Nonprofit · EIN 04-2767470
THE ZELL FAMILY FOUNDATION INC
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $114,448 | $175,244 | -$60,796 | $1,009,183 | $0 | $1,009,183 |
| November 30, 2024 | 990-PF | $162,015 | $146,232 | $15,783 | $1,069,979 | $0 | $1,069,979 |
| November 30, 2023 | 990-PF | $90,940 | $138,367 | -$47,427 | $1,054,196 | $0 | $1,054,196 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $18,337
- Interest
- $3,931
- Net gain from sales of assets
- $92,180
Expenses
- Grants and similar amounts paid
- $140,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $146,025
- Excise tax on investment income
- $1,219
Balance sheet and other
- Total assets, start of year
- $1,069,979
- Total assets, end of year
- $1,009,183
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,009,183
- Fair market value of assets
- $2,792,569
- Qualifying distributions
- $146,025
- Net investment income
- $114,438
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGOT DOUCETTE PO BOX 3348, RANCHO SANTA FE, CA 92067 | TREASURER | 1 | $0 |
| ALISON ELLSWORTH 71 BAKER HILL ROAD, LYME, NH 03768 | PRESIDENT | 1 | $0 |
| LAURA NORFOLK 3531 CROWN RIDGE DRIVE, SHERMAN OAKS, CA 91403 | VICE PRESIDENT | 1 | $0 |
| AMY ZELL ELLSWORTH 34 LOCUST STREET, BELMONT, MA 02478 | BOARD MEMBER | 1 | $0 |
| JENNIFER FIS MENACHE 10480 KINNAIRD AVE, LOS ANGELES, CA 90024 | BOARD MEMBER | 1 | $0 |
| JUDITH FAUST 10 DREAM CATCHER, SANTA FE, NM 87506 | BOARD MEMBER | 1 | $0 |
| SARAH HAMILTON 96 RICHDALE AVE SECOND FLOOR, CAMBRIDGE, MA 02140 | BOARD MEMBER | 1 | $0 |
| ADAM ELLSWORTH 819 14TH STREET APT 2, SAN FRANCISCO, CA 94114 | BOARD MEMBER | 1 | $0 |
| MELISSA ZELL ANDREWS 7415 BOYER STREET, PHILADELPHIA, PA 19119 | SECRETARY | 1 | $0 |
| KENDAL BLANK 421 EAST 76TH STREET 6A, NEW YORK, NY 10021 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended November 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGOT DOUCETTE PO BOX 3348, RANCHO SANTA FE, CA 92067 | TREASURER | 1 | $0 |
| ALISON ELLSWORTH 71 BAKER HILL ROAD, LYME, NH 03768 | BOARD MEMBER | 1 | $0 |
| LAURA NORFOLK 3531 CROWN RIDGE DRIVE, SHERMAN OAKS, CA 91403 | CO-PRESIDENT | 1 | $0 |
| AMY ZELL ELLSWORTH 34 LOCUST STREET, BELMONT, MA 02478 | VICE PRESIDENT | 1 | $0 |
| JENNIFER FIS MENACHE 10480 KINNAIRD AVE, LOS ANGELES, CA 90024 | CO-PRESIDENT | 1 | $0 |
| JUDITH FAUST 10 DREAM CATCHER, SANTA FE, NM 87506 | BOARD MEMBER | 1 | $0 |
| SARAH HAMILTON 96 RICHDALE AVE SECOND FLOOR, CAMBRIDGE, MA 02140 | BOARD MEMBER | 1 | $0 |
| ADAM ELLSWORTH 819 14TH STREET APT 2, SAN FRANCISCO, CA 94114 | BOARD MEMBER | 1 | $0 |
| MELISSA ZELL ANDREWS 7415 BOYER STREET, PHILADELPHIA, PA 19119 | SECRETARY | 1 | $0 |
| KENDAL BLANK 421 EAST 76TH STREET 6A, NEW YORK, NY 10021 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended November 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGOT DOUCETTE PO BOX 3348, RANCHO SANTA FE, CA 92067 | TREASURER | 1 | $0 |
| ALISON ELLSWORTH 71 BAKER HILL ROAD, LYME, NH 03768 | BOARD MEMBER | 1 | $0 |
| LAURA NORFOLK 3531 CROWN RIDGE DRIVE, SHERMAN OAKS, CA 91403 | CO-PRESIDENT | 1 | $0 |
| AMY ZELL ELLSWORTH 34 LOCUST STREET, BELMONT, MA 02478 | VICE PRESIDENT | 1 | $0 |
| JENNIFER FIS MENACHE 10480 KINNAIRD AVE, LOS ANGELES, CA 90024 | CO-PRESIDENT | 1 | $0 |
| JUDITH FAUST 10 DREAM CATCHER, SANTA FE, NM 87506 | BOARD MEMBER | 1 | $0 |
| SARAH HAMILTON 96 RICHDALE AVE SECOND FLOOR, CAMBRIDGE, MA 02140 | BOARD MEMBER | 1 | $0 |
| ADAM ELLSWORTH 819 14TH STREET APT 2, SAN FRANCISCO, CA 94114 | BOARD MEMBER | 1 | $0 |
| MELISSA ZELL ANDREWS 7415 BOYER STREET, PHILADELPHIA, PA 19119 | SECRETARY | 1 | $0 |
| KENDAL BLANK 421 EAST 76TH STREET 6A, NEW YORK, NY 10021 | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 230 CONGRESS STREET, BOSTON, MA 02110-2409
- Signed the 990-PF
- MARGOT DOUCETTE, TREASURER
- Phone
- (617) 523-6531
- Return prepared by
- LORING WOLCOTT & COOLIDGE TRUST LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2767470
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1983
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,009,183
- Income (IRS master file)
- $230,055
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $114,448 | $175,244 | $1,009,183 | XML |
| 990-PF | November 2024 | $162,015 | $146,232 | $1,069,979 | XML |
| 990-PF | November 2023 | $90,940 | $138,367 | $1,054,196 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2767470).
Questions about THE ZELL FAMILY FOUNDATION INC
- What is the EIN of THE ZELL FAMILY FOUNDATION INC?
- The employer identification number (EIN) of THE ZELL FAMILY FOUNDATION INC is 04-2767470.
- Is THE ZELL FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to THE ZELL FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ZELL FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ZELL FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE ZELL FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of THE ZELL FAMILY FOUNDATION INC?
- The 990-PF for the year ended November 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does THE ZELL FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $114,448, expenses of $175,244 and total assets of $1,009,183 at year end.
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