Gregg Aaron Zale Family Foundation
EIN 364333001Total Given 2022–2023
$854K
13 grants · $427K avg/year
based on 2 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$3K
typical micro grants · $2K–$18K
grant size
9%
transactional · 1/11 multi-year
repeat
$1.1M
Assets (2022)
11
Distinct Recipients
About
DURING THE CURRENT YEAR THE FOUNDATION MADE THE DISTRIBUTIONS LISTED IN PART XIV IN DISSOLUTION. A RESOLUTION OF PLAN OF DISSOLUTION WAS ADOPTED BY FOUNDATION ON OCTOBER 1, 2023. A COPY OF THE RESOLUTION IS ATTACHED TO THIS RETURN.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
MELISSA NORRIS
Phone
(224) 522-0691
Deadlines
NO SUBMISSION DEADLINES
How to Apply
NO FORMAL FORM
Restrictions
NO RESTRICTIONS EXCEPT THAT ORGANIZATIONS MUST BE QUALIFIED 501(C)(3)
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2022 | $70K | $1.1M | $24K | 10 |
| 2023 | $784K | $0 | $6K | 3 |
Grant Size Distribution
Based on 13 grants on record
Minimum
$250
25th Pctl
$2K
Median
$3K
Average
$66K
75th Pctl
$18K
Maximum
$390K
Geographic Distribution
Officers & Directors
RZ
Roberta Zale
2+ yrs
President/Secretary/Treasurer
Leadership
MN
Melissa Norris
2+ yrs
Vice President/Secretary
Leadership
AJ
Amy Joffe
2+ yrs
Vice President
Leadership
RZ
Roberta Zale
2+ yrs
President
Leadership
MN
Melissa Norris
2+ yrs
Vice President/Secretary
Leadership
AJ
Amy Joffe
2+ yrs
Vice President
Leadership
Grants Awarded (13 total)
| Purpose | ||||
|---|---|---|---|---|
| Fidelity Investments Charitable Gift Fund | Boston, MA | $390,252 | GENERAL SUPPORT FOR THE AMY ZALE JOFFE FUND (THE "AMY FUND") | 2023 |
| Fidelity Investments Charitable Gift Fund | Boston, MA | $390,252 | GENERAL SUPPORT FOR THE MELISSA ZALE NORRIS FUND (THE "MELISSA FUND") | 2023 |
| Jewish United Fund | Chicago, IL | $30,000 | CHARITABLE | 2022 |
| Friends of the Idf | Chicago, IL | $18,000 | CHARITABLE | 2022 |
| University of Chicago Cancer Research Foundation | Chicago, IL | $7,500 | CHARITABLE | 2022 |
| St Jude Children'S Research Hospital | Memphis, TN | $5,000 | CHARITABLE | 2022 |
| The Joffrey Ballet | Chicago, IL | $3,000 | GENERAL SUPPORT | 2023 |
| The Joffrey Ballet | Chicago, IL | $3,000 | CHARITABLE | 2022 |
| Chabad Jewish Learning Society | Chicago, IL | $2,500 | CHARITABLE | 2022 |
| The Jewish Women'S Foundation | Chicago, IL | $2,000 | CHARITABLE | 2022 |
| Hias | Silver Spring, MD | $1,000 | CHARITABLE | 2022 |
| Doctors Without Borders Erf | New York, NY | $1,000 | CHARITABLE | 2022 |
| Glencoe Park District | Glencoe, IL | $250 | CHARITABLE | 2022 |