Form990-PF
Click to see list of attachments

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 06-01-2020 , and ending 12-31-2020
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 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$7,045,038J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 152,456 152,456  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 262,075
b Gross sales price for all assets on line 6a 1,693,923
7 Capital gain net income (from Part IV, line 2)... 262,075
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 1,296 1,296  
12 Total. Add lines 1 through 11........ 415,827 415,827  
Operating and Administrative Expenses 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)....... Click to see attachment 17,687 11,187   6,500
c Other professional fees (attach schedule).... Click to see attachment 30,873 30,873    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 161     161
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 3 3    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,724 42,063   6,661
25 Contributions, gifts, grants paid....... 419,051 419,051
26 Total expenses and disbursements. Add lines 24 and 25 467,775 42,063   425,712
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -51,948
b Net investment income (if negative, enter -0-) 373,764
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 6,675 122,930 122,930
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) bullet800
Less: allowance for doubtful accounts bullet   800 Click to see attachment800 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)....... 7,112,747 6,917,302 6,917,302
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).......... 4,006 4,006 4,006
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) 7,124,228 7,045,038 7,045,038
Liabilities 17 Accounts payable and accrued expenses.......... 1,967 153
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 1,967 153
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 7,122,261 7,044,885
29 Total net assets or fund balances (see instructions)..... 7,122,261 7,044,885
30 Total liabilities and net assets/fund balances (see instructions). 7,124,228 7,045,038
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
7,122,261
2
Enter amount from Part I, line 27a .....................
2
-51,948
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
7,070,313
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
25,428
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,044,885
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 1157.425 FIRST EAGLE OVERSEAS I P 2016-01-27 2020-06-03
b 127.176 FIRST EAGLE OVERSEAS I P 2016-01-27 2020-06-03
c 0.252 FIRST EAGLE OVERSEAS I P 2018-12-20 2020-06-03
d 1055.827 FIRST EAGLE OVERSEAS I P 2019-04-23 2020-06-03
e 19000 AMAZON.COM INC. 5200 *25DE03 P 2019-10-01 2020-06-08
44000 HSBC TND AL77K 5100 21AP05 P 2019-09-19 2020-06-09
