Donna Jean Hoef Richard A Zellner Foundation
Donna Jean Hoef Richard A Zellner Foundation is a private foundation, based in Grosse Pointe Farms, MI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 2 grants totaling $84K. Net investment income was $100K.
Donna Jean Hoef Richard A Zellner Foundation at a glance
In short: Donna Jean Hoef Richard A Zellner Foundation gave $84K across 2 grants in 2025 (avg $42K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $84,000
- +0.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $42,000
- +0.0% vs 2024
- Median grant
- $42,000
- Total assets
- $1,299,289
- +0.2% vs 2024
- Primary geography
- Michigan (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Donna Jean Hoef Richard A Zellner Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Hospice of Michigan ($42K). Together the top 2 received $84K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Donna Jean Hoef Richard A Zellner Foundation gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 132% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $84K (2020) to $85K (2021). In 2025 it made 2 grants totaling $84K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hospice of Michigan Southfield, MI | General Purpose | $42,000 |
| Macomb County Chapter Special Olympics Michigan Mt Pleasant, MI | General Purpose | $42,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,299,289 | $121,582 | $121,913 | $84,000 | 2 | $84,000 | $99,846 | $63,710 |
| 2024 | $1,296,922 | $105,904 | $121,251 | $84,000 | 2 | $84,000 | $83,653 | $66,145 |
| 2023 | $1,312,444 | $38,155 | $115,158 | $84,000 | 2 | $84,000 | $17,018 | $64,087 |
| 2022 | $1,389,328 | $-7,770 | $126,814 | $84,000 | 2 | $84,000 | $1,538 | $71,718 |
| 2021 | $1,525,124 | $182,121 | $125,994 | $85,370 | 2 | $85,370 | $156,497 | $79,881 |
| 2020 | $1,470,285 | $38,416 | $122,092 | $84,000 | 2 | — | $15,324 | $75,334 |
Under IRS private-foundation payout rules, Donna Jean Hoef Richard A Zellner Foundation reported a distributable amount of $64K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Donna Jean Hoef Richard A Zellner Foundation is led by Robert R Lubera, Director, President & Secretary on every filing since 2020; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Robert R Lubera
Director, President & Secretary
On filings since 2020
0.5 hrs/week
$5K (2020) → $5K (2025)
John R Parnell Jr.
Director & Vice President
Director - Vice President → Director & Vice President, 2022
On filings since 2020
0.5 hrs/week
$5K (2020) → $5K (2025)
Mary E Lubera
Director & Treasurer
On filings since 2021
0.5 hrs/week
$5K (2021) → $5K (2025)
Former officers (1)
- Former: David P Sutherland (2020) — Director & Treasurer
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Robert R Lubera (Director, Pres, Sec). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Donna Jean Hoef Richard A Zellner Foundation
How much does Donna Jean Hoef Richard A Zellner Foundation give each year?
Donna Jean Hoef Richard A Zellner Foundation gave $84K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $84K across 2 grants.
How large is Donna Jean Hoef Richard A Zellner Foundation?
Donna Jean Hoef Richard A Zellner Foundation reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $84K in qualifying distributions that year, against a required minimum of $64K (roughly 5% of its investment assets).
Where does Donna Jean Hoef Richard A Zellner Foundation operate?
Donna Jean Hoef Richard A Zellner Foundation has awarded grants in Michigan.
What is Donna Jean Hoef Richard A Zellner Foundation's EIN?
Donna Jean Hoef Richard A Zellner Foundation's EIN (Employer Identification Number) is 47-2135081. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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