Skip to content
ProPublica Donate

Anna & David Zimmerman Foundation Inc

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

Revenue
$18k (2024)

Expenses
$18k (2024)

Total Assets
$264k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 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 Nov.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,954
Expenses
$18,010
Net Income
-$56
Net Assets
$263,841
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,131
6.3%
Dividends $16,664
92.8%
Sales of Assets $0
Other Income $159
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,421
96.7%
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 $263,841
Total Liabilities $0
Net Assets $263,841
Compensation
Key Employees and Officers Compensation Other
Robert Zimmerman (President, Director) $0 $0
Michael Zimmerman (Treasurer, Secretary, Dire) $0 $0
Dana Lichtenstein (Vp, Ass't Trea, Ass't Secr) $0 $0

Document Links

Fiscal Year Ending Nov.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,972
Expenses
$18,750
Net Income
-$1,778
Net Assets
$263,897
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,142
6.7%
Dividends $16,670
98.2%
Sales of Assets -$1,015
Other Income $175
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,115
96.6%
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 $263,897
Total Liabilities $0
Net Assets $263,897
Compensation
Key Employees and Officers Compensation Other
Robert Zimmerman (President, Director) $0 $0
Michael Zimmerman (Treasurer, Secretary, Dire) $0 $0
Dana Lichtenstein (Vp, Ass't Trea, Ass't Secr) $0 $0

Document Links

Fiscal Year Ending Nov.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,315
Expenses
$19,232
Net Income
$3,083
Net Assets
$265,675
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,309
5.9%
Dividends $16,242
72.8%
Sales of Assets $4,532
20.3%
Other Income $232
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,653
97.0%
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 $265,675
Total Liabilities $0
Net Assets $265,675
Compensation
Key Employees and Officers Compensation Other
Robert Zimmerman (President, Director) $0 $0
Michael Zimmerman (Treasurer, Secretary, Dire) $0 $0
Dana Lichtenstein (Vp, Ass't Trea, Ass't Secr) $0 $0

Document Links

Fiscal Year Ending Nov.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,229
Expenses
$16,472
Net Income
$1,757
Net Assets
$262,592
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,560
14.0%
Dividends $14,847
81.4%
Sales of Assets $509
2.8%
Other Income $313
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,268
98.8%
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 $262,592
Total Liabilities $0
Net Assets $262,592
Compensation
Key Employees and Officers Compensation Other
Robert Zimmerman (President, Director) $0 $0
Michael Zimmerman (Treasurer, Secretary, Dire) $0 $0
Dana Lichtenstein (Vp, Ass't Trea, Ass't Secr) $0 $0

Document Links

Fiscal Year Ending Nov.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$5,784
Expenses
$17,185
Net Income
-$22,969
Net Assets
$260,834
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,321
Dividends $14,067
Sales of Assets $0
Other Income $350
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,434
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 $260,835
Total Liabilities $1
Net Assets $260,834
Compensation
Key Employees and Officers Compensation Other
Matthew Zimmerman (Vice President, Ass't Trea) $0 $0
Robert Zimmerman (President, Director) $0 $0
Michael Zimmerman (Treasurer, Secretary, Dire) $0 $0
Dana Lichtenstein (Vp, Ass't Trea, Ass't Secr) $0 $0

Document Links

Fiscal Year Ending Nov.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,236
Expenses
$18,570
Net Income
$3,666
Net Assets
$283,803
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,169
14.3%
Dividends $13,838
62.2%
Sales of Assets $4,789
21.5%
Other Income $440
2.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,693
89.9%
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 $283,804
Total Liabilities $1
Net Assets $283,803
Compensation
Key Employees and Officers Compensation Other
Matthew Zimmerman (Vice President, Ass't Trea) $0 $0
Robert Zimmerman (President, Director) $0 $0
Michael Zimmerman (Treasurer, Secretary, Dire) $0 $0
Dana Lichtenstein (Vp, Ass't Trea, Ass't Secr) $0 $0

