Wachtell Lipton Rosen & Katz
Wachtell Lipton Rosen & Katz Foundation is a private foundation based in New York, NY. In 2024, it made 97 grants totaling $6,804,000, supporting organizations including educational institutions, legal-service providers, health organizations, and community and human-services organizations.
Key facts about Wachtell Lipton Rosen & Katz
In short: Wachtell Lipton Rosen & Katz gave $9.1M across 98 grants in 2025 (avg $93K), mostly in New York. 27% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 13-3099901
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $9,123,500
- Grants made (2025)
- 98
- Average grant
- $93,097
- Median grant
- $25,000
- New grantees (estimate)
- 27% first-time grantees (26 of 98, 2025)
- Total assets
- $34,709,559
- Primary geography
- New York (78% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$34.7M
+0.4% YoY
Annual Giving
$9.1M
+34.1% YoY
Grant Count
98
+1.0% YoY
Avg Grant Size
$93K
+32.7% YoY
Under IRS private-foundation payout rules, Wachtell Lipton Rosen & Katz reported a distributable amount of $1.8M for 2025 — the minimum it must pay out in qualifying distributions.
Is Wachtell Lipton Rosen & Katz open to new grantees?
27%
first-time grantees, 2025
In 2025, 26 of 98 grantees (27%) were first-time recipients. First grants averaged $43K; repeat grants $111K. How we count
Medians: $25K first-time, $25K repeat.
- 58% of 2025 grantees were also funded in 2024. Method
- Giving grew 24% from 2022 to 2025. Method
- In 2025 it paid out 521% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for a range of organizations. For example, Prep for Prep says it works to provide educational access and opportunity to promising New York City students, while Equal Justice Works says it creates opportunities for lawyers to pursue public service. Mobilization for Justice describes its work as providing free civil legal assistance, prioritizing people who are low-income, disenfranchised, or have disabilities. These are the grantees’ descriptions of their own missions.
Grantmaking
In 2024, the foundation made 97 grants totaling $6,804,000. Grant amounts ranged from $500 to $1,110,000, with a median grant of $25,000. The largest grants listed were for general program support: $1,110,000 to NYU Langone Health; $1,000,000 to Foundation for the Carolinas; $500,000 to Prep for Prep; $320,500 to Legal Aid Society; and $270,500 to Harvard Law School. Other listed awards included $260,000 to UJA Federation of New York, $250,000 to New York City Partnership Foundation Inc., and $239,500 to University of Chicago Law School.
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Geographic Focus
Where this funder awards grants
In 2024, New York recipients received 63% of grant dollars, North Carolina 15%, Illinois 5%, Massachusetts 4%, and Washington, DC 4%.
Grant Distribution by State
Share of all 98 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
459 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| COLUMBIA LAW SCHOOL New York, NY | GENERAL PROGRAM SUPPORT | $1,378,000 |
| NEW YORK CITY PARTNERSHIP FOUNDATION INC New York, NY | GENERAL PROGRAM SUPPORT | $1,250,000 |
| NYU LANGONE HEALTH New York, NY | GENERAL PROGRAM SUPPORT | $1,210,000 |
| NYU SCHOOL OF LAW New York, NY | GENERAL PROGRAM SUPPORT | $602,500 |
| PREP FOR PREP New York, NY | GENERAL PROGRAM SUPPORT | $500,000 |
| UNIVERSITY OF CHICAGO LAW SCHOOL Chicago, IL | GENERAL PROGRAM SUPPORT | $339,000 |
| THE LEGAL AID SOCIETY New York, NY | GENERAL PROGRAM SUPPORT | $320,500 |
| INNER-CITY SCHOLARSHIP FUND New York, NY | GENERAL PROGRAM SUPPORT | $250,000 |
| CHILDREN'S AID SOCIETY New York, NY | GENERAL PROGRAM SUPPORT | $240,000 |
| HARVARD LAW SCHOOL Cambridge, MA | GENERAL PROGRAM SUPPORT | $185,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $34,579,527 | $8,131,923 | $6,873,083 | $6,804,000 |
| 2023 | $31,904,315 | $5,336,755 | $6,214,108 | $6,150,500 |
| 2022 | $31,415,651 | $7,526,178 | $7,381,189 | $7,369,300 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $34,709,559 | $34,579,527 | $31,904,315 |
| Revenue | $8,571,041 | $8,131,923 | $5,336,755 |
| Expenses | $9,124,500 | $6,873,083 | $6,214,108 |
| Qualifying Distributions | $9,124,250 | $6,804,833 | $6,151,250 |
| Net Investment Income | $1,531,440 | $1,131,170 | $2,521,203 |
| Distributable Amount | $1,750,998 | $1,669,139 | $1,555,883 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 17, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Martin Lipton as President and Director; Herbert M. Wachtell as Vice President, Secretary, and Director; Constance Monte as Vice President, Treasurer, and Director; and Edward D. Herlihy, Daniel A. Neff, and Jodi J. Schwartz as Vice Presidents and Directors.
