ZUCKERMAN INSTITUTE CHARITABLE UTA 09302015: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ZUCKERMAN INSTITUTE CHARITABLE UTA 09302015 (EIN 35-7119449)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349105317
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T13:21:17-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 357119449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ZUCKERMAN INSTITUTE | BusinessNameLine1Txt |
| Business Name Line2 | C/O ERIC GERTLER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZUCK | BusinessNameControlTxt |
| Phone | 2123264054 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 MADISON AVENUE SUITE 2901 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC J GERTLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123264054 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC | PersonFirstNm |
| Person Last | GERTLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M CHERILL | PreparerPersonNm |
| PTIN | P00947291 | PTIN |
| Phone | 6464713000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $457,938 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,031,410 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $53 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $53 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $7,031,465 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $55 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $200,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $319,636 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $319,636 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $73,758 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $73,758 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $120,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $120,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,068 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $668 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $88,109 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $88,109 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $252,816 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $252,816 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,169 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $7,169 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $96,014 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $96,014 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,166,445 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $668 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,165,377 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,531,249 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,531,249 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,697,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $668 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,696,626 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $333,771 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $124,167 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $457,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $457,938 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $124,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $457,938 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $457,938 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $124,167 | RetainedEarningBOYAmt |
| Retained Earning EOY | $457,938 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $124,167 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $457,938 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $124,167 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $457,938 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $124,167 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $333,771 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $457,938 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $457,938 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $263 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $263 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $262 | OverpaymentAmt |
| Applied To ES Tax | $262 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ERIC J GERTLER | IndividualWithBooksNm |
| Phone | 2123264054 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 MADISON AVENUE SUITE 2901 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES S GERTLER | ||||||||
| 510 MADISON AVENUE SUITE 2901 | NEW YORK | NY | 10022 | TRUSTEE | 10.00 | $100,000 | $0 | $0 |
| ERIC J GERTLER | ||||||||
| 510 MADISON AVENUE SUITE 2901 | NEW YORK | NY | 10022 | TRUSTEE | 10.00 | $100,000 | $0 | $0 |
| JOEL KLEIN | ||||||||
| 565 PARK AVE | NEW YORK | NY | 10065 | ADVISOR TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINA DESHILTON | PersonNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 ROTHSCHILD BLVD 27TH FLOOR | AddressLine1Txt |
| City | TEL AVIV | CityNm |
| Country | IS | CountryCd |
| Foreign Postal | 6688106 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $212,874 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $11,680 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALCOLM HOENLEIN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 EAST 22ND STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INDEPENDENT CONTRACTOR | ServiceTypeTxt |
| Compensation | $120,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADMINISTER AND MAINTAIN ZI'S WEBSITE FOR STEM LEADERSHIP PROGRAM, INCLUDING ADDITION OF NEW CONTENT FOR NEW RESEARCH PROJECTS AND PROGRAMS. THE WEBSITE IS A PLATFORM FOR PROGRAM INFORMATION AND UPDATES AND CONNECTS UNIVERSITIES AND SCHOLARS TO ZI. ZI'S EXECUTIVE DIRECTOR MANAGES AND UPDATES THE WEBSITE WITH NEW INFORMATION ON A REGULAR BASIS (E.G., NEWSLETTERS, WEEKLY NEWS, INFORMATION ABOUT THE SCHOLARS AND THEIR WORK, EVENTS AND PRESS RELEASES, ANALYTICS, ETC.). | Description1Txt |
| Expenses1 | $172,835 | Expenses1Amt |
| Description2 | ZI HOSTED MULTIPLE SYMPOSIA AND WEBINARS IN 2021 TO SHOWCASE THE ACHIEVEMENTS OF THE ZI STEM LEADERSHIP PROGRAM SCHOLARS, INCLUDING PARTICIPATION AT THE ANNUAL SCIENCE ABROAD MEETING VIA ZOOM ON 10/17/2021. ZI HOSTED ITS ANNUAL SYMPOSIUM ON 11/15/2021 WITH A RECORD NUMBER OF 300 PARTICIPANTS. SCHOLARS IN THE US AND ISRAEL PRESENTED THEIR 2020 & 2021 RESEARCH FINDINGS AND ACHIEVEMENTS. ZI MADE ALL ARRANGEMENTS FOR THE PRESENTATIONS, SET THE AGENDAS, DETERMINED THE TOPICS FOR DISCUSSION, PREPARED MARKETING MATERIALS AND ON-SITE MANPOWER. | Description2Txt |
| Expenses2 | $252,620 | Expenses2Amt |
| Description3 | ZI'S EXECUTIVE DIRECTOR: (1) MET WITH DOZENS OF US AND ISRAELI UNIVERSITIES TO COORDINATE THE ADMINISTRATION AND EXPANSION OF ZI'S STEM LEADERSHIP PROGRAM; (2) CONDUCTED SITE VISITS TO UNIVERSITIES TO INSPECT THE 30 NEW LABORATORIES ZI CREATED AND TO MONITOR USAGE OF FUNDS BY EACH LAB; AND (3) MANAGED THE PRODUCTION OF NEWSLETTERS,VIDEOS, WEBINARS, AND PROFESSIONAL ACTIVITIES AND GATHERINGS FOR THE SCHOLARS. | Description3Txt |
| Expenses3 | $173,920 | Expenses3Amt |
| Description4 | ZI'S TRUSTEES AND EXECUTIVE DIRECTOR EVALUATED THE APPLICATIONS OF HUNDREDS OF APPLICANTS FOR THE STEM LEADERSHIP PROGRAM AND CONFERRED WITH THE UNIVERSITIES REGARDING THOSE APPLICATIONS. | Description4Txt |
| Expenses4 | $303,608 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $615,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $615,503 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $615,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $606,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,696,626 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,696,626 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2016-01-14 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $16,195 | Year1Amt |
| Year2 | $35,001 | Year2Amt |
| Year3 | $863 | Year3Amt |
| Total | $52,059 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $13,766 | Year1Amt |
| Year2 | $29,751 | Year2Amt |
| Year3 | $734 | Year3Amt |
| Total | $44,250 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,696,626 | CurrentYearAmt |
| Year1 | $6,897,447 | Year1Amt |
| Year2 | $5,317,392 | Year2Amt |
| Year3 | $2,800,509 | Year3Amt |
| Total | $21,711,974 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,531,249 | CurrentYearAmt |
| Year1 | $5,991,766 | Year1Amt |
| Year2 | $4,375,000 | Year2Amt |
| Year3 | $2,175,000 | Year3Amt |
| Total | $18,073,015 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,165,377 | CurrentYearAmt |
| Year1 | $905,681 | Year1Amt |
| Year2 | $942,392 | Year2Amt |
| Year3 | $625,509 | Year3Amt |
| Total | $3,638,959 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $457,938 | CurrentYearAmt |
| Year1 | $124,617 | Year1Amt |
| Year2 | $5,512,359 | Year2Amt |
| Year3 | $107,074 | Year3Amt |
| Total | $6,201,988 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $457,938 | CurrentYearAmt |
| Year1 | $124,617 | Year1Amt |
| Year2 | $1,020,853 | Year2Amt |
| Year3 | $107,074 | Year3Amt |
| Total | $1,710,482 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN TECHNION SOCIETY | |||||||
| 55 EAST 59TH ST | NEW YORK | NY | 10022 | NONE | PC | TO ACT AS THE RECIPIENT OF FUNDS NECESSARY FOR THE INSTITUTE TO JOINTLY OPERATE ITS STEM LEADERSHIP PROGRAM IN COLLABORATION WITH SEVEN UNIVERSITIES IN ISRAEL. AMERICAN TECHNION SOCIETY THEN ADMINISTERS THE FUNDS ACCORDING TO THE TERMS OF THE AGREEMENT BETWEEN THE INSTITUTE AND THE UNIVERSITIES AND AT THE DIRECTION OF THE EXECUTIVE DIRECTOR OF THE INSTITUTE. | $3,781,250 |
| WESTERN WALL HERITAGE FOUNDATION | |||||||
| 587 5TH AVE 702 | NEW YORK | NY | 10017 | NONE | PC | TO PROVIDE FUNDING FOR THE PRESERVATION AND DEVELOPMENT OF THE WESTERN WALL AND ITS TUNNELS. | $1,749,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,531,249 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ZUCKERMAN FAMILY FOUNDATION | ||||||
| 1 | C/O NFS LLC PO BOX 770001 | CINCINATTI | OH | 45277 | $7,031,250 | Yes (X) |
| MORTIMER B ZUCKERMAN | ||||||
| 2 | 950 FIFTH AVENUE | NEW YORK | NY | 10017 | $160 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PWC | CategoryTxt |
| Amt | $7,875 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,875 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $73,758 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $73,758 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TECHNOLOGY | $81,704 | $0 | $0 | $81,704 |
| BANK FEE & OTHER CHARGES | $183 | $0 | $0 | $183 |
| TELEPHONE | $746 | $0 | $0 | $746 |
| ENTERTAINMENT | $1,401 | $0 | $0 | $1,401 |
| EMPLOYEE FRINGE BENEFITS FOR LINA DESHILTON | $11,680 | $0 | $0 | $11,680 |
| FILING FEE | $300 | $0 | $0 | $300 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEE | CategoryTxt |
| Amt | $120,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $120,000 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZUCKERMAN FAMILY FOUNDATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NFS LLC PO BOX 770001 | AddressLine1Txt |
| City | CINCINATTI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45277 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | CategoryTxt |
| Amt | $1,068 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $668 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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