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Zimmerli Foundation INC

Tax-deductible

Spartanburg, SC501(c)(3)Since 1994Foundations & GrantmakersEIN 57-1018476Revenue $69K in FY2025

On file with the IRS424 E Kennedy St, 29302-1916 · Spartanburg, SCTax-exempt since Apr 1996Supporting organization — 509(a)(3)

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Charitable and philanthropic endeavors in support of and in conjunction with the Spartanburg county foundation.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Run by 7 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average surplus $53K a year · 37% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 8 voting members
Looks good: 7 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$69K
+164% vs prior year
Spent
$81K
To programs
76%
Net assets
$4.1M
By yearFY2020–FY2025
Revenue
$69K
FY2025▲ +164%
Tap a bar for its year
Revenue by fiscal year
FY2020$10K
FY2021$200K
FY2022$522K
FY2023$23K
FY2024$26K
FY2025$69K
Expenses
$81K
FY2025▼ -20%
Tap a bar for its year
Expenses by fiscal year
FY2020$81K
FY2021$76K
FY2022$87K
FY2023$107K
FY2024$101K
FY2025$81K
Net assets
$4.1M
FY2025▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.0M
FY2021$3.4M
FY2022$3.1M
FY2023$3.4M
FY2024$3.7M
FY2025$4.1M

From the FY2025 Form 990 · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $62K Management & general 24% · $19K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Kroger Bradford
Director & Secretary
$0Pt VII · Sec A
Mark Zimmerli
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Kurt Zimmerli
Chairman Emeritus (deceased)
$0Pt VII · Sec A
Troy Hanna
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Zimmerli Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports and collaborates on charitable projects with the Spartanburg County Foundation.

Provided by the organization

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1 program · $62K · in their own filed words · FY2025
01

Grants to support philanthropic endeavors in spartanburg county in support of the spartanburg county foundation.

$62Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 21 grants · $326K · 2020–2025
Spartanburg PhilharmonicSC · FY2025$38,500
First Presbyterian Church SpartanburgFY2025$7,500
Spartanburg PhilharmonicSC · FY2024$37,500
Converse UniversitySC · FY2024$15,000
First Presbyterian Church SpartanburgFY2024$7,500
St Jude Children's Research Hospital INCTN · FY2024$5,000
Spartanburg PhilharmonicSC · FY2023$25,000
Partners for Active LivingSC · FY2023$25,000
Converse UniversitySC · FY2023$15,000
Spartanburg Art MuseumSC · FY2023$10,000
First Presbyterian ChurchFY2023$7,000
Spartanburg PhilharmonicSC · FY2022$25,000
Converse UniversitySC · FY2022$16,000
First Presbyterian ChurchFY2022$7,000
Spartanburg PhilharmonicSC · FY2021$25,000
Converse UniversitySC · FY2021$11,000
First Presbyterian ChurchSC · FY2021$5,500
Spartanburg PhilharmonicSC · FY2020$20,000
See all 21 grants →

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$69K
Ln 12
Investment incomeLn 3$69K
Money outPt IX
$81K
Ln 25
Programscol B$62K
Managementcol C$19K
Owns and owesPt X
$4.1M
net assets · Ln 32
Total assetsLn 16$4.1M
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$69K
Gains on assetsLn 7$38K
Total revenueLn 12$69K
Assets in detailPt X, end of year
InvestmentsLn 11–13$1.5M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$2.6M
Total assetsLn 16$4.1M
LiabilitiesLn 26$0
Net assetsLn 32$4.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
InvestmentsLn 11–13$1.4M$1.5M
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$3.7M$4.1M
LiabilitiesLn 26$0$0
Net assetsLn 32$3.7M$4.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$62K$62K
Management feesLn 11a$19K$19K
Other fees for servicesLn 11g$0$0$0$0
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$81K$62K$19K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $69K$81K−$12K$4.1M 990 PDF
FY2024 $26K$101K−$75K$3.7M 990 PDF
FY2023 $23K$107K−$83K$3.4M 990 PDF
FY2022 $522K$87K$435K$3.1M 990 PDF
FY2021 $200K$76K$124K$3.4M 990 PDF
FY2020 $10K$81K−$71K$3.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $68,621 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $25,966$68,621
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $25,966$68,621
I-13 Grants and similar amounts paidPrior year $82,646$61,500
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $18,566$19,246
I-18 Total expensesPrior year $101,212$80,746
I-19 Revenue less expensesPrior year −$75,246−$12,125
Part VI · Governance 7 of 8 board members independent, 5 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $68,621 across 5 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-3 Investment incomeExcluded from tax $31,003$31,003
VIII-7 Net gain or loss on sales of assetsExcluded from tax $37,618$37,618
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $68,621$68,621
Part IX · Statement of functional expenses $80,746 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $61,500$61,500
IX-11a Management feesManagement $19,246$19,246
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $61,500 · Management $19,246 · Fundraising $0$80,746
Part X · Balance sheet $4,133,177 assets, 9 lines filed
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $1,382,005$1,504,489
X-15 Other assetsStart of year $2,333,875$2,628,688
X-16 Total assetsStart of year $3,715,880$4,133,177
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $0$0
X-28 Net assets with donor restrictionsStart of year $3,715,880$4,133,177
X-32 Total net assets or fund balancesStart of year $3,715,880$4,133,177
X-33 Total liabilities and net assetsStart of year $3,715,880$4,133,177
Part XI · Reconciliation of net assets $4,133,177 net assets at year end
XI-1 Total revenue$68,621
XI-2 Total expenses$80,746
XI-3 Revenue less expenses−$12,125
XI-4 Net assets at start of year$3,715,880
XI-5 Net unrealized gains (losses) on investments$134,609
XI-9 Other changes in net assets$294,813
XI-10 Net assets at end of year$4,133,177

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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