ZIMMER BIOMET FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ZIMMER BIOMET FOUNDATION INC (EIN 83-2382526)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202601279349103060
- Schema version
- 2025v4.1
- 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
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T13:49:09+00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832382526 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Zimmer Biomet Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZIMM | BusinessNameControlTxt |
| Phone | 5742676131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 708 | AddressLine1Txt |
| City | Warsaw | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46580 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Keri Mattox | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5742676131 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Voula Spyridis | PreparerPersonNm |
| PTIN | P01795600 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,282,195 | 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 | $16,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $457,417 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $457,417 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $473,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $457,417 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,971 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $20,971 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $31,236 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,236 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,207 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,236 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,971 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,996,217 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,996,217 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,058,424 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,236 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,017,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,585,007 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $426,181 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $145,529 | CashBOYAmt |
| Cash EOY | $158,106 | CashEOYAmt |
| Cash EOYFMV | $158,106 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,721,673 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,124,089 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,124,089 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,867,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,282,195 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,282,195 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $8,730 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,730 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,730 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,730 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,858,472 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,273,465 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,858,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,273,465 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,867,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,282,195 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,858,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,585,007 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,273,465 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,273,465 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,924 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,924 | SubtotalAmt |
| Tax Based On Investment Income | $5,924 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,043 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $11,043 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,119 | OverpaymentAmt |
| Applied To ES Tax | $5,119 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Jocelyn Bean | IndividualWithBooksNm |
| Phone | 5742676131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 708 | AddressLine1Txt |
| City | Warsaw | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46580 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| Lori Winkler | ||||||||
| PO Box 708 | Warsaw | IN | 46580 | Director and President | 1.00 | $0 | $0 | $0 |
| Chad F Phipps | ||||||||
| PO Box 708 | Warsaw | IN | 46580 | Director, Senior Vice President and Secretary | 1.00 | $0 | $0 | $0 |
| Rachel Ellingson | ||||||||
| PO Box 708 | Warsaw | IN | 46580 | Senior Vice President (END 02/2025) | 1.00 | $0 | $0 | $0 |
| Paul Stellato | ||||||||
| PO Box 708 | Warsaw | IN | 46580 | Vice President and Controller | 1.00 | $0 | $0 | $0 |
| Pradipto Bagchi | ||||||||
| PO Box 708 | Warsaw | IN | 46580 | Vice President and Treasurer | 1.00 | $0 | $0 | $0 |
| Michael Wall | ||||||||
| PO Box 708 | Warsaw | IN | 46580 | Vice President and Assistant Treasurer | 1.00 | $0 | $0 | $0 |
| Matthew R St Louis | ||||||||
| PO Box 708 | Warsaw | IN | 46580 | Vice President and Assistant Secretary | 1.00 | $0 | $0 | $0 |
| Eric Meyer | ||||||||
