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Nonprofit · EIN 61-1124767

MICHAEL FRANCIS ZALLA MEMORIAL

Tax-exempt · EDGEWOOD, KY 41018

Financials

$61K$114K2023$58K$93K2024$77K$74K2025
Revenue Expenses · by fiscal year end
Financials of MICHAEL FRANCIS ZALLA MEMORIAL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$76,653$73,798$2,855$971,388$2,189$969,199
December 31, 2024990-PF$58,095$93,395-$35,300$967,919$1,575$966,344
December 31, 2023990-PF$60,613$114,049-$53,436$1,001,644$0$1,001,644
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$42,347
Interest
$88
Net gain from sales of assets
$34,052
Other income
$166

Expenses

Grants and similar amounts paid
$60,000
Disbursements for charitable purposes
$60,000
Excise tax on investment income
$925

Balance sheet and other

Total assets, start of year
$967,919
Total assets, end of year
$971,388
Total liabilities, end of year
$2,189
Net assets, end of year
$969,199
Fair market value of assets
$1,497,100
Qualifying distributions
$60,000
Net investment income
$76,653

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
A MARTIN ZALLA
3343 STONEWOOD DRIVE, EDGEWOOD, KY 41018
PRESIDENT/TR0$0
SHEILA K ZALLA
3343 STONEWOOD DRIVE, EDGEWOOD, KY 41018
VP/SECRETARY0$0
MARY ZALLA FORGIEL
513 GARRARD STREET, COVINGTON, KY 41011
TRUSTEE0$0
K ELLEN ENGELMAN
1009 POINT OF ROCK RD, MONTEREY, KY 40359
TRUSTEE0$0
M KATHRYN GARTNER
3353 STONEWOOD DRIVE, ERLANGER, KY 41018
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
A MARTIN ZALLA
3343 STONEWOOD DRIVE, EDGEWOOD, KY 41018
PRESIDENT/TR0$0
SHEILA K ZALLA
3343 STONEWOOD DRIVE, EDGEWOOD, KY 41018
VP/SECRETARY0$0
MARY ZALLA FORGIEL
513 GARRARD STREET, COVINGTON, KY 41011
TRUSTEE0$0
K ELLEN ENGELMAN
1009 POINT OF ROCK RD, MONTEREY, KY 40359
TRUSTEE0$0
M KATHRYN GARTNER
3353 STONEWOOD DRIVE, ERLANGER, KY 41018
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
A MARTIN ZALLA
3343 STONEWOOD DRIVE, EDGEWOOD, KY 41018
PRESIDENT/TR0$0
SHEILA K ZALLA
3343 STONEWOOD DRIVE, EDGEWOOD, KY 41018
VP/SECRETARY0$0
MARY ZALLA FORGIEL
513 GARRARD STREET, COVINGTON, KY 41011
TRUSTEE0$0
K ELLEN ENGELMAN
1009 POINT OF ROCK RD, MONTEREY, KY 40359
TRUSTEE0$0
M KATHRYN GARTNER
3353 STONEWOOD DRIVE, ERLANGER, KY 41018
TRUSTEE0$0

Address and contacts

Address (IRS master file)
3343 STONEWOOD DR, EDGEWOOD, KY 41018-2664
Signed the 990-PF
A MARTIN ZALLA, PRESIDENT/TREASURER
Phone
(859) 781-9500
Return prepared by
BRAMEL & ACKLEY PSC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
61-1124767
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$971,388
Income (IRS master file)
$272,000

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$76,653$73,798$971,388IRS
990-PFDecember 2024$58,095$93,395$967,919IRS
990-PFDecember 2023$60,613$114,049$1,001,644XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 61-1124767).

Questions about MICHAEL FRANCIS ZALLA MEMORIAL

What is the EIN of MICHAEL FRANCIS ZALLA MEMORIAL?
The employer identification number (EIN) of MICHAEL FRANCIS ZALLA MEMORIAL is 61-1124767.
Is MICHAEL FRANCIS ZALLA MEMORIAL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to MICHAEL FRANCIS ZALLA MEMORIAL tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MICHAEL FRANCIS ZALLA MEMORIAL file?
Form 990-PF. Private foundations file every year.
When is the next return of MICHAEL FRANCIS ZALLA MEMORIAL due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MICHAEL FRANCIS ZALLA MEMORIAL last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MICHAEL FRANCIS ZALLA MEMORIAL?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does MICHAEL FRANCIS ZALLA MEMORIAL have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $76,653, expenses of $73,798 and total assets of $971,388 at year end.

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