4000 HSBC TND AL77K 5100 21AP05 P 2020-01-06 2020-06-09
2000 VERIZON COMMUNICA 3125 22MH16 P 2019-09-19 2020-06-29
20000 VERIZON COMMUNICA 3125 22MH16 P 2019-10-01 2020-06-29
33000 WASTE MANAGEMENT 3450 *29JN15 P 2020-06-16 2020-07-20
57000 FORD MOTOR CO 4346 *26DE08 P 2019-09-19 2020-08-03
3000 FORD MOTOR CO 4346 *26DE08 P 2020-01-06 2020-08-03
6000 FORD MOTOR CO 4346 *26DE08 P 2020-03-26 2020-08-03
2000 FORD MOTOR CO 4346 *26DE08 P 2020-03-31 2020-08-03
11000 FORD MOTOR CO 4346 *26DE08 P 2020-04-07 2020-08-03
80.768 CLEARBRIDGE LARGE CAP GWTH I P 2020-04-06 2020-08-06
173.427 CLEARBRIDGE LARGE CAP GWTH I P 2016-02-17 2020-08-06
33.331 CLEARBRIDGE LARGE CAP GWTH I P 2016-02-17 2020-08-06
176.222 CLEARBRIDGE LARGE CAP GWTH I P 2018-12-17 2020-08-06
60.78 CLEARBRIDGE LARGE CAP GWTH I P 2018-12-20 2020-08-06
1451.311 FRANKLIN INTL GROWTH ADV P 2019-04-23 2020-08-06
24.413 FRANKLIN INTL GROWTH ADV P 2019-12-16 2020-08-06
664.877 HARTFORD SCHRODER EM MKT EQ I P 2019-09-03 2020-08-06
27 INVESCO QQQ TRUST SERIES 1 P 2020-06-03 2020-08-06
44 ISHARES NASDAQ BIOTECH ETF P 2020-03-02 2020-08-06
53 ISHARES RUSSELL 1000 GRW ETF P 2020-02-28 2020-08-06
53 KRANESH BOSERA MSCI CHINA A P 2019-02-04 2020-08-06
80.071 NUVEEN SANTA BARBARA DIV GR I P 2020-04-06 2020-08-06
23.671 NUVEEN SANTA BARBARA DIV GR I P 2020-06-30 2020-08-06
45 SPDR S&P 500 ETF TRUST P 2013-09-17 2020-08-06
1216.178 BLACKROCK SH OBLIGATIONS INST P 2020-02-11 2020-08-20
10.603 BLACKROCK SH OBLIGATIONS INST P 2020-01-31 2020-08-20
10.117 BLACKROCK SH OBLIGATIONS INST P 2020-05-29 2020-08-20
8.06 BLACKROCK SH OBLIGATIONS INST P 2020-06-30 2020-08-20
6.953 BLACKROCK SH OBLIGATIONS INST P 2020-07-31 2020-08-20
521.995 BLACKROCK SH OBLIGATIONS INST P 2019-10-08 2020-08-24
948.482 BLACKROCK SH OBLIGATIONS INST P 2020-02-11 2020-08-24
6.772 BLACKROCK SH OBLIGATIONS INST P 2020-02-11 2020-08-24
7.564 BLACKROCK SH OBLIGATIONS INST P 2019-12-31 2020-08-24
4000 AT&T INC 4125 *26FB17 P 2020-01-06 2020-10-05
18000 AT&T INC 4125 *26FB17 P 2019-09-19 2020-10-05
250.939 BLACKROCK SH OBLIGATIONS INST P 2019-10-08 2020-10-05
2.121 BLACKROCK SH OBLIGATIONS INST P 2020-08-31 2020-10-05
3.182 BLACKROCK SH OBLIGATIONS INST P 2020-08-31 2020-10-05
3.478 BLACKROCK SH OBLIGATIONS INST P 2020-09-30 2020-10-05
6000 CITIGROUP INC 4000 24AU05 P 2020-01-06 2020-10-05
4000 CITIGROUP INC 4000 24AU05 P 2020-08-18 2020-10-05
26000 CITIGROUP INC 4000 24AU05 P 2019-09-23 2020-10-05
29000 METLIFE INC 3825 *60OC12 P 2019-09-19 2020-10-10
731.989 BLACKROCK SH OBLIGATIONS INST P 2020-01-06 2020-12-28
2645.014 BLACKROCK SH OBLIGATIONS INST P 2019-10-08 2020-12-28
1.059 BLACKROCK SH OBLIGATIONS INST P 2020-09-25 2020-12-28
2.117 BLACKROCK SH OBLIGATIONS INST P 2020-09-25 2020-12-28
2.685 BLACKROCK SH OBLIGATIONS INST P 2020-11-30 2020-12-28
0 HACAX - MFO HARBOR FUND CAPITAL APPRECIATION FUND P 2020-01-01 2020-12-17
