TY 2021 Form 990PF

- TIN:

Form990-PF
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
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Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021

Name of foundation
RAYMOND ZIMMERMAN FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 810939
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
BOCA RATON, FL33481

A Employer identification number

62-6166380

B Telephone number (see instructions)

(561) 999-9815

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$6,941,009J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	250,706		250,706
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		264,191
b	Gross sales price for all assets on line 6a 2,409,067
7	Capital gain net income (from Part IV, line 2)...			264,395
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).......		257	257
12	Total. Add lines 1 through 11........	515,154		515,358
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		7,300		7,300
c	Other professional fees (attach schedule)....		30,006	30,006
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		12,631		12,631
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	5,233			5,233
22	Printing and publications..........
23	Other expenses (attach schedule).......		16		16
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	55,186		30,006	25,180
25	Contributions, gifts, grants paid.......	537,766			537,766
26	Total expenses and disbursements. Add lines 24 and 25	592,952		30,006	562,946
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-77,798
b	Net investment income (if negative, enter -0-)			485,352
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	122,930	190,757	190,757
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts	800
	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).......	6,917,302	6,746,246	6,746,246
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	4,006	4,006	4,006
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	7,045,038	6,941,009	6,941,009
	17	Accounts payable and accrued expenses..........	153	153
	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 )
	23	Total liabilities (add lines 17 through 22).........	153	153
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	7,044,885	6,940,856
	29	Total net assets or fund balances (see instructions).....	7,044,885	6,940,856
	30	Total liabilities and net assets/fund balances (see instructions).	7,045,038	6,941,009

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

7,044,885

Enter amount from Part I, line 27a .....................

-77,798

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

6,967,087

Decreases not included in line 2 (itemize) bullet

26,231

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

6,940,856

Form 990-PF (2021)

