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Nonprofit · EIN 13-7187853

ZELNICK-BELZBERG CHARITABLE TR UA

Also known as ZELNICK STRAUSS TTEE

Tax-exempt · DARIEN, CT 06820

Financials

$2.8M$1.7M2023$4.5M$2.2M2024
Revenue Expenses · by fiscal year end
Financials of ZELNICK-BELZBERG CHARITABLE TR UA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$4,498,911$2,238,054$2,260,857$1,476,790$3,000$1,473,790
June 30, 2024990-PF$2,836,220$1,680,463$1,155,757$1,424,544$6,100$1,418,444
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$2,224,000
Dividends
$46,074
Net gain from sales of assets
$2,228,837

Expenses

Grants and similar amounts paid
$2,180,334
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,184,664
Excise tax on investment income
$31,287

Balance sheet and other

Total assets, start of year
$1,424,544
Total assets, end of year
$1,476,790
Total liabilities, end of year
$3,000
Net assets, end of year
$1,473,790
Fair market value of assets
$1,476,790
Qualifying distributions
$2,184,664
Net investment income
$2,274,911

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Strauss Zelnick
498 Harris Road, Bedford Hills, NY 10507
Trustee/Chairman0$0
Wendy Belzberg
498 Harris Road, Bedford Hills, NY 10507
Trustee/President/Secy0$0
990-PF for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
Strauss Zelnick
498 Harris Road, Bedford Hills, NY 10507
Trustee/Chairman0$0
Wendy Belzberg
498 Harris Road, Bedford Hills, NY 10507
Trustee/President/Secy0$0

Address and contacts

Address (IRS master file)
CO LMC 685 POST ROAD, DARIEN, CT 06820-0000
In care of
% VOGEL & CO
Signed the 990-PF
Strauss Zelnick, Trustee
Phone
(203) 655-2200
Return prepared by
LMC Advisors 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
13-7187853
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Exempt since
2000
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$1,476,790
Income (IRS master file)
$4,498,911

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$4,498,911$2,238,054$1,476,790XML
990-PFJune 2024$2,836,220$1,680,463$1,424,544XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––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 13-7187853).

Questions about ZELNICK-BELZBERG CHARITABLE TR UA

What is the EIN of ZELNICK-BELZBERG CHARITABLE TR UA?
The employer identification number (EIN) of ZELNICK-BELZBERG CHARITABLE TR UA is 13-7187853.
Is ZELNICK-BELZBERG CHARITABLE TR UA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Which annual return does ZELNICK-BELZBERG CHARITABLE TR UA file?
Form 990-PF. Private foundations file every year.
When is the next return of ZELNICK-BELZBERG CHARITABLE TR UA due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ZELNICK-BELZBERG CHARITABLE TR UA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of ZELNICK-BELZBERG CHARITABLE TR UA?
The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does ZELNICK-BELZBERG CHARITABLE TR UA have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $4,498,911, expenses of $2,238,054 and total assets of $1,476,790 at year end.

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