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 01-01-2020 , and ending 12-31-2020
Name of foundation
BURTON A ZIPSER AND SANDRA D ZIPSER
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)31313 NORTHWESTERN HIGHWAY NO 224
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FARMINGTON HILLS, MI48334
A Employer identification number

84-4192296
B Telephone number (see instructions)

(248) 932-9300
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$6,667,894J 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) 5,778,764
2 Check bullet.............
3 Interest on savings and temporary cash investments 54 54 54
4 Dividends and interest from securities... 90,371 90,371 90,371
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 104,256
b Gross sales price for all assets on line 6a 1,496,966
7 Capital gain net income (from Part IV, line 2)... 104,256
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)....... Click to see attachment 2,944 2,944 2,944
12 Total. Add lines 1 through 11........ 5,976,389 197,625 93,369
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 68,418 0 0 68,418
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 113,768 44,972 0 68,796
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,571 1,571 0 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 8,637 8,637 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 192,394 55,180 0 137,214
25 Contributions, gifts, grants paid....... 107,500 107,500
26 Total expenses and disbursements. Add lines 24 and 25 299,894 55,180 0 244,714
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,676,495
b Net investment income (if negative, enter -0-) 142,445
c Adjusted net income (if negative, enter -0-)... 93,369
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.............   658,124 658,124
2 Savings and temporary cash investments.........      
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)....... 0 Click to see attachment5,012,865 5,977,288
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).......... 0 Click to see attachment27,088 32,482
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) 0 5,698,077 6,667,894
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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 0 5,698,077
29 Total net assets or fund balances (see instructions)..... 0 5,698,077
30 Total liabilities and net assets/fund balances (see instructions). 0 5,698,077
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
0
2
Enter amount from Part I, line 27a .....................
2
5,676,495
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
21,726
4
Add lines 1, 2, and 3 ..........................
4
5,698,221
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
144
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,698,077
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 56 SHARES ALGN   2019-06-19 2020-06-02
b 9 SHARES ALGN   2019-07-26 2020-06-02
c 8 SHARES ALGN   2020-03-11 2020-06-02
d 165 SHARES ALXN   2019-06-19 2020-06-02
e 17 SHARES ALXN   2020-02-20 2020-06-02
79 SHARES BIIB   2019-06-19 2020-06-02
12 SHARES BKNG   2019-06-19 2020-06-04
4 SHARES BKNG   2019-11-11 2020-06-04
2 SHARES BKNG   2020-03-10 2020-06-04
2 SHARES BKNG   2020-03-23 2020-06-04
3 SHARES BKNG   2020-03-23 2020-06-04
26 SHARES BKNG   2019-08-19 2020-06-04
2 SHARES BP   2019-06-19 2020-06-02
227 SHARES CCEP   2019-06-19 2020-07-22
4 SHARES CCEP   2019-07-31 2020-07-22
2 SHARES CCEP   2020-02-03 2020-07-22
2 SHARES CCEP   2019-10-16 2020-07-22
388 SHARES CFG   2019-06-19 2020-06-04
3 SHARES CFG   2019-07-31 2020-06-04
5 SHARES CFG   2019-10-16 2020-06-04
2 SHARES CFG   2020-02-03 2020-06-04
71 SHARES CFG   2020-04-27 2020-06-04
75 SHARES CMI   2019-06-19 2020-06-02
2 SHARES CMI   2019-06-19 2020-06-02
131 SHARES CMI   2019-06-19 2020-06-02
160 SHARES DXC   2019-06-19 2020-06-04
1141 SHARES EBAY   2019-06-19 2020-06-04
153 SHARES EBAY   2019-11-04 2020-06-04
82 SHARES ECL   2019-06-19 2020-10-13
78 SHARES ETN   2019-06-19 2020-06-04
2 SHARES ETN   2019-07-31 2020-06-04
2 SHARES ETN   2019-10-16 2020-06-04
1 SHARES ETN   2020-02-03 2020-06-04
189 SHARES FNF   2019-06-19 2020-06-04
4 SHARES FNF   2019-07-31 2020-06-04
4 SHARES FNF   2019-10-16 2020-06-04
2 SHARES FNF   2020-02-03 2020-06-04
32 SHARES FOX   2019-06-19 2020-06-02
27 SHARES FOXA   2019-06-19 2020-06-04
768 SHARES HBAN   2019-06-19 2020-06-04
14 SHARES HBAN   2019-07-31 2020-06-04
8 SHARES HBAN   2019-10-16 2020-06-04
5 SHARES HBAN   2020-02-03 2020-06-04
90 SHARES IDXX   2019-06-19 2020-06-04
4 SHARES IDXX   2020-04-08 2020-06-02
1074 SHARES LUV   2019-06-19 2020-06-04
57 SHARES LUV   2020-03-16 2020-06-04
94 SHARES LUV   2020-03-16 2020-06-04
231 SHARES LUV   2020-04-06 2020-06-04
229 SHARES LUV   2020-04-20 2020-06-04
184 SHARES LUV   2020-05-11 2020-06-04
216 SHARES MDC   2019-06-19 2020-06-04
242 SHARES MGA   2019-06-19 2020-06-04
3 SHARES MGA   2019-10-16 2020-06-04
3 SHARES MGA   2019-07-31 2020-06-04
1 SHARES MGA   2020-02-03 2020-06-04
93 SHARES NOW   2019-06-19 2020-06-04
322 SHARES ORI   2019-06-19 2020-06-02
5 SHARES ORI   2019-07-31 2020-06-02
4 SHARES ORI   2019-10-16 2020-06-02
2 SHARES ORI   2020-02-03 2020-06-02
199 SHARES ORI   2020-02-07 2020-06-02
292 SHARES SQ   2019-06-19 2020-06-04
363 SHARES TCOM   2019-06-19 2020-06-04
70 SHARES TGT   2019-06-19 2020-06-04
2 SHARES TGT   2019-07-31 2020-06-04
2 SHARES TGT   2020-02-03 2020-08-19
139 SHARES TGT   2019-09-09 2020-06-04
134 SHARES TGT   2019-09-09 2020-06-04
106 SHARES TGT   2019-09-09 2020-08-19
92 SHARES TGT   2020-03-25 2020-08-19
3000 UBS AG   2019-06-19 2020-12-11
5000 UBS AG   2019-11-21 2020-11-24
5000 UBS AG   2020-08-04 2020-11-09
3 SHARES UNITS UBS YARB   2019-06-25 2020-08-25
15 SHARES UNITS UBS YARB   2019-07-25 2020-08-25
3169 SHARES UNITS UBS YARB   2019-06-19 2020-08-25
11 SHARES UNITS UBS YARB   2019-08-25 2020-08-25
10 SHARES UNITS UBS YARB   2019-08-25 2020-08-25
15 SHARES UNITS UBS YARB   2019-10-25 2020-08-25
10 SHARES UNITS UBS YARB   2019-11-25 2020-08-25
10 SHARES UNITS UBS YARB   2019-12-25 2020-08-25
3 SHARES UNITS UBS YARB   2020-01-08 2020-08-25
13 SHARES UNITS UBS YARB   2020-01-25 2020-08-25
8 SHARES UNITS UBS YARB   2020-02-26 2020-08-25
21 SHARES UNITS UBS YARB   2020-03-25 2020-08-25
22 SHARES UNITS UBS YARB   2020-04-25 2020-08-25
12 SHARES UNITS UBS YARB   2020-05-25 2020-08-25
68 SHARES ROKU   2019-09-11 2020-06-04
644 SHARES DELL   2019-10-21 2020-07-22
29 SHARES EMN   2020-01-10 2020-06-04
91 SHARES EMN   2020-01-23 2020-06-04
80 SHARES EMN   2020-04-01 2020-06-04
989.802 SHARES GUGGENHEIM   2019-12-13 2020-06-02
103.318 SHARES GUGGENHEIM   2019-12-13 2020-06-02
6476.564 SHARES GUGGENHEIM   2019-06-19 2020-06-02
41 SHARES ABMD   2020-01-28 2020-06-02
12 SHARES ABMD   2020-04-08 2020-06-02
7500 ROYAL BANK OF CANADA   2020-02-07 2020-11-12
75 ROYAL BANK OF CANADA   2020-04-24 2020-07-28
13 SHARES NKE   2020-02-20 2020-06-04
36 SHARES NKE   2020-03-10 2020-06-04
268 SHARES NKE   2019-08-19 2020-06-04
140000 BANK OF NOVA SCOTIA   2020-02-26 2020-08-28
150 SHARES ADSK   2020-03-09 2020-06-02
52 SHARES COF   2020-03-16 2020-06-02
47 SHARES COF   2020-03-16 2020-06-02
56 SHARES COF   2020-03-23 2020-06-02
291 SHARES COF   2019-10-14 2020-06-02
17 SHARES CSGP   2020-03-27 2020-06-02
108 SHARES TT   2020-04-06 2020-06-04
5000 CITIGROUP GLOBAL MARKETS   2020-05-06 2020-11-12
1183 SHARES WBA   2020-04-20 2020-06-04
186 SHARES WBA   2020-05-18 2020-06-04
5000 MORGAN STANLEY   2020-06-04 2020-12-09
0.29 SHARES VTRS   2019-06-19 2020-11-17
10 SHARES UNITS UBS YARB   2020-06-25 2020-08-25
12 SHARES UNITS UBS YARB   2020-07-25 2020-08-25
CAPITAL GAINS DIVIDENDS P    
(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 14,686   14,686 0
b 2,360   1,777 583
c 2,098   1,646 452
d 19,118   19,118 0
e 1,970   1,745 225
23,910   18,418 5,492
20,760   20,760 0
6,920   6,920 0
3,460   3,029 431
3,460   3,437 23
5,190   3,460 1,730
44,979   44,979 0
50   50 0
9,223   9,223 0
163   163 0
81   81 0
81   81 0
10,655   10,655 0
82   82 0
137   137 0
55   55 0
1,950   1,563 387
12,785   12,530 255
341   334 7
22,331   21,887 444
2,796   2,796 0
57,100   45,537 11,563
7,657   5,419 2,238
16,700   15,407 1,293
6,995   6,114 881
179   165 14
179   161 18
90   90 0
6,425   6,425 0
136   136 0
136   136 0
68   68 0
923   923 0
824   824 0
7,810   7,810 0
142   142 0
81   81 0
51   51 0
28,153   24,451 3,702
1,251   992 259
41,294   41,294 0
2,192   2,192 0
3,614   3,431 183
8,882   7,128 1,754
8,805   7,081 1,724
7,075   4,841 2,234
7,793   7,062 731
10,868   10,868 0
135   135 0
135   135 0
45   45 0
35,261   26,360 8,901
5,356   5,356 0
83   83 0
67   67 0
33   33 0
3,310   3,310 0
25,817   21,031 4,786
10,096   10,096 0
8,463   6,033 2,430
242   175 67
305   226 79
16,805   15,094 1,711
16,200   14,551 1,649
16,177   11,510 4,667
14,041   8,627 5,414
30,000   29,520 480
50,000   50,000 0
50,000   50,000 0
24   24 0
118   118 0
25,006   25,006 0
87   87 0
79   79 0
118   118 0
79   79 0
79   79 0
24   24 0
103   103 0
63   63 0
166   122 44
174   148 26
95   84 11
7,065   7,774 -709
40,171   32,264 7,907
2,091   2,091 0
6,563   6,563 0
5,769   3,621 2,148
13,659   13,659 0
1,426   1,426 0
89,363   89,363 0
9,404   7,588 1,816
2,752   1,838 914
75,000   75,000 0
75,000   75,000 0
1,323   1,323 0
3,663   3,040 623
27,273   22,383 4,890
140,000   140,000 0
32,613   24,165 8,448
3,684   3,684 0
3,329   3,329 0
3,967   2,421 1,546
20,614   20,614 0
11,220   9,923 1,297
10,118   9,552 566
50,000   50,000 0
51,554   51,554 0
8,106   7,397 709
50,000   50,000 0
5   5 0
79   77 2
95   94 1
7,210     7,210
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       0
b       583
c       452
d       0
e       225
      5,492
      0
      0
      431
      23
      1,730
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      387
      255
      7
      444
      0
      11,563
      2,238
      1,293
      881
      14
      18
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      3,702
      259
      0
      0
      183
      1,754
      1,724
      2,234
      731
      0
      0
      0
      0
      8,901
      0
      0
      0
      0
      0
      4,786
      0
      2,430
      67
      79
      1,711
      1,649
      4,667
      5,414
      480
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      44
      26
      11
      -709
      7,907
      0
      0
      2,148
      0
      0
      0
      1,816
      914
      0
      0
      0
      623
      4,890
      0
      8,448
      0
      0
      1,546
      0
      1,297
      566
      0
      0
      709
      0
      0
      2
      1
      7,210
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 2 104,256
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 95,273
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 1,980
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 1,980
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 1,980
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,900
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,900
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 41
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 1,879
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,879 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletMI
    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. Click to see attachment...............................
    10
    Yes
     