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	2000 American Express	P	2020-08-18	2021-06-28
b	3182.352 Blackrock Sh Obligation	P	2021-03-10	2021-06-21
c	2.303 Blackrock Sh Obligation	P	2020-09-28	2021-06-21
d	1.017 Blackrock Sh Obligation	P	2021-01-29	2021-06-21
e	0.845 Blackrock Sh Obligation	P	2021-02-26	2021-06-21
	1.344 Blackrock Sh Obligation	P	2021-03-31	2021-06-21
	1.61 Blackrock Sh Obligation	P	2021-04-30	2021-06-21
	1.621 Blackrock Sh Obligation	P	2021-05-28	2021-06-21
	4000 Bp Capital Market 4742	P	2020-08-18	2021-02-10
	1000 Bp Capital Market 4742	P	2020-10-20	2021-02-10
	1000 Bp Capital Market 4875	P	2021-02-10	2021-03-09
	5000 Capital One Finan	P	2020-08-18	2021-06-28
	7000 Citigroup Inc	P	2020-08-18	2021-04-13
	1000 Citigroup Inc	P	2020-10-20	2021-04-13
	2000 Citigroup Inc Fxd 4000	P	2021-01-26	2021-03-09
	152.446 Columbia Dividend Income Inst	P	2020-08-06	2021-04-09
	56.682 Columbia Dividend Income Inst	P	2020-12-11	2021-04-09
	53.297 Dividend Reinvestment	P	2021-03-18	2021-04-09
	45.164 Dividend Reinvestment	P	2021-06-18	2021-09-13
	1378.756 Delaware Emerging Market	P	2021-06-18	2021-12-22
	154.985 Delaware Emerging Market	P	2021-09-13	2021-12-22
	37.976 Delaware Emerging Market	P	2021-12-17	2021-12-22
	1000 Dominion Energy	P	2020-08-18	2021-03-09
	20000 Dupont De Nemours	P	2020-04-03	2021-03-15
	5000 Dupont De Nemours	P	2020-10-20	2021-03-15
	10.757 First Eagle Overseas	P	2020-08-06	2021-08-03
	37000 Ford Motor Co	P	2020-12-14	2021-12-07
	11000 Ford Motor Co	P	2021-06-21	2021-12-07
	3000 Ford Motor Co	P	2021-10-26	2021-12-07
	98.895 Franklin Intl Growth Adv	P	2021-08-03	2021-09-13
	1347.31 Franklin Intl Growth Adv	P	2021-08-03	2021-12-27
	89.835 Franklin Intl Growth Adv	P	2021-08-03	2021-12-27
	81.277 Franklin Intl Growth Adv	P	2021-08-03	2021-12-27
	148.674 Franklin Intl Growth Adv	P	2020-12-15	2021-04-09
	2.506 Franklin Intl Growth Adv	P	2020-12-15	2021-04-09
	1.808 Franklin Intl Growth Adv	P	2020-12-15	2021-04-09
	262 Ft Enhanced Short Maturity	P	2020-12-28	2021-01-26
	305 Ft Enhanced Short Maturity	P	2020-12-28	2021-02-03
	3000 Goldman Sachs	P	2020-08-19	2021-03-09
	1175.009 Hartford Schroder Em Mkt	P	2021-03-09	2021-12-27
	21.833 Hartford Schroder Em Mkt	P	2021-03-09	2021-12-27
	600.65 Hartford Schroder Em Mkt	P	2021-09-13	2021-12-27
	39.416 Hartford Schroder Em Mkt	P	2020-12-29	2021-12-27
	23 Invesco Qqq Trust Series 1	P	2020-06-03	2021-04-09
	11 Ishares Biotechnology Etf	P	2021-04-19	2021-09-13
	97 Ishares Russell Mid-Cap	P	2020-08-06	2021-04-09
	4000 Metlife Inc	P	2020-08-18	2021-06-15
	24.291 Nuveen Santa Barbara Div Gr I	P	2020-09-30	2021-04-09
	198.581 Nuveen Santa Barbara Div Gr I	P	2020-12-15	2021-04-09
	20.601 Nuveen Santa Barbara Div Gr I	P	2020-12-30	2021-04-09
	24.386 Nuveen Santa Barbara Div Gr I	P	2021-03-31	2021-04-09
	20.226 Nuveen Santa Barbara Div Gr I	P	2021-06-30	2021-09-13
	522 Partnerre Ltd 7.25% Red Ser H	P	2020-08-12	2021-03-09
	541 Partnerre Ltd 7.25% Red Ser H	P	2020-08-26	2021-03-09
	14 Partnerre Ltd 7.25% Red Ser H	P	2020-09-02	2021-03-09
	3000 Pnc Fin Services 6750	P	2020-08-18	2021-06-28
	1000 Pnc Fin Services 6750	P	2020-10-20	2021-06-28
	29 Sempra Energy 5750	P	2020-08-18	2021-03-09
	3 Sempra Energy 5750	P	2020-10-20	2021-03-09
	5000 Time Warner Cable 4000	P	2020-08-18	2021-07-02
	247.557 Virtus Kar Sm Md Cp Core I	P	2021-03-09	2021-04-09
	94.22 Virtus Kar Sm Md Cp Core I	P	2021-03-09	2021-09-13
	21000 American Express 3583	P	2019-10-01	2021-06-28
	4000 American Express 3583	P	2020-04-07	2021-06-28
	2000 American Express 3621	P	2019-10-01	2021-03-09
	6000 Bank Of America 6100	P	2019-09-19	2021-03-09
	3346.037 Blackrock Sh Obligations Inst	P	2020-01-06	2021-06-21
	9.422 Blackrock Sh Obligations Inst	P	2019-10-31	2021-06-21
	15.095 Blackrock Sh Obligations Inst	P	2020-03-31	2021-06-21
	12.31 Blackrock Sh Obligations Inst	P	2020-04-30	2021-06-21
	33000 Bp Capital Market 4742	P	2019-09-19	2021-02-10
	3000 Bp Capital Market 4742	P	2020-01-06	2021-02-10
	17000 Capital One Finan 3934	P	2019-09-19	2021-06-28
	15000 Capital One Finan 3934	P	2019-09-19	2021-06-28
	6000 Capital One Finan 3934	P	2019-09-19	2021-06-28
	1000 Capital One Finan 3934	P	2020-01-06	2021-06-28
	4000 Capital One Finan 3934	P	2020-01-06	2021-06-28
	6000 Capital One Finan 3934	P	2020-04-07	2021-06-28
	7000 Capital One Finan 3990	P	2019-09-19	2021-03-09
	38000 Citigroup Inc 4000	P	2019-09-23	2021-01-26
	35000 Citigroup Inc 4671	P	2019-09-19	2021-04-13
	5000 Citigroup Inc 4671	P	2020-01-06	2021-04-13
	21000 Citigroup Inc 4699	P	2019-09-19	2021-02-16
	98.049 Clearbridge Large Cap Gwth I	P	2016-02-17	2021-09-13
	34.354 Columbia Dividend Income Inst	P	2020-08-06	2021-09-13
	1573.826 First Eagle Overseas I	P	2016-01-27	2021-08-03
	826.256 First Eagle Overseas I	P	2016-01-27	2021-08-03
	47.634 Franklin Intl Growth Adv	P	2019-04-23	2021-04-09
	22000 General Motors Fi 5750	P	2019-09-20	2021-03-09
	20 Invesco Qqq Trust Series 1	P	2020-06-03	2021-09-13
	21 Ishares Biotechnology	P	2020-03-02	2021-09-13
	29 Ishares Russell Mid-Cap	P	2017-07-07	2021-04-09
	146 Ishares Russell Mid-Cap	P	2017-07-07	2021-04-09
	24 Ishares Russell Mid-Cap	P	2017-07-07	2021-09-13
	12 Ishares Russell 1000 Grw	P	2020-02-28	2021-04-09
	17 Ishares Russell 1000 Grw	P	2020-02-28	2021-09-13
	21 Ishares Russell 2000	P	2019-04-23	2021-01-06
	1000 Jpmorgan Chase	P	2020-01-06	2021-03-09
	803 Kranesh Bosera Msci China A	P	2019-02-04	2021-06-18
	1000 Lennar Corporatio 4750	P	2020-01-06	2021-03-09
	5000 Metlife Inc	P	2019-09-19	2021-06-15
	3000 Metlife Inc	P	2020-01-06	2021-06-15
	1000 Metlife Inc	P	2020-04-14	2021-06-15
	21000 Netflix Inc.	P	2020-04-14	2021-09-13
	18000 Netflix Inc.	P	2020-08-18	2021-09-13
	25.03 Nuveen Santa Barbara Div Gr I	P	2020-04-06	2021-04-09
	54.942 Nuveen Santa Barbara Div Gr I	P	2020-04-06	2021-09-13
	23000 Pnc Fin Services 6750	P	2020-04-30	2021-06-28
	68 Spdr S&P 500	P	2013-09-17	2021-04-09
	29 Spdr S&P 500	P	2013-09-17	2021-09-13
	22000 Time Warner Cable 4000	P	2020-04-23	2021-07-02
	3000 Wells Fargo & Co 5875	P	2020-01-06	2021-03-09
	902.2 HARBOR FUND CAP APPRECIATION	P	2021-01-01	2021-01-07
