Robert & Adelaide Zimmermann Memorial Fund

Pasadena, CA
Tax-exempt since Sept. 1984
EIN: 95-6809322

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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

$198k (2024)

Expenses

$126k (2024)

Total Assets

$1.57M (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 Sept.
2024

Revenue

$197,737

Expenses

$126,282

Net Income

$71,455

Net Assets

$1,568,371

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26,203	13.3%
Dividends	$38,215	19.3%
Sales of Assets	$133,319	67.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,140	85.6%
Compensation of Officers*	$15,000	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,568,371
Total Liabilities	$0
Net Assets	$1,568,371

Compensation

Key Employees and Officers	Compensation	Other
Peter Boyle (Trustee)	$7,500	$0
Walter G Franz Jr (Trustee)	$7,500	$0

990-PF

Filed on Nov. 4, 2024

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

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Fiscal Year Ending Sept.
2023

Revenue

$88,229

Expenses

$123,776

Net Income

-$35,547

Net Assets

$1,494,023

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,798	16.8%
Dividends	$35,904	40.7%
Sales of Assets	$37,527	42.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,889	86.4%
Compensation of Officers*	$15,000	12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,494,023
Total Liabilities	$0
Net Assets	$1,494,023

Compensation

Key Employees and Officers	Compensation	Other
Peter Boyle (Trustee)	$7,500	$0
Walter G Franz Jr (Trustee)	$7,500	$0

990-PF

Filed on Jan. 8, 2024

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

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XML

Fiscal Year Ending Sept.
2022

Revenue

$87,624

Expenses

$126,118

Net Income

-$38,494

Net Assets

$1,523,247

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,303	8.3%
Dividends	$34,260	39.1%
Sales of Assets	$46,061	52.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,015	85.6%
Compensation of Officers*	$15,000	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,523,247
Total Liabilities	$0
Net Assets	$1,523,247

Compensation

Key Employees and Officers	Compensation	Other
Peter Boyle (Trustee)	$7,500	$0
Walter G Franz Jr (Trustee)	$7,500	$0

990-PF

Filed on Jan. 20, 2023

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

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XML

Fiscal Year Ending Sept.
2021

Revenue

$42,667

Expenses

$149,938

Net Income

-$107,271

Net Assets

$1,558,146

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,709	22.8%
Dividends	$26,316	61.7%
Sales of Assets	$6,642	15.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,967	80.7%
Compensation of Officers*	$30,000	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,558,147
Total Liabilities	$1
Net Assets	$1,558,146

Compensation

Key Employees and Officers	Compensation	Other
Peter Boyle (Trustee)	$15,000	$0
Walter G Franz Jr (Trustee)	$15,000	$0

990-PF

Filed on Nov. 23, 2021

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

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XML

Fiscal Year Ending Sept.
2020

Revenue

$63,722

Expenses

$120,667

Net Income

-$56,945

Net Assets

$1,671,194

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,676	76.4%
Sales of Assets	$15,046	23.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,646	85.9%
Compensation of Officers*	$15,000	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,671,195
Total Liabilities	$1
Net Assets	$1,671,194

Compensation

Key Employees and Officers	Compensation	Other
Peter Boyle (Co Trustee)	$0	$0
Walter G Franz (Co Trustee)	$0	$0

990-PF

Filed on Feb. 11, 2021

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

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Fiscal Year Ending Sept.
2019

Revenue

$64,848

Expenses

$108,349

Net Income

-$43,501

Net Assets

$1,725,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,854	92.3%
Sales of Assets	$4,994	7.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,300	91.6%
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	$1,725,714
Total Liabilities	$1
Net Assets	$1,725,713

Compensation

Key Employees and Officers	Compensation	Other
Peter Boyle (Co Trustee)	$0	$0
Walter G Franz (Co Trustee)	$0	$0

990-PF

Filed on Dec. 12, 2019

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

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Fiscal Year Ending Sept.
2018

