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Nonprofit · EIN 11-6413445

PHIL ZWICKLER CHARITABLE & MEMORIAL FOUNDATION TR

Also known as CAREN LEVINE TTEE

Tax-exempt · PLAINVIEW, NY 11803

Financials

$8K$26K2023$17K$18K2024$22K$21K2025
Revenue Expenses · by fiscal year end
Financials of PHIL ZWICKLER CHARITABLE & MEMORIAL FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$22,087$20,909$1,178$89,758$0$89,758
December 31, 2024990-PF$17,272$18,338-$1,066$95,477$0$95,477
December 31, 2023990-PF$7,589$26,139-$18,550$101,740$0$101,740
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$8,536
Dividends
$3,157
Net gain from sales of assets
$10,394

Expenses

Grants and similar amounts paid
$13,098
Disbursements for charitable purposes
$14,768
Excise tax on investment income
$174

Balance sheet and other

Total assets, start of year
$95,477
Total assets, end of year
$89,758
Total liabilities, end of year
$0
Net assets, end of year
$89,758
Fair market value of assets
$89,758
Qualifying distributions
$14,768
Net investment income
$13,551

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ALLEN ZWICKLER
420 EAST 72ND ST APT 12L, NEW YORK, NY 10021
TRUSTEE5$0
RANDI ZWICKLER
420 EAST 72ND ST APT 12L, NEW YORK, NY 10021
TRUSTEE5$0
CAREN LEVINE
420 EAST 72ND ST APT 12L, NEW YORK, NY 10021
TRUSTEE5$0
JEFFREY SILVER
420 EAST 72ND ST APT 12L, NEW YORK, NY 10021
TRUSTEE5$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
ALLEN ZWICKLER
420 EAST 72ND ST APT 12L, NEW YORK, NY 10021
TRUSTEE5$0
RANDI ZWICKLER
420 EAST 72ND ST APT 12L, NEW YORK, NY 10021
TRUSTEE5$0
CAREN LEVINE
420 EAST 72ND ST APT 12L, NEW YORK, NY 10021
TRUSTEE5$0
JEFFREY SILVER
420 EAST 72ND ST APT 12L, NEW YORK, NY 10021
TRUSTEE5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
ALLEN ZWICKLER
420 EAST 72 STREET APT 12 L, NEW YORK, NY 10021
TRUSTEE0$0
RANDI ZWICKLER
420 EAST 72 STREET APT 12 L, NEW YORK, NY 10021
TRUSTEE0$0
CAREN LEVINE
420 EAST 72 STREET APT 12 L, NEW YORK, NY 10021
TRUSTEE0$0
JEFFREY SILVER
420 EAST 72 STREET APT 12 L, NEW YORK, NY 10021
TRUSTEE0$0

Address and contacts

Address (IRS master file)
2 COVE LN, PLAINVIEW, NY 11803-1529
In care of
% CAREN LEVINE
Signed the 990-PF
CAREN LEVINE, TRUSTEE
Phone
(646) 708-5009
Return prepared by
SCOTT DRUKER CPA JD

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
11-6413445
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$89,758
Income (IRS master file)
$63,900

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$22,087$20,909$89,758IRS
990-PFDecember 2024$17,272$18,338$95,477IRS
990-PFDecember 2023$7,589$26,139$101,740XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-6413445).

Questions about PHIL ZWICKLER CHARITABLE & MEMORIAL FOUNDATION TR

What is the EIN of PHIL ZWICKLER CHARITABLE & MEMORIAL FOUNDATION TR?
The employer identification number (EIN) of PHIL ZWICKLER CHARITABLE & MEMORIAL FOUNDATION TR is 11-6413445.
Is PHIL ZWICKLER CHARITABLE & MEMORIAL FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to PHIL ZWICKLER CHARITABLE & MEMORIAL FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PHIL ZWICKLER CHARITABLE & MEMORIAL FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of PHIL ZWICKLER CHARITABLE & MEMORIAL FOUNDATION TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PHIL ZWICKLER CHARITABLE & MEMORIAL FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of PHIL ZWICKLER CHARITABLE & MEMORIAL FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does PHIL ZWICKLER CHARITABLE & MEMORIAL FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $22,087, expenses of $20,909 and total assets of $89,758 at year end.

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