	2462.71 HARBOR FUND CAP APPRECIATION	P	2020-05-20	2021-02-02
	33. COCA COLA CO	P	2020-03-09	2021-03-08
	27. ADR WUXI BIOLOGICS CAYMAN INC	P	2021-02-01	2021-06-03
	7.2 ORGANON & CO COM	P	2021-01-01	2021-06-10
	1.0 ADR HDFC BK LTD ADR REPSTG 3 SHS	P	2020-11-09	2021-11-08
	.3 ORION OFFICE REIT INC	P	2021-11-15	2021-11-15
	23.0 ORION OFFICE REIT INC	P	2021-11-15	2021-11-22
	275.48 MFO DFA INVESTMENT DIMENSIONS GROUP INC	P	2021-02-02	2021-12-10
	246.0 MFC FLEXSHARES TR MORNINGSTAR GLOBAL	P	2021-04-22	2021-12-10
	5271.04 MFO BLACKROCK FDS V HIGH YIELD BD PORT	P	2021-01-01	2021-01-07
	1757.67 MFO DFA INVESTMENT DIMENSIONS GROUP INC	P	2021-01-01	2021-01-07
	31.0 NEXTERA ENERGY INC COM	P	2019-12-13	2021-01-25
	31.0 LYONDELLBASELL INDUSTRIES N V COM	P	2019-12-13	2021-01-25
	9500.62 MFO BLACKROCK FDS V HIGH YIELD BD PORT	P	2018-10-17	2021-02-02
	44.0 NEXTERA ENERGY INC COM	P	2019-12-13	2021-02-19
	21.0 WEC ENERGY GROUP INC COM	P	2019-12-13	2021-02-19
	133.0 MFC ISHARES TRUST ISHARES 5-10 YEAR	P	2017-12-19	2021-03-02
	108.0 COCA COLA CO	P	2019-12-13	2021-03-08
	11.0 HONEYWELL INTL INC	P	2019-12-13	2021-03-17
	32.0 JOHNSON & JOHNSON	P	2019-12-13	2021-03-19
	4.0 MERCADOLIBRE INC COM STK	P	2020-02-24	2021-03-23
	14.0 HOME DEPOT INC	P	2019-12-13	2021-04-06
	69.0 TAIWAN SEMICONDUCTOR MFG LT	P	2019-12-13	2021-04-12
	18.0 ACCENTURE PLC SHS CL A NEW	P	2019-12-13	2021-04-13
	9.0 ADR ASML HOLDING NV NY REG 2012	P	2019-12-13	2021-04-13
	6385.70 MFO BLACKROCK FDS V HIGH YIELD BD PORT	P	2018-10-17	2021-04-15
	16.0 STARBUCKS CORP	P	2019-12-13	2021-04-19
	23995.07 MFO BLACKROCK FDS V HIGH YIELD BD PORT	P	2018-10-17	2021-04-22
	20.0 HONEYWELL INTL INC	P	2019-12-13	2021-04-29
	12.0 LOCKHEED MARTIN CORP	P	2019-12-13	2021-04-29
	32.0 ADR HDFC BK LTD ADR REPSTG 3 SHS	P	2019-12-13	2021-04-30
	34.0 ADR WUXI BIOLOGICS CAYMAN INC	P	2019-12-13	2021-05-03
	2557.55 MFO BLACKROCK FDS V HIGH YIELD BD PORT	P	2018-10-17	2021-05-17
	6.0 CROWN CASTLE INTL CORP NEW COM	P	2019-12-13	2021-05-19
	1.0 BLACKROCK INC CL A	P	2019-12-13	2021-05-20
	3.0 BROADCOM INC COM	P	2021-01-01	2021-05-20
	5.0 ELI LILLY & CO	P	2019-12-13	2021-05-20
	8.0 MEDTRONIC PLC COMMON STOCK	P	2019-12-13	2021-05-20
	40.0 VERIZON COMMUNICATIONS	P	2020-05-13	2021-05-24
	21.0 ADR AIA GROUP LTD SPONSORED ADR	P	2019-12-13	2021-06-02
	19.0 CANADIAN PACIFIC RAILWAY LTD COM	P	2019-12-13	2021-06-02
	11.0 ADR LVMH MOET HENNESSY LOUIS VUITTON ADR	P	2019-12-13	2021-06-02
	1.0 METTLER TOLEDO INTERNATIONAL INC	P	2019-12-13	2021-06-02
	7.0 NESTLE S A SPONSORED ADR REPSTG REG SH	P	2019-12-13	2021-06-02
	21.0 #REORG/PERNOD RICARD MANDATORY EXCHNGE	P	2019-12-13	2021-06-02
	7.0 RESMED INC	P	2019-12-13	2021-06-02
	1.0 SHOPIFY INC CL A SHOPIFY INC	P	2019-12-13	2021-06-02
	11.0 SIKA AG ADR	P	2020-01-22	2021-06-02
	15.0 SMITH & NEPHEW P L C SPD ADR NEW	P	2019-12-19	2021-06-02
	23.0 SMITH & NEPHEW P L C SPD ADR NEW	P	2019-12-19	2021-06-02
	11.0 ALCON AG COM USDO.04 WI	P	2019-12-13	2021-06-02
	8.0 ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD	P	2019-12-13	2021-06-03
	6.0 ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD	P	2019-12-13	2021-06-03
	24.0 SIKA AG ADR	P	2020-01-22	2021-06-03
	163.0 SMITH & NEPHEW P L C SPD ADR NEW	P	2021-01-01	2021-06-03
	84.0 SMITH & NEPHEW P L C SPD ADR NEW	P	2021-01-01	2021-06-04
	25.8 ORGANON & CO COM	P	2021-01-01	2021-06-10
	4.0 BLACKROCK INC CL A	P	2019-12-13	2021-06-18
	51.0 VERIZON COMMUNICATIONS	P	2021-01-01	2021-06-18
	7049.71 MFO BLACKROCK FDS V HIGH YIELD BD PORT	P	2021-01-01	2021-06-23
	50.0 NEXTERA ENERGY INC COM	P	2019-12-13	2021-07-09
	6.0 HOME DEPOT INC	P	2019-12-13	2021-07-15
	11.0 PAYCHEX INC	P	2019-12-13	2021-07-23
	84.0 ADR TENCENT HLDGS LTD ADR	P	2019-12-13	2021-07-29
	1782.53 MFO DOUBLELINE CORE FIXED INCOME FUND I	P	2019-01-29	2021-08-02
	20.0 WEC ENERGY GROUP INC COM	P	2019-12-13	2021-08-04
	3.0 AUTOMATIC DATA PROCESSING INC	P	2019-12-19	2021-08-17
	20.0 COMCAST CORP NEW CL A	P	2019-12-13	2021-08-17
	6.0 HOME DEPOT INC	P	2019-12-13	2021-08-17
	3.0 MICROSOFT CORP COM	P	2019-12-13	2021-08-17
	12.0 PAYCHEX INC	P	2019-12-13	2021-08-24
	75.0 ADR TENCENT HLDGS LTD ADR	P	2019-12-13	2021-08-25
	37.0 ADR TENCENT HLDGS LTD ADR	P	2019-12-13	2021-08-26
	2.0 ADR LVMH MOET HENNESSY LOUIS VUITTON ADR	P	2019-12-13	2021-08-30
	39.0 ADR LVMH MOET HENNESSY LOUIS VUITTON ADR	P	2019-12-13	2021-08-31
	10.0 PAYCHEX INC	P	2019-12-13	2021-09-09
	2238.14 MFO DOUBLELINE CORE FIXED INCOME FUND I	P	2020-08-31	2021-09-10
	8.0 PAYCHEX INC	P	2019-12-13	2021-09-16
	2.0 LULULEMON ATHLETICA INC COM	P	2019-12-13	2021-10-05
	5.0 STERIS PLC ORD USD0.001	P	2019-12-13	2021-10-05
	12.0 ADR ATLAS COPCO AB SPONSRED ADR NEW	P	2019-12-13	2021-10-06
	39.0 AMGEN INC	P	2019-12-13	2021-10-12
	5.0 HOME DEPOT INC	P	2019-12-13	2021-10-12
	3.0 MCDONALDS CORP	P	2019-12-13	2021-10-12
	3.0 PNC BANK CORP	P	2020-01-08	2021-10-12
	15.0 US BANCORP DEL NEW	P	2019-12-13	2021-10-12
	328.07 MFO DFA INVESTMENT DIMENSIONS GROUP INC	P	2020-03-02	2021-11-03
	320.0 MFC ISHARES TR GLOBAL INFRASTRUCTURE	P	2021-01-01	2021-11-03
	850.0 MFC ISHARES TRUST ISHARES 5-10 YEAR	P	2019-06-21	2021-11-03
	4878.68 MFO VANGUARD DEVELOPED MARKETS INDEX ADM	P	2021-01-01	2021-11-03
	42.0 ADR HDFC BK LTD ADR REPSTG 3 SHS	P	2019-12-13	2021-11-04
	81.0 ADR HDFC BK LTD ADR REPSTG 3 SHS	P	2019-12-13	2021-11-05
	92.0 ADR HDFC BK LTD ADR REPSTG 3 SHS	P	2021-01-01	2021-11-08
	9.0 LOCKHEED MARTIN CORP	P	2019-12-13	2021-11-08
	4537.21 MFO DOUBLELINE CORE FIXED INCOME FUND I	P	2021-01-01	2021-11-18
	13.0 HONEYWELL INTL INC	P	2019-12-13	2021-12-06
	14.0 MERCADOLIBRE INC COM STK	P	2021-01-01	2021-12-08
	733.09 MFO BLACKROCK FDS V HIGH YIELD BD PORT	P	2021-01-01	2021-12-10
	359.31 MFO DFA INVT DIMENSIONS GROUP INC	P	2020-03-02	2021-12-10
	716.42 MFO DFA INVT DIMENSIONS GROUP INC	P	2020-11-10	2021-12-10
	3250.21 MFO DOUBLELINE CORE FIXED INCOME FUND I	P	2021-01-01	2021-12-10
	72.0 ISHARES TRUST RUSSELL MIDCAP INDEX FUND	P	2020-11-09	2021-12-10
	148.0 MFC ISHARES TRUST ISHARES 5-10 YEAR	P	2014-12-16	2021-12-10
	507.0 MFC ISHARES TRUST ISHARES 5-10 YEAR	P	2020-07-23	2021-12-10
	701.95 MFO VANGUARD DEVELOPED MARKETS INDEX ADM	P	2020-05-21	2021-12-10
	Wash Sale

