Zimmel Family Foundation

Stamford, CT
Tax-exempt since Jan. 1992
EIN: 13-3596015

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$197k (2024)

Expenses

$1.02M (2024)

Total Assets

$7.83M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2024

Revenue

$196,689

Expenses

$1,021,390

Net Income

-$824,701

Net Assets

$7,834,180

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$227,740	> 100%
Sales of Assets	-$31,051
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$975,000	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,834,180
Total Liabilities	$0
Net Assets	$7,834,180

Compensation

Key Employees and Officers	Compensation	Other
Joseph R Zimmel (Trustee)	$0	$0
Sheryl Ann Zimmel (Trustee)	$0	$0

990-PF

Filed on Nov. 21, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2023

Revenue

$5,474

Expenses

$1,156,966

Net Income

-$1,151,492

Net Assets

$8,493,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	> 100%
Interest Revenue	$0
Dividends	$267,738	> 100%
Sales of Assets	-$292,264
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,106,500	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,493,547
Total Liabilities	$0
Net Assets	$8,493,547

Compensation

Key Employees and Officers	Compensation	Other
Joseph R Zimmel (Trustee)	$0	$0
Sheryl Ann Zimmel (Trustee)	$0	$0

990-PF

Filed on Nov. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2022

Revenue

$2,135,661

Expenses

$293,379

Net Income

$1,842,282

Net Assets

$9,802,854

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,649,413	77.2%
Interest Revenue	$0
Dividends	$202,809	9.5%
Sales of Assets	$283,439	13.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$241,250	82.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,802,854
Total Liabilities	$0
Net Assets	$9,802,854

Compensation

Key Employees and Officers	Compensation	Other
Joseph R Zimmel (Trustee)	$0	$0
Sheryl Ann Zimmel (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2021

Revenue

$1,125,878

Expenses

$191,950

Net Income

$933,928

Net Assets

$8,404,690

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$888,046	78.9%
Interest Revenue	$0
Dividends	$124,918	11.1%
Sales of Assets	$112,914	10.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,505	68.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,404,691
Total Liabilities	$1
Net Assets	$8,404,690

Compensation

Key Employees and Officers	Compensation	Other
Joseph R Zimmel (Trustee)	$0	$0
Joseph R Zimmel (Cfo/President)	$0	$0

990-PF

Filed on Nov. 19, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending July
2020

Revenue

$1,622,072

Expenses

$416,609

Net Income

$1,205,463

Net Assets

$7,436,842

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$705,554	43.5%
Interest Revenue	$0
Dividends	$168,013	10.4%
Sales of Assets	$748,505	46.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$378,000	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,436,843
Total Liabilities	$1
Net Assets	$7,436,842

Compensation

Key Employees and Officers	Compensation	Other
Joseph R Zimmel (Trustee)	$0	$0
Joseph R Zimmel (Cfo/President)	$0	$0

990-PF

Filed on Sept. 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2019

Revenue

$1,543,687

Expenses

$664,175

Net Income

$879,512

Net Assets

$6,276,864

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,265,962	82.0%
Interest Revenue	$0
Dividends	$138,176	9.0%
Sales of Assets	$139,549	9.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$636,500	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,276,864
Total Liabilities	$0
Net Assets	$6,276,864

Compensation

Key Employees and Officers	Compensation	Other
Joseph R Zimmel (Trustee)	$0	$0
Joseph R Zimmel (Cfo/President)	$0	$0

990-PF

Filed on Nov. 7, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2018

Revenue

$1,701,876

Expenses

$795,201

Net Income

$906,675

Net Assets

$5,267,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,291,692	75.9%
Interest Revenue	$0
Dividends	$125,110	7.4%
Sales of Assets	$285,074	16.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$758,000	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,267,518
Total Liabilities	$0
Net Assets	$5,267,518

Compensation

Key Employees and Officers	Compensation	Other
Joseph R Zimmel (Trustee)	$0	$0
Joseph R Zimmel (Cfo/President)	$0	$0

990-PF

Filed on Nov. 27, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2017

Revenue

$861,189

Expenses

$663,866

Net Income

$197,323

Net Assets

$4,322,312

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$99,041	11.5%
Sales of Assets	$762,148	88.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$638,500	96.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,322,312
Total Liabilities	$0
Net Assets	$4,322,312

Compensation

Key Employees and Officers	Compensation	Other
Joseph R Zimmel (Trustee)	$0	$0
Joseph R Zimmel (Cfo/President)	$0	$0

990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2016

Revenue

-$39,587

Expenses

$266,332

Net Income

-$305,919

Net Assets

$3,634,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,936
Sales of Assets	-$114,523
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$241,000	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,634,653
Total Liabilities	$0
Net Assets	$3,634,653

Compensation

Key Employees and Officers	Compensation	Other
Joseph R Zimmel (Trustee)	$0	$0
Joseph R Zimmel (Cfo/President)	$0	$0

990-PF

Filed on Nov. 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2015

Revenue

$17,297

Expenses

$278,245

Net Income

-$260,948

Net Assets

$3,732,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,859	> 100%
Sales of Assets	-$57,562
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,000	89.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,732,091
Total Liabilities	$0
Net Assets	$3,732,091

Compensation

Key Employees and Officers	Compensation	Other
Joseph R Zimmel (Trustee)	$0	$0
Joseph R Zimmel (Cfo/President)	$0	$0

990-PF

Filed on Sept. 8, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2014

Revenue

$1,141,155

Expenses

$118,708

Net Income

$1,022,447

Net Assets

$3,810,919

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	87.6%
Interest Revenue	$0
Dividends	$66,464	5.8%
Sales of Assets	$74,691	6.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,000	63.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,810,919
Total Liabilities	$0
Net Assets	$3,810,919

Compensation

Key Employees and Officers	Compensation	Other
Joseph R Zimmel (Trustee)	$0	$0
Joseph R Zimmel (Cfo/President)	$0	$0

990-PF

Filed on Nov. 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2013

Revenue

$600,450

Expenses

$78,470

Net Income

$521,980

Net Assets

$3,221,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$88	0.0%
Dividends	$76,706	12.8%
Sales of Assets	$523,656	87.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,000	65.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,221,442
Total Liabilities	$1
Net Assets	$3,221,441

990-PF

Filed on March 5, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2012

Revenue

$82,781

Expenses

$235,282

Net Income

-$152,501

Net Assets

$2,758,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$108	0.1%
Dividends	$60,378	72.9%
Sales of Assets	$22,295	26.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,000	85.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,758,606
Total Liabilities	$1
Net Assets	$2,758,605

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Zimmel Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $197k (2024)

Expenses $1.02M (2024)

Total Assets $7.83M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$197k (2024)

Expenses

$1.02M (2024)

Total Assets

$7.83M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending July
2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

Fiscal Year Ending July
2015

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2014

Fiscal Year Ending July
2013

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2012

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2011

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2010

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2009

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2008

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2007

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2006

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2005

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2004

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2002

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2001