$0
2In more detail
Revenue in detail
Investment income$77K
Total revenue$77K
Assets in detailEnd of year
Cash and savings together$87K
Total assets$666K
Liabilities$0
Net assets$666K
Operations
Fiscal year endsOctober

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $245K$239K$6K$673K 990 PDF
FY2023 Viewing $77K$272K−$195K$666K 990 PDF
FY2022 $447K$205K$243K$849K 990 PDF
FY2021 $45K$60K−$14K$843K 990 PDF
FY2020 $229K$214K$15K$858K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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