    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 instructions.................
    12
     
    No
    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 ofbulletDAVID M RADNER Telephone no.bullet (248) 932-9300

    Located atbullet31313 NORTHWESTERN HIGHWAY SUITE224FARMINGTON HILLSMI ZIP+4bullet48334
    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
    DAVID M RADNER DIRECTOR/CHAIRMAN/PRES./TREAS./SECRET.
    5.00     		0 0 0
    31313 NORTHWESTERN HIGHWAY SUITE
    224
    FARMINGTON HILLS,MI48334
    AARON M RADNER DIRECTOR
    1.00     		0 0 0
    31313 NORTHWESTERN HIGHWAY SUITE
    224
    FARMINGTON HILLS,MI48334
    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  
    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  
    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
    5,330,110
    b
    Average of monthly cash balances.......................
    1b
    665,981
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,996,091
    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
    5,996,091
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    89,941
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,906,150
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    295,308
    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
    295,308
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,980
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    408
    c
    Add lines 2a and 2b............................
    2c
    2,388
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    292,920
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    292,920
    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
    292,920
    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
    244,714
    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
    244,714
    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
    244,714
    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 7 292,920
    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......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 244,714
    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..... 244,714
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		48,206
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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).)
    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
    MCC THEATER
    511 W 52ND STREET
    NEW YORK,NY10019     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 17,500
    GILDA'S CLUB
    3517 ROCHESTER ROAD
    ROYAL OAK,MI48073     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 12,500
    ORT AMERICA
    75 MAIDEN LANE SUITE 10
    NEW YORK,NY10038     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 17,500
    THE JEWISH HOSPICE & CHAPLAINCY NETWORK
    6555 W MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 20,000
    MICHIGAN OPERA THEATER
    1526 BROADWAY
    DETROIT,MI48226     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 12,500
    DETROIT SYMPHONY ORCHESTRA
    3711 WOODWARD
    DETROIT,MI48201     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 15,000
    TEMPLE ISRAEL
    5725 WALNUT LAKE ROAD
    WEST BLOOMFIELD,MI48323     		N/A PUBLIC CHARITY FOR SPIRITUAL FULFILLMENT, LIFE-LONG LEARNING, MUSICAL AND CULTURAL ENRICHMENT, COMMUNITY LEADERSHIP AND SOCIAL RESPONSIBILITY IN THE SPECIFIC AREA OF MUSIC. 12,500
    Total .................................bullet 3a 107,500
    bApproved for future payment
    MCC THEATER
    511 W 52ND STREET
    NEW YORK,NY10019     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 52,500
    GILDA'S CLUB
    3517 ROCHESTER ROAD
    ROYAL OAK,MI48073     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 37,500
    ORT AMERICA
    75 MAIDEN LANE SUITE 10
    NEW YORK,NY10038     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 52,500
    THE JEWISH HOSPICE & CHAPLAINCY NETWORK
    6555 W MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 80,000
    MICHIGAN OPERA THEATER
    1526 BROADWAY
    DETROIT,MI48226     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 37,500
    DETROIT SYMPHONY ORCHESTRA
    3711 WOODWARD
    DETROIT,MI48201     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 45,000
    TEMPLE ISRAEL
    5725 WALNUT LAKE ROAD
    WEST BLOOMFIELD,MI48323     		N/A PUBLIC CHARITY FOR SPIRITUAL FULFILLMENT, LIFE-LONG LEARNING, MUSICAL AND CULTURAL ENRICHMENT, COMMUNITY LEADERSHIP AND SOCIAL RESPONSIBILITY IN THE SPECIFIC AREA OF MUSIC. 37,500
    FRIENDSHIP CIRCLE
    6892 WEST MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 60,000
    Total .................................bullet 3b 402,500
    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 ...........     		    14 54  
    4 Dividends and interest from securities....     14 90,371  
    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..... 523000 2,944      
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 104,256  
    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).. 2,944 194,681 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    197,625
    (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

