Nonprofit · EIN 06-1599625
JOYCE & BERNIE ZIMMERMAN FOUNDATION
Tax-exempt · NORWALK, CT 06851
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $53,464 | $74,819 | -$21,355 | $871,603 | $0 | $871,603 |
| September 30, 2024 | 990-PF | $153,472 | $73,161 | $80,311 | $892,958 | $0 | $892,958 |
| September 30, 2023 | 990-PF | $149,580 | $58,545 | $91,035 | $812,647 | $0 | $812,647 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $21,020
- Net gain from sales of assets
- $30,844
- Other income
- $1,600
Expenses
- Grants and similar amounts paid
- $67,336
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $70,382
- Excise tax on investment income
- $971
Balance sheet and other
- Total assets, start of year
- $892,958
- Total assets, end of year
- $871,603
- Total liabilities, end of year
- $0
- Net assets, end of year
- $871,603
- Fair market value of assets
- $1,354,726
- Qualifying distributions
- $70,382
- Net investment income
- $72,925
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE ZIMMERMAN 597 WESTPORT AVENUE SUITE B239, NORWALK, CT 06851 | PRESIDENT - AS REQUIRED | 0.25 | $0 |
| ELLEN SPEAR 597 WESTPORT AVENUE SUITE B239, NORWALK, CT 06851 | DIRECTOR | 0.25 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE ZIMMERMAN 597 WESTPORT AVENUE SUITE B239, NORWALK, CT 06851 | PRESIDENT - AS REQUIRED | 0 | $0 |
| BERNARD ZIMMERMAN 597 WESTPORT AVENUE SUITE B239, NORWALK, CT 06851 | VICE-PRESIDENT (PAST VICE PRESIDENT) | 35 | $0 |
| ELLEN SPEARS 12 SALEM LANE, WESTPORT, CT 06880 | DIRECTOR | 0 | $0 |
990-PF for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE ZIMMERMAN 597 WESTPORT AVENUE SUITE B239, NORWALK, CT 06851 | PRESIDENT - AS REQUIRED | 0 | $0 |
| BERNARD ZIMMERMAN 597 WESTPORT AVENUE SUITE B239, NORWALK, CT 06851 | VICE-PRESIDENT | 35 | $0 |
Address and contacts
- Address (IRS master file)
- 597 WESTPORT AVE UNIT B239, NORWALK, CT 06851-4454
- In care of
- % BONDY & SCHLOSS LLP
- Signed the 990-PF
- BERNARD ZIMMERMAN, PRESIDENT
- Phone
- (203) 858-2310
- Return prepared by
- CLIFTONLARSONALLEN 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 06-1599625
- 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
- 2000
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $871,603
- Income (IRS master file)
- $86,503
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $53,464 | $74,819 | $871,603 | XML |
| 990-PF | September 2024 | $153,472 | $73,161 | $892,958 | XML |
| 990-PF | September 2023 | $149,580 | $58,545 | $812,647 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | 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 06-1599625).
Questions about JOYCE & BERNIE ZIMMERMAN FOUNDATION
- What is the EIN of JOYCE & BERNIE ZIMMERMAN FOUNDATION?
- The employer identification number (EIN) of JOYCE & BERNIE ZIMMERMAN FOUNDATION is 06-1599625.
- Is JOYCE & BERNIE ZIMMERMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JOYCE & BERNIE ZIMMERMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOYCE & BERNIE ZIMMERMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOYCE & BERNIE ZIMMERMAN FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOYCE & BERNIE ZIMMERMAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JOYCE & BERNIE ZIMMERMAN FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JOYCE & BERNIE ZIMMERMAN FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $53,464, expenses of $74,819 and total assets of $871,603 at year end.
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