THE LYNN AND ROBERT ZIMMER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE LYNN AND ROBERT ZIMMER FAMILY FOUNDATION (EIN 13-7222579)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202631359349102723
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T11:33:10-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MADISON AVENUE 16TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 137222579 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LYNN AND ROBERT ZIMMER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION (FOR JOAN DALSHEIM NEVIN) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNN | BusinessNameControlTxt |
| Phone | 2035320044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 BYRAM SHORE ROAD 703 | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN ZIMMER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2035320044 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE ROSENBERG | PreparerPersonNm |
| PTIN | P01346138 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2026-05-15 | 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 | $2,150,393 | 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 | $2,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $36,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,900 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $223,891 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $695,931 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $223,891 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $263,291 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $260,791 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $176 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,585 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,585 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,261 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,761 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $137,236 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,761 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $126,055 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $233,030 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $125,806 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $233,351 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $233,351 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $293,488 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $196,321 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $198,026 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $733,889 | CorporateStockBOYAmt |
| Corporate Stock EOY | $907,731 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,719,016 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $48,165 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,201,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,337,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,150,393 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,201,348 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,337,403 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,201,348 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,337,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,201,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,337,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,201,348 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $126,055 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,000 | OtherIncreasesAmt |
| Subtotal | $1,337,403 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,337,403 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 38 INSULET CORP | 2024-12-12 | 2025-09-10 | $12,839 | $10,575 | $2,264 | $2,264 |
| 95 META PLATFORMS INC CLASS A | 2025-01-01 | 2025-11-19 | $56,304 | $67,021 | -$10,717 | -$10,717 |
| 10 UNITEDHEALTH GROUP INC | 2025-04-17 | 2025-05-13 | $3,326 | $4,538 | -$1,212 | -$1,212 |
| 317 VERTIV HLDGS CO CLASS A | 2025-01-01 | 2025-04-07 | $19,303 | $38,871 | -$19,568 | -$19,568 |
| 34 ABBOTT LABS | 2024-01-10 | 2025-03-20 | $4,323 | $3,873 | $450 | $450 |
| 15 ABBOTT LABS | 2024-01-01 | 2025-04-04 | $1,967 | $1,612 | $355 | $355 |
| 171 AMAZON.COM INC | 2024-01-01 | 2025-08-01 | $36,945 | $2,608 | $34,337 | $34,337 |
| 194 AMERICAN INTL GROUP INC | 2022-02-08 | 2025-03-11 | $15,732 | $12,208 | $3,524 | $3,524 |
| 216 AMERICAN INTL GROUP INC | 2022-02-08 | 2025-07-24 | $17,046 | $13,592 | $3,454 | $3,454 |
| 300 AMPHENOL CORP NEW CLASS A | 2014-07-24 | 2025-07-21 | $31,092 | $3,670 | $27,422 | $27,422 |
| 512 AMPHENOL CORP NEW CLASS A | 2014-07-24 | 2025-10-22 | $64,875 | $6,263 | $58,612 | $58,612 |
| 39 APPLE INC | 2020-12-16 | 2025-02-03 | $8,906 | $4,974 | $3,932 | $3,932 |
| 50,000 APPLE INC | 2023-02-06 | 2025-02-09 | $50,000 | $50,000 | $0 | $0 |
| 48 CENCORA INC CLASS SERIES A | 2024-02-01 | 2025-05-08 | $14,009 | $11,341 | $2,668 | $2,668 |
| 31 COSTCO WHSL CORP NEW | 2015-12-10 | 2025-03-20 | $28,060 | $5,004 | $23,056 | $23,056 |
| 6 COSTCO WHSL CORP NEW | 2015-12-10 | 2025-07-09 | $5,857 | $968 | $4,889 | $4,889 |
| 500 FISERV INC | 2016-08-26 | 2025-10-29 | $35,659 | $25,887 | $9,772 | $9,772 |
| 78 GALLAGHER ARTHUR J & CO | 2024-01-01 | 2025-03-11 | $25,424 | $15,092 | $10,332 | $10,332 |
| 76 GALLAGHER ARTHUR J & CO | 2022-11-03 | 2025-07-29 | $22,494 | $14,228 | $8,266 | $8,266 |
| 8 HOME DEPOT INC | 2012-02-24 | 2025-02-19 | $3,154 | $375 | $2,779 | $2,779 |
| 7 INSULET CORP | 2024-09-09 | 2025-09-10 | $2,365 | $1,545 | $820 | $820 |
| 153 INSULET CORP | 2024-09-09 | 2025-12-05 | $46,668 | $33,771 | $12,897 | $12,897 |