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,015	1,884	131
b	31,983	31,983
c	23	23
d	10	10
e	8	9	-1
	14	14
	16	16
	16	16
	4,012	4,015	-3
	1,003	1,004	-1
	1,070	1,120	-50
	5,031	4,558	473
	7,074	7,157	-83
	1,011	1,030	-19
	2,009	2,056	-47
	4,369	3,555	814
	1,625	1,436	189
	1,527	1,459	68
	1,364	1,291	73
	33,628	37,599	-3,971
	3,780	3,909	-129
	926	911	15
	1,048	1,044	4
	21,727	20,817	910
	5,432	5,438	-6
	300	259	41
	40,814	39,730	1,084
	12,134	11,963	171
	3,309	3,267	42
	2,320	2,285	35
	28,846	31,136	-2,290
	1,923	2,076	-153
	1,740	1,878	-138
	3,247	3,064	183
	55	52	3
	39	37	2
	15,730	15,728	2
	18,303	18,309	-6
	3,361	3,296	65
	22,666	24,840	-2,174
	421	462	-41
	11,587	12,494	-907
	760	787	-27
	7,714	5,450	2,264
	1,870	1,666	204
	7,355	5,599	1,756
	4,000	3,943	57
	1,232	1,069	163
	10,070	9,149	921
	1,045	954	91
	1,237	1,206	31
	1,085	1,052	33
	13,179	13,632	-453
	13,659	14,006	-347
	353	362	-9
	3,099	3,113	-14
	1,033	1,047	-14
	779	785	-6
	81	81
	5,000	5,021	-21
	4,619	4,305	314
	1,862	1,638	224
	21,161	21,492	-331
	4,031	3,351	680
	2,000	2,047	-47
	6,647	6,588	59
	33,628	33,561	67
	95	95
	152	150	2
	124	123	1
	33,099	33,078	21
	3,009	3,008	1
	17,113	17,506	-393
	15,100	15,447	-347
	6,037	6,179	-142
	1,006	1,021	-15
	4,025	4,083	-58
	6,037	4,916	1,121
	6,964	7,208	-244
	41,990	39,799	2,191
	35,368	36,779	-1,411
	5,053	5,208	-155
	21,000	22,067	-1,067
	7,748	3,268	4,480
	1,037	801	236
	43,941	33,585	10,356
	23,069	17,632	5,437
	1,040	681	359
	23,391	21,319	2,072
	7,500	4,740	2,760
	3,571	2,449	1,122
	2,199	1,386	813
	11,071	6,976	4,095
	1,935	1,147	788
	3,065	1,993	1,072
	4,873	2,823	2,050
	4,269	3,310	959
	1,105	1,166	-61
	37,014	21,750	15,264
	1,051	1,033	18
	5,000	5,140	-140
	3,000	3,055	-55
	1,000	933	67
	21,394	21,247	147
	18,338	18,302	36
	1,269	930	339
	2,947	2,042	905
	23,758	23,947	-189
	27,837	11,629	16,208
	12,895	4,959	7,936
	22,000	22,060	-60
	3,312	3,383	-71
	95,218	82,532	12,686
	267,008	203,740	63,268
	1,713	1,736	-23
	834	799	35
	222	284	-62
	72	67	5
	6	8	-2
	428	625	-197
	13,432	11,391	2,041
	9,495	9,229	266
	41,061	40,475	586
	53,591	42,672	10,919
	2,690	1,837	853
	2,770	2,877	-107
	74,105	72,205	1,900
	3,441	2,607	834
	1,746	1,877	-131
	8,014	7,269	745
	5,605	5,888	-283
	2,341	1,948	393
	5,133	4,528	605
	5,862	2,704	3,158
	4,413	2,997	1,416
	8,320	4,057	4,263
	5,126	3,699	1,427
	5,651	2,613	3,038
	50,000	48,531	1,469
	1,885	1,419	466
	187,402	182,363	5,039
	4,462	3,542	920
	4,541	4,632	-91
	2,262	2,037	225
	2,382	2,165	217
	20,000	19,437	563
	1,080	778	302
	848	498	350
	1,371	951	420
	1,000	607	393
	1,014	910	104
	2,281	2,204	77
	1,075	888	187
	1,553	954	599
	1,775	993	782
	1,281	772	509
	867	733	134
	925	750	175
	1,428	1,073	355
	1,234	388	846
	355	209	146
	646	714	-68
	994	1,095	-101
	765	613	152
	890	771	119
	718	338	380
	766	456	310
	6,935	7,694	-759
	3,562	3,562
	795	945	-150
	3,375	1,992	1,383
	2,844	2,764	80
	55,622	53,350	2,272
	3,734	2,963	771
	1,924	1,285	639
	1,230	936	294
	5,201	3,865	1,336
	20,000	19,127	873
	1,894	1,788	106
	643	507	136
	1,185	873	312
	1,915	1,285	630
	879	463	416
	1,371	1,021	350
	4,568	3,451	1,117
	2,241	1,703	538
	295	181	114
	5,759	3,522	2,237
	1,118	851	267
	25,000	25,179	-179
	877	681	196
	797	447	350
	1,037	761	276
	727	484	243
	7,889	9,250	-1,361
	1,695	1,070	625
	737	591	146
	608	478	130
	928	905	23
	12,099	7,949	4,150
	15,324	13,367	1,957
	40,695	39,525	1,170
	82,742	61,653	21,089
	2,987	2,674	313
	5,763	5,157	606
	6,586	5,837	749
	3,075	3,474	-399
	50,000	49,138	862
	2,696	2,302	394
	16,734	8,067	8,667
	5,733	5,478	255
	13,284	8,706	4,578
	18,061	15,668	2,393
	35,622	34,952	670
	5,870	4,619	1,251
	6,884	6,160	724
	30,081	31,047	-966
	11,533	8,157	3,376
			204

