Gregg Aaron Zale Family Foundation
Gregg Aaron Zale Family Foundation is a private foundation, based in Glencoe, IL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 3 grants totaling $784K. Net investment income was $14K.
Key facts about Gregg Aaron Zale Family Foundation
In short: Gregg Aaron Zale Family Foundation gave $784K across 3 grants in 2023 (avg $261K), mostly in Massachusetts. Source: 2023 IRS Form 990-PF.
- EIN
- 36-4333001
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $783,504
- Grants made (2023)
- 3
- Average grant
- $261,168
- Median grant
- $390,252
- Primary geography
- Massachusetts (100% of itemized 2023 grant dollars)
Data from IRS Form 990-PF, 2023; updated September 2026.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$784K
+1015.3% YoY
Grant Count
3
-70.0% YoY
Avg Grant Size
$261K
+3617.7% YoY
Under IRS private-foundation payout rules, Gregg Aaron Zale Family Foundation reported a distributable amount of $48K for 2023 — the minimum it must pay out in qualifying distributions.
How Gregg Aaron Zale Family Foundation gives
- Giving grew 1350% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $54K (2020) to $784K (2023). In 2023 it made 3 grants totaling $784K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2023
The largest 2023 recipient was Fidelity Investments Charitable Gift Fund ($781K across 2 grants). Together the top 2 received $784K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 24 grants of 26 (92%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Investments Charitable Gift Fund Boston, MA | General support for the amy zale joffe fund (the "amy fund") | $390,252 |
| Fidelity Investments Charitable Gift Fund Boston, MA | General support for the melissa zale norris fund (the "melissa fund") | $390,252 |
| The Joffrey Ballet Chicago, IL | General Support | $3,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $806,234 | $868,031 |
| Revenue | $5,533 | $24,074 | $89,760 |
| Expenses | $803,356 | $83,253 | $65,034 |
| Qualifying Distributions | $796,319 | $70,250 | $62,000 |
| Net Investment Income | $13,758 | $11,071 | $87,245 |
| Distributable Amount | $48,064 | $61,488 | $68,053 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 6, 2023)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 15, 2023)
- Added Form 990-PF for fiscal year 2022 (received by the IRS April 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 10, 2024)
- IRS filings on file for fiscal years 2020–2023
Leadership & Key People
Officers and directors from IRS filings
Gregg Aaron Zale Family Foundation is led by Roberta Zale, President, Secretary & Treasurer since 2023 (on filings since 2020); none of the 3 officers listed in 2023 report compensation.
Officers on the 2023 filing
Roberta Zale
President, Secretary & Treasurer
President → President, Secretary & Treasurer, 2023
On filings since 2020
0.3 hrs/week
No compensation reported
Amy Zale Joffe
Vice President
On filings since 2020
0.3 hrs/week
No compensation reported
Melissa Zale Norris
Vice President & Secretary
On filings since 2020
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Gregg Aaron Zale Family Foundation
How much does Gregg Aaron Zale Family Foundation give each year?
Gregg Aaron Zale Family Foundation gave $784K across 3 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $70K across 10 grants.
What is Gregg Aaron Zale Family Foundation's typical grant size?
Gregg Aaron Zale Family Foundation's median grant in 2023 was $390,252, and its average grant was $261,168, across 3 grants on its 2023 IRS Form 990-PF.
Where does Gregg Aaron Zale Family Foundation give grants?
Gregg Aaron Zale Family Foundation gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Boston, MA (2 grants).
Does Gregg Aaron Zale Family Foundation give general operating support?
Yes: 100% of Gregg Aaron Zale Family Foundation's 2023 grants with a stated purpose (3 of 3) were for general or operating support, per its 2023 IRS Form 990-PF.
How much is Gregg Aaron Zale Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Gregg Aaron Zale Family Foundation reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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