AUM

Estimated $500 million - $1+ billion (based on net worth)

Principals

3

Principal Net Worth

$4.1B

Founded

Circa 2010 (Giving Pledge signed 2010)

Data Flags

Net worth verified from Forbes (#362 Forbes 400, $4.1B) and CEOWORLD ($4.1B); foundation staff from IRS 990-PF; ultra-low public profile

Charles Zegar Foundation Research

SFOHigh Confidence

New York, NY (specific address not publicly disclosed)

Last verified: Jan 17, 2026

Details

Phone
Not publicly available
Source of Wealth
Technology / Financial Services (Bloomberg LP co-founder)
Assets Under Management
Estimated $500 million - $1+ billion (based on net worth)
Source File
research/organizations/charles-zegar-foundation.md
UID
fo-charles-zegar-foundation

Also Known As

Charles Zegar FoundationZegar FoundationCharles Zegar Family OfficeCharles and Merryl Zegar FoundationZegar Family FoundationZegar Philanthropies

Relationship Strength

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Changelog

  • 2026-01-17Upgraded to High confidence; verified net worth from Forbes 400 (#362, $4.1B) and CEOWORLD ($4.1B) - significantly higher than prior $1-2B estimate; previous estimate was too conservative based on Bloomberg LP stake appreciation
  • 2025-12-27Added foundation staff from IRS Form 990-PF. Lan Thi Pham (COO, $263K compensation), Carlos Delos Reyes (Finance Director), Steven Kelly (General Counsel), Robert Cook (Grant Development Director). Updated foundation assets to ~$298M (2023), annual giving ~$28.5M. Added headquarters address: 240 Riverside Blvd, New York, NY 10069.
  • 2025-12-11Initial research file created for Charles and Merryl Snow Zegar (Giving Pledge 2010 - original signatory, Bloomberg LP co-founder #3 alongside Michael Bloomberg and Tom Secunda, estimated $1-2B net worth, technology pioneer in financial data industry, ultra-low public profile, 40+ year Bloomberg partnership, focus on education and healthcare philanthropy)

Engagement & Preferences