2026-01-22T12:35:34-06:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990PF 2024-10-01 061599625 THE JOYCE & BERNARD ZIMMERMAN FOUNDATION JOYC 2038582310 597 WESTPORT AVENUE B239 NORWALK CT 06851 BERNARD ZIMMERMAN PRESIDENT 2038582310 2026-01-20 1 1 DANIELLE NIHILL P01350943 7819821001 2026-01-20 2024 2025-03-06 01:10:19Z X 1354726 X X 21020 21020 30844 63883 51905 1600 0 53464 72925 0 0 0 6038 3019 3019 24 24 0 1394 0 0 27 0 27 7483 3043 3046 67336 67336 74819 3043 70382 -21355 69882 60398 62204 62204 15224 25306 25306 817336 784093 1267216 892958 871603 1354726 0 0 X 0 0 0 0 892958 871603 892958 871603 892958 871603 892958 -21355 0 871603 0 871603 PUBLICLY TRADED SECURITIES 63883 11978 51905 51905 51905 971 0 971 0 971 0 0 0 0 0 X 28 999 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A JOYCE ZIMMERMAN 2038582310 597 WESTPORT AVENUE B239 NORWALK CT 06851 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 JOYCE ZIMMERMAN 597 WESTPORT AVENUE SUITE B239 NORWALK CT 06851 PRESIDENT - AS REQUIRED 0.25 0 0 0 ELLEN SPEAR 597 WESTPORT AVENUE SUITE B239 NORWALK CT 06851 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 1335255 71545 0 1406800 0 0 1406800 21102 1385698 69285 69285 971 971 68314 1600 69914 0 69914 70382 0 70382 69914 0 0 529 1880 2409 70382 0 0 0 69914 468 0 0 2877 0 0 0 0 0 0 0 2877 529 1880 468 JOYCE ZIMMERMAN ELLEN SPEAR X BARUCH COLLEGE FUND 1 BERNARD BARUCH WAY BOX A1603 NEW YORK NY 10010 PC UNRESTRICTED GENERAL SUPPORT 500 BETHEL VOLUNTEER FIRE DEPARTMENT 36 SOUTH ST 38 BETHEL CT 06801 NC UNRESTRICTED GENERAL SUPPORT 250 BROOKLYN COLLEGE 2900 BEDFORD AVE BROOKLYN NY 11210 PC UNRESTRICTED GENERAL SUPPORT 250 CAMP KESEM 128 WAHNEE RD TORRINGTON CT 06790 PC UNRESTRICTED GENERAL SUPPORT 3000 CHABAD LUBAVITCH OF WESTPORT 159 KINGS HWY N WESTPORT CT 06880 PC UNRESTRICTED GENERAL SUPPORT 380 CHABAD ON CAMPUS AT CLAREMONT 415 W FOOTHILL BLVD STE 219 CLAREMONT CA 91711 PC UNRESTRICTED GENERAL SUPPORT 360 CIRCLE OF CARE 144 DANBURY RD WILTON CT 06897 PC UNRESTRICTED GENERAL SUPPORT 3200 CMA EDUCATION FOUNDATION 100 FIRST STAMFORD PL STE 600 STAMFORD CT 06902 PC UNRESTRICTED GENERAL SUPPORT 500 CT AUDUBON SOCIETY 314 UNQUOQA ROAD FAIRFIELD CT 06824 PC UNRESTRICTED GENERAL SUPPORT 1000 DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 PC UNRESTRICTED GENERAL SUPPORT 1500 HOMES WITH HOPE INC 59 MYRTLE AVE WESTPORT CT 06880 PC UNRESTRICTED GENERAL SUPPORT 1500 LADDIE LAWRENCE SCHLORSHIP FUND 30 OWENOKE PARK WESTPORT CT 06880 PC UNRESTRICTED GENERAL SUPPORT 5000 LEHIGH UNIVERSITY HILLEL 233 W PACKER AVE BETHLEHEM PA 18015 PC UNRESTRICTED