    Form 990PF Part XV Line 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
    MCC THEATER511 W 52ND STREET
    NEW YORK,NY10019     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 17,500
    GILDA'S CLUB3517 ROCHESTER ROAD
    ROYAL OAK,MI48073     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 12,500
    ORT AMERICA75 MAIDEN LANE SUITE 10
    NEW YORK,NY10038     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 17,500
    THE JEWISH HOSPICE & CHAPLAINCY NETWORK6555 W MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 20,000
    MICHIGAN OPERA THEATER1526 BROADWAY
    DETROIT,MI48226     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 12,500
    DETROIT SYMPHONY ORCHESTRA3711 WOODWARD
    DETROIT,MI48201     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 15,000
    TEMPLE ISRAEL5725 WALNUT LAKE ROAD
    WEST BLOOMFIELD,MI48323     		N/A PUBLIC CHARITY FOR SPIRITUAL FULFILLMENT, LIFE-LONG LEARNING, MUSICAL AND CULTURAL ENRICHMENT, COMMUNITY LEADERSHIP AND SOCIAL RESPONSIBILITY IN THE SPECIFIC AREA OF MUSIC. 12,500
    Total ...............................bullet 3a 107,500
    bApproved for future payment
    MCC THEATER511 W 52ND STREET
    NEW YORK,NY10019     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 52,500
    GILDA'S CLUB3517 ROCHESTER ROAD
    ROYAL OAK,MI48073     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 37,500
    ORT AMERICA75 MAIDEN LANE SUITE 10
    NEW YORK,NY10038     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 52,500
    THE JEWISH HOSPICE & CHAPLAINCY NETWORK6555 W MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 80,000
    MICHIGAN OPERA THEATER1526 BROADWAY
    DETROIT,MI48226     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 37,500
    DETROIT SYMPHONY ORCHESTRA3711 WOODWARD
    DETROIT,MI48201     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 45,000
    TEMPLE ISRAEL5725 WALNUT LAKE ROAD
    WEST BLOOMFIELD,MI48323     		N/A PUBLIC CHARITY FOR SPIRITUAL FULFILLMENT, LIFE-LONG LEARNING, MUSICAL AND CULTURAL ENRICHMENT, COMMUNITY LEADERSHIP AND SOCIAL RESPONSIBILITY IN THE SPECIFIC AREA OF MUSIC. 37,500
    FRIENDSHIP CIRCLE6892 WEST MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		N/A PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 60,000
    Total ................................bullet 3b 402,500
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION
    Employer identification number

    84-4192296
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number
    84-4192296
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CHARITABLE REMAINDER UNITRUST OF BURTON A ZIPSER AND SANDRA D ZIPSER
     
