The Zell Family Foundation Inc

Boston, MA
Tax-exempt since May 1983
EIN: 04-2767470

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$162k (2024)

Expenses

$146k (2024)

Total Assets

$1.07M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Revenue

$162,015

Expenses

$146,232

Net Income

$15,783

Net Assets

$1,069,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,366	13.8%
Sales of Assets	$124,649	76.9%
Other Income	$15,000	9.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,061	81.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,069,979
Total Liabilities	$0
Net Assets	$1,069,979

Compensation

Key Employees and Officers	Compensation	Other
Margot Doucette (Treasurer)	$0	$0
Alison Ellsworth (Board Member)	$0	$0
Laura Norfolk (Co President)	$0	$0
Amy Zell Ellsworth (Vice President)	$0	$0
Jennifer Fis Menache (Co President)	$0	$0
Judith Faust (Board Member)	$0	$0
Sarah Hamilton (Board Member)	$0	$0
Adam Ellsworth (Board Member)	$0	$0
Melissa Zell Andrews (Secretary)	$0	$0
Kendal Blank (Board Member)	$0	$0

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990-PF

Filed on Feb. 19, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$90,940

Expenses

$138,367

Net Income

-$47,427

Net Assets

$1,054,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,427	6.0%
Dividends	$15,607	17.2%
Sales of Assets	$66,268	72.9%
Other Income	$3,638	4.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,352	84.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,054,196
Total Liabilities	$0
Net Assets	$1,054,196

Compensation

Key Employees and Officers	Compensation	Other
Margot Doucette (Treasurer)	$0	$0
Alison Ellsworth (Board Member)	$0	$0
Laura Norfolk (Co President)	$0	$0
Amy Zell Ellsworth (Vice President)	$0	$0
Jennifer Fis Menache (Co President)	$0	$0
Judith Faust (Board Member)	$0	$0
Sarah Hamilton (Board Member)	$0	$0
Adam Ellsworth (Board Member)	$0	$0
Melissa Zell Andrews (Secretary)	$0	$0
Kendal Blank (Board Member)	$0	$0

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990-PF

Filed on Jan. 19, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Nov.
2022

Revenue

$34,006

Expenses

$158,695

Net Income

-$124,689

Net Assets

$1,101,623

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,145	3.4%
Dividends	$16,243	47.8%
Sales of Assets	$16,618	48.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,042	81.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,101,623
Total Liabilities	$0
Net Assets	$1,101,623

Compensation

Key Employees and Officers	Compensation	Other
Margot Doucette (Co Treasurer)	$0	$0
Alison Ellsworth (President)	$0	$0
Laura Norfolk (Vice President)	$0	$0
Amy Zell Ellsworth (Co Secretaries)	$0	$0
Jennifer Fis Menache (Board Member)	$0	$0
Judith Faust (Board Member)	$0	$0
Sarah Hamilton (Board Member)	$0	$0
Adam Ellsworth (Board Member)	$0	$0
Melissa Zell Andrews (Co Secretaries)	$0	$0
Kendal Blank (Co Treasurer)	$0	$0

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990-PF

Filed on Jan. 19, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2021

Revenue

$312,819

Expenses

$129,994

Net Income

$182,825

Net Assets

$1,226,312

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17	0.0%
Dividends	$17,389	5.6%
Sales of Assets	$292,367	93.5%
Other Income	$3,046	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,489	80.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,226,312
Total Liabilities	$0
Net Assets	$1,226,312

Compensation

Key Employees and Officers	Compensation	Other
Margot Doucette (Secretary/Recording Clerk)	$0	$0
Alison Ellsworth (President)	$0	$0
Laura Norfolk (Vice President)	$0	$0
Amy Zell Ellsworth (Director)	$0	$0
Jennifer Fis Menache (Board Member)	$0	$0
Judith Faust (Board Member)	$0	$0
Sarah Hamilton (Board Member)	$0	$0
Adam Ellsworth (Board Member)	$0	$0
Melissa Zell Andrews (Board Member)	$0	$0
Kendal Blank (Treasurer)	$0	$0

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990-PF

Filed on March 21, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Nov.
2020

Revenue

$65,246

Expenses

$114,844

Net Income

-$49,598

Net Assets

$1,049,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$511	0.8%
Dividends	$19,194	29.4%
Sales of Assets	$45,541	69.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,960	78.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,049,837
Total Liabilities	$1
Net Assets	$1,049,836

Compensation

Key Employees and Officers	Compensation	Other
Margot Doucette (Secretary/Recording Clerk)	$0	$0
Alison Ellsworth (President)	$0	$0
Laura Norfolk (Vice President)	$0	$0
Amy Zell Ellsworth (Director)	$0	$0
Jennifer Fis Menache (Board Member)	$0	$0
Judith Faust (Board Member)	$0	$0
Sarah Hamilton (Board Member)	$0	$0
Adam Ellsworth (Board Member)	$0	$0
Melissa Zell Andrews (Board Member)	$0	$0
Kendal Blank (Treasurer)	$0	$0

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990-PF

Filed on Dec. 22, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Nov.
2019

Revenue

$214,598

Expenses

$103,752

Net Income

$110,846

Net Assets

$1,093,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,244	1.0%
Dividends	$19,394	9.0%
Sales of Assets	$192,960	89.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,232	80.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,093,086
Total Liabilities	$1
Net Assets	$1,093,085

Compensation

Key Employees and Officers	Compensation	Other
Margot Doucette (Secretary/Recording Clerk)	$0	$0
Alison Ellsworth (President)	$0	$0
Laura Norfolk (Board Member)	$0	$0
Amy Zell Ellsworth (Director)	$0	$0
Jennifer Fis Menache (Board Member)	$0	$0
Judith Faust (Board Member)	$0	$0
Sarah Hamilton (Vice President)	$0	$0
Adam Ellsworth (Board Member)	$0	$0
Melissa Zell Andrews (Board Member)	$0	$0
Kendal Blank (Treasurer)	$0	$0

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990-PF

Filed on Jan. 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2018

Revenue

$138,969

Expenses

$94,271

Net Income

$44,698

Net Assets

$982,240

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,238	0.9%
Dividends	$23,400	16.8%
Sales of Assets	$114,331	82.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,910	78.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$982,240
Total Liabilities	$0
Net Assets	$982,240

Compensation

Key Employees and Officers	Compensation	Other
Margot Doucette (Treasurer)	$0	$0
Alison Ellsworth (President)	$0	$0
Laura Norfolk (Board Member)	$0	$0
Amy Zell Ellsworth (Director)	$0	$0
Jennifer Fis Menache (Board Member)	$0	$0
Judith Faust (Board Member)	$0	$0
Sarah Hamilton (Vice President)	$0	$0
Adam Ellsworth (Board Member)	$0	$0
Melissa Zell Andrews (Secretary/Recording Clerk)	$0	$0
Kendal Blank (Treasurer Elect)	$0	$0

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990-PF

Filed on Jan. 16, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2017

Revenue

$123,704

Expenses

$76,886

Net Income

$46,818

Net Assets

$937,542

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$439	0.4%
Dividends	$20,825	16.8%
Sales of Assets	$101,811	82.3%
Other Income	$629	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,351	79.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$937,542
Total Liabilities	$0
Net Assets	$937,542

Compensation

Key Employees and Officers	Compensation	Other
Margot Doucette (Treasurer)	$0	$0
Alison Ellsworth (Board Member)	$0	$0
Laura Norfolk (Vice President)	$0	$0
Amy Zell Ellsworth (Director)	$0	$0
Jennifer Fis Menache (President)	$0	$0
Judith Faust (Board Member)	$0	$0
Sarah Hamilton (Board Member)	$0	$0
Adam Ellsworth (Board Member)	$0	$0
Melissa Zell Andrews (Secretary/Recording Clerk)	$0	$0