| PO Box 708 | Warsaw | IN | 46580 | Assistant Treasurer | 1.00 | $0 | $0 | $0 |
| Jill Clark | ||||||||
| PO Box 708 | Warsaw | IN | 46580 | Assistant Treasurer | 1.00 | $0 | $0 | $0 |
| KRISTEN CARDILLO | ||||||||
| PO Box 708 | Warsaw | IN | 46580 | DIRECTOR AND SENIOR VICE PRESIDENT (START 06/2025) | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,258,212 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,258,212 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,258,212 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,873 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,104,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $505,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $505,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,924 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,924 | TotalTaxAmt |
| Distributable Before Adj | $499,293 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $499,293 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $499,293 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,017,188 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,017,188 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $499,293 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,399,843 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,639,007 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,729,894 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,534,535 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,758,363 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,061,642 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,017,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $499,293 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,517,895 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,579,537 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,399,843 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,179,694 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,639,007 | ExcessFromYear4Amt |
| Excess From Year3 | $5,729,894 | ExcessFromYear3Amt |
| Excess From Year2 | $3,534,535 | ExcessFromYear2Amt |
| Excess From Year1 | $3,758,363 | ExcessFromYear1Amt |
| Excess From Current Year | $3,517,895 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ZIMMER BIOMET FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 EAST MAIN STREET | AddressLine1Txt |
| City | WARSAW | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5742676131 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION IS AVAILABLE AT: www.zimmerbiomet.com/en/about-us/our-impact.html | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ZIMMER BIOMET FOUNDATION PROVIDES GRANTS TO NONPROFIT ORGANIZATIONS THAT ADVANCE DIVERSITY, EQUITY AND INCLUSION, HELP BUILD HEALTHY COMMUNITIES, ADVANCE STEM EDUCATION AND PROVIDE DISASTER RELIEF. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALTAMED FOUNDATION | ||||||
| 2040 Camfield Ave | Los Angeles | CA | 90040 | PC | General support to address health disparities and assist in education | $250,000 |
| AMERICAN ASSOCIATION OF LATINO ORTHOPAEDIC SURGEONS | ||||||
| PO BOX 5797 | VILLA PARK | IL | 60181 | PC | General support to address health disparities and assist in education | $50,000 |
| AMERICAN NATIONAL RED CROSS & ITS CONSTITUENT CHAPTERS AND BRANCHES | ||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | Support of Disaster Relief efforts | $50,000 |
| AMERICARES FOUNDATIONS INC | ||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | PC | Support of Disaster Relief efforts | $40,000 |
| BIG BROTHERS BIG SISTERS OF AMERICA | ||||||
| 2502 N Rocky Point Dr | TAMPA | FL | 336071421 | PC | General support for building healthy communities | $10,000 |
| BOYS & GIRLS CLUBS OF NORTHEAST IND | ||||||
| 2609 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | PC | General support for building healthy communities | $5,000 |
| CARDINAL SERVICES INC OF INDIANA | ||||||
| 504 NORTH BAY DRIVE | WARSAW | IN | 46580 | PC | Support of STEM education programs | $30,000 |
| COMBINED COMMUNITY SERVICES INC | ||||||
| 1195 MARINERS DRIVE | WARSAW | IN | 46582 | PC | Matching Charitable Contributions | $2,110 |
| DIRECT RELIEF | ||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | PC | Support of Disaster Relief efforts | $40,000 |
| E4E RELIEF LLC | ||||||
| 101 South Tryon St Suite 2900 | CHARLOTTE | NC | 28280 | PC | General support of team member relief fund | $101,005 |
| ELEVATEMED INC | ||||||
| 12622 N 56th Place | Scottsdale | AZ | 85254 | PC | General support to address health disparities and assist in education | $50,000 |
| FAITH AID | ||||||
| 4th St NW 1020 | Watertown | SD | 57201 | PC | General support for building healthy communities | $7,500 |
| GRACE SCHOOLS DBA GRACE COLLEGE | ||||||
| 1 LANCER WAY | WINONA LAKE | IN | 46590 | PC | General support for STEM programs and community programs | $45,000 |
| HABITAT FOR HUMANITY OF KOSCIUSKO COUNTY | ||||||
| PO Box 1913 | WARSAW | IN | 465811913 | PC | General support for building healthy communities | $30,000 |
| HEALTHY COMMUNITY COALITION OF KOSCIUSKO COUNTY INC | ||||||