    31313 NORTHWESTERN HIGHWAY
     
    FARMINGTON HILLS, MI48334

    		$ 5,778,764


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 161 ABBVIE INC $ 14,845 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 53 ABIOMED INC $ 10,406 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 87 ADOBE INC. $ 33,309 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 522 AES CORP $ 6,601 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 73 ALIGN TECHNOLOGY INC $ 17,240 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 182 ALEXION PHARMACEUTICALS INC $ 18,560 2020-05-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 355 APPLIED MATERIALS INC $ 19,838 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 15 AMAZON $ 37,260 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2000 ATHENE HLDG LTD SER A 6.350% PREFERRED $ 49,103 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 210 ACTIVISION BLIZZARD INC $ 15,428 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 113 BROADCOM INC $ 31,309 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 46 BROADCOM INC $ 12,745 2020-05-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2000 BANK OF AMERICA CORP 5.000% PREFERRED $ 49,990 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 255 BCE INC $ 10,034 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 14 BOOKING HLDGS INC $ 22,395 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 443 BRISTOL MYERS SQUIBB CO $ 27,092 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 221 CITIGROUP INC $ 10,008 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 591 CONAGRA BRANDS $ 19,021 2020-05-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 227 CARDINAL HEALTH INC $ 12,002 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 235 COCA COLA EUROPEAN PARTNERS $ 8,642 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 63 CROWN CASTLE INTL CORP $ 9,486 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 469 CITIZENS FINANCIAL GROUP INC $ 10,132 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 77 CUMMINS INC $ 12,232 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 166 SALESFORCE.COM INC $ 29,317 2020-05-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 252 CISCO SYSTEMS INC $ 11,366 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 17 COSTAR GROUP INC $ 10,978 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 412 CVS HEALTH CORP $ 26,092 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 200 EASTMAN CHEMICAL CO $ 13,075 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 332 ENBRIDGE INC $ 10,495 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 83 EATON CORP $ 6,480 2020-05-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 80 EDWARDS LIFESCIENCES CORP $ 17,509 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 218 EXACT SCIENCES CORP $ 18,296 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 166 FACEBOOK INC $ 38,877 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 199 FIDELITY NATIONAL FINANCIAL $ 5,514 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 159 GENL DYNAMICS CORP $ 21,902 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 168 GILEAD SCIENCES INC $ 12,333 2020-05-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 795 HUNTINGTON BANCSHARES $ 6,559 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 94 IDEXX LABS $ 27,420 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 74 ILLUMINA INC $ 25,900 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 548 INTEL CORP $ 34,420 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 56 INTUIT $ 16,236 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 420 INTERPUBLIC GROUP $ 6,956 2020-05-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 316 J2 GLOBAL INC $ 23,860 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 221 JOHNSON & JOHNSON $ 32,522 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 94 JPMORGAN CHASE & CO $ 8,527 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 208 JPMORGAN CHASE & CO $ 18,869 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1600 JPMORGAN CHASE & CO $ 42,720 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 860 KEYCORP $ 9,277 2020-05-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 206 COCA COLA CO COM $ 9,385 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 156 LYONDELLBASELL INDUSTRIES $ 9,424 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 216 MDC HOLDINGS INC $ 6,789 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 249 MAGNA INTL INC $ 9,843 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 160 MERCK & CO INC $ 12,264 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 449 MERCK & CO INC $ 34,416 2020-05-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 78 MSCI INC $ 26,371 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1000 ALLIANZGI CONV & INCOME CUML SER A 5.625% PFD $ 25,450 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 317 NIKE INC $ 29,600 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 93 SERVICENOW INC $ 36,084 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 243 NETAPP INC $ 11,091 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 96 NVIDIA CORP $ 34,157 2020-05-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 532 OLD REPUBLIC INTL CORP $ 7,968 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 228 PFIZER INC $ 8,516 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 201 PAYPAL HOLDINGS INC $ 30,027 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 68 ROKU INC $ 7,773 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 394 RAYTHEON TECHNOLOGIES CORP $ 23,327 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 22 SHERWIN WILLIAMS CO $ 12,477 2020-05-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 151 SPLUNK INC $ 24,939 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 292 SQUARE INC $ 23,427 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 114 SAREPTA THERAPEUTICS INC $ 16,831 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 74 TARGET CORP $ 8,807 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 139 TARGET CORP $ 16,542 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 107 TEXAS INSTRUMENTS $ 12,343 2020-05-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 367 UBER TECHNOLOGIES INC $ 12,566 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 88 UNITEDHEALTH GROUP INC $ 25,303 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 95 UNITEDHEALTH GROUP INC $ 27,315 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 156 VISA INC $ 29,924 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 257 VERIZON COMMUNICATIONS INC $ 13,942 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 94 WHIRLPOOL CORP $ 11,222 2020-05-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 346 WESTERN UNION CO $ 6,585 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 147 ALIBABA GROUP HLDG LTD $ 31,172 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2 BP PLC SPON ADR $ 47 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 196 NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC SPON ADR $ 23,262 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2000 NEXTERA ENERGY CPTL HLDG 5.650% DUE 03/01/79 $ 54,480 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 363 CTRIP.COM INTL SPON ADR $ 9,194 2020-05-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 243 TAIWAN SEMICONDUCTOR MFG CO LTD ADR $ 12,502 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 108 TRANE TECHNOLOGIES PLC $ 8,717 2020-05-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 83 ACCENTURE PLC $ 16,020 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 14 ADOBE INC. $ 5,372 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 108 AMERIPRISE FINANCIAL INC $ 14,177 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 80 AMERICAN TOWER CORP $ 18,800 2020-05-22
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 9 AMAZON $ 22,050 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 800 AXIS CAPITAL HOLDINGS 5.500% PREFERRED $ 18,632 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 45 BOEING COMPANY $ 6,229 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1485 BLACKROCK MULTI SECTOR INCOME TR $ 20,070 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1510 BLACKROCK CREDIT ALLOCATION INCOME TRUST $ 20,393 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 75 CHUBB LTD $ 8,609 2020-05-22
