Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 07-01-2020 , and ending 06-30-2021
Name of foundation
ZIMMERMAN FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)3644 PHILIPS HIGHWAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSONVILLE, FL32207
A Employer identification number

59-3503647
B Telephone number (see instructions)

(904) 739-1311
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,168,629J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 34,759 34,759  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 66,521
b Gross sales price for all assets on line 6a 506,926
7 Capital gain net income (from Part IV, line 2)... 66,521
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 101,280 101,280  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 141 0   141
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,826 826   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 21,964 21,964   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,931 22,790   141
25 Contributions, gifts, grants paid....... 500,000 500,000
26 Total expenses and disbursements. Add lines 24 and 25 527,931 22,790   500,141
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -426,651
b Net investment income (if negative, enter -0-) 78,490
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 449,704 109,232 109,232
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,102,630 Click to see attachment1,202,037 2,058,375
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 186,586 Click to see attachment1,000 1,022
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,738,920 1,312,269 2,168,629
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment3,274 Click to see attachment3,274
23 Total liabilities (add lines 17 through 22)......... 3,274 3,274
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,735,646 1,308,995
29 Total net assets or fund balances (see instructions)..... 1,735,646 1,308,995
30 Total liabilities and net assets/fund balances (see instructions). 1,738,920 1,312,269
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,735,646
2
Enter amount from Part I, line 27a .....................
2
-426,651
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,308,995
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,308,995
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 506,926   440,405 66,521
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       66,521
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 66,521
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,091
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,091
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,091
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,052
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,052
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,961
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,961 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSEEMAN ZIMMERMAN Telephone no.bullet (904) 739-1311

    Located atbullet2553 PINERIDGE RDJACKSONVILLEFL ZIP+4bullet32207
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SEEMAN ZIMMERMAN PRESIDENT
