Nonprofit · EIN 75-6037429
M B AND EDNA ZALE FOUNDATION
Tax-exempt · DALLAS, TX 75243
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,145,205 | $1,777,001 | $3,368,204 | $37,514,761 | $571,707 | $36,943,054 |
| December 31, 2023 | 990-PF | $1,545,484 | $1,958,588 | -$413,104 | $35,950,872 | $871,752 | $35,079,120 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $260,839
- Dividends
- $953,947
- Net gain from sales of assets
- $3,843,480
- Other income
- $86,939
Expenses
- Grants and similar amounts paid
- $1,120,292
- Compensation of officers, directors and key employees
- $165,120
- Salaries, compensation and benefits (total)
- $66,048
- Disbursements for charitable purposes
- $1,805,528
- Excise tax on investment income
- $63,549
Balance sheet and other
- Total assets, start of year
- $35,950,872
- Total assets, end of year
- $37,514,761
- Total liabilities, end of year
- $571,707
- Net assets, end of year
- $36,943,054
- Fair market value of assets
- $37,514,761
- Qualifying distributions
- $1,805,528
- Net investment income
- $4,884,366
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EMILY HARGROVE 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | PRESIDENT | 40 | $165,120 | $23,736 |
| BARBARA A CHURCHMAN 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | ADMINISTRATIVE ASSIS Highest-paid employee | 40 | $66,048 | $9,907 |
| ALISON SELTZER FEIN 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| CLAUDIA ZALE 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| DAVID FIELDS 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | SECRETARY/TREASURER | 0 | $0 | $0 |
| DAVID ZALE 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| DONALD ZALE 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR EMERITUS | 0 | $0 | $0 |
| GLORIA LANDSBERG 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR EMERITUS | 0 | $0 | $0 |
| JEFFREY LANDSBERG 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| JOSH ASEN 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| KAREN SELTZER 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | IMMEDIATE PAST CHAIR | 0 | $0 | $0 |
| LYDIA GERARD MILLHORN 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| MARGIE PLOUGH 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | CHAIRMAN | 0 | $0 | $0 |
| MELISSA SELTZER PAYETTE 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| OLIVIA ZALE 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | VICE-CHAIR OF THE BOARD | 0 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL GERARD 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 |
| RUTH SUZMAN 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 |
| SHERYL FIELDS BOGEN 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 |
| ETHAN ROSENBERG 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 |
| JANET ZALE 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 |
| JULISSE LEVY 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EMILY HARGROVE 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | PRESIDENT, EFFECTIVE 03/01/2023 | 40 | $153,333 | $0 |
| BARBARA A CHURCHMAN 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | ADMINISTRATIVE ASSIS Highest-paid employee | 40 | $65,200 | $9,780 |
| LEONARD R KRASNOW 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | PRESIDENT, RETIRED 02/28/2023 | 40 | $33,652 | $4,753 |
| SHERYL FIELDS BOGEN 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| RUTH SUZMAN 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| PAUL GERARD 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| OLIVIA ZALE 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | VICE-CHAIR OF THE BOARD | 0 | $0 | $0 |
| MELISSA SELTZER PAYETTE 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| MARGIE PLOUGH 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | CHAIR OF THE BOARD | 0 | $0 | $0 |
| LYDIA GERARD MILLHORN 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| LEAH BENJAMIN 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| KAREN SELTZER 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | IMMEDIATE PAST CHAIR | 0 | $0 | $0 |
| JOSH ASEN 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| JEFFREY LANDSBERG 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| JACOB LEVY 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| HANNAH ZALE 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| GLORIA LANDSBERG 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR EMERITUS | 0 | $0 | $0 |
| DONALD ZALE 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR EMERITUS | 0 | $0 | $0 |
| DAVID ZALE 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| DAVID FIELDS 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | SECRETARY/TREASURER | 0 | $0 | $0 |
| CLAUDIA ZALE 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
| ALISON SELTZER FEIN 12801 N CENTRAL EXPY SUITE 430, DALLAS, TX 75243 | DIRECTOR | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 12801 N CENTRAL EXPY STE 430, DALLAS, TX 75243-1716
- Signed the 990-PF
- EMILY A HARGROVE, PRESIDENT
- Phone
- (214) 855-0627
- Website
- HTTP://ZALEFOUNDATION.ORG
- Return prepared by
- HM&M ADVISORY 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-6037429
- 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
- 1953
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $37,514,761
- Income (IRS master file)
- $26,619,840
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,145,205 | $1,777,001 | $37,514,761 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,545,484 | $1,958,588 | $35,950,872 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 75-6037429).
Questions about M B AND EDNA ZALE FOUNDATION
- What is the EIN of M B AND EDNA ZALE FOUNDATION?
- The employer identification number (EIN) of M B AND EDNA ZALE FOUNDATION is 75-6037429.
- Is M B AND EDNA ZALE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to M B AND EDNA ZALE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does M B AND EDNA ZALE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of M B AND EDNA ZALE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did M B AND EDNA ZALE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of M B AND EDNA ZALE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 21 people; 2 received compensation from the organization, the highest $165,120 (EMILY HARGROVE, PRESIDENT).
- How much revenue does M B AND EDNA ZALE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,145,205, expenses of $1,777,001 and total assets of $37,514,761 at year end.
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