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 354 COMCAST CORP $ 13,711 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 56 COSTCO WHOLESALE CORP $ 16,934 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 120 CRANE CO $ 6,212 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 70 SALESFORCE.COM INC $ 12,393 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 210 CISCO SYSTEMS INC $ 9,352 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 100 CHEVRON CORP $ 9,053 2020-05-22
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 30 DANAHER CORP $ 4,728 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 160 DXC TECHNOLOGY $ 2,483 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 82 ECOLAB INC $ 16,424 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 24 LAUDER ESTEE $ 4,269 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 110 FIDELITY NATL INFORMATION SVCS $ 14,976 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 32 FOX CORP CL B $ 872 2020-05-22
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 27 FOX CORP CL A $ 748 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 26 ALPHABET INC $ 36,568 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1591 WESTERN ASSET HIGH INCOME FUND $ 8,949 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 93 HONEYWELL INTL INC $ 12,824 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 184 INTERCONTINENTALEXCHANGE GROUP $ 17,135 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 70 JOHNSON & JOHNSON COM $ 10,162 2020-05-22
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 100 JPMORGAN CHASE & CO $ 8,954 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 220 COCA COLA CO COM $ 9,895 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 60 LINDE PLC EUR $ 11,492 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 35 LOCKHEED MARTIN CORP $ 12,876 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 138 LOWES COMPANIES INC $ 16,671 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1869 SOUTHWEST AIRLINES CO $ 54,472 2020-05-22
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 55 MCDONALDS CORP $ 10,135 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 297 MONDELEZ INTL $ 14,661 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 155 MEDTRONIC PLC $ 14,622 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 110 MARSH & MCLENNAN $ 11,459 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 236 MICROSOFT CORP $ 43,306 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 41 0 REILLY AUTOMOTIVE INC $ 16,480 2020-05-22
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 84 PARKER HANNIFIN CORP $ 13,941 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1100 PIONEER HIGH INCOME TRUST $ 7,667 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 84 ROCKWELL AUTOMATION INC $ 17,001 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 110 RAYTHEON TECHNOLOGIES CORP $ 6,606 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 300 SUNCOR ENERGY INC $ 5,129 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 200 TRUIST FINL CORP $ 6,658 2020-05-22
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 55 THERMO FISHER SCIENTIFIC INC $ 18,599 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 66 UNITEDHEALTH GROUP INC $ 18,976 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 108 VISA INC $ 20,552 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 110 VF CORP $ 6,116 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 65 DIAGEO PLC NEW GB SPON ADR $ 8,983 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 81 HOME DEPOT INC $ 19,480 2020-05-22
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 110 NOVARTIS AG SPON ADR $ 9,264 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 3310 UNTS FT UBS YARP ADVISORY GROUP 2019 $ 23,302 2020-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 7568.684 GUGGENHEIM DIRECTIONAL ALLOCATION FUND $ 100,815 2020-05-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 4809.729 JPMORGAN GLOBAL ALLOCATION FUND $ 85,661 2020-05-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 "1469.794 GOLDMAN SACHS LARGE CAP VALUE INSIGHTS $ 27,088 2020-05-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1141.031 HOTCHKIS & WILEY VALUE OPPORTUNITIES FUND $ 25,011 2020-05-26
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 6757.973 LORD ABBETT BOND DEBENTURE FUND $ 50,955 2020-05-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 542.619 CLEARBRIDGE INTERNATIONAL GROWTH FUND $ 27,684 2020-05-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1182.033 MFS MID CAP VALUE $ 24,421 2020-05-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1785.006 MORGAN STANLEY GLOBAL OPPORTUNITY $ 55,246 2020-05-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1139.53 MFS MID CAP GROWTH $ 25,742 2020-05-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1079.957 TRANSAMERICA CAPITAL GROWTH $ 40,207 2020-05-26
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 798.679 VANGUARD TOTAL STOCK $ 58,815 2020-05-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1386.01 WELLS FARGO INDEX ASSET ALLOCATION FUND $ 50,174 2020-05-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 5000 UBS AG TRIGGER PS DIA 05/21/2024 $ 47,900 2020-05-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 5000 UBS AG L/O TA-CYN INDU RTY 11/25/2022 $ 43,750 2020-05-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 5000 CREDIT SUISSE AG $ 56,150 2020-05-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 75 ROYAL BANK OF CANADA $ 75,339 2020-05-26
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 186 APPLE INC $ 58,757 2020-05-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2500 RIVERNORTH FLEXIBLE MUN INCOME $ 48,914 2020-05-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1369 WALGREENS BOOTS ALLIANCE INC $ 58,790 2020-05-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 36300 CREDIT SUISSE AG $ 280,599 2020-05-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 10000 ROYAL BANK OF CANADA $ 87,700 2020-05-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 3000 UBS AG $ 28,290 2020-05-27
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 11500 ROYAL BANK OF CANADA $ 102,350 2020-05-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 7500 ROYAL BANK OF CANADA $ 65,400 2020-05-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 14000 BANK OF NOVA SCOTIA $ 124,740 2020-05-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 5000 CITIGROUP GLOBAL MARKETS $ 50,100 2020-05-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 12 UNTS FT UBS YARP ADVISORY GROUP 2019 $ 91 2020-05-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 586 ABBVIE INC $ 53,089 2020-05-28
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 311 AUTODESK INC $ 62,651 2020-05-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 169 BIOGEN INC $ 50,925 2020-05-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 35 BOOKING HLDGS INC $ 58,660 2020-05-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 272 CIGNA CORP $ 55,020 2020-05-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 331 CUMMINS INC $ 56,667 2020-05-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 846 CAPITAL ONE FINCL CORP $ 59,186 2020-05-28
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 162 COSTCO WHOLESALE CORP $ 50,050 2020-05-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1244 DELL TECHNOLOGIES INC $ 56,869 2020-05-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1294 EBAY INC $ 57,577 2020-05-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 145 HUMANA INC $ 58,982 2020-05-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 184 MASTERCARD INC $ 56,013 2020-05-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 379 MCKESSON CORP $ 59,681 2020-05-28
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 298 MICROSOFT CORP $ 54,315 2020-05-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 655 QUALCOMM INC $ 52,141 2020-05-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 432 TARGET CORP $ 51,343 2020-05-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 180 UNITEDHEALTH GROUP INC $ 55,166 2020-05-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 "2500 AMERICAN FINANCIAL GROUP 5.625% DUE $ 64,125 2020-06-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 "2000 BRIGHTHOUSE FINANCIAL IN 6.750% PREFERRED $ 50,790 2020-06-01
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1541.639 WELLS FARGO INDEX ASSET ALLOCATION FUND $ 56,856 2020-06-02
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 3310.345 HATTERAS CORE ALTERNATIVES FUND LP $ 374,301 2020-09-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    BURTON A ZIPSER AND SANDRA D ZIPSER
    FOUNDATION         		Employer identification number