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990-PF

Filed on Jan. 30, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2016

Revenue

$87,053

Expenses

$98,642

Net Income

-$11,589

Net Assets

$890,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$53	0.1%
Dividends	$19,712	22.6%
Sales of Assets	$67,288	77.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,009	84.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$890,724
Total Liabilities	$0
Net Assets	$890,724

Compensation

Key Employees and Officers	Compensation	Other
Margot Doucette (Treasurer)	$0	$0
Alison Ellsworth (Board Member)	$0	$0
Laura Norfolk (Vice President)	$0	$0
Amy Zell Ellsworth (Director)	$0	$0
Jennifer Fis Menache (President)	$0	$0
Judith Faust (Board Member)	$0	$0
Sarah Hamilton (Board Member)	$0	$0
Adam Ellsworth (Board Member)	$0	$0
Melissa Zell Andrews (Secretary/Recording Clerk)	$0	$0

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990-PF

Filed on Feb. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2015

Revenue

$82,558

Expenses

$81,835

Net Income

$723

Net Assets

$902,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$19,771	23.9%
Sales of Assets	$61,987	75.1%
Other Income	$797	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,608	82.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$902,563
Total Liabilities	$250
Net Assets	$902,313

Compensation

Key Employees and Officers	Compensation	Other
Margot Doucette (Treasurer)	$0	$0
Alison Ellsworth (Board Member)	$0	$0
Laura Norfolk (Vice President)	$0	$0
Amy Zell Ellsworth (Director)	$0	$0
Jennifer Fis Menache (President)	$0	$0
Judith Faust (Board Member)	$0	$0
Sarah Hamilton (Board Member)	$0	$0
Adam Ellsworth (Board Member)	$0	$0
Melissa Zell Andrews (Secretary/Recording Clerk)	$0	$0

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990-PF

Filed on Feb. 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2014

Revenue

$66,253

Expenses

$75,812

Net Income

-$9,559

Net Assets

$901,590

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$21,909	33.1%
Sales of Assets	$44,341	66.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,320	74.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$901,590
Total Liabilities	$0
Net Assets	$901,590

Compensation

Key Employees and Officers	Compensation	Other
Margot Doucette (Treasurer)	$0	$0
Alison Ellsworth (Board Member)	$0	$0
Laura Norfolk (Vice President)	$0	$0
Amy Zell Ellsworth (Director)	$0	$0
Jennifer Fis Menache (President)	$0	$0
Judith Faust (Board Member)	$0	$0
Sarah Hamilton (Board Member)	$0	$0
Adam Ellsworth (Board Member)	$0	$0
Melissa Zell Andrews (Secretary/Recording Clerk)	$0	$0

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990-PF

Filed on April 29, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2013

Revenue

$156,576

Expenses

$65,538

Net Income

$91,038

Net Assets

$911,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$20,333	13.0%
Sales of Assets	$136,237	87.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,755	80.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$911,149
Total Liabilities	$1
Net Assets	$911,148

990-PF

Filed on April 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2012

Revenue

$48,512

Expenses

$71,784

Net Income

-$23,272

Net Assets

$820,110

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$23,355	48.1%
Sales of Assets	$25,153	51.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,031	83.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$820,111
Total Liabilities	$1
Net Assets	$820,110

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$13,051

Expenses

$62,492

Net Income

-$49,441

Net Assets

$843,382

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$20,697	> 100%
Sales of Assets	$0
Other Income	$31	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,457	82.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$843,383
Total Liabilities	$1
Net Assets	$843,382

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The Zell Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $162k (2024)

Expenses $146k (2024)

Total Assets $1.07M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$162k (2024)

Expenses

$146k (2024)

Total Assets

$1.07M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001