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THE JOYCE & BERNIE ZIMMERMAN FOUNDATION, INC.

Company Details

Entity Name: THE JOYCE & BERNIE ZIMMERMAN FOUNDATION, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 11 Jan 2001
Business ALEI: 0671271
Annual report due: 11 Jan 2026
NAICS code: 813211 - Grantmaking Foundations
Business address: C/O BERNARD ZIMMERMAN 597 Westport Avenue, NORWALK, CT, 06851, United States
Mailing address: C/O BERNARD ZIMMERMAN 597 Westport Avenue, Suite B239, NORWALK, CT, United States, 06851
ZIP code: 06851
County: Fairfield
Place of Formation: DELAWARE
E-Mail: compliance@unitedcorporate.com
E-Mail: joey.kelley@unitedcorporate.com

Agent

Name Role Business address
Secretary of State Agent 165 Capitol Ave., P.O. BOX 150470, Hartford, CT, 06115-0470, United States

Officer

Name Role Business address Residence address
BERNARD ZIMMERMAN Officer 597 WESTPORT AVE, SUITE 239B, NORWALK, CT, 06851, United States 18 HIGH MEADOW RD, WESTON, CT, 06880, United States
JOYCE ZIMMERMAN Officer 597 WESTPORT AVE, SUITE 239B, NORWALK, CT, 06851, United States 18 HIGH MEADOW RD., WESTON, CT, 06883, United States

Director

Name Role Residence address
MS. ELLEN SPEAR Director 12 SALEM LANE, WESTPORT, CT, 06880, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012945117 2024-12-12 No data Annual Report Annual Report No data
BF-0012204146 2024-01-04 No data Annual Report Annual Report No data
BF-0011401900 2023-01-09 No data Annual Report Annual Report No data
BF-0010603614 2022-05-20 No data Annual Report Annual Report No data
BF-0009880492 2022-05-19 No data Annual Report Annual Report No data
BF-0008198660 2022-05-19 No data Annual Report Annual Report 2020
0006546055 2019-04-22 No data Annual Report Annual Report 2019
0006503248 2019-03-13 No data Annual Report Annual Report 2017
0006503409 2019-03-13 No data Annual Report Annual Report 2018
0005525647 2016-03-30 No data Annual Report Annual Report 2015

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
06-1599625 Corporation Unconditional Exemption 597 WESTPORT AVE UNIT B239, NORWALK, CT, 06851-4454 2000-12
In Care of Name % BONDY & SCHLOSS LLP
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2024-09
Asset 500,000 to 999,999
Income 100,000 to 499,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Sep
Asset Amount 892958
Income Amount 162002
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name JOYCE AND BERNARD ZIMMERMAN FOUNDATION
EIN 06-1599625
Tax Period 202209
Filing Type E
Return Type 990PF
File View File
Organization Name JOYCE AND BERNARD ZIMMERMAN FOUNDATION
EIN 06-1599625
Tax Period 202109
Filing Type E
Return Type 990PF
File View File
Organization Name JOYCE AND BERNIE ZIMMERMAN FOUNDATION
EIN 06-1599625
Tax Period 202009
Filing Type E
Return Type 990PF
File View File
Organization Name JOYCE AND BERNIE ZIMMERMAN FOUNDATION
EIN 06-1599625
Tax Period 201909
Filing Type E
Return Type 990PF
File View File
Organization Name JOYCE AND BERNIE ZIMMERMAN FOUNDATION
EIN 06-1599625
Tax Period 201809
Filing Type P
Return Type 990PF
File View File
Organization Name JOYCE AND BERNIE ZIMMERMAN FOUNDATION
EIN 06-1599625
Tax Period 201709
Filing Type P
Return Type 990PF
File View File
Organization Name JOYCE AND BERNIE ZIMMERMAN FOUNDATION
EIN 06-1599625
Tax Period 201609
Filing Type P
Return Type 990PF
File View File
Organization Name JOYCE AND BERNIE ZIMMERMAN FOUNDATION
EIN 06-1599625
Tax Period 201609
Filing Type P
Return Type 990PR
File View File

Date of last update: 10 Mar 2025

Sources: Connecticut's Official State Website