| 203 LITTELFUSE INC | 2024-01-01 | 2025-03-12 | $41,749 | $28,379 | $13,370 | $13,370 |
| 52 MASTERCARD INC CLASS A | 2012-09-20 | 2025-04-25 | $27,701 | $2,358 | $25,343 | $25,343 |
| 16 PEPSICO INC | 2021-08-05 | 2025-03-20 | $2,363 | $2,472 | -$109 | -$109 |
| 327 PEPSICO INC | 2021-08-05 | 2025-04-25 | $43,349 | $50,516 | -$7,167 | -$7,167 |
| 91 UNITEDHEALTH GROUP INC | 2024-01-01 | 2025-05-13 | $30,268 | $42,817 | -$12,549 | -$12,549 |
| 100 VERALTO CORP | 2011-10-27 | 2025-02-19 | $9,774 | $1,319 | $8,455 | $8,455 |
| 241 ZOETIS INC CLASS A | 2017-11-02 | 2025-11-03 | $34,379 | $16,163 | $18,216 | $18,216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $223,891 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,785 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,785 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $454 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125573900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MADISON AVENUE 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN ZIMMER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WORTH AVE APT NO 703 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $2,026,044 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $168,825 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,194,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,194,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,923 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,161,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,097 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,097 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,239 | TotalTaxAmt |
| Distributable Before Adj | $104,858 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,858 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,858 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $109,475 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,858 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $103,472 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $103,472 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,003 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $98,855 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LYNN ZIMMER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WORTH AVE APT NO 703 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2035320044 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH A DESCRIPTION OF THE USE OF GRANT FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS FOUNDATION | |||||||
| 246 LENOX AVENUE | BRIDGEPORT | CT | 06605 | NONE | PC | PROVIDES HIGH-QUALITY ELEMENTARY EDUCATION TO UNDERSERVED CHILDREN | $5,000 |
| BUCKNELL UNIVERSITY | |||||||
| 1 DENT DRIVE | LEWISBURG | PA | 17837 | NONE | PC | EDUCATES STUDENTS FOR CRITICAL THINKING AND LEADERSHIP, FOSTERING A RESIDENTIAL ENVIRONMENT, AND TO SERVE THE COMMON GOOD AND PROMOTE JUSTICE | $20,000 |
| GREEN'S FARMS CHURCH | |||||||
| 71 HILLANDALE ROAD | WESTPORT | CT | 06880 | NONE | PC | TO SUPPORT THE POOR, DISPOSSESSED AND THOSE IN NEED OF LOVE IN OUR COMMUNITY AND IN THE WIDER WORLD. | $20,000 |
| HOMES WITH HOPE | |||||||
| 59 MYRTLE AVE | WESTPORT | CT | 06880 | NONE | PC | PREVENTING AND ENDING HOMELESSNESS FOR INDIVIDUALS AND FAMILIES | $5,466 |
| HORIZONS AT SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | PC | SUPPORT EDUCATION | $7,009 |
| MIAMI CITY BALLET | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | NONE | PC | TO PRODUCE AND PRESENT HIGH-LEVEL DANCE PERFORMANCES, TRAIN THE NEXT GENERATION OF PROFESSIONAL DANCERS THROUGH ITS SCHOOL, AND MAKE DANCE ACCESSIBLE TO THE COMMUNITY THROUGH ITS OUTREACH PROGRAMS | $20,000 |
| WHITE PLAINS HOSPITAL FOUNDATION | |||||||
| 101 E POST RD | WHITE PLAINS | NY | 10601 | NONE | PC | TO PROMOTE AND ADVANCE THE WELFARE OF WHITE PLAINS HOSPITAL | $25,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 600 MEMORIAL DRIVE W98-400 | CAMBRIDGE | MA | 02139 | NONE | PC | SUPPORT EDUCATION | $3,000 |
| TED THOMAS DANCE FOUNDATION | |||||||
| 231 MAIN STREET | NEW CANAAN | CT | 06840 | NONE | PC | TO SPREAD THE ART OF DANCE ACROSS THE COUNTRY AND AROUND THE WORLD | $500 |
| THE ROWAN CENTER | |||||||
| 1111 SUMMER STREET SUITE 202 | STAMFORD | CT | 06905 | NONE | PC | TO PREVENT SEXUAL VIOLENCE AND OTHER TRAUMA, RESPOND TO CRISIS WHEN HARM OCCURS, AND SUPPORT ADULT AND YOUTH SURVIVORS ON THEIR PATH TO HEALING. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,975 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,900 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $223,891 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $260,791 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $260,791 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE LYNN AND ROBERT ZIMMER FAMILY FOUNDATION (FOR JOAN DALSHEIM NEVIN) HEREBY MAKES THE ELECTION UNDER SECTION 53.4942(A)-3(D)(2) TO APPLY ALL OF THE REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2022. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - EQUITIES | StockNm |
| EOY Book Value | $907,731 | EOYBookValueAmt |
| EOYFMV | $1,719,016 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $196,321 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $198,026 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $27,569 | $27,569 | $0 |
| OTHER INVESTMENT FEES | $16 | $16 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT FOR PRIOR YEAR | Desc |
| Amt | $10,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $176 | Amt |
| Net Investment Income | $176 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |