Phil Zwickler Charitable & Memorial Foundation Tr

Caren Levine Ttee

Plainview, NY
Tax-exempt since March 1993
EIN: 11-6413445

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$17.3k (2024)

Expenses

$18.3k (2024)

Total Assets

$95.5k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$17,272

Expenses

$18,338

Net Income

-$1,066

Net Assets

$95,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,170	41.5%
Interest Revenue	$0
Dividends	$4,190	24.3%
Sales of Assets	$5,912	34.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,189	82.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$95,477
Total Liabilities	$0
Net Assets	$95,477

Compensation

Key Employees and Officers	Compensation	Other
Allen Zwickler (Trustee)	$0	$0
Randi Zwickler (Trustee)	$0	$0
Caren Levine (Trustee)	$0	$0
Jeffrey Silver (Trustee)	$0	$0

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990-PF

Filed on May 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$7,589

Expenses

$26,139

Net Income

-$18,550

Net Assets

$101,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$279	3.7%
Dividends	$5,163	68.0%
Sales of Assets	$2,147	28.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,143	92.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$101,740
Total Liabilities	$0
Net Assets	$101,740

Compensation

Key Employees and Officers	Compensation	Other
Allen Zwickler (Trustee)	$0	$0
Randi Zwickler (Trustee)	$0	$0
Caren Levine (Trustee)	$0	$0
Jeffrey Silver (Trustee)	$0	$0

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990-PF

Filed on May 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$23,390

Expenses

$23,118

Net Income

$272

Net Assets

$120,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,789	33.3%
Interest Revenue	$340	1.5%
Dividends	$2,487	10.6%
Sales of Assets	$176	0.8%
Other Income	$12,598	53.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,101	86.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$120,290
Total Liabilities	$0
Net Assets	$120,290

Compensation

Key Employees and Officers	Compensation	Other
Allen Zwickler (Trustee)	$0	$0
Randi Zwickler (Trustee)	$0	$0
Caren Levine (Trustee)	$0	$0
Jeffrey Silver (Trustee)	$0	$0

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990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$13,284

Expenses

$16,399

Net Income

-$3,115

Net Assets

$120,018

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,654	65.1%
Interest Revenue	$490	3.7%
Dividends	$2,146	16.2%
Sales of Assets	$1,994	15.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,089	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$120,018
Total Liabilities	$0
Net Assets	$120,018

Compensation

Key Employees and Officers	Compensation	Other
Allen Zwickler (Trustee)	$0	$0
Randi Zwickler (Trustee)	$0	$0
Caren Levine (Trustee)	$0	$0
Jeffrey Silver (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$8,097

Expenses

$17,821

Net Income

-$9,724

Net Assets

$123,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,606	44.5%
Interest Revenue	$1,074	13.3%
Dividends	$2,548	31.5%
Sales of Assets	$369	4.6%
Other Income	$500	6.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,351	91.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$123,089
Total Liabilities	$1
Net Assets	$123,088

Compensation

Key Employees and Officers	Compensation	Other
Allen Zwickler (Trustee)	$0	$0
Randi Zwickler (Trustee)	$0	$0
Caren Levine (Trustee)	$0	$0
Jeffrey Silver (Trustee)	$0	$0

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990-PF

Filed on Dec. 20, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$8,432

Expenses

$17,182

Net Income

-$8,750

Net Assets

$135,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,232	38.3%
Interest Revenue	$1,373	16.3%
Dividends	$2,659	31.5%
Sales of Assets	$757	9.0%
Other Income	$411	4.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,215	88.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$135,696
Total Liabilities	$1
Net Assets	$135,695

Compensation

Key Employees and Officers	Compensation	Other
Allen Zwickler (Trustee)	$0	$0
Randi Zwickler (Trustee)	$0	$0
Caren Levine (Trustee)	$0	$0
Jeffrey Silver (Trustee)	$0	$0

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990-PF

Filed on July 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$8,548

Expenses

$18,311

Net Income

-$9,763

Net Assets

$144,513

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,689	43.2%
Interest Revenue	$997	11.7%
Dividends	$3,396	39.7%
Sales of Assets	-$174
Other Income	$640	7.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,266	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$144,513
Total Liabilities	$0
Net Assets	$144,513

