Zellner Family Foundation

Private foundation · Grantmaker Coopersburg, PA EIN: 20-3199579

Zellner Family Foundation is a private foundation, based in Coopersburg, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $451K in total assets. In 2024, it awarded 8 grants totaling $21K. Net investment income was $51K.

Key facts about Zellner Family Foundation

In short: Zellner Family Foundation gave $21K across 8 grants in 2024 (avg $3K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.

EIN
20-3199579
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$20,525
Grants made (2024)
8
Average grant
$2,566
Median grant
$400
Total assets
$450,867
Primary geography
Pennsylvania (97% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$451K

+5.5% YoY

Annual Giving

$21K

-1.1% YoY

Grant Count

8

+14.3% YoY

Avg Grant Size

$3K

-13.4% YoY

Under IRS private-foundation payout rules, Zellner Family Foundation reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

How Zellner Family Foundation gives

  • Giving held roughly steady from 2021 to 2024 (+11%). Method
  • In 2024 it paid out 73% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

6states

Share of 2024 grant dollars across all 8 itemized grants.

Cities

AllentownCenter ValleyKutztownNew YorkMonroviaCoopersburgDallasEmmausFallsingtonHellertownHolmesLouisvilleMemphisPhiladelphiaPound RidgeSoudertonUniversity ParkWhitehalWhitehall

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K6 grants2020 6 grants2021 7 grants2022 7 grants2023 8 grants2024

From 2020 to 2024, annual grant giving ranged from $17K (2020) to $57K (2022). In 2024 it made 8 grants totaling $21K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

United Way of LV: $14KUnited Way of LV$14KFolds of Honor: $4KFolds of Honor$4KSalfid Rescue: $1KSalfid Rescue$1KGood Shephard Rehabiliation: $500Good Shephard Rehabiliation$500Whitehouse Guild: $300Whitehouse Guild$300Leukemia & Lymphoma Soc: $250Leukemia & Lymphoma Soc$250Love Ran Red Foundation: $250Love Ran Red Foundation$250Autism Society Lehigh Valley: $200Autism Society Lehigh Valley$200

The largest 2024 recipient was United Way of LV ($14K). Together the top 8 received $21K.

Grant Size Distribution

34 grants across all recorded years

34<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 34 grants of 34 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
United Way of LV Allentown, PAGeneral Good$13,750
Folds of Honor Center Valley, PAGeneral Good$4,275
Salfid Rescue Souderton, PAGeneral Good$1,000
Good Shephard Rehabiliation Allentown, PAGeneral Good$500
Whitehouse Guild New York, NYGeneral Good$300
Leukemia & Lymphoma Soc New York, NYGeneral Good$250
Love Ran Red Foundation Whitehal, PAGeneral Good$250
Autism Society Lehigh Valley Allentown, PAGeneral Goodgeneral Good$200

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$450,867$427,425$437,870
Revenue$50,918$18,819$25,063
Expenses$27,476$29,264$60,582
Qualifying Distributions$20,525$20,750$56,550
Net Investment Income$50,918$18,819$25,063
Distributable Amount$28,039$22,517$24,268

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2020 (received by the IRS September 21, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 18, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 12, 2024)
  5. Added Form 990-PF for fiscal year 2024 (received by the IRS May 4, 2026)
  6. IRS filings on file for fiscal years 2021–2023

Leadership & Key People

Officers and directors from IRS filings

Zellner Family Foundation is led by James Zellner, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • James Zellner

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Mark Denson

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 Zellner Family Foundation

How much does Zellner Family Foundation give each year?

Zellner Family Foundation gave $21K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $21K across 7 grants.

What is Zellner Family Foundation's typical grant size?

Zellner Family Foundation's median grant in 2024 was $400, and its average grant was $2,566, across 8 grants on its 2024 IRS Form 990-PF.

Where does Zellner Family Foundation give grants?

Zellner Family Foundation gives mostly in Pennsylvania: 97% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Allentown, PA (3 grants) and New York, NY (2 grants).

Does Zellner Family Foundation give general operating support?

Yes: 100% of Zellner Family Foundation's 2024 grants with a stated purpose (8 of 8) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Zellner Family Foundation's largest grantees?

Zellner Family Foundation's largest 2024 grantees include United Way of LV ($13,750), Folds of Honor ($4,275) and Salfid Rescue ($1,000), according to its 2024 IRS Form 990-PF. Together they received 93% of its itemized 2024 grant dollars.

How large is Zellner Family Foundation?

Zellner Family Foundation reported $451K in total assets on its 2024 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Zellner Family Foundation's EIN?

Zellner Family Foundation's EIN (Employer Identification Number) is 20-3199579. IRS Form 990 filing data is available on this page for 2020–2024.

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

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