    84-4192296
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BURTON A ZIPSER AND SANDRA D ZIPSER
     
    FOUNDATION
    EIN:
    84-4192296
    Name of Stock End of Year Book Value End of Year Fair Market Value
    41 0 REILLY AUTOMOTIVE INC 16,480 18,555
    747 ABBVIE INC 67,934 80,041
    83 ACCENTURE PLC 16,020 21,680
    210 ACTIVISION BLIZZARD INC 15,428 19,499
    101 ADOBE INC 38,681 50,512
    522 AES CORP 6,601 12,267
    147 ALIBABA GROUP HLDG LTD 31,172 34,211
    1000 ALLIANZGI CONV & INCOME 25,450 26,550
    26 ALPHABET INC 36,568 45,569
    24 AMAZON 59,310 80,566
    2500 AMERICAN FINANCIAL GROUP 64,125 71,900
    80 AMERICAN TOWER CORP 18,800 17,957
    108 AMERIPRISE FINANCIAL INC 14,177 20,988
    744 APPLE INC 58,757 98,721
    355 APPLIED MATERIALS INC 19,838 30,637
    2000 ATHENE HLDG LTD SER A 6.350% PREFERRED 49,103 58,360
    161 AUTODESK INC 32,433 49,160
    800 AXIS CAPITAL HOLDINGS 5.500% PREFERRED 18,632 20,720
    2000 BANK OF AMERICA CORP 5.000% PREFERRED 49,990 54,560
    75000 BANK OF MONTREAL 6% CONTINGENT INC 75,000 74,483
    255 BCE INC 10,034 10,914
    90 BIOGEN INC 27,120 22,037
    5010 BLACKROCK CREDIT ALLOCATION INCOME 69,258 73,697
    4285 BLACKROCK MULTI SECTOR INCOME 64,981 75,159
    45 BOEING COMPANY 6,229 9,633
    2000 BRIGHTHOUSE FINANCIAL IN 6.750% PREFERRED 50,860 56,760
    443 BRISTOL MYERS SQUIBB CO 27,092 27,479
    159 BROADCOM INC 44,055 69,618
    400 CAPITAL ONE FINCL CORP 27,984 39,540
    227 CARDINAL HEALTH INC 12,002 12,158
    100 CHEVRON CORP 9,053 8,445
    75 CHUBB LTD 8,609 11,544
    272 CIGNA CORP 55,020 56,625
    462 CISCO SYSTEMS INC 20,719 20,675
    221 CITIGROUP INC 10,008 13,627
    543.521 CLEARBRIDGE INTERNATIONAL GROWTH FUND 27,745 36,943
    426 COCA COLA CO COM 19,280 23,362
    354 COMCAST CORP 13,711 18,550
    591 CONAGRA BRANDS 19,021 21,430
    218 COSTCO WHOLESALE CORP 66,983 82,138
    120 CRANE CO 6,212 9,319
    41300 CREDIT SUISSE AG 337,531 409,142
    63 CROWN CASTLE INTL CORP 9,486 10,029
    200 CUMMINS INC 34,240 45,420
    412 CVS HEALTH CORP 26,092 28,140
    30 DANAHER CORP 4,728 6,664
    600 DELL TECHNOLOGIES INC 27,429 43,974
    65 DIAGEO PLC 8,983 10,323
    610 DOLLAR GENERAL CORPORATION 129,663 128,283
    240 EDWARDS LIFESCIENCES CORP 17,509 21,895
    332 ENBRIDGE INC 10,495 10,621
    218 EXACT SCIENCES CORP 18,296 28,883
    166 FACEBOOK INC 38,877 45,345
    110 FIDELITY NATL INFORMATION SVCS 14,976 15,561
    159 GENL DYNAMICS CORP 21,902 23,662
    168 GILEAD SCIENCES INC 12,333 9,778
    20.5269999999998 GOLDMAN SACHS LARGE CAP VALUE INSIGHTS FUND 414 454
    3310.345 HATTERAS CORE ALTERNATIVES FUND LP 370,668 407,702
    81 HOME DEPOT INC 19,480 21,515
    93 HONEYWELL INTL INC 12,824 19,781
    1166.009 HOTCHKIS & WILEY VALUE OPPORTUNITIES FUND 25,746 34,712
    145 HUMANA INC 58,982 59,489
    74 ILLUMINA INC 25,900 27,380
    548 INTEL CORP 34,420 27,301
    184 INTERCONTINENTALEXCHANGE GROUP 17,135 21,213
    420 INTERPUBLIC GROUP OF COS INC 6,956 9,878
    56 INTUIT 16,236 21,272
    316 J2 GLOBAL INC 23,860 30,870
    291 JOHNSON & JOHNSON COM 42,684 45,798
    402 JPMORGAN CHASE & CO 36,350 51,082
    1600 JPMORGAN CHASE & CO. SER DD 5.750% PREFERRED 42,720 44,960
    4843.206 JPMORGAN GLOBAL ALLOCATION FUND 86,388 106,744
    860 KEYCORP 9,277 14,113
    24 LAUDER ESTEE COS CL A 4,269 6,389
    60 LINDE PLC 11,492 15,811
    35 LOCKHEED MARTIN CORP 12,876 12,424
    6915.709 LORD ABBETT BOND DEBENTURE FUND 52,207 58,023
    24073.025 LORD ABBETT SHORT DURATION INCOME FUND 100,386 101,347
    138 LOWES COMPANIES INC 16,671 22,150
    156 LYONDELLBASELL INDUSTRIES 9,424 14,299
    110 MARSH & MCLENNAN COS INC 11,459 12,870
    184 MASTERCARD INC 56,013 65,677
    55 MCDONALDS CORP 10,135 11,798
    379 MCKESSON CORP 59,681 65,916
    155 MEDTRONIC PLC 14,622 18,157
    609 MERCK & CO INC 46,680 49,816
    1148.845 MFS MID CAP GROWTH FUND 26,009 34,615
    1182.033 MFS MID CAP VALUE 24,421 30,993
    11.9300000000001 MFS SER TR IX MID CAP VALUE FUND 307 313
    534 MICROSOFT CORP 97,621 118,772
    297 MONDELEZ INTL INC 14,661 17,366
    10000 MORGAN STANLEY FIN LLC TRANCHE CALLABLE 08/03/23 100,000 101,450
    1805.896 MORGAN STANLEY GLOBAL OPPORTUNITY 56,170 80,814
    78 MSCI INC 26,371 34,829
    243 NETAPP INC 11,091 16,096
    196 NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC 23,262 36,419
    2000 NEXTERA ENERGY CPTL HLDG 54,480 56,820
    110 NOVARTIS AG 9,264 10,387
    96 NVIDIA CORP 34,157 50,131
    2500 OFFICE PROPERTIES INCOME TRUST 6.375% SENIOR NOTES 62,500 66,200
    84 PARKER HANNIFIN CORP 13,941 22,882
    201 PAYPAL HOLDINGS INC 30,027 47,074
    228 PFIZER INC 8,516 8,393
    1100 PIONEER HIGH INCOME TRUST 7,667 9,812
    2500 PUBLIC STORAGE CALLABLE 06/17/25 62,500 67,850
    655 QUALCOMM INC 52,141 99,783
    504 RAYTHEON TECHNOLOGIES CORP 29,932 36,041
    2500 RIVERNORTH DOUBLELINE STRATEGIC OPP FD 4.375% 62,500 62,450
    2500 RIVERNORTH FLEXIBLE MUN INCOME 48,914 54,625
    84 ROCKWELL AUTOMATION INC 17,001 21,068
    21500 ROYAL BANK OF CANADA 190,050 213,200
    236 SALESFORCE.COM INC 41,711 52,517
    114 SAREPTA THERAPEUTICS INC 16,831 19,436
    22 SHERWIN WILLIAMS CO 12,477 16,168
    151 SPLUNK INC 24,939 25,653
    300 SUNCOR ENERGY INC 5,129 5,034
    243 TAIWAN SEMICONDUCTOR MFG CO LTD 12,502 26,497
    100 TARGET CORP 11,885 17,653
    107 TEXAS INSTRUMENTS 12,343 17,562
    55 THERMO FISHER SCIENTIFIC INC 18,599 25,618
    1131.239 TRANSAMERICA CAPITAL GROWTH 43,266 63,700
    200 TRUIST FINL CORP 6,658 9,586
    367 UBER TECHNOLOGIES INC 12,566 18,717
    5000 UBS AG LONDON BRANCH AG TRGR CALLABLE 05/21/24 49,225 61,400
    2588 UIT FT CAP STRENGTH BUY WRITE SER 52 DUE 01/26/2022 25,938 27,433
    429 UNITEDHEALTH GROUP INC 126,760 150,442
    10.1370000000001 VANGUARD INDEX TR VANGUARD TOTAL STK MKT ADMIRAL 837 960
    798.679 VANGUARD TOTAL STOCK MKT IDX 58,815 75,667
    257 VERIZON COMMUNICATIONS INC 13,942 15,099
    110 VF CORP FM 6,116 9,395
    28 VIATRIS INC 507 525
    264 VISA INC 50,476 57,745
    3042.889 WELLS FARGO INDEX ASSET ALLOCATION FUND 111,584 122,781
    1591 WESTERN ASSET HIGH INCOME FUND 8,949 10,946
    82 WESTERN ASSET HIGH INCOME FUND II INC 530 564
    346 WESTERN UNION CO 6,585 7,591
    94 WHIRLPOOL CORP 11,222 16,966

