Zellner Family Foundation
- Assets
- $437.9k
- Revenue
- $25.1k
- Investments
- $397.0k
- Employees
- 0
- Location
- Coopersburg, PA
- Founding
- 10/2005
- Data as of
- 12/2022
- EIN
- 20-3199579
Organization Overview
Zellner Family Foundation is located in Coopersburg, PA. The organization was established in 2005. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Zellner Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Zellner Family Foundation generated $25.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (9.5%) each year. All expenses for the organization totaled $60.6k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Zellner Family Foundation has awarded 37 individual grants totaling $155,850. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
UNITED WAY OF THE LEHIGH VALLEY1110 AMERICAN PARKWAY SUITE F-120ALLENTOWN, PA 18109
FOLDS OF HONORPO BOX 276CENTER VALLEY, PA 18034
PEACEABLE KINGDOM1049 MACARTHUR RDWHITEHALL, PA 18052
KUTZTOWN UNIVERSITY FOUNDATION15197 KUTZTOWN RD. KUTZTOWN, PA 19530
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James Zellner President | 1 | $0 | |
Mark Denson Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $4,989 |
| Dividends & Interest | $7,079 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $12,995 |
| Capital Gain Net Income | $12,995 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $25,063 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $4,032 |
| Contributions, gifts, grants paid | $56,550 |
| Total expenses and disbursements | $60,582 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $40,914 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $396,956 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $437,870 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Zellner Family Foundation has awarded $56,550 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
KUTZTOWN UNIVERSITY FOUNDATION PURPOSE: GENERAL GOOD | $25,000 |
FOLDS OF HONOR PURPOSE: GENERAL GOOD | $7,200 |
UNITED WAY OF THE GREATER LEHIGH VALLEY PURPOSE: GENERAL GOOD | $22,500 |
PEACEABLE KINGDOM PURPOSE: GENERAL GOOD | $500 |
HOPS FOR HOPE (LOST TAVERN BREWING) PURPOSE: GENERAL GOOD | $500 |
GUATEMALA HEALING HANDS PURPOSE: GENERAL GOOD | $500 |