    0.00     		0 0 0
    2553 PINERIDGE ROAD
    JACKSONVILLE,FL32207
    CHARLES ZIMMERMAN VP
    0.00     		0 0 0
    1560 LANCASTER TERRACE 1201
    JACKSONVILLE,FL32204
    MORRIE ZIMMERMAN VP
    0.00     		0 0 0
    2800 SCOTT MILL TERRACE
    JACKSONVILLE,FL32257
    ELYNE ZIMMERMAN VP
    0.00     		0 0 0
    1560 LANCASTER TERRACE 1201
    JACKSONVILLE,FL32204
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,773,449
    b
    Average of monthly cash balances.......................
    1b
    126,208
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,899,657
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,899,657
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    28,495
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,871,162
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    93,558
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    93,558
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,091
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,091
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    92,467
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    92,467
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    92,467
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    500,141
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    500,141
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    500,141
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 92,467
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 216,379
    b From 2016...... 209,002
    c From 2017...... 223,480
    d From 2018...... 656,475
    e From 2019...... 415,983
    fTotal of lines 3a through e........ 1,721,319
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 500,141
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 92,467
    e Remaining amount distributed out of corpus 407,674
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,128,993
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		216,379
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,912,614
    10 Analysis of line 9:
    a Excess from 2016.... 209,002
    b Excess from 2017.... 223,480
    c Excess from 2018.... 656,475
    d Excess from 2019.... 415,983
    e Excess from 2020.... 407,674
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    SEEMAN ZIMMERMAN
    CHARLES ZIMMERMAN
    MORRIE ZIMMERMAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    COMMUNITY FDN FOR NE FL
    245 RIVERSIDE AVE STE 310
    JACKSONVILLE,FL32202     		N/A PC COMMUNITY PHILANTHROPY 500,000
    Total .................................bullet 3a 500,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 34,759  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 66,521  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 101,280 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    101,280
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ZIMMERMAN FAMILY FOUNDATION INC
    EIN:
    59-3503647
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD 3,929 6,594
    ABBOTT LABORATORIES 8,262 14,259
    ACCENTURE PLC IRELAND CL A 2,161 5,306
    ACUITY BRANDS INC 3,867 5,050
