Nonprofit · EIN 83-2382526
ZIMMER BIOMET FOUNDATION INC
Tax-exempt · WARSAW, IN 46581
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $473,417 | $4,058,424 | -$3,585,007 | $9,282,195 | $8,730 | $9,273,465 |
| December 31, 2024 | 990-PF | $753,880 | $4,516,576 | -$3,762,696 | $12,867,202 | $8,730 | $12,858,472 |
| December 31, 2023 | 990-PF | $479,828 | $4,467,472 | -$3,987,644 | $16,621,168 | $0 | $16,621,168 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $16,000
- Interest
- $457,417
Expenses
- Grants and similar amounts paid
- $3,996,217
- Disbursements for charitable purposes
- $4,017,188
- Excise tax on investment income
- $5,924
Balance sheet and other
- Total assets, start of year
- $12,867,202
- Total assets, end of year
- $9,282,195
- Total liabilities, end of year
- $8,730
- Net assets, end of year
- $9,273,465
- Fair market value of assets
- $9,282,195
- Qualifying distributions
- $4,017,188
- Net investment income
- $457,417
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lori Winkler PO Box 708, Warsaw, IN 46580 | Director and President | 1 | $0 |
| Chad F Phipps PO Box 708, Warsaw, IN 46580 | Director, Senior Vice President and Secretary | 1 | $0 |
| Rachel Ellingson PO Box 708, Warsaw, IN 46580 | Senior Vice President (END 02/2025) | 1 | $0 |
| Paul Stellato PO Box 708, Warsaw, IN 46580 | Vice President and Controller | 1 | $0 |
| Pradipto Bagchi PO Box 708, Warsaw, IN 46580 | Vice President and Treasurer | 1 | $0 |
| Michael Wall PO Box 708, Warsaw, IN 46580 | Vice President and Assistant Treasurer | 1 | $0 |
| Matthew R St Louis PO Box 708, Warsaw, IN 46580 | Vice President and Assistant Secretary | 1 | $0 |
| Eric Meyer PO Box 708, Warsaw, IN 46580 | Assistant Treasurer | 1 | $0 |
| Jill Clark PO Box 708, Warsaw, IN 46580 | Assistant Treasurer | 1 | $0 |
| KRISTEN CARDILLO PO Box 708, Warsaw, IN 46580 | DIRECTOR AND SENIOR VICE PRESIDENT (START 06/2025) | 1 | $0 |
990-PF for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Keri Mattox PO Box 708, Warsaw, IN 46580 | President (End 6/2024) | 1 | $0 |
| Chad F Phipps PO Box 708, Warsaw, IN 46580 | Senior Vice President and Secretary | 1 | $0 |
| Rachel Ellingson PO Box 708, Warsaw, IN 46580 | Senior Vice President | 1 | $0 |
| Paul Stellato PO Box 708, Warsaw, IN 46580 | Vice President and Controller | 1 | $0 |
| Pradipto Bagchi PO Box 708, Warsaw, IN 46580 | Vice President and Treasurer | 1 | $0 |
| Michael Wall PO Box 708, Warsaw, IN 46580 | Vice President and Assistant Treasurer | 1 | $0 |
| Matthew R St Louis PO Box 708, Warsaw, IN 46580 | Vice President and Assistant Secretary | 1 | $0 |
| Eric Meyer PO Box 708, Warsaw, IN 46580 | Assistant Treasurer | 1 | $0 |
| Jill Clark PO Box 708, Warsaw, IN 46580 | Assistant Treasurer | 1 | $0 |
| Lori Winkler PO Box 708, Warsaw, IN 46580 | President (Start 6/2024) | 1 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chad F Phipps 345 East Main Street, Warsaw, IN 46580 | Senior Vice President and Secretary | 1 | $0 |
| Eric Meyer 345 East Main Street, Warsaw, IN 46580 | Assistant Treasurer | 1 | $0 |
| Jill Clark 345 East Main Street, Warsaw, IN 46580 | Assistant Treasurer | 1 | $0 |
| Keri Mattox 345 East Main Street, Warsaw, IN 46580 | President | 1 | $0 |
| Matthew R St Louis 345 East Main Street, Warsaw, IN 46580 | Vice President and Assistant Secretary | 1 | $0 |
| Michael Wall 345 East Main Street, Warsaw, IN 46580 | Vice President and Assistant Treasurer | 1 | $0 |
| Paul Stellato 345 East Main Street, Warsaw, IN 46580 | Vice President and Controller | 1 | $0 |
| Pradipto Bagchi 345 East Main Street, Warsaw, IN 46580 | Vice President and Treasurer | 1 | $0 |
| Rachel Ellingson 345 East Main Street, Warsaw, IN 46580 | Senior Vice President | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 708, WARSAW, IN 46581-0708
- In care of
- % MEREDITH HURST
- Signed the 990-PF
- Keri Mattox, President
- Phone
- (574) 267-6131
- Return prepared by
- ERNST & YOUNG US LLP
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 | 990-PF 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
- 83-2382526
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $9,282,195
- Income (IRS master file)
- $473,417
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $473,417 | $4,058,424 | $9,282,195 | IRS |
| 990-PF | December 2024 | $753,880 | $4,516,576 | $12,867,202 | IRS |
| 990-PF | December 2023 | $479,828 | $4,467,472 | $16,621,168 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 83-2382526).
Questions about ZIMMER BIOMET FOUNDATION INC
- What is the EIN of ZIMMER BIOMET FOUNDATION INC?
- The employer identification number (EIN) of ZIMMER BIOMET FOUNDATION INC is 83-2382526.
- Is ZIMMER BIOMET FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to ZIMMER BIOMET FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ZIMMER BIOMET FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ZIMMER BIOMET FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ZIMMER BIOMET FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ZIMMER BIOMET FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ZIMMER BIOMET FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $473,417, expenses of $4,058,424 and total assets of $9,282,195 at year end.
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