Document Links

Fiscal Year Ending Nov.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,148
Expenses
$21,512
Net Income
-$17,364
Net Assets
$280,138
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,836
68.4%
Dividends $16,239
> 100%
Sales of Assets -$14,929
Other Income $2
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,566
91.0%
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 $280,138
Total Liabilities $0
Net Assets $280,138
Compensation
Key Employees and Officers Compensation Other
Matthew Zimmerman (Vice President, Ass't Trea) $0 $0
Robert Zimmerman (President, Director) $0 $0
Michael Zimmerman (Treasurer, Secretary, Dire) $0 $0
Dana Lichtenstein (Vp, Ass't Trea, Ass't Secr) $0 $0

Document Links

Fiscal Year Ending Nov.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,260
Expenses
$22,831
Net Income
$15,429
Net Assets
$297,502
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,235
5.8%
Dividends $19,144
50.0%
Sales of Assets $16,588
43.4%
Other Income $293
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,688
90.6%
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 $297,502
Total Liabilities $0
Net Assets $297,502
Compensation
Key Employees and Officers Compensation Other
Matthew Zimmerman (Vice President, Ass't Trea) $0 $0
Robert Zimmerman (President, Director) $0 $0
Michael Zimmerman (Treasurer, Secretary, Dire) $0 $0
Dana Lichtenstein (Vp, Ass't Trea, Ass't Secr) $0 $0

Document Links

Fiscal Year Ending Nov.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$65,062
Expenses
$19,336
Net Income
$45,726
Net Assets
$282,073
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $217
0.3%
Dividends $17,367
26.7%
Sales of Assets $47,478
73.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,455
90.3%
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 $282,073
Total Liabilities $0
Net Assets $282,073
Compensation
Key Employees and Officers Compensation Other
Matthew Zimmerman (Vice President, Ass't Trea) $0 $0
Robert Zimmerman (President, Director) $0 $0
Michael Zimmerman (Treasurer, Secretary, Dire) $0 $0
Dana Lichtenstein (Vp, Ass't Trea, Ass't Secr) $0 $0

Document Links

Fiscal Year Ending Nov.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,713
Expenses
$19,669
Net Income
$9,044
Net Assets
$236,347
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $264
0.9%
Dividends $14,382
50.1%
Sales of Assets $14,067
49.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,767
80.2%
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 $236,347
Total Liabilities $0
Net Assets $236,347
Compensation
Key Employees and Officers Compensation Other
Matthew Zimmerman (Vice President, Ass't Trea) $0 $0
Robert Zimmerman (President, Director) $0 $0
Michael Zimmerman (Treasurer, Secretary, Dire) $0 $0
Dana Lichtenstein (Vp, Ass't Trea, Ass't Secr, Dire) $0 $0

Document Links

Fiscal Year Ending Nov.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$84,479
Expenses
$13,950
Net Income
$70,529
Net Assets
$227,303
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,377
1.6%
Dividends $15,097
17.9%
Sales of Assets $68,005
80.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,290
88.1%
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 $227,303
Total Liabilities $0
Net Assets $227,303
Compensation
Key Employees and Officers Compensation Other
Matthew Zimmerman (Vice President, Ass't Trea) $0 $0
Robert Zimmerman (President, Director) $0 $0
Michael Zimmerman (Treasurer, Secretary, Dire) $0 $0

Document Links

Fiscal Year Ending Nov.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,362
Expenses
$11,955
Net Income
$407
Net Assets
$156,773
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,230
9.9%
Dividends $11,132
90.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,085
84.4%
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 $156,774
Total Liabilities $1
Net Assets $156,773

Document Links

Fiscal Year Ending Nov.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,170
Expenses
$12,797
Net Income
$10,373
Net Assets
$156,366
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,324
5.7%
Dividends $11,577
50.0%
Sales of Assets $10,269
44.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,190
87.4%
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 $156,367
Total Liabilities $1
Net Assets $156,366

Document Links

Fiscal Year Ending Nov.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,684
Expenses
$12,253
Net Income
-$8,569
Net Assets
$145,993
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,960
53.2%
Dividends $10,244
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,623
86.7%
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 $145,994
Total Liabilities $1
Net Assets $145,993

Document Links

Fiscal Year Ending Nov.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Nov.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Nov.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Nov.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Nov.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Nov.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Nov.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Nov.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Nov.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Nov.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us