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THE WALLACE FOUNDATION

Company Details

Name: THE WALLACE FOUNDATION
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 20 Jul 1965 (60 years ago)
Entity Number: 189335
ZIP code: 10001
County: New York
Place of Formation: New York
Address: 5 PENN PLAZA, 7TH FL., NEW YORK, NY, United States, 10001

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE WALLACE FOUNDATION 403(B) RETIREMENT PLAN 2023 136183757 2024-07-17 THE WALLACE FOUNDATION 83
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2122519700
Plan sponsor’s address 140 BROADWAY 49TH FLOOR, NEW YORK, NY, 100051105

Signature of

Role Plan administrator
Date 2024-07-17
Name of individual signing NICHOLAS COLLINS
THE WALLACE FOUNDATION 403(B) RETIREMENT PLAN 2022 136183757 2023-04-26 THE WALLACE FOUNDATION 78
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2122519714
Plan sponsor’s address 140 BROADWAY 49TH FLOOR, NEW YORK, NY, 100051105

Signature of

Role Plan administrator
Date 2023-04-26
Name of individual signing NICHOLAS COLLINS
Role Employer/plan sponsor
Date 2023-04-26
Name of individual signing NICHOLAS COLLINS
THE WALLACE FOUNDATION 403(B) RETIREMENT PLAN 2021 136183757 2022-06-07 THE WALLACE FOUNDATION 80
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2122519714
Plan sponsor’s address 140 BROADWAY 49TH FLOOR, NEW YORK, NY, 100051105

Signature of

Role Plan administrator
Date 2022-06-07
Name of individual signing NICHOLAS COLLINS
Role Employer/plan sponsor
Date 2022-06-07
Name of individual signing NICHOLAS COLLINS
THE WALLACE FOUNDATION 403(B) RETIREMENT PLAN 2020 136183757 2021-07-26 THE WALLACE FOUNDATION 81
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2122519700
Plan sponsor’s address 140 BROADWAY 49TH FLOOR, NEW YORK, NY, 100051105

Signature of

Role Plan administrator
Date 2021-07-26
Name of individual signing NICK COLLINS
Role Employer/plan sponsor
Date 2021-07-26
Name of individual signing NICK COLLINS
THE WALLACE FOUNDATION 403(B) RETIREMENT PLAN 2019 136183757 2020-06-29 THE WALLACE FOUNDATION 79
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2122519714
Plan sponsor’s address 140 BROADWAY 49TH FLOOR, NEW YORK, NY, 100051105

Signature of

Role Plan administrator
Date 2020-06-29
Name of individual signing SHARON CLARK
Role Employer/plan sponsor
Date 2020-06-29
Name of individual signing SHARON CLARK
THE WALLACE FOUNDATION 403(B) RETIREMENT PLAN 2018 136183757 2019-07-26 THE WALLACE FOUNDATION 76
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2122519714
Plan sponsor’s address 5 PENN PLAZA FLOOR 7, NEW YORK, NY, 100011837

Signature of

Role Plan administrator
Date 2019-07-26
Name of individual signing SHARON CLARK
Role Employer/plan sponsor
Date 2019-07-26
Name of individual signing SHARON CLARK
THE WALLACE FOUNDATION 403(B) RETIREMENT PLAN 2017 136183757 2018-07-12 THE WALLACE FOUNDATION 80
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2122519714
Plan sponsor’s address 5 PENN PLAZA FLOOR 7, NEW YORK, NY, 100011837

Signature of

Role Plan administrator
Date 2018-07-12
Name of individual signing SHARON CLARK
Role Employer/plan sponsor
Date 2018-07-12
Name of individual signing SHARON CLARK
THE WALLACE FOUNDATION 403(B) RETIREMENT PLAN 2016 136183757 2017-06-13 THE WALLACE FOUNDATION 73
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2122519714
Plan sponsor’s address 5 PENN PLAZA FLOOR 7, NEW YORK, NY, 100011837