Wachtell Lipton Rosen & Katz is led by Martin Lipton, President & Director on every filing since 2020; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Martin Lipton
President & Director
On filings since 2020
1 hr/week
No compensation reported
Constance Monte
Vice President, Treasurer & Director
On filings since 2020
1 hr/week
No compensation reported
Daniel A. Neff
Vice President & Director
On filings since 2020
1 hr/week
No compensation reported
Edward D. Herlihy
Vice President & Director
On filings since 2020
1 hr/week
No compensation reported
Herbert M. Wachtell
Vice President, Secretary & Director
On filings since 2020
1 hr/week
No compensation reported
Jodi J. Schwartz
Vice President & Director
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 51 West 52Nd Street, New York, NY 10019
Phone: (212) 403-1000
Frequently asked questions about Wachtell Lipton Rosen & Katz
How much does Wachtell Lipton Rosen & Katz give each year?
Wachtell Lipton Rosen & Katz gave $9.1M across 98 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6.8M across 97 grants.
What is Wachtell Lipton Rosen & Katz's typical grant size?
Wachtell Lipton Rosen & Katz's median grant in 2025 was $25,000, and its average grant was $93,097, across 98 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Wachtell Lipton Rosen & Katz that year got $43K on average.
Where does Wachtell Lipton Rosen & Katz give grants?
Wachtell Lipton Rosen & Katz gives mostly in New York: 78% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (7%). The most frequent recipient cities were New York, NY (43 grants), Washington, DC (10 grants), Los Angeles, CA (5 grants) and Chicago, IL (2 grants).
Does Wachtell Lipton Rosen & Katz give general operating support?
Yes: 100% of Wachtell Lipton Rosen & Katz's 2025 grants with a stated purpose (98 of 98) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Wachtell Lipton Rosen & Katz's largest grantees?
Wachtell Lipton Rosen & Katz's largest 2025 grantees include Columbia Law School ($1,378,000), New York City Partnership Foundation Inc ($1,250,000) and NYU Langone Health ($1,210,000), according to its 2025 IRS Form 990-PF. Together they received 42% of its itemized 2025 grant dollars.
How large is Wachtell Lipton Rosen & Katz?
Wachtell Lipton Rosen & Katz reported $34.7M in total assets on its 2025 IRS Form 990-PF. It paid out $9.1M in qualifying distributions that year, against a required minimum of $1.8M (roughly 5% of its investment assets).
What does Wachtell Lipton Rosen & Katz fund?
No mission statement for the foundation is provided. Its 2024 grants show support for a range of organizations. For example, Prep for Prep says it works to provide educational access and opportunity to promising New York City students, while Equal Justice Works says it creates opportunities for lawyers to pursue public service. Mobilization for Justice describes its work as providing free civil legal assistance, prioritizing people who are low-income, disenfranchised, or have disabilities. Thes…
How do I apply for a grant from Wachtell Lipton Rosen & Katz?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Wachtell Lipton Rosen & Katz's EIN?
Wachtell Lipton Rosen & Katz's EIN (Employer Identification Number) is 13-3099901. IRS Form 990 filing data is available on this page for 2020–2025.
Does Wachtell Lipton Rosen & Katz accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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