MARIE AND JOHN ZIMMERMANN FUND INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARIE AND JOHN ZIMMERMANN FUND INC (EIN 13-6158767)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349105927
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T14:17:40-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136158767 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIE & JOHN ZIMMERMANN FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WITHUMSMITHBROWN PC | InCareOfNm |
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 2127519100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIN MISKAVAGE | PersonNm |
| Person Title | PRESIDENT & PM | PersonTitleTxt |
| Phone | 2127519100 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KRISTIN | PersonFirstNm |
| Person Last | MISKAVAGE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Israel Tannenbaum CPA | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 2127519100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,001,132 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,350,086 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $230,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $230,819 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,166 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $901,191 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,576,739 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,819 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,820 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,820 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $91,665 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,832 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $45,833 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $8,687 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,343 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,343 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $162,242 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90,246 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $422,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $422,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $584,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $512,246 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $992,497 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $178,824 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $127,015 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,529 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,529 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,329,972 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,229,940 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,958,234 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,376,871 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,142,935 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,982,621 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $220,313 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $16,012 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,748 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,748 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,070,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,433,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,001,132 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,070,183 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,433,152 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,070,183 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,433,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,070,183 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,433,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,070,183 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $992,497 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,062,680 | SubtotalAmt |
| Other Decreases | $629,528 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,433,152 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $901,191 | GrossSalesPriceAmt |
| Cost Or Other Basis | $905,357 | CostOrOtherBasisAmt |
| Gain Or Loss | -$4,166 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$4,166 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,166 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,486 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,486 | SubtotalAmt |
| Tax Based On Investment Income | $2,486 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,527 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $13,527 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,041 | OverpaymentAmt |
| Applied To ES Tax | $11,041 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127519100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| J DAIL ZIMMERMANN | ||||||||
| C/O WSB PC 1411 BROADWAY | NEW YORK | NY | 10018 | VICE PRESIDENT | 0 | $7,500 | $0 | $0 |
| KATE J SCHNEIDER | ||||||||
| C/O WSB PC 1411 BROADWAY | NEW YORK | NY | 10018 | SECRETARY | 0 | $0 | $0 | $0 |
| KRISTIN Z MISKAVAGE | ||||||||
| C/O WSB PC 1411 BROADWAY | NEW YORK | NY | 10018 | PRESIDENT AND PROGRAM MANAGER | 0 | $30,000 | $0 | $0 |
| KENNETH L GOODY | ||||||||
| C/O WSB PC 1411 BROADWAY | NEW YORK | NY | 10018 | TREASURER | 0 | $0 | $0 | $0 |
| GAE A ZIMMERMANN | ||||||||
| C/O WSB PC 1411 BROADWAY | NEW YORK | NY | 10018 | DIRECTOR | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 W 47TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TRUSTEE, CONSULT FEE | ServiceTypeTxt |
| Compensation | $91,665 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,356,190 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $567,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,031 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,938,118 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,938,118 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $179,072 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,759,046 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $587,952 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $587,952 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,486 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,486 | TotalTaxAmt |