    ACUSHNET HOLDINGS CORP 1,724 2,371
    ADIDAS AG 3,710 3,922
    ADIENT PLC COM 2,454 4,294
    AIA GROUP LTD SPON ADR 3,405 5,023
    AIR LIQUIDE ADR 3,613 4,147
    AKZO NOBEL NV ADR 4,457 4,792
    ALLEGHANY CP DELAWARE 1,319 2,668
    ALLETE INC NEW 3,555 3,499
    ALPHABET INC CL A 4,695 24,418
    ALPHABET INC CL C 1,171 2,506
    ALSTOM ADR 2,840 2,791
    ALTRA INDL MOTION CORP 2,039 6,762
    AMAZON COM INC 7,387 30,961
    AMERICAN EAGLE OUTFITTERS NEW 2,060 3,378
    AMERICAN EQ INVT LIFE HLDG C 3,361 5,107
    AMERICAN EXPRESS CO 11,929 15,697
    AMERICAN HOMES 4 RENT CL A 1,550 3,885
    AMERIPRISE FINCL INC 1,922 7,466
    AMERISOURCEBERGEN CORP 1,611 4,236
    AMETEK INC NEW 805 4,139
    AMPHENOL CORP NEW CL A 795 4,652
    ANALOG DEVICES INC 1,537 4,304
    ANGLO AMERN PLC SPONSORED ADR 2,335 2,239
    AON PLC CL A 2,707 6,924
    ARCH CAPITAL GROUP LTD 1,619 1,597
    ARCONIC CORPORATION 1,635 2,921
    ASHLAND GLOBAL HLDGS INC COM 2,046 2,450
    ATKORE INC 1,854 6,177
    AUTODESK INC DELAWARE 6,962 17,222
    AUTOZONE INC 1,356 5,969
    AVALONBAY COMM INC 1,944 3,339
    AVANOS MEDICAL INC 3,048 2,582
    AVIENT CORPORATION 2,152 2,507
    BALL CORPORATION 212 1,296
    BALL CORPORATION 14,480 15,151
    BANCO SANTANDER S.A. 2,169 3,750
    BANK OF NT BUTTERFIELD&SON LTD 2,271 2,588
    BARCLAYS PLC ADR 4,367 4,024
    BARNES GROUP INCORPORATED 2,145 3,075
    BERKLEY W R CORP 924 2,977
    BERRY GLOBAL GROUP INC 2,470 7,370
    BEST BUY CO 1,593 4,944
    BHP GROUP LIMITED ADR 1,314 4,224
    BLACK HILLS CORP 2,253 3,610
    BLACKROCK SHORT MATURITY BON 17,234 17,257
    BOSTON PROPERTIES INC 3,314 3,438
    BP PLC ADS 3,999 4,095
    BRANDYWINE REALTY TR SBI NEW 3,268 3,935
    BRIXMOR PPTY GROUP INC 1,738 2,358
    BROADSTONE NET LEASE INC 2,112 2,318
    CABOT OIL & GAS CORP A 4,018 3,981
    CARLISLE CO INC 2,296 5,550
    CARLSBERG AS 1,860 4,193
    CARTER'S 2,916 3,611
    CBRE GROUP INC CL A 1,535 4,629
    CDW CORPORATION 734 3,144
    CELANESE CORP SERIES A COM STK 2,413 3,335
    CHOICE HOTELS INTL INC NEW 2,035 4,398
    CIRRUS LOGIC INC 1,856 3,575
    CITIZENS FINANCIAL GROUP INC 2,734 5,183
    CLARIVATE PLC 1,985 2,092
    CMS ENERGY CP 1,491 4,667
    CNX RESOURC CORP 2,590 3,483
    COMMSCOPE HOLDING COMPANY INC 2,033 1,939
    COMPAGNIE FIN RICHEMONTAG ADR 2,543 2,476
    CONCENTRIX CORP 840 3,055
    CONSTELLATION BRANDS INC CL A 1,435 3,508
    CONTL AG SPONS ADR 2,634 3,144
    CORE MARK HOLDING CO INC 1,271 2,341
    CRACKER BARREL OLD CTRY STORE 3,357 3,415
    DAIKIN INDS LTD UNSPON ADR 2,401 2,179
    DAIWA HOUSE IND LTD ADR 2,425 2,968
    DANAHER CORPORATION 8,679 16,370
    DARDEN RESTAURANTS 764 1,460
    DBS GROUP HOLDINGS LTD SP 2,039 3,387
    DELEK US HLDGS INC 4,340 1,946
    DELUXE CORPORATION 2,029 1,720
    DENNYS CORPORATION 1,210 1,352
    DEVON ENERGY CORP NEW 3,402 5,283
    DIAMONDBACK ENERGY INC 2,472 6,197
    DIODES INC 1,247 2,154
    DISCOVER FINCL SVCS 1,694 4,258
    DRILL-QUIP INC 2,223 1,286
    EAST WEST BANCORP 4,033 13,048
    EDISON INTERNATIONAL 4,044 3,354
    ENEL SOCIETA PER AZIONI ADR 4,644 5,080
    ENERGIZER HLDGS INC 1,660 2,235
