Wachs-Weingarten Charitable Trust

Foundation · Grantmaker Snowmass, CO EIN: 23-7922107

Wachs-Weingarten Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Snowmass, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $673K in total assets. In 2024, it awarded 17 grants totaling $232K. Net investment income was $170K.

Key facts about Wachs-Weingarten Charitable Trust

In short: Wachs-Weingarten Charitable Trust gave $232K across 17 grants in 2024 (avg $14K), mostly in New York. 53% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
23-7922107
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$231,752
Grants made (2024)
17
Average grant
$13,632
Median grant
$3,250
New grantees (estimate)
53% first-time grantees (9 of 17, 2024)
Total assets
$672,635
Primary geography
New York (85% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$673K

+1.0% YoY

Annual Giving

$232K

-11.7% YoY

Grant Count

17

+21.4% YoY

Avg Grant Size

$14K

-27.3% YoY

Under IRS private-foundation payout rules, Wachs-Weingarten Charitable Trust reported a distributable amount of $43K for 2024 — the minimum it must pay out in qualifying distributions.

Is Wachs-Weingarten Charitable Trust open to new grantees?

53%

first-time grantees, 2024

In 2024, 9 of 17 grantees (53%) were first-time recipients. First grants averaged $1K; repeat grants $28K. How we count

Medians: $1K first-time, $18K repeat.

  • 47% of 2024 grantees were also funded in 2023. Method
  • Giving grew 321% from 2021 to 2024. Method
  • In 2024 it paid out 542% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 17 itemized 2024 grant dollars.

Cities

New YorkAspenPhiladelphiaSnowmassColumbiaBasaltGladwyneJefferson HillsPhiladlephiaSnawmass VillageWayne

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K13 grants202010 grants202111 grants202214 grants202317 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Weill Cornell: $67KWeill Cornell$67KAvh Foundation: $51KAvh Foundation$51KThe Public Theater: $50KThe Public Theater$50KTheatre Aspen: $20KTheatre Aspen$20KJoin Israel (Formerly Joi): $16KJoin Israel (Formerly Joi)$16KAspen Film: $9KAspen Film$9KFriends of Israel Defense Forces: $6KFriends of Israel DefenseForces$6KAnderson Ranch: $4KAnderson Ranch$4KCongregation Emanuel: $3KCongregation Emanuel$3KMCC Theater: $1KMCC Theater$1K

Grant Size Distribution

65 grants across all recorded years

56<$50K9$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
WEILL CORNELL New York, NYCHARITABLE CONTRIBUTION$66,667
AVH FOUNDATION New York, NYCHARITABLE CONTRIBUTION$50,700
THE PUBLIC THEATER New York, NYCHARITABLE CONTRIBUTION$50,360
THEATRE ASPEN Aspen, COCHARITABLE CONTRIBUTION$20,100
JOIN ISRAEL (FORMERLY JOI) New York, NYCHARITABLE CONTRIBUTION$16,495
ASPEN FILM Aspen, COCHARITABLE CONTRIBUTION$8,750
FRIENDS OF ISRAEL DEFENSE FORCES New York, NYCHARITABLE CONTRIBUTION$6,080
ANDERSON RANCH Snowmass, COCHARITABLE CONTRIBUTION$3,500
CONGREGATION EMANUEL New York, NYCHARITABLE CONTRIBUTION$3,250
MCC THEATER New York, NYCHARITABLE CONTRIBUTION$1,300

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K20202021202220232024
Metric202420232022
Total Assets$672,635$666,264$849,462
Revenue$245,324$76,561$447,397
Expenses$238,953$272,004$204,720
Qualifying Distributions$231,752$264,492$200,200
Net Investment Income$170,064$74,406$214,568
Distributable Amount$42,766$48,427$51,529

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Wachs-Weingarten Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Bryan Weingarten

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Marjorie Wachs Weingarten

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Wachs-Weingarten Charitable Trust

How much does Wachs-Weingarten Charitable Trust give each year?

Wachs-Weingarten Charitable Trust gave $232K across 17 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $263K across 14 grants.

What is Wachs-Weingarten Charitable Trust's typical grant size?

Wachs-Weingarten Charitable Trust's median grant in 2024 was $3,250, and its average grant was $13,632, across 17 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Wachs-Weingarten Charitable Trust that year got $1K on average.

Where does Wachs-Weingarten Charitable Trust give grants?

Wachs-Weingarten Charitable Trust gives mostly in New York: 85% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Colorado (14%). The most frequent recipient cities were New York, NY (10 grants) and Aspen, CO (3 grants).

Who are Wachs-Weingarten Charitable Trust's largest grantees?

Wachs-Weingarten Charitable Trust's largest 2024 grantees include Weill Cornell ($66,667), Avh Foundation ($50,700) and The Public Theater ($50,360), according to its 2024 IRS Form 990-PF. Together they received 72% of its itemized 2024 grant dollars.

How large is Wachs-Weingarten Charitable Trust?

Wachs-Weingarten Charitable Trust reported $673K in total assets on its 2024 IRS Form 990-PF. It paid out $232K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets).

What is Wachs-Weingarten Charitable Trust?

Wachs-Weingarten Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Snowmass, CO. It holds $673K in total assets as of 2024.

What is Wachs-Weingarten Charitable Trust's EIN?

Wachs-Weingarten Charitable Trust's EIN (Employer Identification Number) is 23-7922107. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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