Nonprofit · EIN 38-1685880
MARY AND GEORGE HERBERT ZIMMERMAN FOUNDATION
Tax-exempt · TROY, MI 48084
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,122,944 | $410,417 | $712,527 | $2,652,819 | $0 | $2,652,819 |
| December 31, 2024 | 990-PF | $690,235 | $368,394 | $321,841 | $1,940,292 | $0 | $1,940,292 |
| December 31, 2023 | 990-PF | $374,758 | $372,948 | $1,810 | $1,618,451 | $0 | $1,618,451 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $146,292
- Interest
- $347
- Net gain from sales of assets
- $976,305
Expenses
- Grants and similar amounts paid
- $343,593
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $343,593
- Excise tax on investment income
- $16,230
Balance sheet and other
- Total assets, start of year
- $1,940,292
- Total assets, end of year
- $2,652,819
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,652,819
- Fair market value of assets
- $8,019,496
- Qualifying distributions
- $343,593
- Net investment income
- $1,167,642
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 |
|---|---|---|---|
| James Loftus 16807 Trail of the Woods, Austin, TX 78734 | President/Director | 1 | $0 |
| Lisa P Cruikshank 376 New Rochelle Road, Bronxville, NY 10708 | Vice President/Direct | 1 | $0 |
| Catherine Bato PO Box 2172, Aquebogue, NY 11931 | Vice President/Director | 1 | $0 |
| Martha Harris 12245 NW 7th Drive, Coral Springs, FL 33071 | Secretary/Trustee | 1 | $0 |
| Jennifer Peck 882 Lake Shore Road, Grosse Pointe Shores, MI 48236 | Treasurer/Trustee | 1 | $0 |
| Doris Bato 379 Callie Colina, Santa Fe, NM 87501 | Trustee | 1 | $0 |
| Douglas A Cruikshank 376 New Rochelle Road, Bronxville, NY 10708 | Trustee | 1 | $0 |
| Christopher Harris 12245 NW 7th Drive, Coral Springs, FL 33071 | Trustee | 1 | $0 |
| Galadriel Loftus-Funk 8055 Harvard Drive, Ben Lomond, CA 95005 | Trustee | 1 | $0 |
| George R Peck 118 Sea Lane, Delray Beach, FL 33483 | Trustee | 1 | $0 |
| Sheila P Pettee 133C Rowayton Ave PO Box 327, Rowayton, CT 06853 | Trustee | 1 | $0 |
| Timothy Pettee 133C Rowayton Ave PO Box 327, Rowayton, CT 06853 | Trustee | 1 | $0 |
| Mark L Zimmerman 2911 159th Ter E, Parrish, FL 34219 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James Loftus 16807 Trail of the Woods, Austin, TX 78734 | President/Director | 1 | $0 |
| Lisa P Cruikshank 376 New Rochelle Road, Bronxville, NY 10708 | Vice President/Direct | 1 | $0 |
| Catherine Bato PO Box 2172, Aquebogue, NY 11931 | Vice President/Director | 1 | $0 |
| Martha Harris 12245 NW 7th Drive, Coral Springs, FL 33071 | Secretary/Trustee | 1 | $0 |
| Jennifer Peck 882 Lake Shore Road, Grosse Pointe Shores, MI 48236 | Treasurer/Trustee | 1 | $0 |
| Doris Bato 379 Callie Colina, Santa Fe, NM 87501 | Trustee | 1 | $0 |
| Douglas A Cruikshank 376 New Rochelle Road, Bronxville, NY 10708 | Trustee | 1 | $0 |
| Christopher Harris 12245 NW 7th Drive, Coral Springs, FL 33071 | Trustee | 1 | $0 |
| Galadriel Loftus-Funk 8055 Harvard Drive, Ben Lomond, CA 95005 | Trustee | 1 | $0 |
| George R Peck 118 Sea Lane, Delray Beach, FL 33483 | Trustee | 1 | $0 |
| Sheila P Pettee 133C Rowayton Ave PO Box 327, Rowayton, CT 06853 | Trustee | 1 | $0 |
| Timothy Pettee 133C Rowayton Ave PO Box 327, Rowayton, CT 06853 | Trustee | 1 | $0 |
| Mark L Zimmerman 2911 159th Ter E, Parrish, FL 34219 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James Loftus 16807 Trail of the Woods, Austin, TX 78734 | President/Director | 1 | $0 |
| Lisa P Cruikshank 376 New Rochelle Road, Bronxville, NY 10708 | Vice President/Direct | 1 | $0 |
| Catherine Bato PO Box 2172, Aquebogue, NY 11931 | Vice President/Director | 1 | $0 |
| Elaine Z Peck 880 Lake Shore Road, Grosse Pointe Shores, MI 48236 | Trustee | 1 | $0 |
| Martha Harris 12245 NW 7th Drive, Coral Springs, FL 33071 | Secretary/Trustee | 1 | $0 |
| Jennifer Peck 882 Lake Shore Road, Grosse Pointe Shores, MI 48236 | Treasurer/Trustee | 1 | $0 |
| Doris Bato 379 Callie Colina, Santa Fe, NM 87501 | Trustee | 1 | $0 |
| Douglas A Cruikshank 376 New Rochelle Road, Bronxville, NY 10708 | Trustee | 1 | $0 |
| Christopher Harris 12245 NW 7th Drive, Coral Springs, FL 33071 | Trustee | 1 | $0 |
| Galadriel Loftus-Funk 8055 Harvard Drive, Ben Lomond, CA 95005 | Trustee | 1 | $0 |
| George R Peck 118 Sea Lane, Delray Beach, FL 33483 | Trustee | 1 | $0 |
| Sheila P Pettee 133C Rowayton Ave PO Box 327, Rowayton, CT 06853 | Trustee | 1 | $0 |
| Timothy Pettee 133C Rowayton Ave PO Box 327, Rowayton, CT 06853 | Trustee | 1 | $0 |
| Louis G Zimmerman 900 NW 123rd Drive, Coral Springs, FL 33071 | Trustee | 1 | $0 |
| Mark L Zimmerman 2911 159th Ter E, Parrish, FL 34219 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2600 W BIG BEAVER RD STE 300, TROY, MI 48084-3312
- Signed the 990-PF
- James Loftus, President
- Phone
- (248) 433-7521
- Return prepared by
- Dickinson Wright PLLC
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
- 38-1685880
- 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
- 1939
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,652,819
- Income (IRS master file)
- $1,531,492
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,122,944 | $410,417 | $2,652,819 | IRS |
| 990-PF | December 2024 | $690,235 | $368,394 | $1,940,292 | IRS |
| 990-PF | December 2023 | $374,758 | $372,948 | $1,618,451 | 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 38-1685880).
Questions about MARY AND GEORGE HERBERT ZIMMERMAN FOUNDATION
- What is the EIN of MARY AND GEORGE HERBERT ZIMMERMAN FOUNDATION?
- The employer identification number (EIN) of MARY AND GEORGE HERBERT ZIMMERMAN FOUNDATION is 38-1685880.
- Is MARY AND GEORGE HERBERT ZIMMERMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1939.
- Are donations to MARY AND GEORGE HERBERT ZIMMERMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY AND GEORGE HERBERT ZIMMERMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY AND GEORGE HERBERT ZIMMERMAN FOUNDATION 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 MARY AND GEORGE HERBERT ZIMMERMAN FOUNDATION 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 MARY AND GEORGE HERBERT ZIMMERMAN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does MARY AND GEORGE HERBERT ZIMMERMAN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,122,944, expenses of $410,417 and total assets of $2,652,819 at year end.
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