| Distributable Before Adj | $585,466 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $585,466 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $585,466 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $512,246 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $512,246 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $585,466 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $441,422 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $512,246 | QualifyingDistributionsAmt |
| Applied To Year1 | $441,422 | AppliedToYear1Amt |
| Applied To Current Year | $70,824 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $514,642 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Animal Recovery Mission | ||||||
| PO Box 881805 | Port St Lucie | FL | 34988 | NONE | General use of donee | $10,000 |
| Atma Vicara | ||||||
| 1202 Hilltop Way Unit 532 | Crestone | CO | 81131 | NONE | General use of donee | $10,000 |
| Center for Initiative Art & Culture | ||||||
| 333 E 57th St | New York | NY | 10022 | NONE | General use of donee | $1,000 |
| Chashama Inc | ||||||
| 675 3rd Ave | New York | NY | 10017 | NONE | General use of donee | $25,000 |
| Commonwealth Charitable Management Inc | ||||||
| 270 Lake Ave | Montrose | PA | 18801 | NONE | General use of donee | $20,000 |
| Decorative Arts Trust | ||||||
| 206 W State St Ste 300 | Media | PA | 19063 | NONE | General use of donee | $30,000 |
| Dwight Hall at Yale | ||||||
| 67 High St | New Haven | CT | 06511 | NONE | General use of donee | $20,000 |
| Fairfield County's Community Foundation | ||||||
| 40 Richards Ave | Norwalk | CT | 06854 | NONE | General use of donee | $38,500 |
| Fairfield University | ||||||
| 1073 N Benson Rd | Fairfield | CT | 06824 | NONE | General use of donee | $10,000 |
| Girls Nite Out Productions | ||||||
| PO BOX 4037 | Burlington | VT | 05406 | NONE | General use of donee | $1,000 |
| Hands in 4 Youth Inc | ||||||
| 256 Macopin Rd | Milford | NJ | 07480 | NONE | General use of donee | $30,000 |
| Harry Chaplin Food Bank of Southwest Florida | ||||||
| 3760 Fowler St | Fort Myers | FL | 33901 | NONE | General use of donee | $10,000 |
| Hinesburg Community Resource Center | ||||||
| 51 Ballards-Cors | Hinesburg | VT | 05461 | NONE | General use of donee | $1,000 |
| Hunger Free Vermont | ||||||
| 38 Eastwood Dr Ste 100 | South Burlington | VT | 05403 | NONE | General use of donee | $2,000 |
| Landmark School | ||||||
| 351 W 18th St | New York | NY | 10011 | NONE | General use of donee | $7,000 |
| Lyric Theatre Company | ||||||
| 214 West 43rd Street | New York | NY | 10036 | NONE | General use of donee | $3,000 |
| Mama Dragons | ||||||
| 1996 ALLISON WAY | Syracuse | UT | 84075 | NONE | General use of donee | $500 |
| Middlebury Transitional Care Coalition | ||||||
| 27 N Pleasant St | Middlebury | VT | 05753 | NONE | General use of donee | $1,000 |
| New York Historical Society | ||||||
| 170 Central Park W | New York | NY | 10024 | NONE | General use of donee | $33,500 |
| Peter's Valley Craft Center Inc | ||||||
| 19 Kuhn Rd | Layton | NJ | 07851 | NONE | General use of donee | $45,000 |
| Queen City Cats | ||||||
| 120 ETHAN ALLEN PKWY | Burlington | VT | 054082522 | NONE | General use of donee | $1,000 |
| Sacred Heart University | ||||||
| 5151 Park Avenue | Fairfield | CT | 06825 | NONE | General use of donee | $40,000 |
| Sail Beyond Cancer VT | ||||||
| 136 Covington Lane | Shelburne | VT | 05482 | NONE | General use of donee | $500 |
| Shelburne Museum Inc | ||||||
| 6000 Shelburne Rd | Shelburne | VT | 05482 | NONE | General use of donee | $20,000 |
| Society of North American Goldsmiths | ||||||
| 540 Oak St Ste A | Eugene | OR | 97401 | NONE | General use of donee | $10,000 |
| The Dream Program Inc | ||||||
| 85-05 144th St | New York | NY | 11357 | NONE | General use of donee | $50,000 |
| Very Merry Theatre | ||||||
| 20 Allen St | Burlington | VT | 05401 | NONE | General use of donee | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $422,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $230,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,166 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $226,653 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $226,653 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| John C Zimmermann | |||||||
| 1 | C/O 1411 BROADWAY 9TH FLOOR | NEW YORK | NY | 10018 | $242,289 | Yes (X) | |
| John C Zimmerman | |||||||
| 2 | c/o 1411 BROADWAY 9TH FLOOR | new york | NY | 10018 | $1,107,797 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | various Securities from BOA 7593 | NoncashPropertyDesc |
| Fair Market Value | $1,107,797 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,640 | Amt |
| Net Investment Income | $1,820 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,820 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOA 0374 FIXED INCOME | BondNm |
| EOY Book Value | $3,142,935 | EOYBookValueAmt |
| EOYFMV | $2,982,621 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BOA 0374 EQUITIES | StockNm |
| EOY Book Value | $4,229,940 | EOYBookValueAmt |
| EOYFMV | $8,958,234 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN PUBLIC REITS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FINE ART | $13,748 | $13,748 | $13,748 |
| DIVIDENDS RECEIVABLE | $2,264 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DONATED SECURITIES FMV TO TAX ADJUSTMENT | $624,238 |
| PRIOR PERIOD ADJUSTMENT | $5,290 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS DEPT OF LAW | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAXES PAYABLE | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE, EXECUTOR & CHARITABLE | CategoryTxt |
| Amt | $91,665 | Amt |
| Net Investment Income | $45,832 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,833 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John C Zimmerman | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $20,000 | Amt |
Comments