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			131
b
c
d
e			-1



			-3
			-1
			-50
			473
			-83
			-19
			-47
			814
			189
			68
			73
			-3,971
			-129
			15
			4
			910
			-6
			41
			1,084
			171
			42
			35
			-2,290
			-153
			-138
			183
			3
			2
			2
			-6
			65
			-2,174
			-41
			-907
			-27
			2,264
			204
			1,756
			57
			163
			921
			91
			31
			33
			-453
			-347
			-9
			-14
			-14
			-6

			-21
			314
			224
			-331
			680
			-47
			59
			67

			2
			1
			21
			1
			-393
			-347
			-142
			-15
			-58
			1,121
			-244
			2,191
			-1,411
			-155
			-1,067
			4,480
			236
			10,356
			5,437
			359
			2,072
			2,760
			1,122
			813
			4,095
			788
			1,072
			2,050
			959
			-61
			15,264
			18
			-140
			-55
			67
			147
			36
			339
			905
			-189
			16,208
			7,936
			-60
			-71
			12,686
			63,268
			-23
			35
			-62
			5
			-2
			-197
			2,041
			266
			586
			10,919
			853
			-107
			1,900
			834
			-131
			745
			-283
			393
			605
			3,158
			1,416
			4,263
			1,427
			3,038
			1,469
			466
			5,039
			920
			-91
			225
			217
			563
			302
			350
			420
			393
			104
			77
			187
			599
			782
			509
			134
			175
			355
			846
			146
			-68
			-101
			152
			119
			380
			310
			-759

			-150
			1,383
			80
			2,272
			771
			639
			294
			1,336
			873
			106
			136
			312
			630
			416
			350
			1,117
			538
			114
			2,237
			267
			-179
			196
			350
			276
			243
			-1,361
			625
			146
			130
			23
			4,150
			1,957
			1,170
			21,089
			313
			606
			749
			-399
			862
			394
			8,667
			255
			4,578
			2,393
			670
			1,251
			724
			-966
			3,376

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	264,395
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 ...................		3

Form 990-PF (2021)

Page 4

Part V

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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
3	Add lines 1 and 2...........................	3	6,746
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	6,746
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	11,000
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	11,000
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	23
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	4,231
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax4,231	Refunded	11

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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 XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

FL, TN

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 .

Yes

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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

Raymond Zimmerman Telephone no. bullet

(561) 999-9815

Located at bullet

PO BOX 810939BOCA RATONFL ZIP+4 bullet

33481

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

16 At any time during calendar year 2021, 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 VI-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

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? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)? ......................

1a(5)

(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.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2021? .............

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)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2021 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 2021.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 VII

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
RAYMOND ZIMMERMAN	Trustee 5.00	0
PO BOX 810939 BOCA RATON,FL33481	Trustee 5.00	0
FRED E ZIMMERMAN	Trustee 1.00	0
PO BOX 810939 BOCA RATON,FL33481	Trustee 1.00	0
ROBIN RUBINOFF	Trustee 1.00	0
PO BOX 810939 BOCA RATON,FL33481	Trustee 1.00	0

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...................

Form 990-PF (2021)

Page 7

Part VII

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............. bullet

Part VIII-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 VIII-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......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

6,809,277

Average of monthly cash balances.......................