    ENGIE SPONS ADR 5,931 5,837
    ENTERGY CORP NEW 4,484 4,088
    EQT CORPORATION COM NEW 1,768 2,493
    EQUINIX INC 6,701 15,249
    EQUINOR ASA 2,104 2,629
    ESSENT GROUP LTD COM 1,146 1,214
    ESSEX PROPERTY TRUST INC 1,586 2,100
    EXPEDIA GROUP INC 681 2,292
    FACEBOOK INC CL-A 10,068 21,906
    FEDL RLTY INVT TRUST S B I 1,744 1,758
    FERGUSON PLC 1,650 4,304
    FIFTH 3RD BANCORP OHIO 2,320 6,576
    FIRST FINCL BNCP 2,801 3,970
    FIRST INTERSTATE BANC SYSTEM 1,526 2,301
    FIRST MIDW BNCP DELA 556 932
    FLEETCOR TECHNOLOGIES 11,471 16,388
    FLEXTRONICS INTL LTD 2,468 5,182
    FNB CORPORATION 6,088 6,276
    FORTUNE BRANDS HOME & SEC INC 1,066 4,981
    FREEPORT-MCMORAN CL-B 3,013 3,340
    FUJITSU LTD ADR NEW 3,071 4,077
    FULLER H B & COMPANY 1,589 3,435
    GAP INC 3,230 4,509
    GENUINE PARTS CO 1,862 2,782
    GREAT WESTN BANCORP INC 3,288 4,623
    GROUP I AUTOMOTIVE INC 2,907 2,934
    H&E EQUIPMENT SVCS INC 1,157 1,830
    HANCOCK WHITNEY CORPORATION 4,942 7,599
    HANOVER INSURANCE GROUP INC 3,607 5,426
    HARTFORD FIN SERS GRP INC 1,072 3,532
    HELIX ENERGY SOLUTIONS GRP INC 3,320 1,639
    HENRY SCHEIN INC 1,808 3,190
    HEXAGON AB ADR 1,336 2,593
    HITACHI 10 COM NEW ADR 4,336 6,300
    HUBBELL INC 3,667 5,418
    HUMANA INC 287 1,771
    HUNTINGTON BANCSHARES 4,096 6,350
    HUNTSMAN CORP 1,778 2,997
    IAC INTERACTIVECORP NEW 2,028 2,621
    IDEX CORPORATION DELAWARE 964 4,401
    IHS MARKIT LTD 9,225 16,336
    ILLUMINA INC 6,069 9,937
    INDEPENDENCE RLTY TR INC COM 1,376 2,206
    INDUSTRIA DE DISENO TEXTIL IND 3,801 4,018
    INTEGER HOLDINGS CORP 2,884 3,485
    INTEGRA LIFESCIENCES CRP NEW 2,479 3,548
    INTERTEK GROUP PLC UNSPONS ADR 1,625 1,616
    INTUIT INC 9,179 17,156
    INTUITIVE SURGICAL INC 6,262 11,955
    ISHARES CORE MSCI EMERGING 17,272 26,662
    ISHARES MSCI EAFE GRWTH ETF 36,244 46,667
    ISHARES S&P 500 GRWTH ETF 25,009 76,803
    ISHARES S&P 500 VAL ETF 22,074 42,373
    ISHARES S&P MID-CAP 400 G ETF 12,126 44,350
    ISHARES S&P MID-CAP 400 V ETF 15,459 39,397
    ISHARES S&P SMLL-CAP 600 V ETF 16,587 42,277
    ISHARES SMALL CAP 600 G ETF 9,103 47,747
    ITT INC 3,371 4,854
    ITT INC 2,772 7,510
    ITV PLC UNSPONS ADR 2,530 2,542
    J&J SNACK FOODS 2,125 3,663
    JAZZ PHARMACEUTICALS PLC 1,995 1,954
    JBG SMITH PPTYS 1,139 1,292
    KB HOME 2,549 3,746
    KBR INC 1,791 2,938
    KEMPER CORP DEL COM 2,543 2,587
    KEURIG DR PEPPER INC COM 837 1,832
    KEYSIGHT TECHNOLOGIES INC 371 2,007
    KIMCO REALTY CORP MD 2,873 2,940
    KIRBY CP 2,354 2,850
    KITE RLTY GROUP TR 1,595 2,619
    KNOLL INC 1,256 2,209
    KNORR BREMSE AG ADR 2,719 2,785
    KOHLS CORPORATION WISC 1,931 2,645
    KROGER CO 1,097 2,337
    LABORATORY CP AMER HLDGS NEW 3,148 6,069
    LEGGETT & PLATT INC 2,427 2,694
    LEIDOS HLDGS INC 3,177 3,336
    LEXINGTON REALTY TRUST 2,936 3,788
    LIBERTY BROADBAND CORP S-C 4,511 6,425
    LIBERTY MEDIA C SER C SIRIUSXM 4,529 5,381
    LIFE STORAGE INC 1,928 4,187
    LINCOLN ELEC HLDGS INC 2,761 4,346
    LINCOLN NTL CORP IND 2,556 2,702
    LINDE PLC 5,950 9,829
    LKQ CORPORATION 3,387 4,233
