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Nonprofit · EIN 85-3670540

JAMES AND SOPHIE ZIMMERMAN FAMILY FOUNDATION

Tax-exempt · GREENWICH, CT 06830

Financials

$0$12K2022
Revenue Expenses · by fiscal year end
Financials of JAMES AND SOPHIE ZIMMERMAN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2023990-PF$0$12,300-$12,300$129,200$4,195$125,005
Financial details: 990-PF for the year ended September 30, 2023

Revenue

Expenses

Grants and similar amounts paid
$10,800
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$10,800

Balance sheet and other

Total assets, start of year
$140,000
Total assets, end of year
$129,200
Total liabilities, end of year
$4,195
Net assets, end of year
$125,005
Fair market value of assets
$129,200
Qualifying distributions
$10,800

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, 2023, highest compensation first.

NameTitleHours / weekCompensation
JAMES ZIMMERMAN
83 ONEIDA DR, GREENWICH, CT 06830
DIRECTOR-PRESIDENT-TREASURER1$0
SOPHIE ZIMMERMAN
83 ONEIDA DR, GREENWICH, CT 06830
DIRECTOR-VP-SECRETARY1$0
ISAAC HARROUCHE
8 CHEEVER PLACE, BROOKLYN, NY 11231
DIRECTOR1$0

Address and contacts

Address (IRS master file)
83 ONEIDA DR, GREENWICH, CT 06830-7127
In care of
% JAMES ZIMMERMAN
Signed the 990-PF
JAMES ZIMMERMAN, DIRECTOR
Phone
(917) 817-9743
Return prepared by
PKF O'CONNOR DAVIES ADVISORY LLC

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 yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026Not on file
2023September 30, 2024February 18, 2025Not on file

IRS record

EIN
85-3670540
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
2021
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$129,200
Income (IRS master file)
$1

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2023$0$12,300$129,200XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––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 85-3670540).

Questions about JAMES AND SOPHIE ZIMMERMAN FAMILY FOUNDATION

What is the EIN of JAMES AND SOPHIE ZIMMERMAN FAMILY FOUNDATION?
The employer identification number (EIN) of JAMES AND SOPHIE ZIMMERMAN FAMILY FOUNDATION is 85-3670540.
Is JAMES AND SOPHIE ZIMMERMAN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to JAMES AND SOPHIE ZIMMERMAN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES AND SOPHIE ZIMMERMAN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES AND SOPHIE ZIMMERMAN FAMILY 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 JAMES AND SOPHIE ZIMMERMAN FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2023.
Who are the officers and directors of JAMES AND SOPHIE ZIMMERMAN FAMILY FOUNDATION?
The 990-PF for the year ended September 30, 2023 lists 3 people; 0 received compensation from the organization.
How much revenue does JAMES AND SOPHIE ZIMMERMAN FAMILY FOUNDATION have?
On its 990-PF for the year ended September 30, 2023 it reported revenue of $0, expenses of $12,300 and total assets of $129,200 at year end.

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