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Nonprofit · EIN 13-6158767

MARIE AND JOHN ZIMMERMANN FUND INC

Tax-exempt · NEW YORK, NY 10018

Financials

$2.4M$787K2023$2M$731K2024
Revenue Expenses · by fiscal year end
Financials of MARIE AND JOHN ZIMMERMANN FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,966,877$731,414$1,235,463$10,292,034$0$10,292,034
December 31, 2023990-PF$2,434,330$787,438$1,646,892$9,054,826$0$9,054,826
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$373,619
Net gain from sales of assets
$1,592,024
Other income
$1,234

Expenses

Grants and similar amounts paid
$512,500
Compensation of officers, directors and key employees
$60,000
Disbursements for charitable purposes
$579,612
Excise tax on investment income
$25,528

Balance sheet and other

Total assets, start of year
$9,054,826
Total assets, end of year
$10,292,034
Total liabilities, end of year
$0
Net assets, end of year
$10,292,034
Fair market value of assets
$15,004,929
Qualifying distributions
$579,612
Net investment income
$1,966,877

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.

NameTitleHours / weekCompensation
J DAIL ZIMMERMANN
C/O WSB PC 1411 BROADWAY, NEW YORK, NY 10018
VICE PRESIDENT5$30,000
KRISTIN Z MISKAVAGE
C/O WSB PC 1411 BROADWAY, NEW YORK, NY 10018
PRESIDENT AND PROGRAM MANAGER5$30,000
KATE J SCHNEIDER
C/O WSB PC 1411 BROADWAY, NEW YORK, NY 10018
SECRETARY1$0
KENNETH L GOODY
C/O WSB PC 1411 BROADWAY, NEW YORK, NY 10018
TREASURER1$0
GAE A ZIMMERMANN
C/O WSB PC 1411 BROADWAY, NEW YORK, NY 10018
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
J DAIL ZIMMERMANN
C/O WSB PC 1411 BROADWAY, NEW YORK, NY 10018
VICE PRESIDENT0$30,000
KRISTIN Z MISKAVAGE
C/O WSB PC 1411 BROADWAY, NEW YORK, NY 10018
PRESIDENT AND PROGRAM MANAGER0$30,000
KATE J SCHNEIDER
C/O WSB PC 1411 BROADWAY, NEW YORK, NY 10018
SECRETARY0$0
KENNETH L GOODY
C/O WSB PC 1411 BROADWAY, NEW YORK, NY 10018
TREASURER0$0
GAE A ZIMMERMANN
C/O WSB PC 1411 BROADWAY, NEW YORK, NY 10018
DIRECTOR0$0

Address and contacts

Address (IRS master file)
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018-3496
In care of
% WITHUMSMITHBROWN PC
Signed the 990-PF
KRISTIN MISKAVAGE, PRESIDENT & PM
Phone
(212) 751-9100
Return prepared by
WITHUMSMITHBROWN PC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-6158767
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
1944
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,292,034
Income (IRS master file)
$5,953,371

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,966,877$731,414$10,292,034XML
990-PFDecember 2023$2,434,330$787,438$9,054,826XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 13-6158767).

Questions about MARIE AND JOHN ZIMMERMANN FUND INC

What is the EIN of MARIE AND JOHN ZIMMERMANN FUND INC?
The employer identification number (EIN) of MARIE AND JOHN ZIMMERMANN FUND INC is 13-6158767.
Is MARIE AND JOHN ZIMMERMANN FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1944.
Are donations to MARIE AND JOHN ZIMMERMANN FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARIE AND JOHN ZIMMERMANN FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MARIE AND JOHN ZIMMERMANN FUND INC 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 MARIE AND JOHN ZIMMERMANN FUND INC 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 MARIE AND JOHN ZIMMERMANN FUND INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $30,000 (J DAIL ZIMMERMANN, VICE PRESIDENT).
How much revenue does MARIE AND JOHN ZIMMERMANN FUND INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,966,877, expenses of $731,414 and total assets of $10,292,034 at year end.

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