Nonprofit · EIN 13-7548507
THE ZEGAR FAMILY FOUNDATION
Also known as CHARLES M ZEGAR ET AL TTEE
Tax-exempt · NEW YORK, NY 10150
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $56,267,255 | $31,274,809 | $24,992,446 | $297,717,993 | $0 | $297,717,993 |
| December 31, 2023 | 990-PF | $30,953,867 | $24,054,683 | $6,899,184 | $269,481,728 | $0 | $269,481,728 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $45,070,535
- Dividends
- $8,023,953
- Interest
- $10,072
- Net gain from sales of assets
- $2,644,225
- Other income
- $518,470
Expenses
- Grants and similar amounts paid
- $27,043,087
- Compensation of officers, directors and key employees
- $263,962
- Salaries, compensation and benefits (total)
- $596,324
- Disbursements for charitable purposes
- $28,546,349
- Excise tax on investment income
- $537,183
Balance sheet and other
- Total assets, start of year
- $269,481,728
- Total assets, end of year
- $297,717,993
- Total liabilities, end of year
- $0
- Net assets, end of year
- $297,717,993
- Fair market value of assets
- $347,613,314
- Qualifying distributions
- $28,546,349
- Net investment income
- $40,872,572
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAN THI PHAM C/O CORIENT TAX - PO BOX 1510, NEW YORK, NY 10150 | CHIEF OPERATING OFFICER | 40 | $263,962 | $27,745 |
| CARLOS DELOS REYES C/O CORIENT TAX - PO BOX 1510, NEW YORK, NY 10150 | FIN. DIR. OF GRANTS Highest-paid employee | 40 | $216,802 | $46,150 |
| STEVEN KELLY C/O CORIENT TAX - PO BOX 1510, NEW YORK, NY 10150 | STAFF ATTORNEY Highest-paid employee | 40 | $216,192 | $26,312 |
| ROBERT COOK C/O CORIENT TAX - PO BOX 1510, NEW YORK, NY 10150 | GRANT DEVELOPMENT OF Highest-paid employee | 40 | $205,500 | $7,858 |
| JOSEPH BAVUSO C/O CORIENT TAX - PO BOX 1510, NEW YORK, NY 10150 | FOUNDATION LIAISON Highest-paid employee | 40 | $57,330 | $53,273 |
| CHARLES M ZEGAR C/O CORIENT TAX - PO BOX 1510, NEW YORK, NY 10150 | TRUSTEE/FINANCIAL DIRECTOR | 10 | $0 | $0 |
| MERRYL SNOW ZEGAR C/O CORIENT TAX - PO BOX 1510, NEW YORK, NY 10150 | TRUSTEE/MANAGING DIRECTOR | 30 | $0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRUCE DENNIS C/O GELLER CO - PO BOX 1510, NEW YORK, NY 10150 | PROGRAM DIRECTOR & C Highest-paid employee | 40 | $265,505 | $8,557 |
| LAN THI PHAM C/O GELLER CO - PO BOX 1510, NEW YORK, NY 10150 | CHIEF OPERATING OFFICER | 40 | $256,923 | $49,160 |
| CARLOS DELOS REYES C/O GELLER CO - PO BOX 1510, NEW YORK, NY 10150 | FIN. DIR. OF GRANTS Highest-paid employee | 40 | $207,213 | $44,115 |
| STEVEN KELLY C/O GELLER CO - PO BOX 1510, NEW YORK, NY 10150 | STAFF ATTORNEY Highest-paid employee | 40 | $203,250 | $25,050 |
| ROBERT COOK C/O GELLER CO - PO BOX 1510, NEW YORK, NY 10150 | GRANT DEVELOPMENT OF Highest-paid employee | 40 | $187,568 | $7,320 |
| JOSEPH BAVUSO C/O GELLER CO - PO BOX 1510, NEW YORK, NY 10150 | FOUNDATION LIAISON Highest-paid employee | 40 | $57,330 | $56,230 |
| CHARLES M ZEGAR C/O GELLER CO - PO BOX 1510, NEW YORK, NY 10150 | TRUSTEE/FINANCIAL DIRECTOR | 10 | $0 | $0 |
| MERRYL SNOW ZEGAR C/O GELLER CO - PO BOX 1510, NEW YORK, NY 10150 | TRUSTEE/MANAGING DIRECTOR | 30 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1510, NEW YORK, NY 10150-1510
- In care of
- % GELLER & CO
- Signed the 990-PF
- MERRYL SNOW ZEGAR, TRSTEE/MGMT DIRECTOR
- Phone
- (212) 583-6001
- Return prepared by
- CORIENT TAX 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-7548507
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $297,717,993
- Income (IRS master file)
- $127,178,144
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $56,267,255 | $31,274,809 | $297,717,993 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $30,953,867 | $24,054,683 | $269,481,728 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 13-7548507).
Questions about THE ZEGAR FAMILY FOUNDATION
- What is the EIN of THE ZEGAR FAMILY FOUNDATION?
- The employer identification number (EIN) of THE ZEGAR FAMILY FOUNDATION is 13-7548507.
- Is THE ZEGAR FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to THE ZEGAR FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ZEGAR FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ZEGAR FAMILY 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 THE ZEGAR FAMILY 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 THE ZEGAR FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 5 received compensation from the organization, the highest $263,962 (LAN THI PHAM, CHIEF OPERATING OFFICER).
- How much revenue does THE ZEGAR FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $56,267,255, expenses of $31,274,809 and total assets of $297,717,993 at year end.
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