115,423

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

6,924,700

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

6,924,700

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

103,871

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

6,820,829

Minimum investment return. Enter 5% (0.05) of line 5................

341,041

Part X

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.)

Minimum investment return from Part IX, line 6..................

341,041

Tax on investment income for 2021 from Part V, line 5.......

6,746

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

6,746

Distributable amount before adjustments. Subtract line 2c from line 1............

334,295

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

334,295

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

334,295

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2021
1 Distributable amount for 2021 from Part X, line 7			334,295
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2021:
a From 2016......	2,018
b From 2017......	76,686
c From 2018......
d From 2019......	25,057
e From 2020......	33,796
f Total of lines 3a through e ........		137,557
4Qualifying distributions for 2021 from Part
XI, line 4: $ 562,946
a Applied to 2020, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2021 distributable amount.....			334,295
e Remaining amount distributed out of corpus		228,651
5 Excess distributions carryover applied to 2021.
(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		366,208
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...		2,018
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		364,190
10 Analysis of line 9:
a Excess from 2017....	76,686
b Excess from 2018....
c Excess from 2019....	25,057
d Excess from 2020....	33,796
e Excess from 2021....	228,651

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, 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 IX, 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 XIV

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).)

RAYMOND ZIMMERMAN

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2021)

Page 11

Part XIV

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Alzheimer Association 309 Waverly Oaks Road Waltham,MA02452		PC	GENERAL OPERATIONS	216
B'nai Torah Congregation 6261 SW 18th Street Boca Raton,FL33433		PC	GENERAL OPERATIONS	7,804
Congregation B'nai Israel 2200 Yamato Road Boca Raton,FL33431		PC	GENERAL OPERATIONS	9,570
Congregation Micah 2001 Old Hickory Blvd Brentwood,TN37027		PC	GENERAL OPERATIONS	1,368
Congregation Sherith Israel 3600 West End Avenue Nashville,TN37205		PC	GENERAL OPERATIONS	90
JDC 200 East 42nd Street New York,NY10017		PC	GENERAL OPERATIONS	116,070
Jewish Agency for Israel 633 Third Ave 32 FL Suite C New York,NY10017		PC	GENERAL OPERATIONS	13,689
Jewish Book Council 520 8th Avenue 4th FL New York,NY10018		PC	GENERAL OPERATIONS	9,300
Jewish Family Services - Ruth Rales 21300 Ruth Baron Coleman Boulevar Boca Raton,FL33428		PC	GENERAL OPERATIONS	44,307
Jewish Federation of NashvilleMiddl 801 Percy Warner Blvd Nashville,TN37205		PC	GENERAL OPERATIONS	19,300
Jewish Federation of Palm Beach Cou 1 Harvard Circle 100 West Palm Beach,FL33409		PC	GENERAL OPERATIONS	450
Morgan Pressel Foundation PO Box 480157 Delray Beach,FL33488		PC	GENERAL OPERATIONS	960
Pap Corps 1191 E Newport Center Dr Ste 107 Deerfield Beach,FL33442		PC	GENERAL OPERATIONS	100
Pardes Institute of Jewish Studies General Pierre Koenig St 29 Jerusalem,Jerusalem IS		PC	GENERAL OPERATIONS	23,200
Park Avenue Synaogue 50 East 87th Street New York,NY10128		PC	GENERAL OPERATIONS	4,824
Pencil Foundation 7199 Cockrill Bend Blvd Nashville,TN37209		PC	GENERAL OPERATIONS	100
PJ Library 67 Hunt Street Suite 100 Agawam,MA01001		PC	GENERAL OPERATIONS	540
Stephen Wise Temple 15500 Stephen S Wise Drive Los Angeles,CA90077		PC	GENERAL OPERATIONS	5,395
Temple Beth El 333 Southwest 4th Avenue Boca Raton,FL33432		PC	GENERAL OPERATIONS	616
The Temple Congregation Ohabai Shal 5015 Harding Road Nashville,TN37205		PC	GENERAL OPERATIONS	4,570
United States Holocaust Memorial Mu 100 Raoul Wallenberg Pl SW Washington,DC20024		PC	GENERAL OPERATIONS	100
West End Synagogue 3810 West End Ave Nashville,TN37205		PC	GENERAL OPERATIONS	39,156
92Y 1395 Lexington Ave New York,NY10128		PC	GENERAL OPERATIONS	1,180
AJJDC 220 East 42nd St Suite 400 New York,NY10017		PC	GENERAL OPERATIONS	10
B'nai B'rith International 1120 20th Street NW Suite 300N Washington,DC20036		PC	GENERAL OPERATIONS	117
Chabad of Vanderbilt 111 23rd Ave N Nashville,TN37203		PC	GENERAL OPERATIONS	180
JCC of Mid Westchester 999 Wilmot Rd Scarsdale,NY10583		PC	GENERAL OPERATIONS	17,397
Jewish Federation of Miami 4200 Biscayne Blvd Miami,FL33137		PC	GENERAL OPERATIONS	1,000
Leadership Nashville 222 Second Avenue Nashville,TN37201		PC	GENERAL OPERATIONS	35
Met Council 77 Water Street 26th floor New York,NY10005		PC	GENERAL OPERATIONS	100
New York Cares 65 Broadway 19th Floor New York,NY10006		PC	GENERAL OPERATIONS	500
Stand Among Friends 777 Glades Rd Boca Raton,FL33431		PC	GENERAL OPERATIONS	1,000
70TH National Jewish 520 8th Avenue 4th Floor New York,NY10018		PC	GENERAL OPERATIONS	2,125
Abe's Garden 115 Woodmont Boulevard Nashville,TN37205		PC	GENERAL OPERATIONS	1,100
Adventure Science Center 800 Fort Negley Blvd Nashville,TN37203		PC	GENERAL OPERATIONS	50
AgeWell Middle Tennessee 95 White Bridge Road Suite 250 Nashville,TN37205		PC	GENERAL OPERATIONS	100
Akiva School 809 Percy Warner Boulevard Nashville,TN37205		PC	GENERAL OPERATIONS	1,800
ALS Association 1300 Wilson Boulevard Suite 600 Arlington,VA22209		PC	GENERAL OPERATIONS	1,000
American Cancer Society 2000 Charlotte Ave Nashville,TN37203		PC	GENERAL OPERATIONS	75
American Diabetes Association 55 E Monroe St Ste 3420 Chicago,IL60603		PC	GENERAL OPERATIONS	50
American Friends of Israel 750 N San Vicente Blvd Ste 800 West Hollywood,CA90069		PC	GENERAL OPERATIONS	1,800
American Heart Association Go Red PO Box 840692 Dallas,TX75284		PC	GENERAL OPERATIONS	250
Austism Speaks 1060 State Road 2nd Floor Princeton,NJ08540		PC	GENERAL OPERATIONS	180
Baked by Melissa 110 Fulton Street New York,NY10038		PC	GENERAL OPERATIONS	45
Birthright Israel PO Box 21615 New York,NY10087		PC	GENERAL OPERATIONS	180
Boca Raton Regional Hospital 745 Meadows Road Boca Raton,FL33496		PC	GENERAL OPERATIONS	3,036
Boca Raton Synagogue 7900 Montoya Circle N Boca Raton,FL33433		PC	GENERAL OPERATIONS	203
