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Nonprofit · EIN 13-7347303

TERRENCE AND NICOLA MULLEN FOUNDATION

Also known as ZESIGER JUDITH CAREY ET AL TTEE

Tax-exempt · NEW YORK, NY 10167

Financials

$3.1M$762K2023$284K$2.2M2024
Revenue Expenses · by fiscal year end
Financials of TERRENCE AND NICOLA MULLEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$283,952$2,176,829-$1,892,877$55,726,110$0$55,726,110
December 31, 2023990-PF$3,095,882$762,178$2,333,704$57,618,987$0$57,618,987
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Interest
$283,949
Other income
$3

Expenses

Grants and similar amounts paid
$1,948,547
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,975,106
Excise tax on investment income
$5,104

Balance sheet and other

Total assets, start of year
$57,618,987
Total assets, end of year
$55,726,110
Total liabilities, end of year
$0
Net assets, end of year
$55,726,110
Fair market value of assets
$69,698,829
Qualifying distributions
$1,975,106
Net investment income
$1,031,091

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
JOAN M GUERRERO
C/O PKF OCONNOR DAVIES 245 PARK AVE, 12TH FL, NEW YORK, NY 101670008
TRUSTEE2$0
BETH A MULLEN
C/O PKF OCONNOR DAVIES 245 PARK AVE, 12TH FL, NEW YORK, NY 101670008
TRUSTEE2$0
NICOLA Z MULLEN
C/O PKF OCONNOR DAVIES 245 PARK AVE, 12TH FL, NEW YORK, NY 101670008
TRUSTEE2$0
TERRENCE M MULLEN
C/O PKF OCONNOR DAVIES 245 PARK AVE, 12TH FL, NEW YORK, NY 101670008
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
NICOLA Z MULLEN
C/O PKF OCONNOR DAVIES 245 PARK, AVENUE, NEW YORK, NY 10167
TRUSTEE2$0
JOAN M GUERRERO
C/O PKF OCONNOR DAVIES 245 PARK, AVENUE, NEW YORK, NY 10167
TRUSTEE2$0
BETH A MULLEN
C/O PKF OCONNOR DAVIES 245 PARK, AVENUE, NEW YORK, NY 10167
TRUSTEE2$0
TERRENCE M MULLEN
C/O PKF OCONNOR DAVIES 245 PARK, AVENUE, NEW YORK, NY 10167
TRUSTEE2$0

Address and contacts

Address (IRS master file)
CO PKFOD 245 PARK AVE 12TH FL, NEW YORK, NY 10167-0000
In care of
% OCONNOR DAVIES LLP
Signed the 990-PF
TERRENCE MULLEN, TRUSTEE
Phone
(212) 286-2600
Return prepared by
PKF O'CONNOR DAVIES ADVISORY LLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-7347303
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
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$55,726,110
Income (IRS master file)
$283,952

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$283,952$2,176,829$55,726,110IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$3,095,882$762,178$57,618,987XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 13-7347303).

Questions about TERRENCE AND NICOLA MULLEN FOUNDATION

What is the EIN of TERRENCE AND NICOLA MULLEN FOUNDATION?
The employer identification number (EIN) of TERRENCE AND NICOLA MULLEN FOUNDATION is 13-7347303.
Is TERRENCE AND NICOLA MULLEN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to TERRENCE AND NICOLA MULLEN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TERRENCE AND NICOLA MULLEN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of TERRENCE AND NICOLA MULLEN FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TERRENCE AND NICOLA MULLEN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of TERRENCE AND NICOLA MULLEN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does TERRENCE AND NICOLA MULLEN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $283,952, expenses of $2,176,829 and total assets of $55,726,110 at year end.

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