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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

Date of last update: 08 Jan 2025

Sources: New York Secretary of State