| Suite 255 1515 Provident Drive | WARSAW | IN | 46580 | PC | General support for building healthy communities | $35,000 |
| J ROBERT GLADDEN SOCIETY DBA J ROBERT GLADDEN ORTHOPAEDIC SOCIETY | ||||||
| 7000 W FOREST PRESERVE SUITE 1082 | NORRIDGE | IL | 607067123 | PC | General support to address health disparities and assist in education | $175,000 |
| KOSCIUSKO COMMUNITY YMCA | ||||||
| 1305 MARINERS DR | WARSAW | IN | 46582 | PC | General support for building healthy communities | $20,000 |
| KOSCIUSKO COUNTY COMMUNITY FOUNDATION INC | ||||||
| 102 E MARKET ST | WARSAW | IN | 465802806 | PC | Support of Scholarship Program | $125,000 |
| KOSCIUSKO COUNTY COUNCIL ON AGING & AGED | ||||||
| 800 North Park Avenue | WARSAW | IN | 46580 | PC | General support for building healthy communities | $5,000 |
| MOVEMENT IS LIFE INC | ||||||
| 2001 K St NW Ste 300 | WASHINGTON | DC | 200061037 | PC | General operating support | $1,000,000 |
| NAMI NATIONAL DBA NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||
| Suite 300 4301 Wilson Blvd | Arlington | VA | 22203 | PC | General support for building healthy communities | $10,000 |
| NORTHERN INDIANA HISPANIC HEALTH COALITION | ||||||
| 444 N Nappanee Street | Elkhart | IN | 46514 | PC | General support for building healthy communities | $10,000 |
| OPERATION HOMEFRONT INC | ||||||
| 17319 San Pedro Ave Suite 505 | San Antonio | TX | 78232 | PC | General support for building healthy communities | $10,000 |
| OPM EDUCATION INC DBA NTH DIMENSIONS | ||||||
| 22 N MORGAN STSUITE 113 | CHICAGO | IL | 60607 | PC | General support to address health disparities and assist in education | $275,000 |
| ORTHOPEDICS CAPITAL FOUNDATION INC | ||||||
| 102 E Market St | Warsaw | IN | 46580 | SO I | General support for building healthy communities | $50,000 |
| PRIDE ORTHOPAEDICS INC | ||||||
| Suite 2C 114 Forrest St | Brooklyn | NY | 11206 | PC | General support to address health disparities and assist in education | $10,000 |
| RUTH JACKSON ORTHOPAEDIC SOCIETY | ||||||
| 330 WEST 38TH ST STE 1105 | NEW YORK | NY | 10018 | PC | General support to address health disparities and assist in education | $100,000 |
| SCIENCE CENTRAL INC | ||||||
| 1950 N Clinton Street | Fort Wayne | IN | 46805 | PC | Support of STEM education programs | $4,000 |
| SOCIETY OF WOMEN ENGINEERS | ||||||
| 130 East Randolph Street Suite 3500 | Chicago | IL | 60601 | PC | Support of STEM education programs | $10,000 |
| THE HIP SOCIETY | ||||||
| 1515 E Woodfield Road Suite 345 | Schaumburg | IL | 60173 | PC | General support to address health disparities and assist in education | $40,000 |
| THE PERRY INITIATIVE | ||||||
| 1402 Jones Street Suite 108 | Omaha | NE | 68102 | PC | General support for STEM programs | $125,000 |
| TURNSTONE CENTER FOR CHILDREN AND ADULTS WITH DISABILITIES | ||||||
| 3320 NORTH CLINTON STREET | FORT WAYNE | IN | 468051918 | PC | General support for building healthy communities | $10,000 |
| UNITED NEGRO COLLEGE FUND INC | ||||||
| 1805 7th St NW Ste 100 | WASHINGTON | DC | 200013187 | PC | General support for building healthy communities | $10,000 |
| VITAL VOICES GLOBAL PARTNERSHIP INC | ||||||
| 1509 16th Street NW | Washington | DC | 20036 | PC | General support for building healthy communities | $10,000 |
| WARSAW COMMUNITY SCHOOL CORPORATION | ||||||
| PO BOX 288 | WARSAW | IN | 465810288 | GOV | Support of STEM education programs | $150,000 |
| WORLD COMPASSION NETWORK INC | ||||||
| PO Box 1152 | Warsaw | IN | 46581 | PC | Support of Disaster Relief efforts | $5,000 |
| THE BLACKBAUD GIVING FUND | ||||||
| 65 FAIRCHILD ST | CHARLESTON | SC | 294927505 | PC | Matching Charitable Contributions | $1,096,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,996,217 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| National Asian American Pacific Islander Mental Health Association | ||||||
| 3840 York Street 100 | Denver | CO | 80205 | PC | General operating support | $10,000 |
| Free Wheelchair Mission | ||||||
| 15279 Al Ton Pkwy Suite 300 | Irvine | CA | 92618 | PC | General operating support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $20,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $457,417 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $457,417 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $457,417 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZIMMER BIOMET HOLDINGS INC & SUBS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 708 | AddressLine1Txt |
| City | WARSAW | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $20,971 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,971 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNT ANALYSIS CHARGE | Desc |
| Revenue And Expenses Per Books | $31,236 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $31,236 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECTION OF ERROR | Desc |
| BOY Book Value | $8,730 | BOYBookValueAmt |
| EOY Book Value | $8,730 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES PAID | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |