Zeglis Family Charitable Foundation Trust

ALBANY, NY EIN: 20-6378705

Zeglis Family Charitable Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALBANY, NY. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 1 grants totaling $59K. Net investment income was $56K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

-0.6% YoY

Annual Giving

$59K

-34.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$59K

-34.7% YoY

Under IRS private-foundation payout rules, Zeglis Family Charitable Foundation Trust reported a distributable amount of $73K for 2024 — the minimum it must pay out in qualifying distributions.

About Zeglis Family Charitable Foundation Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $303K (100%)

States

New York

Cities

Albany

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,201,798	$1,208,559	$1,218,732
Revenue	$69,852	$87,288	$79,070
Expenses	$76,613	$97,461	$93,950
Qualifying Distributions	$63,084	$90,115	$84,908
Net Investment Income	$56,323	$79,942	$71,028
Distributable Amount	$73,112	$68,369	$70,993

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Attached ($58,805).

Recipient	Purpose	Amount
See Attached ALBANY, NY	GENERAL CHARITABLE PURPOSE	$58,805

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOHN D ZEGLIS	TRUSTEE	1	—
CAROL J ZEGLIS	TRUSTEE	1	—
JULIE ZEGLIS	TRUSTEE	1	—
MARK ZEGLIS	TRUSTEE	1	—
BRIAN ZEGLIS	TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Zeglis Family Charitable Foundation Trust?

Zeglis Family Charitable Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALBANY, NY. It holds $1.2M in total assets as of 2024.

How large is Zeglis Family Charitable Foundation Trust?

As of 2024, Zeglis Family Charitable Foundation Trust holds $1.2M in total assets with $70K in annual revenue. It awarded 1 grants totaling $59K in 2024.

Where does Zeglis Family Charitable Foundation Trust operate?

Zeglis Family Charitable Foundation Trust has awarded grants in New York.

What size grants does Zeglis Family Charitable Foundation Trust award?

In 2024, Zeglis Family Charitable Foundation Trust awarded 1 grants totaling $59K — an average of about $59K per grant, based on its IRS Form 990 filings.

How much is Zeglis Family Charitable Foundation Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Zeglis Family Charitable Foundation Trust reported a distributable amount of $73K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Zeglis Family Charitable Foundation Trust's EIN?

Zeglis Family Charitable Foundation Trust's EIN (Employer Identification Number) is 20-6378705. IRS Form 990 filing data is available on this page for 2021–2024.