Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 35-7119449

ZUCKERMAN INSTITUTE CHARITABLE UTA 09302015

Also known as MORTIMER B ZUCKERMAN ET AL TTEE

Tax-exempt · NEW YORK, NY 10022

Financials

$2.1M$2.4M2023$42K$39K2024$8K$7K2025
Revenue Expenses · by fiscal year end
Financials of ZUCKERMAN INSTITUTE CHARITABLE UTA 09302015 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$8,001$6,814$1,187$6,958$0$6,958
December 31, 2024990-PF$42,324$39,312$3,012$5,771$0$5,771
December 31, 2023990-PF$2,135,783$2,361,771-$225,988$2,759$0$2,759
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$8,000
Interest
$1

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$6,814

Balance sheet and other

Total assets, start of year
$5,771
Total assets, end of year
$6,958
Total liabilities, end of year
$0
Net assets, end of year
$6,958
Fair market value of assets
$6,958
Qualifying distributions
$6,814
Net investment income
$1

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
JAMES S GERTLER
510 MADISON AVENUE SUITE 2901, NEW YORK, NY 10022
TRUSTEE10$0
ERIC J GERTLER
510 MADISON AVENUE SUITE 2901, NEW YORK, NY 10022
TRUSTEE10$0
JOEL KLEIN
565 PARK AVE, NEW YORK, NY 10065
ADVISOR TRUSTEE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JAMES S GERTLER
510 MADISON AVENUE SUITE 2901, NEW YORK, NY 10022
TRUSTEE10$0
ERIC J GERTLER
510 MADISON AVENUE SUITE 2901, NEW YORK, NY 10022
TRUSTEE10$0
JOEL KLEIN
565 PARK AVE, NEW YORK, NY 10065
ADVISOR TRUSTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
LINA DESHILTON
3 ROTHSCHILD BLVD 27TH FLOOR, TEL AVIV, 6688106, IS
EXECUTIVE DIRECTOR
Highest-paid employee
40$128,328
JAMES S GERTLER
510 MADISON AVENUE SUITE 2901, NEW YORK, NY 10022
TRUSTEE10$68,314
ERIC J GERTLER
510 MADISON AVENUE SUITE 2901, NEW YORK, NY 10022
TRUSTEE10$0
JOEL KLEIN
565 PARK AVE, NEW YORK, NY 10065
ADVISOR TRUSTEE1$0

Address and contacts

Address (IRS master file)
445 PARK AVENUE 13TH FL, NEW YORK, NY 10022-2606
In care of
% MORTIMER ZUCKERMAN
Signed the 990-PF
JAMES GERTLER, TRUSTEE
Phone
(646) 917-6712
Return prepared by
TORELLA & ASSOCIATES CPAS PLLC

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
35-7119449
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2016
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B05)
Assets (IRS master file)
$6,958
Income (IRS master file)
$8,001

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$8,001$6,814$6,958IRS
990-PFDecember 2024$42,324$39,312$5,771IRS
990-PFDecember 2023$2,135,783$2,361,771$2,759XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 35-7119449).

Questions about ZUCKERMAN INSTITUTE CHARITABLE UTA 09302015

What is the EIN of ZUCKERMAN INSTITUTE CHARITABLE UTA 09302015?
The employer identification number (EIN) of ZUCKERMAN INSTITUTE CHARITABLE UTA 09302015 is 35-7119449.
Is ZUCKERMAN INSTITUTE CHARITABLE UTA 09302015 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to ZUCKERMAN INSTITUTE CHARITABLE UTA 09302015 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does ZUCKERMAN INSTITUTE CHARITABLE UTA 09302015 file?
Form 990-PF. Private foundations file every year.
When is the next return of ZUCKERMAN INSTITUTE CHARITABLE UTA 09302015 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 ZUCKERMAN INSTITUTE CHARITABLE UTA 09302015 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 ZUCKERMAN INSTITUTE CHARITABLE UTA 09302015?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does ZUCKERMAN INSTITUTE CHARITABLE UTA 09302015 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,001, expenses of $6,814 and total assets of $6,958 at year end.

Other nonprofits in NEW YORK

All nonprofits in NEW YORK · New York · Education