Revenue

$60,414

Expenses

$100,502

Net Income

-$40,088

Net Assets

$1,767,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,630	> 100%
Sales of Assets	-$3,974
Other Income	$3,758	6.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,876	79.5%
Compensation of Officers*	$15,000	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,767,142
Total Liabilities	$0
Net Assets	$1,767,142

Compensation

Key Employees and Officers	Compensation	Other
Peter Boyle (Co Trustee)	$7,500	$0
Walter G Franz (Co Trustee)	$7,500	$0

990-PF

Filed on March 13, 2019

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

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Fiscal Year Ending Sept.
2017

Revenue

$220,976

Expenses

$90,397

Net Income

$130,579

Net Assets

$1,791,401

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$32,653	14.8%
Dividends	$32,993	14.9%
Sales of Assets	$151,458	68.5%
Other Income	$3,872	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,447	79.0%
Compensation of Officers*	$15,000	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,791,401
Total Liabilities	$0
Net Assets	$1,791,401

Compensation

Key Employees and Officers	Compensation	Other
Peter Boyle (Co Trustee)	$7,500	$0
Walter G Franz (Co Trustee)	$7,500	$0

990-PF

Filed on Feb. 16, 2018

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

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XML

Fiscal Year Ending Sept.
2016

Revenue

$208,107

Expenses

$137,888

Net Income

$70,219

Net Assets

$1,613,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,130	11.1%
Dividends	$52,065	25.0%
Sales of Assets	$132,912	63.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,194	87.9%
Compensation of Officers*	$15,000	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,613,829
Total Liabilities	$0
Net Assets	$1,613,829

Compensation

Key Employees and Officers	Compensation	Other
Peter Boyle (Co Trustee)	$7,500	$0
Walter G Franz (Co Trustee)	$7,500	$0

990-PF

Filed on Feb. 15, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2015

Revenue

$112,452

Expenses

$128,764

Net Income

-$16,312

Net Assets

$1,563,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34,286	30.5%
Dividends	$41,613	37.0%
Sales of Assets	$36,406	32.4%
Other Income	$147	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,381	85.7%
Compensation of Officers*	$15,000	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,581,284
Total Liabilities	$18,000
Net Assets	$1,563,284

990-PF

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

PDF

Fiscal Year Ending Sept.
2014

Revenue

$122,174

Expenses

$114,824

Net Income

$7,350

Net Assets

$1,581,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,133	61.5%
Sales of Assets	$45,246	37.0%
Other Income	$1,795	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,912	82.7%
Compensation of Officers*	$15,000	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,581,213
Total Liabilities	$0
Net Assets	$1,581,213

990-PF

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

PDF

Fiscal Year Ending Sept.
2013

Revenue

$80,616

Expenses

$87,516

Net Income

-$6,900

Net Assets

$1,583,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,461	> 100%
Sales of Assets	$0
Other Income	$1,250	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,307	78.1%
Compensation of Officers*	$15,000	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,583,700
Total Liabilities	$0
Net Assets	$1,583,700

990-PF

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

PDF

Fiscal Year Ending Sept.
2012

Revenue

$143,908

Expenses

$75,171

Net Income

$68,737

Net Assets

$1,590,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$76,124	52.9%
Sales of Assets	$67,770	47.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,587	76.6%
Compensation of Officers*	$15,000	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,590,600
Total Liabilities	$0
Net Assets	$1,590,600

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$112,006

Expenses

$73,694

Net Income

$38,312

Net Assets

$1,521,863

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22	0.0%
Dividends	$79,403	70.9%
Sales of Assets	$32,581	29.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,848	77.1%
Compensation of Officers*	$15,000	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,521,863
Total Liabilities	$0
Net Assets	$1,521,863

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

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Updated January 26, 2026

Robert & Adelaide Zimmermann Memorial Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $198k (2024)

Expenses $126k (2024)

Total Assets $1.57M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Revenue

$198k (2024)

Expenses

$126k (2024)

Total Assets

$1.57M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001