14171.83 DBLFX - MFO DOUBLELINE CORE FIXED INCOME FUND I P 2016-01-29 2020-12-08
0 DBLFX - MFO DOUBLELINE CORE FIXED INCOME FUND I P 2020-01-01 2020-12-07
656.03 HACAX - MFO HARBOR FUND CAPITAL APPRECIATION FUND P 2020-05-20 2020-11-09
1697 IGIB - MFC ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF P 2017-12-19 2020-11-09
472.68 HACAX - MFO HARBOR FUND CAPITAL APPRECIATION FUND P 2020-05-20 2020-10-22
2676.18 DBLFX - MFO DOUBLELINE CORE FIXED INCOME FUND I P 2016-01-29 2020-10-22
1116.67 HACAX - MFO HARBOR FUND CAPITAL APPRECIATION FUND P 2020-05-20 2020-09-02
3100.09 DBLFX - MFO DOUBLELINE CORE FIXED INCOME FUND I P 2016-01-29 2020-09-02
881 IGF - MFC ISHARES TR GLOBAL INFRASTRUCTURE ETFINDEX FD P 2019-06-21 2020-08-27
981.91 HACAX - MFO HARBOR FUND CAPITAL APPRECIATION FUND P 2020-05-20 2020-08-10
6134.97 VTMGX - MFO VANGUARD DEVELOPED MARKETS INDEX ADMR P 2020-05-21 2020-07-23
2616.43 DFEOX - MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2013-08-22 2020-07-23
3829.98 DFEOX - MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2013-08-22 2020-07-23
66 INFO - IHS MARKIT LTD COM P 2020-11-23 2020-12-24
45 INFO - IHS MARKIT LTD COM P 2020-11-20 2020-12-24
59 DSDVY - ADR DSV PANALPINA A/S P 2019-12-13 2020-12-11
43 TCEHY - ADR TENCENT HLDGS LTD ADR P 2019-12-13 2020-11-23
37 TCEHY - ADR TENCENT HLDGS LTD ADR P 2019-12-13 2020-11-20
58 ESLOY - ADR ESSILORLUXOTTICA SA P 2019-12-13 2020-11-19
49 ESLOY - ADR ESSILORLUXOTTICA SA P 2019-12-13 2020-11-18
7 NSRGY - ADR NESTLE S A SPONSORED ADR REPSTG REG SH P 2019-12-13 2020-11-09
3 AON - AON PLC P 2020-07-31 2020-11-09
15 ATLKY - ADR ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM SER A P 2019-12-13 2020-11-09
28 AAGIY - ADR AIA GROUP LTD SPONSORED ADR P 2020-09-15 2020-11-09
6 RMD - RESMED INC COM P 2019-12-13 2020-11-09
6 ESLOY - ADR ESSILORLUXOTTICA SA P 2019-12-13 2020-11-09
6 AMADY - ADR AMADEUS IT GROUP S A ADS P 2019-12-13 2020-11-09
3 ASML - ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT) P 2019-12-13 2020-11-09
13 LZAGY - ADR LONZA GROUP AG ADR P 2020-08-07 2020-11-09
3 RACE - FERRARI N V FERRARI N V COMMON S TOCK P 2020-03-25 2020-11-09
14 LVMUY - ADR LVMH MOET HENNESSY LOUIS VUITTON ADR P 2019-12-13 2020-11-09
15 DSDVY - ADR DSV PANALPINA A/S P 2019-12-13 2020-11-09
3 LULU - LULULEMON ATHLETICA INC COM P 2019-12-13 2020-11-09
16 PDRDY - ADR PERNOD RICARD S A ADR . P 2019-12-13 2020-11-09
13 CSLLY - ADR CSL LTD SPONSORED ADR P 2019-12-13 2020-11-09
1 MELI - MERCADOLIBRE INC COM STK P 2020-02-24 2020-11-09
11 ACN - ACCENTURE PLC SHS CL A NEW P 2019-12-13 2020-11-09
17 TSM - ADR TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 P 2019-12-13 2020-11-09
16 HDB - ADR HDFC BK LTD ADR REPSTG 3 SHS P 2020-11-09 2020-11-09
15 ADYEY - ADR ADYEN N V ADR P 2020-10-08 2020-11-09
16 SNN - ADR SMITH & NEPHEW GROUP P L C SPONSOREDADR NEW P 2019-12-19 2020-11-09
