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Nonprofit · EIN 27-6202703

ZIMMERMAN SHLEIFER CHARITABLE FOUNDATION

Tax-exempt (reinstated) · BOSTON, MA 02199

Financials

$102K$600K2023$85K$16K2024
Revenue Expenses · by fiscal year end
Financials of ZIMMERMAN SHLEIFER CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$85,225$15,600$69,625$11,183,346$0$11,183,346
December 31, 2023990-PF$102,146$600,000-$497,854$11,113,721$0$11,113,721
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$85,223
Interest
$2

Expenses

Grants and similar amounts paid
$15,600
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$15,600
Excise tax on investment income
$1,185

Balance sheet and other

Total assets, start of year
$11,113,721
Total assets, end of year
$11,183,346
Total liabilities, end of year
$0
Net assets, end of year
$11,183,346
Fair market value of assets
$18,559,029
Qualifying distributions
$15,600
Net investment income
$85,225

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
NANCY G ZIMMERMAN
888 BOYLSTON STREET 15TH FLOOR, BOSTON, MA 02199
TRUSTEE0$0
ANDREI SHLEIFER
888 BOYLSTON STREET 15TH FLOOR, BOSTON, MA 02199
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
NANCY G ZIMMERMAN
888 BOYLSTON STREET 15TH FLOOR, BOSTON, MA 02199
TRUSTEE0$0
ANDREI SHLEIFER
888 BOYLSTON STREET 15TH FLOOR, BOSTON, MA 02199
TRUSTEE0$0

Address and contacts

Address (IRS master file)
888 BOYLSTON STREET 15TH FLOOR, BOSTON, MA 02199-8192
In care of
% BRACEBRIDGE CAPITAL MANAGEMENT
Signed the 990-PF
NANCY G ZIMMERMAN, TRUSTEE
Phone
(781) 444-8400
Return prepared by
O'BRIEN & ASSOCIATES

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
27-6202703
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
2014
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Unknown (Z99)
Assets (IRS master file)
$11,183,346
Income (IRS master file)
$85,225

Revocation and reinstatement

Exemption revoked
May 15, 2012
Posted by the IRS
March 11, 2013
Reinstated
Effective May 15, 2012

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$85,225$15,600$11,183,346IRS
990-PFDecember 2023$102,146$600,000$11,113,721XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 27-6202703).

Questions about ZIMMERMAN SHLEIFER CHARITABLE FOUNDATION

What is the EIN of ZIMMERMAN SHLEIFER CHARITABLE FOUNDATION?
The employer identification number (EIN) of ZIMMERMAN SHLEIFER CHARITABLE FOUNDATION is 27-6202703.
Is ZIMMERMAN SHLEIFER CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2012 and reinstated it effective May 15, 2012.
Are donations to ZIMMERMAN SHLEIFER CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ZIMMERMAN SHLEIFER CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ZIMMERMAN SHLEIFER CHARITABLE FOUNDATION 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 ZIMMERMAN SHLEIFER CHARITABLE FOUNDATION 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 ZIMMERMAN SHLEIFER CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does ZIMMERMAN SHLEIFER CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $85,225, expenses of $15,600 and total assets of $11,183,346 at year end.

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