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 ConfidenceNew York, NY (specific address not publicly disclosed)
Last verified: Jan 17, 2026
Details
- Website
- Not publicly available
- 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
Principals (3)
Team Members (4)
Related Entities (3)
Known Associates (6)
Bloomberg LP Leadership
Long-standing relationships with Bloomberg executive team spanning decades
Mark Carney
Bloomberg LP Board Chair; former Bank of England Governor
Michael Bloomberg
Co-founder of Bloomberg LP; principal founding relationship spanning 40+ years
New York philanthropic community
Various non-profit board connections and charitable partnerships
Tom Secunda
Co-founder of Bloomberg LP; fellow Giving Pledge signatory (2013)
Vlad Kliatchko
Current CEO of Bloomberg LP (appointed 2023)
Relationship Strength
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Sources (8)
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)