12 ALC - ALCON AG COM USD0.04 WI P 2019-12-13 2020-11-09
27 SXYAY - SIKA AG ADR P 2020-01-22 2020-11-09
1 SHOP - SHOPIFY INC CL A SHOPIFY INC P 2019-12-13 2020-11-09
6 ICLR - ICON PLC COM P 2019-12-13 2020-11-09
27 EXPGY - EXPERIAN PLC P 2019-12-13 2020-11-09
6 CP - CANADIAN PAC RY LTD COM NPV P 2019-12-13 2020-11-09
16 TCEHY - ADR TENCENT HLDGS LTD ADR P 2019-12-13 2020-11-09
3 STE - STERIS PLC ORD USD0.001 P 2019-12-13 2020-11-09
157 WMMVY - ADR WAL-MART DE MEX SAB DE CV P 2019-12-13 2020-10-15
138 WMMVY - ADR WAL-MART DE MEX SAB DE CV P 2019-12-13 2020-10-14
15 LULU - LULULEMON ATHLETICA INC COM P 2019-12-13 2020-09-25
4 SHOP - SHOPIFY INC CL A SHOPIFY INC P 2019-12-13 2020-09-22
6 SHOP - SHOPIFY INC CL A SHOPIFY INC P 2019-12-13 2020-07-22
14 LULU - LULULEMON ATHLETICA INC COM P 2019-12-13 2020-07-14
4 SHOP - SHOPIFY INC CL A SHOPIFY INC P 2019-12-13 2020-07-09
18 HON - HONEYWELL INTL INC COM STK P 2019-12-13 2020-12-09
10 LYB - LYONDELLBASELL IND N V COM USD0.01 CL 'A' P 2019-12-13 2020-12-09
20 HON - HONEYWELL INTL INC COM STK P 2019-12-13 2020-12-01
42 JNJ - JOHNSON & JOHNSON COM USD1 P 2019-12-13 2020-12-01
40 VLO - VALERO ENERGY CORP COM STK NEW P 2019-12-13 2020-11-20
13 PAYX - PAYCHEX INC COM P 2019-12-13 2020-11-04
32 TFC - TRUIST FINL CORP COM P 2019-12-13 2020-11-04
9 JPM - JPMORGAN CHASE & CO COM P 2019-12-13 2020-11-04
13 SBUX - STARBUCKS CORP COM P 2019-12-13 2020-11-04
11 MMC - MARSH & MCLENNAN CO'S INC COM P 2020-01-01 2020-11-04
16 JNJ - JOHNSON & JOHNSON COM USD1 P 2019-12-13 2020-10-15
71 CSCO - CISCO SYSTEMS INC P 2019-12-13 2020-10-15
7 ITW - ILL TOOL WKS INC COM P 2019-12-13 2020-09-18
5 HD - HOME DEPOT INC COM P 2019-12-13 2020-09-18
3 LMT - LOCKHEED MARTIN CORP COM P 2019-12-13 2020-09-18
25 MXIM - MAXIM INTEGRATED PRODS INC COM P 2019-12-13 2020-09-15
46 MXIM - MAXIM INTEGRATED PRODS INC COM P 2019-12-13 2020-09-03
19 JNJ - JOHNSON & JOHNSON COM USD1 P 2019-12-13 2020-08-31
11 MXIM - MAXIM INTEGRATED PRODS INC COM P 2019-12-13 2020-08-31
3 MXIM - MAXIM INTEGRATED PRODS INC COM P 2019-12-13 2020-08-28
6 JNJ - JOHNSON & JOHNSON COM USD1 P 2019-12-13 2020-08-28
5 O - REALTY INCOME CORP COM P 2019-12-13 2020-08-27
4 CCI - CROWN CASTLE INTL CORP NEW COM P 2019-12-13 2020-08-27
5 KO - COCA COLA CO COM P 2019-12-13 2020-08-27
16 TFC - TRUIST FINL CORP COM P 2019-12-13 2020-08-27
9 TXN - TEXAS INSTRUMENTS INC COM P 2019-12-13 2020-08-27
16 CSCO - CISCO SYSTEMS INC P 2019-12-13 2020-08-27
2 ITW - ILL TOOL WKS INC COM P 2019-12-13 2020-08-27
3 PG - PROCTER & GAMBLE COM NPV P 2020-04-16 2020-08-27
11 MRK - MERCK & CO INC NEW COM P 2020-04-16 2020-08-27
12 MDLZ - MONDELEZ INTL INC COM P 2020-02-05 2020-08-27
6 NEE - NEXTERA ENERGY INC COM P 2019-12-13 2020-08-27
8 CMCSA - COMCAST CORP NEW-CL A P 2019-12-13 2020-08-27
6 PEP - PEPSICO INC COM P 2019-12-13 2020-08-27
