Gregg Aaron Zale Family Foundation

GLENCOE, IL EIN: 36-4333001

Gregg Aaron Zale Family Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in GLENCOE, IL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 3 grants totaling $784K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$784K

Grant Count

3

Avg Grant Size

$261K

About Gregg Aaron Zale Family Foundation

Based on IRS filings

Gregg Aaron Zale Family Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in GLENCOE, IL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 3 grants totaling $784K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

ASPENBOSTONCHICAGOEVANSTONGLENCOE

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1202020212023
Metric202320212020
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$196K$392K$588K$784K5 grants20208 grants20213 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2023

FIDELITY INVESTMENTS CHA…$390KFIDELITY INVESTMENTS CHA…$390KTHE JOFFREY BALLET$3K

Grant Size Distribution

16 grants across all recorded years

14<$50K$50–100K$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Fidelity Investments Charitable Gift Fund ($390,252), Fidelity Investments Charitable Gift Fund ($390,252), The Joffrey Ballet ($3,000).

RecipientPurposeAmount
FIDELITY INVESTMENTS CHARITABLE GIFT FUND BOSTON, MAGENERAL SUPPORT FOR THE AMY ZALE JOFFE FUND (THE "AMY FUND")$390,252
FIDELITY INVESTMENTS CHARITABLE GIFT FUND BOSTON, MAGENERAL SUPPORT FOR THE MELISSA ZALE NORRIS FUND (THE "MELISSA FUND")$390,252
THE JOFFREY BALLET CHICAGO, ILGENERAL SUPPORT$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
ROBERTA ZALEPRESIDENT/SECRETARY/TREASURER0.25
AMY JOFFEVICE PRESIDENT0.25
MELISSA NORRISVP/SECRETARY0.25

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Gregg Aaron Zale Family Foundation?

Gregg Aaron Zale Family Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in GLENCOE, IL. It holds — in total assets as of 2023.

Where does Gregg Aaron Zale Family Foundation operate?

Gregg Aaron Zale Family Foundation has awarded grants in Colorado, Illinois, Massachusetts.

What size grants does Gregg Aaron Zale Family Foundation award?

In 2023, Gregg Aaron Zale Family Foundation awarded 3 grants totaling $784K — an average of about $261K per grant, based on its IRS Form 990 filings.

What is Gregg Aaron Zale Family Foundation's EIN?

Gregg Aaron Zale Family Foundation's EIN (Employer Identification Number) is 36-4333001. IRS Form 990 filing data is available on this page for 2020–2023.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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