    LOEWS CORPORATION 3,565 6,066
    LOUISIANA PACIFIC CORP 3,056 8,501
    M&T BANK CORP 3,169 5,812
    MAKITA CORPORATION LTD ADR NEW 3,426 4,935
    MARSH & MCLENNAN COS INC 466 2,110
    MARTIN MARIETTA MATERIALS 1,957 4,222
    MASTEC INC 2,250 11,247
    MEDTRONIC PLC SHS 3,817 5,834
    MERCK KGAA SPD ADR 2,787 3,609
    MERITAGE HOME CORPORATION 1,464 3,857
    MGIC INVT CORP 1,655 1,523
    MICROSOFT CORP 11,234 26,548
    MID AMER APART COMM INC 1,452 1,684
    MIDDLEBY CORP DEL 2,331 4,158
    MOHAWK INDUSTRIES INC 1,115 3,459
    MOTOROLA SOLUTIONS INC 4,423 6,289
    MSCI INC COM 12,732 17,059
    NATIONAL HEALTH INVESTORS INC 1,970 2,280
    NATL FUEL GAS CO 4,017 4,389
    NBT BANCORP 819 1,403
    NCR CORPORATION 927 1,733
    NETSCOUT SYSTEMS INC 1,925 2,340
    NEWELL BRANDS INC 3,772 5,082
    NEXON CO LTD ADR 1,996 2,141
    NIKE INC B 6,746 17,921
    NINTENDO CO LTD ADR NEW 2,444 3,699
    NORTHERN TRUST CORP 2,152 4,509
    NORTONLIFELOCK INC 3,858 4,845
    NOVARTIS AG ADR 2,702 3,923
    ON SEMICONDUCTOR CORP 805 4,517
    OUTFRONT MEDIA INC COM NPV 3,822 4,782
    PACKAGING CORP AMER 2,152 2,844
    PAE INC CL A 890 899
    PATTERSON -UTI ENERGY INC 3,636 2,306
    PAYPAL HLDGS INC COM 7,608 18,946
    PERFORMANCE FOOD GROUP CO 1,808 2,425
    PERNOD RICARD SA UNSPONS ADR 2,919 3,694
    PIMCO ENHANCED SHRT MTRT EXC 18,597 18,661
    POST HOLDINGS INC 2,409 3,254
    PRIMORIS SERVICES CORP 2,148 2,708
    PROG HOLDINGS INC 3,176 2,984
    PROGRESSIVE CORP OHIO 724 2,848
    PROSPERITY BANCSHARES 2,114 3,231
    PRUDENTIAL PLC ADR 2,778 3,620
    RALPH LAUREN CORP CL A 2,613 3,534
    RAYMOND JAMES FINCL INC 1,709 4,936
    RAYONIER INCORPORATED 2,477 3,162
    REGENCY CTRS CORP 1,173 2,114
    REGENERON PHARMACEUTICALS INC 12,470 15,639
    REGIONS FINANCIAL CORP NEW 3,011 4,601
    RELX PLC SPONSORED ADR 5,362 7,361
    RENAISSANCE RE HOLDINGS LTD 1,607 1,488
    RENEWABLE ENERGY GP INC 1,874 1,933
    REXFORD INDL REALTY INC 951 1,082
    REXNORD CORP NEW 2,528 4,454
    RINGCENTRAL INC CL A 7,192 6,393
    ROYAL DSM NV SPONSORED ADR 2,746 4,584
    RPT REALTY COM SH BEN INT 2,173 2,103
    RYANAIR HLDGS PLC ADR 2,475 3,355
    RYOHIN KEIKAKU CO LTD ADR 3,020 3,187
    S & T BANCORP 863 1,565
    SAFRAN SA 4,774 6,215
    SAIA INC 151 2,095
    SALESFORCE.COM,INC. 10,379 21,007
    SAMPO OYJ UNSPON ADR 3,831 3,933
    SANDVIK AB SPONS ADR 2,872 3,642
    SANDY SPRING BANCORP 1,173 2,162
    SANOFI ADR 6,245 7,372
    SELECT MEDICAL HLDGS CP 3,287 3,296
    SELECTIVE INSURANCE GROUP 1,315 5,762
    SEMPRA ENERGY 1,397 1,855
    SERVICE CORP INTL 572 2,358
    SHIMANO INC ADR 3,790 4,689
    SILGAN HLDGS INC 2,053 3,362
    SKYWEST INC 2,555 1,680
    SNAP-ON INC 1,029 4,469
    SOUTH JERSEY IND INC 2,950 2,645
    SOUTHWEST AIRLINES 1,307 2,124
    SOUTHWEST GAS HOLDINGS INC 2,116 3,243
    SPECTRUM BRANDS HLDGS INC 3,011 3,657
    SPIRIT REALTY CAPITAL, INC. 3,133 4,258
    STATE STREET CORP 2,739 2,798
    STERLING BANCORP COM 2,420 2,975
    STEVEN MADDEN LTD 1,451 2,844
    STIFEL FINANCIAL CORPORATION 4,565 9,664
    SUMITOMO MITSUI FINL GROUP INC 3,415 3,583
