Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees
Roy J Zuckerberg Family Foundation consistently disburses significant grants, often exceeding annual revenue, with zero reported officer compensation.
EIN: 133052489 · New York, NY · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $13.3M |
| Total Expenses | $5.7M |
| Program Spending | 95% |
| CEO/Top Officer Pay | $25 |
| Net Assets | $28.5M |
| Transparency Score | 90/100 |
Is Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees
Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees (EIN: 133052489) is a nonprofit organization based in New York, NY. The organization reported total revenue of $13.3M and total assets of $25.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees is a large nonprofit that has been operating for 45 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 4.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.3M |
| Total Expenses | $5.7M |
| Surplus / Deficit | $-3,356,911 |
| Total Assets | $28.5M |
| Total Liabilities | $1 |
| Net Assets | $28.5M |
| Operating Margin | -144.6% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 60.2 months |
Financial Health Grade: B
In 2023, Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees reported a deficit of $3.4M with expenses exceeding revenue, holds 60.2 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees's revenue has grown at a compound annual growth rate (CAGR) of 4.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -100.1% | +110.5% | -15.2% |
| 2021 | +907.5% | +50.5% | +269.4% |
| 2020 | +38.2% | -28.8% | +23.5% |
| 2019 | -12.7% | -19.2% | +15.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1981 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $3.4M, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that the foundation's leadership is either unpaid or compensated through other means not reported as officer compensation, which is highly efficient for a foundation of its size with assets exceeding $25 million.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees's IRS 990 filings:
- NTEE Code Unknown: Lack of a specific NTEE code makes it harder to categorize and compare the foundation's specific area of focus.
Strengths
The following positive indicators were identified for Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees:
- Zero Officer Compensation: Consistently reporting 0% officer compensation demonstrates exceptional efficiency in leadership costs.
- Strong Asset Base: The foundation maintains a substantial asset base ($28.4M in 2023), providing a solid financial foundation for future grantmaking.
- Low Liabilities: Consistently reporting $0 or $1 in liabilities indicates excellent financial management and minimal debt.
- Consistent Grantmaking: Despite revenue fluctuations, the foundation consistently disburses significant funds, demonstrating commitment to its mission.
- High Program Spending: As a grantmaking foundation with minimal overhead, the vast majority of its expenses are directed towards programmatic activities (grants).
Frequently Asked Questions about Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees
Is Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees a legitimate charity?
Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees (EIN: 133052489) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $13.3M. 1 red flag identified. 5 strengths noted. Financial health grade: B.
How does Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees spend its money?
Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees tax-deductible?
Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees is registered as a tax-exempt nonprofit (EIN: 133052489). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees CEO make?
Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees's highest-compensated officer earns $25 annually. The organization reported $13.3M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
Where is Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees located?
Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees is headquartered in New York, New York and files with the IRS under EIN 133052489.
How many years of IRS 990 filings does Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees have?
Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $13.3M in total revenue.
Is the Roy J Zuckerberg Family Foundation financially stable?
Yes, despite periods where expenses exceed revenue (e.g., 2023 expenses of $5.6M vs. revenue of $2.3M), the foundation maintains substantial assets ($28.4M in 2023) and negligible liabilities, indicating strong financial stability.
How does the foundation manage its administrative costs?
The foundation appears to manage administrative costs exceptionally well, with 0% reported officer compensation across all filings, suggesting a very lean operational structure.
What is the primary activity of this organization?
Based on the financial patterns of significant expenses often exceeding revenue and substantial assets, the organization primarily functions as a grantmaking private foundation, distributing funds to other charitable causes.
Why does revenue fluctuate so significantly, including negative revenue in 2022?
Revenue fluctuations, including negative revenue ($-46,975 in 2022), are common for foundations whose income is heavily reliant on investment returns. Market downturns can lead to investment losses, resulting in negative reported revenue.
Filing History
IRS 990 filing history for Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees's revenue has grown by 77.8%, moving from $1.3M to $2.3M. Total assets increased by 258.4% over the same period, from $7.9M to $28.5M. Total functional expenses rose by 85%, from $3.1M to $5.7M. In its most recent filing year (2023), Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees reported a deficit of $3.4M, with expenses exceeding revenue. The organization holds $1 in liabilities against $28.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $28.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.3M | $5.7M | $28.5M | $1 | — | View 990 |
| 2022 | $-46,975 | $5.7M | $32.9M | $1 | — | View 990 |
| 2021 | $60.6M | $2.7M | $38.7M | $1 | — | View 990 |
| 2020 | $6.0M | $1.8M | $10.5M | $1 | — | View 990 |
| 2019 | $4.4M | $2.5M | $8.5M | $0 | — | View 990 |
| 2015 | $5.0M | $3.1M | $7.4M | $0 | — | View 990 |
| 2014 | $21.9M | $5.7M | $7.2M | $0 | — | View 990 |
| 2013 | $4.0M | $2.5M | $5.6M | $0 | — | View 990 |
| 2012 | $1.4M | $4.1M | $4.9M | $0 | — | View 990 |
| 2011 | $1.3M | $3.1M | $7.9M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.3M, expenses of $5.7M, and assets of $28.5M.
- 2022: Revenue of $-46,975, expenses of $5.7M, and assets of $32.9M (revenue -100.1% year-over-year).
- 2021: Revenue of $60.6M, expenses of $2.7M, and assets of $38.7M (revenue +907.5% year-over-year).
- 2020: Revenue of $6.0M, expenses of $1.8M, and assets of $10.5M (revenue +38.2% year-over-year).
- 2019: Revenue of $4.4M, expenses of $2.5M, and assets of $8.5M (revenue -12.7% year-over-year).
- 2015: Revenue of $5.0M, expenses of $3.1M, and assets of $7.4M (revenue -77.2% year-over-year).
- 2014: Revenue of $21.9M, expenses of $5.7M, and assets of $7.2M (revenue +449.4% year-over-year).
- 2013: Revenue of $4.0M, expenses of $2.5M, and assets of $5.6M (revenue +193.9% year-over-year).
- 2012: Revenue of $1.4M, expenses of $4.1M, and assets of $4.9M (revenue +3.7% year-over-year).
- 2011: Revenue of $1.3M, expenses of $3.1M, and assets of $7.9M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees:
Data Sources and Methodology
This transparency report for Roy J Zuckerberg Family Foundation Lloyd P & Dina R Zuckerberg Ttees is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.