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Nonprofiteer
← ZIMMERLI FOUNDATION INC

Form 990 for tax year 2023

Filed by ZIMMERLI FOUNDATION INC.

Totals

Total revenue
$23,441
Total expenses
$106,936
Contributions and grants received
$0
Grants paid
$88,950
Program service revenue
$0
Investment income
$23,441
Other revenue
$0
Total assets, end of year
$3,398,681
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,398,681
Program services expenses (Part IX)
$88,950
Management and general expenses
$17,986
Fundraising expenses
$0
Program service expenses (Part III)
$88,950

Program services were 83.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KATHY ZIMMERLI WOFFORD

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • KROGER BRADFORD

    DIRECTOR & SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MARK ZIMMERLI

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • NELLY ZIMMERLI

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • KURT ZIMMERLI

    CHAIRMAN EMERITUS (DECEASED)

    Total calculated
    $0
    Hours/week
    1

  • TROY HANNA

    DIRECTOR

    Total calculated
    $233,759
    From this org
    $0
    From related orgs
    $208,811
    Other
    $24,948
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,811 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,948 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $233,759 related

  • WILLIAM BARNET III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM M COKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
12 December 2024
IRS schema version
2023v5.1
Source object
202403479349300835

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