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· Private foundation

Gregg Aaron Zale Family Foundation

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$70k
Granted FY2022
10
Grants FY2022
4
States reached
$30k
Largest

Read this first · the figures below need context

100% of Gregg Aaron Zale Family Foundation’s FY2023 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2023 names 1 organization directly, so a portfolio cannot be read from it. Everything below is therefore FY2022, the last year Gregg Aaron Zale Family Foundation named its own grantees at scale: 5 organizations, $70k. It is dated, not current.

Organizations named directly on the return

4
20
6
21
5
22
1
23

Amber years are those where most dollars went to a sponsor.

01What you fund
0192% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20202023.

Philanthropy$853kInternational$75kHealth$19kArts & Culture$11kSocial Science$5kReligion$3kHuman Services$1kEnvironment$550Other$0
02FY2022 · 10 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2022

  • Under $10k8 grants · $22k
  • $10k–50k2 grants · $48k
$3,000
Median grant
4
States reached
$0
Total assets
Largest grants
RecipientAmount
JEWISH UNITED FUND$30,000
FRIENDS OF THE IDF$18,000
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION$7,500
ST JUDE CHILDREN'S RESEARCH HOSPITAL$5,000
THE JOFFREY BALLET$3,000
CHABAD JEWISH LEARNING SOCIETY$2,500
THE JEWISH WOMEN'S FOUNDATION$2,000
HIAS$1,000
DOCTORS WITHOUT BORDERS ERF$1,000
Individual grant recipient$250
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY21–21, $1k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%THE GROWING SEASON: $1k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

90%of every dollar goes to organizations you’ve funded before.
$170k · 6 repeat orgs$20k to everyone else

6 repeat relationships — 5 still active in FY2022, 1 since wound down; 5 grantees were first funded in FY2022 (too recent to call). Read against FY2022, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

6
3

Total granted

$170k
$8k

Median revenue growth · since first grant

+27%
+60%

Still filing today

67%
100%

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23
HealthPhilanthropyEnvironmentArts & CultureSocial ScienceHuman ServicesOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • JU
    JEWISH UNITED FUND OF METROPOLITAN CHICAGO
    3× · 2020–2022 · $70k · revenue +13%
  • TJ
    THE JOFFREY BALLET
    3× · 2021–2023 · $11k · revenue +215%
  • CH
    CHICAGO HORTICULTURAL SOCIETY
    2× · 2020–2021 · $550 · revenue +27%

Funded once

  • THE ASPEN INSTITUTE INCgraduated
    one grant, 2021 · $5k · revenue +159%
  • BR
    BRAIN RESEARCH FOUNDATIONgraduated
    one grant, 2020 · $2k · revenue +60%
  • TG
    THE GROWING SEASON INC
    one grant, 2021 · $1k · revenue -509%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
University of Chicago

The mission of the university of chicago has been to sustain at the highest level of excellence, the communication of knowledge, the creation of knowledge and the fostering of a dynamic community of scholars and students.

Education
2
Loyola University of Chicago

We are chicago's jesuit, catholic university - a diverse community seeking god in all things and working to expand knowledge in the service of humanity through learning, justice, and faith.

Education
3
UChicago Research International

To engage in scientific research and educational activities throughout the world on behalf of and in conjunction with the university of chicago.

Health
4
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
5
The Salk Institute for Biological Studies

Unlocking the secrets of life itself is the driving force behind the salk institute. our team of world-class, award-winning scientists pushes boundaries of knowledge in areas such as neuroscience, cancer research, aging, immunobiology,…

Science & Tech
6
Jaeb Center for Health Research Foundation Inc

Our mission is to expand scientific knowledge and improve public health by designing and conducting world-class clinical trials and epidemiologic research.

Unclassified
7
Jewish Federation of Metropolitan Chicago

Federation amplifies our collective strength to make the world a better place for everyone. we assist people in need, impact chicagoans of all faiths; support israel and the jewish people worldwide; respond swiftly to crises; cultivate…

Philanthropy
8
Trustees of Tufts College

Education and Research

Education
9
University of the Sciences in Philadelphia

University of the sciences prepares students to become leaders, innovators, and skilled practitioners in the sciences, the health professions, and related disciplines. we deliver excellence in teaching, research, and service through a safe…

10
Cancer Research Institute Inc

See schedule ocri is a nonprofit organization dedicated to advancing cancer immunotherapy through scientific discovery and global collaboration. since 1953, cri has funded research that deepens understanding of the immune system and its…

Health
11
The Lieber Institute Inc

The mission of the institute is to translate basic genetic and molecular mechanisms of schizophrenia and related developmental brain disorders into clinical advances that change the lives of affected individuals. it is catalyzing a new…

Health
12
Junior Achievement of Chicago

To inspire and prepare young people to succeed in a global economy

International

For reference, the grantee most central to the portfolio’s shape is The Aspen Institute Inc and the most unlike its peers is Jewish United Fund of Metropolitan Chicago. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

10 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 10 of the 15 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
10/10
Grantees still filing
7/10
Grew since you first funded

Where your money sits — by cause, then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND — $780,504 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUNDFRIENDS OF THE IDF — $73,000 · OtherFRIENDS O…Individual grant recipient — $3,750 · Other+5 more — $7,050 · Other+5 moreJEWISH UNITED FUND OF METROPOLITAN CHICAGO — $70,000 · PhilanthropyUniversity of Chicago Cancer Research Foundation — $12,000 · HealthST JUDE CHILDREN'S RESEARCH HOSPITAL INC — $5,000 · HealthBRAIN RESEARCH FOUNDATION — $2,000 · HealthTHE JOFFREY BALLET — $10,500 · Arts & CultureTHE ASPEN INSTITUTE INC — $5,000 · Social ScienceHIAS INC — $1,000 · International
Community Improvement$780,504Other$83,800Philanthropy$70,000Health$19,000Arts & Culture$10,500Social Science$5,000International$1,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ your share of their budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND — $780,504 over 1y, 0.0% of budgetJEWISH UNITED FUND OF METROPOLITAN CHICAGO — $70,000 over 3y, 0.0% of budgetUniversity of Chicago Cancer Research Foundation — $12,000 over 3y, 0.8% of budgetTHE JOFFREY BALLET — $10,500 over 3y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC — $5,000 over 1y, 0.0% of budgetTHE ASPEN INSTITUTE INC — $5,000 over 1y, 0.0% of budgetBRAIN RESEARCH FOUNDATION — $2,000 over 1y, 0.1% of budgetHIAS INC — $1,000 over 1y, 0.0% of budgetTHE GROWING SEASON INC — $1,000 over 1y, 0.1% of budgetCHICAGO HORTICULTURAL SOCIETY — $550 over 2y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

Government reliance of your grantees

Every dot is one organization Gregg Aaron Zale Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 10%0%1%3%5%your share of their income ↑0%25%50%75%100%share of the org’s income from governmentmedian 88%
  • Hias Inc88% of income from government
no gov moneyreceives it· size = income
1get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Gregg Aaron Zale Family Foundation?

Find your warmest path to Gregg Aaron Zale Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 15 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2022, released 2022. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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