The Billy Zimmermann Foundation a New Jersey Nonprofit Corporation
Nonprofit profile at a glance
- EIN
- 473715621
- IRS 990-PF coverage
- 2016–2025
- Forms available
- Form 990-PF 2025
- Location
- Florham Park, NJ, USA
- Phone
- 9082171443
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Standard
- Sector
- Private Grantmaking Foundations
Reported finances
- Revenue
- $235,250
- Expenses
- $219,598
Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.
Overview
Mission
Private Grantmaking Foundations
What it reported funding in 2025
The foundation reported 2 filed grant rows totaling $135,000. The stated grant purposes included grants awarded by the foundation are generally unrestricted and made to support the recipient organization's charitable, educational, and/or scientific activities consistent with its exempt purposes under section 501(c)(3) of the internal revenue code, as permitted under irs regulations. funds may be used at the discretion of the recipient to advance its mission and carry out programs and operations that promote its tax-exempt purposes, provided that such use remains exclusively for charitable purposes and in compliance with sections 501(c)(3) and 4945(d) of the code. certain grants are restricted to specific purposes, such as particular programs, capital improvements, endowment, or special events, in accordance with the terms of the grant agreement. use of grant funds for lobbying, political campaign activity, or any other noncharitable purpose inconsistent with irs regulations is strictly prohibited. and grants awarded by the foundation are generally unrestricted and made to support the recipient organization's charitable, educational, and/or scientific activities consistent with its exempt purposes under section 501(c)(3) of the internal revenue code, as permitted under irs regulations. funds may be used at the discretion of the recipient to advance its mission and carry out programs and operations that promote its tax-exempt purposes, provided that such use remains exclusively for charitable purposes and in compliance with sections 501(c)(3) and 4945(d) of the code. certain grants are restricted to specific purposes, such as particular programs, capital improvements, endowment, or special events, in accordance with the terms of the grant agreement. use of grant funds for lobbying, political campaign activity, or any other noncharitable purpose inconsistent with irs regulations is strictly prohibited.
Operating model
- Revenue model
- Donor-supported. 65% of the foundation's positive operating resources came from contributions.
- Distribution model
- Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.
The verdict
STRONG - A large share of available resources goes to charitable grants and the filed numbers largely add up. Assets provide a limited cushion relative to annual grants.
Rating breakdown
- Grant Deployment: 100
- Cost Efficiency: 61
- Transparency: 100
- Compliance: 100
- Endowment Health: 35
Detailed rating inputs
Grant Deployment
- Grant deployment ratio: 100%; rating input score 100; 73rd percentile among comparable filings
Cost Efficiency
- Grant expense ratio: 61.5%; rating input score 61; 57th percentile among comparable filings
Transparency
- Grant recipient disclosure: Yes; rating input score 100
Compliance
- Foundation activity disclosures: 19 of 19 controls in place; rating input score 100
- Property sale or exchange with a disqualified person: Pass
- Borrowing from or lending to a disqualified person: Pass
- Goods, services, or facilities involving a disqualified person: Pass
- Compensation paid to a disqualified person: Pass
- Assets transferred to a disqualified person: Pass
- Payment to a government official: Pass
- Uncorrected prior self-dealing: Pass
- Prior-year undistributed income: Pass
- Excess business holdings: Pass
- Investments that may jeopardize charitable purposes: Pass
- Uncorrected prior-year jeopardizing investments: Pass
- Attempt to influence legislation: Pass
- Attempt to influence an election: Pass
- Individual grants for travel, study or similar purposes: Pass
- Grants outside qualifying charitable organization categories: Pass
- Spending for a noncharitable purpose: Pass
- Funds received for a personal-benefit contract: Pass
- Premiums paid on a personal-benefit contract: Pass
- Prohibited tax-shelter transaction: Pass
- Filing consistency checks: 9; rating input score 100
Endowment Health
- Endowment-health comparison: 0.28; rating input score 35; 35th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Grants: 100% of grant recipient detail disclosed
- Payout: At least 100% grant deployment rate
- Trustees: Filed trustees detail
- Self-dealing: 100% of reviewed questions answered “No”
- Investments: 35th percentile for endowment coverage
- Consistency: 9 of 9 current checks pass
- Schedules: 1 filed schedules
- Filing history: 9 filing years from 2016 to 2025
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Endowment Health: Endowment-health comparison scored 35/100.