GENERAL SUPPORT 5400 MAKE-A-WISH FOUNDATION OF CT 56 COMMERCE DR TRUMBULL CT 06611 PC UNRESTRICTED GENERAL SUPPORT 10500 MERCY LEARNING CENTER 637 PARK AVE BRIDGEPORT CT 06604 PC UNRESTRICTED GENERAL SUPPORT 750 MIB AGENTS PO BOX 858 BARNARD VT 05031 PC UNRESTRICTED GENERAL SUPPORT 4000 NEW YORK ROAD RUNNERS INC 156 WEST 56TH ST NEW YORK NY 10019 PC UNRESTRICTED GENERAL SUPPORT 8000 NICE JEWISH RUNNERS INC 1 N 4TH PL PH 3H BROOKLYN NY 11249 PC UNRESTRICTED GENERAL SUPPORT 5400 NORWALK HOSPITAL 34 MAPLE STREET NORWALK CT 06850 PC UNRESTRICTED GENERAL SUPPORT 500 NORWALK PUBLIC LIBRARY FOUNDATION INC 1 BELDEN AVE NORWALK CT 06850 PC UNRESTRICTED GENERAL SUPPORT 250 NORWALK SYMPHONY ORCHESTRA 25 VAN ZANT STREET SUITE 14-3 NORWALK CT 06855 PC UNRESTRICTED GENERAL SUPPORT 200 PCT4PC 6 HALF MILE COMMON WESTPORT CT 06880 PC UNRESTRICTED GENERAL SUPPORT 500 PEQUOT RUNNING CLUB PO BOX 72 GREENS FARMS CT 06838 PC UNRESTRICTED GENERAL SUPPORT 2500 RONAN THOMPSON FOUNDATION 11202 N 74TH ST SCOTTSDALE AZ 85260 PC UNRESTRICTED GENERAL SUPPORT 1000 STAY FOCUSED INC 245 E 44TH ST STE 22B NEW YORK NY 10017 PC UNRESTRICTED GENERAL SUPPORT 5000 SUSAN FUND 458 NEWTOWN AVE NORWALK CT 06851 PC UNRESTRICTED GENERAL SUPPORT 1000 TEMPLE ISRAEL FOUNDATION 14 COLEYTOWN ROAD WESTPORT CT 06880 PC UNRESTRICTED GENERAL SUPPORT 3196 WESTON HIGH SCHOOL PTO INC 115 SCHOOL ROAD WESTON CT 06883 PC UNRESTRICTED GENERAL SUPPORT 200 WESTPORT PUBLIC LIBRARY 20 JESUP RD WESTPORT CT 06880 PC UNRESTRICTED GENERAL SUPPORT 1500 67336 0 14 21020 18 30844 RECOVERY OF PRIOR YEAR GRANTS 01 1600 0 53464 0 53464 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6038 3019 3019 BETHEL VOLUNTEER FIRE DEPARTMENT 36 SOUTH ST 38 BETHEL CT 06801 2024-11-18 250 TO PROVIDE FUNDING TO A LOCAL FIRE DEPARTMENT TO SUPPORT PUBLIC SAFETY. 250 NONE 12/5/2025 GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. 500 SHS EMERSON ELECTRIC 18354 65590 92,470 SHS HALOS COMPANIES INC. 49009 0 1,000 SHS CRIMSON WINE GROUP LTD 9815 5183 493 SHS M&T BK CORP 57247 97427 975 IRIDUM COMMUNICATIONS 8114 17024 904 SHS BROADRIDGE FINL SOULTIONS INC 59709 215306 1,000 SHS FEDERAL AGRICULTURAL MTG CORP 74850 167980 665 SHS WALT DISNEY CORP 50245 76143 666 SHS FOX CORP 25122 41998 400 SHS NATIONAL PRESTO 36700 44860 800 SHS FISERV INC CO 77300 103144 3,000 SHS CSX CORP 100680 106530 201 SHS ENTEGRIS INC. 28563 18584 4,683 SHS ROLLINS INC 188383 275079 209 SHS MADISON SQUARE GARDEN INC. 1 24541 126 SHS ENTEGRIS INC. COM 1 7827 OFFICE EXPENSE 27 0 27 RECOVERY OF PRIOR YEAR GRANTS 1600 1600 INVESTMENT MANAGEMENT FEES 24 24 0 EXCISE TAX 1394 0 0