    SUMMIT HOTEL PROPERTIES INC 1,819 1,978
    SUMMIT MATLS INC CL A 1,207 2,405
    SUN COMMUNITIES INC 1,610 1,714
    SUNCOR ENERGY INC 5,212 4,506
    SUZUKI MTR CORP ADR 3,648 3,047
    SYNNEX CORP 2,925 5,114
    SYNNEX CORP 861 2,313
    SYNOPSYS INC 190 1,379
    SYNOVUS FINANCIAL CORP 2,704 4,651
    T ROWE PRICE GROUP INC 931 5,345
    TAPESTRY INC 1,206 1,217
    TEGNA INC COM 2,420 3,433
    TELENOR ASA ADS 3,237 3,211
    TERADYNE INC 557 4,823
    TESCO PLC ADR 4,398 3,527
    TEXAS ROADHOUSE INC CL A 631 2,501
    THE AARONS COMPANY INC 433 704
    THE SCOTTS MIRACLE-GRO COMPANY 603 1,919
    THERMO FISHER SCIENTIFIC 12,430 14,630
    TIMKEN CO 3,397 3,465
    TOWER SEMICONDUCTOR LTD NEW 2,687 4,252
    TTM TECH INC 2,820 3,218
    UMPQUA HOLDINGS CORP 4,623 5,867
    UNIFIRST CP 2,242 4,224
    UNILEVER PLC (NEW) ADS 3,137 4,271
    UNION PACIFIC CORP 10,908 14,295
    UNITEDHEALTH GP INC 8,794 20,422
    UNIVERSAL HEALTH SERVICES B 3,593 4,393
    US FOODS HOLDING CORP 2,039 2,532
    VALLEY NATL BANCORP 3,785 5,385
    VALVOLINE INC COM 2,468 3,084
    VANGUARD FTSE EMERGING MARKETS 17,812 26,232
    VANGUARD INDEX FDS S&P 500 ETF 36,522 61,389
    VANGUARD REAL ESTATE ETF 10,092 27,890
    VENTAS INC 1,890 1,713
    VESTAS WIND SYSTEMS ADS 3,401 5,725
    VIAVI SOLUTIONS INC COM 2,021 3,620
    VISA INC CL A 10,675 25,019
    VISHAY INTERTECHNOLOGY INC 636 1,488
    VIVENDI SA UNSPON ADR 3,842 5,078
    VOLKSWAGEN AG RP PRF ADR RATE: 0.756% 4,283 6,135
    VOYA FINL INC 1,713 1,907
    W P CAREY INC COM 1,691 1,940
    WALT DISNEY CO HLDG CO 13,546 13,710
    WEBSTER FINCL CORP 3,633 7,574
    WEC ENERGY GROUP INC COM 1,543 4,803
    WERNER ENTERPRISES INC 2,290 4,140
    WESBANCO 566 998
    WESCO INTL INC 2,483 5,861
    WESTERN ALLIANCE BANCORP 4,069 9,006
    WEYERHAEUSER CO 2,682 3,304
    WILLIAMS CO INC 3,451 3,983
    WOLTERS KLUWER NV SPON ADR 1,107 3,634
    WOLVERINE WORLD WIDE 2,398 3,196
    WORKDAY INC CL A 12,232 17,189
    XCEL ENERGY INC 2,391 5,995
    YUM BRANDS INC 13,228 18,175
    ZIMMER BIOMET HLDGS INC COM 3,784 5,307
    ZIONS BANCORPORATION N A 1,329 2,590
    ZYNGA INC 1,615 1,637

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ZIMMERMAN FAMILY FOUNDATION INC
    EIN:
    59-3503647
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VIRTUS KAR SMALL-CAP GROWTH I AT COST 1,000 1,022

    TY 2020 LegalFeesSchedule
    Name:
    ZIMMERMAN FAMILY FOUNDATION INC
    EIN:
    59-3503647
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANSBACHER & SCHNEIDER 141 0   141


    TY 2020 OtherExpensesSchedule
    Name:
    ZIMMERMAN FAMILY FOUNDATION INC
    EIN:
    59-3503647
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSE 21,964 21,964   0


    TY 2020 OtherLiabilitiesSchedule
    Name:
    ZIMMERMAN FAMILY FOUNDATION INC
    EIN:
    59-3503647
    Description Beginning of Year - Book Value End of Year - Book Value
    OTHER PAYABLES 3,274 3,274


    TY 2020 TaxesSchedule
    Name:
    ZIMMERMAN FAMILY FOUNDATION INC
    EIN:
    59-3503647
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 5,000 0   0
    FOREIGN TAXES 826 826   0