Bonnet Springs Park 1025 George Jenkins Blvd Lakeland,FL33815		PC	GENERAL OPERATIONS	36
Breast Cancer Research Foundation 28 West 44th Street Suite 609 New York,NY10036		PC	GENERAL OPERATIONS	325
Broadway Cares 165 West 46th Street Suite 1300 New York,NY10036		PC	GENERAL OPERATIONS	258
Cabinet Campaign for the Jewish Fut 25 Broadway 1700 New York,NY10004		PC	GENERAL OPERATIONS	7,500
Camp Pinebrook 1000 Pinebrook Blvd New Rochelle,NY10804		PC	GENERAL OPERATIONS	750
Care for Candace 855 Jefferson Avenue PO Box 1329 Redwood City,CA94063		PC	GENERAL OPERATIONS	360
Chabad Jewish Center of South Metro 9950 Lone Tree Parkway Lone Tree,CO80124		PC	GENERAL OPERATIONS	5,000
Chabad of Boca Raton 17950 Military Trail Boca Raton,FL33496		PC	GENERAL OPERATIONS	360
Chabad of Palm Beach Gardens 7026 Fairview Lane Palm Beach Gardens,FL33418		PC	GENERAL OPERATIONS	1,000
Cincinnati Golden Gloves for Youth 2334 Boudinot Ave Cincinnati,OH45238		PC	GENERAL OPERATIONS	36
Congregation Emanuel One East 65th St New York,NY10065		PC	GENERAL OPERATIONS	3,025
Denver Zoo 2300 Steele Street Denver,CO80205		PC	GENERAL OPERATIONS	10,000
FACES 223 East 34th Street New York,NY10016		PC	GENERAL OPERATIONS	216
Feeding South Florida 2501 SW 32 Terrace Pembroke Pines,FL33023		PC	GENERAL OPERATIONS	180
Friends of Alyn 122 E 42nd St 1519 New York,NY10168		PC	GENERAL OPERATIONS	36
Friends of IDF PO Box 4224 New York,NY10163		PC	GENERAL OPERATIONS	180
Frist Nashville 919 Broadway Nashville,TN37203		PC	GENERAL OPERATIONS	100
Golden West ALS Chapter 1994 Cumulus Court Thousand Oaks,CA91362		PC	GENERAL OPERATIONS	2,000
Hands on Tzedakah Inc 2901 Clint Moore Road 318 Boca Raton,FL33496		PC	GENERAL OPERATIONS	6,800
Hillel of Broward and Palm Beach 777 Glades Road Bldg LY-3A Boca Raton,FL33431		PC	GENERAL OPERATIONS	318
Hospice of Palm Beach County 5300 East Avenue West Palm Beach,FL33407		PC	GENERAL OPERATIONS	36
HSMAI 7918 Jones Branch Drive Suite 300 McLean,VA22102		PC	GENERAL OPERATIONS	730
Huckleberry House 1421 Hamlet Str Columbus,OH43201		PC	GENERAL OPERATIONS	36
I am Hillel 777 Glades Road Bldg LY-3A Boca Raton,FL33431		PC	GENERAL OPERATIONS	360
Impact 100 Palm Beach County 261 NW 13th Street Boca Raton,FL33432		PC	GENERAL OPERATIONS	1,050
Israel Tennis Center Foundation 57 W 38th St Suite 605 New York,NY10018		PC	GENERAL OPERATIONS	1,980
Jewish Federation of Greater New Or 3747 W Esplanade Avenue Metairie,LA70002		PC	GENERAL OPERATIONS	180
Jewish Foundation Greater New Haven 360 Amity Rd Woodbridge,CT06525		PC	GENERAL OPERATIONS	36
Jewish Heritage Museum 36 Battery PL New York,NY10280		PC	GENERAL OPERATIONS	360
Jewish Middle School of Nashville 809 Percy Warner Blvd Nashville,TN37205		PC	GENERAL OPERATIONS	500
JFundersorg 150 West 30th St Ste 900 New York,NY10001		PC	GENERAL OPERATIONS	2,010
JLCFI 41216 Fisher Island Drive Miami Beach,FL33109		PC	GENERAL OPERATIONS	22,000
John Hopkins Kimmel Cancer Center PO Box 17029 Baltimore,MD21297		PC	GENERAL OPERATIONS	5,000
Judy Levis Krug 21050 95th Avenue S Boca Raton,FL33428		PC	GENERAL OPERATIONS	110
Katz Hillel Day School 21011 95th Ave S Boca Raton,FL33428		PC	GENERAL OPERATIONS	36
Manhattan Theatre 311 West 43rd Street 8th floor New York,NY10036		PC	GENERAL OPERATIONS	600
Maya's Hope 244 Fifth Avenue D 176 New York,NY10001		PC	GENERAL OPERATIONS	1,528
MorseLife Health System 4847 Fred Gladstone Drive West Palm Beach,FL33417		PC	GENERAL OPERATIONS	2,500
Mount Sinai Beth Israel Hospital 281 1st Ave New York,NY10003		PC	GENERAL OPERATIONS	18
Museum of Jewish Heritage 36 Battery Pl New York,NY10280		PC	GENERAL OPERATIONS	360
National Multiple Sclerosis Society 1501 Reedsdale St Suite 105 Pittsburgh,PA15233		PC	GENERAL OPERATIONS	1,040
NCSY 11 Broadway Floor 13 New York,NY10004		PC	GENERAL OPERATIONS	1,000
Norman Steinberg Jewish Educational 9901 Donna Klein Blvd Boca Raton,FL33428		PC	GENERAL OPERATIONS	180
Ovarian Cancer Institute 1266 W Paces Ferry Rd Suite 339 Atlanta,GA30327		PC	GENERAL OPERATIONS	36
Panthers Warriors Hockey 2672 SW 15th Street Deerfield Beach,FL33442		PC	GENERAL OPERATIONS	108
Parkinson Research Foundation 200 SE 1st Street Suite 800 Miami,FL33131		PC	GENERAL OPERATIONS	36
Peggy Allen Pumpian Fund 6 Park Center Dr Ste 211 Owings Mills,MD21117		PC	GENERAL OPERATIONS	36
Pelican Harbor Seabird Rescue 1279 NE 79th St Miami,FL33138		PC	GENERAL OPERATIONS	50
Peoria Friendship House 800 NE Madison Ave Peoria,IL61603		PC	GENERAL OPERATIONS	100
Plough Towers 6580 Poplar Ave Memphis,TN38138		PC	GENERAL OPERATIONS	100
Pro-Israel America 455 Massachusetts Ave NW 225 Washington,DC20001		PC	GENERAL OPERATIONS	2,600
Renewal for Life 5904 13th Ave Brooklyn,NY11219		PC	GENERAL OPERATIONS	4,000
Room in the Inn PO Box 25309 Nashville,TN37202		PC	GENERAL OPERATIONS	50
Runner 1501 Langston Blvd Ste 140 Arlington,VA22209		PC	GENERAL OPERATIONS	69
St Jude's Children Research Hospita 3750 NW 87th Ave Suite 100 Doral,FL33178		PC	GENERAL OPERATIONS	100
Stand up to Cancer PO Box 843721 Los Angeles,CA90084		PC	GENERAL OPERATIONS	264
Susan Love Memorial Foundation 1110 Laurel Oak Road Voorhees,NJ08043		PC	GENERAL OPERATIONS	180
Temple Emanuel New York One East 65th Street New York,NY10065		PC	GENERAL OPERATIONS	100
Temple Emanuel of Palm Beach 190 North County Road Palm Beach,FL33109		PC	GENERAL OPERATIONS	2,475
Temple Israel 1376 E Massey Rd Memphis,TN38120		PC	GENERAL OPERATIONS	2,700
The Conservatory New York 20 Hudson Yards New York,NY10001		PC	GENERAL OPERATIONS	218
Tmania Tckts 3501 Chicago Avenue South Minneapolis,MN55407		PC	GENERAL OPERATIONS	500
Tree Gift in Memoriam 1825 Ponce de Leon 306 Coral Gables,FL33134		PC	GENERAL OPERATIONS	130
United Way of Metropolitan Nashvill 250 Venture Circle Nashville,TN37228		PC	GENERAL OPERATIONS	450
University of Miami Post Office Box 025388 Coral Gables,FL33102		PC	GENERAL OPERATIONS	4,000
University School of Nashville 2000 Edgehill Avenue Nashville,TN37212		PC	GENERAL OPERATIONS	300
USA Pole Vaul Bureau Association 1008 Absecon Blvd Atlantic City,NJ08401		PC	GENERAL OPERATIONS	2,660
Vanderbilt Law School 131 21st Avenue South Nashville,TN37203		PC	GENERAL OPERATIONS	100
Vanderbilt University Medical Cente 1161 21st Ave South Nashville,TN37232		PC	GENERAL OPERATIONS	101,000
Vanderbilt- Ingram Cancer Center 2220 Pierce Ave Nashville,TN37232		PC	GENERAL OPERATIONS	18
Weber School for Children 6751 Roswell Road Atlanta,GA30328		PC	GENERAL OPERATIONS	18
Total ................................. 3a				537,766