    TY 2020 InvestmentsOtherSchedule2
    Name:
    BURTON A ZIPSER AND SANDRA D ZIPSER
     
    FOUNDATION
    EIN:
    84-4192296
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    1469.794 GOLDMAN SACHS LARGE CAP VALUE INSIGHTS FUND AT COST 27,088 32,482

    TY 2020 LegalFeesSchedule
    Name:
    BURTON A ZIPSER AND SANDRA D ZIPSER
     
    FOUNDATION
    EIN:
    84-4192296
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL AND ADMINISTRATIVE FEES - HONIGMAN 68,418 0 0 68,418


    TY 2020 OtherDecreasesSchedule
    Name:
    BURTON A ZIPSER AND SANDRA D ZIPSER
     
    FOUNDATION
    EIN:
    84-4192296
    Description Amount
    NONDEDUCTIBLE EXPENSES 23
    YEAR END ASSET BASIS DIFFERENCE 121


    TY 2020 OtherExpensesSchedule
    Name:
    BURTON A ZIPSER AND SANDRA D ZIPSER
     
    FOUNDATION
    EIN:
    84-4192296
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNT FEES 175 175 0 0
    OTHER INVESTMENT EXPENSES 8,462 8,462 0 0


    TY 2020 OtherIncomeSchedule2
    Name:
    BURTON A ZIPSER AND SANDRA D ZIPSER
     
    FOUNDATION
    EIN:
    84-4192296
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    HATTERAS CORE ALTNERATIVES 2,944 2,944 2,944


    TY 2020 OtherIncreasesSchedule
    Name:
    BURTON A ZIPSER AND SANDRA D ZIPSER
     
    FOUNDATION
    EIN:
    84-4192296
    Description Amount
    BOOK TAX DIFFERENCES ON BASIS OF ASSETS SOLD 21,673
    MISCELLANEOUS ADJUSTMENT 53


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BURTON A ZIPSER AND SANDRA D ZIPSER
     
    FOUNDATION
    EIN:
    84-4192296
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL AND ADMINISTRATIVE FEES - RADNER 80,219 11,423 0 68,796
    INVESTMENT MANAGEMENT FEES 33,549 33,549 0 0


    TY 2020 SubstantialContributorsSch
    Name:
    BURTON A ZIPSER AND SANDRA D ZIPSER
     
    FOUNDATION
    EIN:
    84-4192296
    Name Address
    CHARITABLE REMAINDER UNITRUST OF BURTON A ZIPSER AND SANDRA D ZIPSER
          		31313 NORTHWESTERN HIGHWAY SUITE
    224
    FARMINGTON HILLS,MI48334


    TY 2020 TaxesSchedule
    Name:
    BURTON A ZIPSER AND SANDRA D ZIPSER
     
    FOUNDATION
    EIN:
    84-4192296
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 1,571 1,571 0 0
      0 0 0 0