Compensation

Key Employees and Officers	Compensation	Other
Allen Zwickler (Trustee)	$0	$0
Randi Zwickler (Trustee)	$0	$0
Caren Levine (Trustee)	$0	$0
Jeffrey Silver (Trustee)	$0	$0

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990-PF

Filed on Aug. 20, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$50,310

Expenses

$21,242

Net Income

$29,068

Net Assets

$157,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$49,933	99.3%
Interest Revenue	$1,494	3.0%
Dividends	$3,232	6.4%
Sales of Assets	-$4,349
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,814	88.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$157,615
Total Liabilities	$0
Net Assets	$157,615

Compensation

Key Employees and Officers	Compensation	Other
Allen Zwickler (Trustee)	$0	$0
Randi Zwickler (Trustee)	$0	$0
Caren Levine (Trustee)	$0	$0
Jeffrey Silver (Trustee)	$0	$0

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990-PF

Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$14,936

Expenses

$16,752

Net Income

-$1,816

Net Assets

$127,852

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,137	74.6%
Interest Revenue	$2,350	15.7%
Dividends	$2,152	14.4%
Sales of Assets	-$703
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,908	89.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$127,852
Total Liabilities	$0
Net Assets	$127,852

Compensation

Key Employees and Officers	Compensation	Other
Allen Zwickler (Trustee)	$0	$0
Randi Zwickler (Trustee)	$0	$0
Caren Levine (Trustee)	$0	$0
Jeffrey Silver (Trustee)	$0	$0

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990-PF

Filed on May 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$20,429

Expenses

$22,167

Net Income

-$1,738

Net Assets

$129,727

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,697	47.5%
Interest Revenue	$2,115	10.4%
Dividends	$3,557	17.4%
Sales of Assets	$5,060	24.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,544	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$129,727
Total Liabilities	$0
Net Assets	$129,727

Compensation

Key Employees and Officers	Compensation	Other
Allen Zwickler (Trustee)	$0	$0
Seymour Zwickler (Trustee)	$0	$0
Caren Levine (Trustee)	$0	$0
Jeffrey Silver (Trustee)	$0	$0

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990-PF

Filed on June 29, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$16,584

Expenses

$23,942

Net Income

-$7,358

Net Assets

$131,437

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,638	64.1%
Interest Revenue	$2,224	13.4%
Dividends	$3,970	23.9%
Sales of Assets	-$248
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,669	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$131,437
Total Liabilities	$0
Net Assets	$131,437

Compensation

Key Employees and Officers	Compensation	Other
Allen Zwickler (Trustee)	$0	$0
Seymour Zwickler (Trustee)	$0	$0
Caren Levine (Trustee)	$0	$0
Jeffrey Silver (Trustee)	$0	$0

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990-PF

Filed on April 30, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$23,676

Expenses

$21,607

Net Income

$2,069

Net Assets

$139,036

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,950	71.6%
Interest Revenue	$2,583	10.9%
Dividends	$1,506	6.4%
Sales of Assets	$2,582	10.9%
Other Income	$55	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,542	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$139,036
Total Liabilities	$0
Net Assets	$139,036

Compensation

Key Employees and Officers	Compensation	Other
Allen Zwickler (Trustee)	$0	$0
Seymour Zwickler (Trustee)	$0	$0
Caren Levine (Trustee)	$0	$0
Jeffrey Silver (Trustee)	$0	$0

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990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$24,331

Expenses

$23,401

Net Income

$930

Net Assets

$137,539

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$18,631	76.6%
Interest Revenue	$4,664	19.2%
Dividends	$1,376	5.7%
Sales of Assets	$0
Other Income	$970	4.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,401	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$137,540
Total Liabilities	$1
Net Assets	$137,539

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$28,336

Expenses

$24,918

Net Income

$3,418

Net Assets

$126,748

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,244	57.3%
Interest Revenue	$4,208	14.9%
Dividends	$715	2.5%
Sales of Assets	$7,169	25.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,918	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$126,748
Total Liabilities	$0
Net Assets	$126,748

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Updated January 26, 2026

Phil Zwickler Charitable & Memorial Foundation Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $17.3k (2024)

Expenses $18.3k (2024)

Total Assets $95.5k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$17.3k (2024)

Expenses

$18.3k (2024)

Total Assets

$95.5k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001