bApproved for future payment

Total ................................. 3b

Form 990-PF (2021)

Page 12

Part XV-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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............					264,191
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOther Revenue					257
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				250,706	264,448

13Total. Add line 12, columns (b), (d), and (e)..................

515,154

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-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 (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:	21013475
Software Version:	2021v4.1

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2021 AccountingFeesSchedule

Name:

RAYMOND ZIMMERMAN FAMILY FOUNDATION

EIN:

62-6166380

Software ID:

21013475

Software Version:

2021v4.1

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
	7,300	0	0	7,300

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

RAYMOND ZIMMERMAN FAMILY FOUNDATION

EIN:

62-6166380

Software ID:

21013475

Software Version:

2021v4.1

Description	Amount
Non-Deductible Exp (MS)	13,948
Non-Deductible Exp (NT)	2,809
Other Costs	9,474

- TIN:

TY 2021 OtherExpensesSchedule

Name:

RAYMOND ZIMMERMAN FAMILY FOUNDATION

EIN:

62-6166380

Software ID:

21013475

Software Version:

2021v4.1

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Postage	16			16

- TIN:

TY 2021 OtherIncomeSchedule2

Name:

RAYMOND ZIMMERMAN FAMILY FOUNDATION

EIN:

62-6166380

Software ID:

21013475

Software Version:

2021v4.1

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
Other Revenue	257

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

RAYMOND ZIMMERMAN FAMILY FOUNDATION

EIN:

62-6166380

Software ID:

21013475

Software Version:

2021v4.1

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Morgan Stanley Investment Fees	22,912	22,912	0	0
NORTHERN TRUST INVESTMENT FEES	7,094	7,094	0	0

- TIN:

TY 2021 TaxesSchedule

Name:

RAYMOND ZIMMERMAN FAMILY FOUNDATION

EIN:

62-6166380

Software ID:

21013475

Software Version:

2021v4.1

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Taxes	12,631			12,631