Signature of

Role Plan administrator
Date 2017-06-13
Name of individual signing SHARON CLARK
Role Employer/plan sponsor
Date 2017-06-13
Name of individual signing SHARON CLARK
THE WALLACE FOUNDATION 403(B) RETIREMENT PLAN 2015 136183757 2016-06-21 THE WALLACE FOUNDATION 74
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2122519714
Plan sponsor’s address 5 PENN PLAZA FLOOR 7, NEW YORK, NY, 100011837

Signature of

Role Plan administrator
Date 2016-06-21
Name of individual signing SHARON CLARK
Role Employer/plan sponsor
Date 2016-06-21
Name of individual signing SHARON CLARK
THE WALLACE FOUNDATION 403(B) RETIREMENT PLAN 2014 136183757 2015-07-15 THE WALLACE FOUNDATION 76
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2122519714
Plan sponsor’s address 5 PENN PLAZA FLOOR 7, NEW YORK, NY, 100011837

Signature of

Role Plan administrator
Date 2015-07-15
Name of individual signing SHARON CLARK
Role Employer/plan sponsor
Date 2015-07-15
Name of individual signing SHARON CLARK

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 5 PENN PLAZA, 7TH FL., NEW YORK, NY, United States, 10001

Agent

Name Role Address
N/A W. B. MCHENRY Agent 200 PARK AVE, 32ND FLOOR, NEW YORK, NY

History

Start date End date Type Value
1987-11-16 2003-04-18 Name DEWITT WALLACE-READER'S DIGEST FUND, INC.
1987-05-29 2006-03-10 Address 1270 AVE OF AMERICAS, SUITE 2118, NEW YORK, NY, 10020, USA (Type of address: Service of Process)
1965-07-20 1987-11-16 Name DEWITT WALLACE FUND, INC.

Filings

Filing Number Date Filed Type Effective Date
060310000783 2006-03-10 CERTIFICATE OF CHANGE 2006-03-10
030418000645 2003-04-18 CERTIFICATE OF MERGER 2003-04-18
C218535-2 1995-01-10 ASSUMED NAME CORP INITIAL FILING 1995-01-10
C079330-6 1989-11-22 CERTIFICATE OF AMENDMENT 1989-11-22
B567224-9 1987-11-16 CERTIFICATE OF MERGER 1987-11-16
B502438-9 1987-05-29 CERTIFICATE OF AMENDMENT 1987-05-29
A201037-7 1974-12-17 CERTIFICATE OF AMENDMENT 1974-12-17
A98616-2 1973-09-07 CERTIFICATE OF AMENDMENT 1973-09-07
855282-8 1970-08-31 CERTIFICATE OF AMENDMENT 1970-08-31
571097-9 1966-07-28 CERTIFICATE OF AMENDMENT 1966-07-28

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
13-6183757 Corporation Unconditional Exemption 140 BROADWAY 49TH FLOOR, NEW YORK, NY, 10005-1105 1965-10
In Care of Name % FINANCE
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-12
Asset 50,000,000 to greater
Income 50,000,000 to greater
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 1706055092
Income Amount 515596629
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 202212
Filing Type E
Return Type 990T
File View File
Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 202112
Filing Type E
Return Type 990PF
File View File
Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 202112
Filing Type E
Return Type 990T
File View File
Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 202012
Filing Type E
Return Type 990T
File View File
Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 202012
Filing Type E
Return Type 990PF
File View File
Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 201912
Filing Type P
Return Type 990T
File View File
Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 201912
Filing Type P
Return Type 990PF
File View File
Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 201812
Filing Type P
Return Type 990PF
File View File
Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 201712
Filing Type P
Return Type 990PF
File View File
Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 201712
Filing Type P
Return Type 990T
File View File
Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 201612
Filing Type P
Return Type 990PF
File View File
Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 201612
Filing Type P
Return Type 990T
File View File
Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 201512
Filing Type P
Return Type 990T
File View File
Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 201512
Filing Type P
Return Type 990T
File View File
Organization Name WALLACE FOUNDATION
EIN 13-6183757
Tax Period 201512
Filing Type P
Return Type 990T
File View File

Date of last update: 18 Mar 2025

Sources: New York Secretary of State