4 HD - HOME DEPOT INC COM P 2019-12-13 2020-08-27
5 MDT - MEDTRONIC PLC COMMON STOCK STOCK P 2019-12-13 2020-08-27
6 PLD - PROLOGIS INC COM P 2020-07-27 2020-08-27
2 LMT - LOCKHEED MARTIN CORP COM P 2019-12-13 2020-08-27
8 WEC - WEC ENERGY GROUP INC COM P 2019-12-13 2020-08-27
4 APD - AIR PROD & CHEM INC COM P 2019-12-13 2020-08-27
4 MXIM - MAXIM INTEGRATED PRODS INC COM P 2019-12-13 2020-08-27
2 ADP - AUTOMATIC DATA PROCESSING INC COM P 2019-12-20 2020-08-27
2 ADP - AUTOMATIC DATA PROCESSING INC COM P 2019-12-19 2020-08-27
6 CVX - CHEVRON CORP COM P 2019-12-13 2020-08-27
8 ABBV - ABBVIE INC COM USD0.01 P 2020-07-13 2020-08-27
10 VZ - VERIZON COMMUNICATIONS COM P 2020-05-13 2020-08-27
6 HON - HONEYWELL INTL INC COM STK P 2019-12-13 2020-08-27
8 JPM - JPMORGAN CHASE & CO COM P 2019-12-13 2020-08-27
8 USB - US BANCORP P 2019-12-13 2020-08-27
7 PAYX - PAYCHEX INC COM P 2019-12-13 2020-08-27
1 BLK - BLACKROCK INC COM STK P 2019-12-13 2020-08-27
5 JNJ - JOHNSON & JOHNSON COM USD1 P 2019-12-13 2020-08-27
2 AVGO - BROADCOM INC COM P 2019-12-19 2020-08-27
4 SRE - SEMPRA COM P 2019-12-13 2020-08-27
5 ABT - ABBOTT LAB COM P 2019-12-13 2020-08-27
3 LLY - ELI LILLY & CO COM P 2019-12-13 2020-08-27
5 MSFT - MICROSOFT CORP COM P 2019-12-13 2020-08-27
7 SBUX - STARBUCKS CORP COM P 2019-12-13 2020-08-27
3 ETN - EATON CORP PLC COM USD0.50 P 2020-08-25 2020-08-27
1 ETN - EATON CORP PLC COM USD0.50 P 2020-08-24 2020-08-27
4 MMC - MARSH & MCLENNAN CO'S INC COM P 2019-12-13 2020-08-27
3 PNC - PNC FINANCIAL SERVICES GROUP COM STK P 2020-01-08 2020-08-27
3 MCD - MC DONALDS CORP COM P 2019-12-13 2020-08-27
29 HON - HONEYWELL INTL INC COM STK P 2019-12-13 2020-08-24
35 MXIM - MAXIM INTEGRATED PRODS INC COM P 2019-12-13 2020-07-27
2 WEC - WEC ENERGY GROUP INC COM P 2019-12-13 2020-07-13
2 NEE - NEXTERA ENERGY INC COM P 2019-12-13 2020-07-13
1 APD - AIR PROD & CHEM INC COM P 2019-12-13 2020-07-13
11 TXN - TEXAS INSTRUMENTS INC COM P 2019-12-13 2020-07-13
32 JNJ - JOHNSON & JOHNSON COM USD1 P 2019-12-13 2020-07-13
(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 26,632   24,699 1,933
b 2,926   2,714 212
c 6   5 1
d 24,295   25,445 -1,150
e 23,152   22,048 1,104
45,673   44,965 708
4,152   4,103 49
2,093   2,036 57
20,934   20,446 488
33,330   36,734 -3,404
57,570   56,955 615
3,030   3,093 -63
6,060   4,498 1,562
2,020   1,610 410
11,110   7,728 3,382
5,228   3,853 1,375
11,226   5,780 5,446
2,158   1,111 1,047
11,407   7,743 3,664
3,934   2,589 1,345
27,618   20,739 6,879
465   403 62
11,376   9,873 1,503
7,415   6,398 1,017
6,013   5,131 882
11,312   8,801 2,511
2,135   1,436 699
3,523   2,975 548
1,042   976 66
15,038   7,695 7,343
12,247   12,210 37
107   106 1
102   102  
81   81  
70   70  
5,256   5,236 20
9,551   9,523 28
68   68  
76   76  
4,592   4,319 273
20,664   19,131 1,533
2,524   2,517 7
21   21  
32   32  
35   35  
6,589   6,401 188
4,392   4,411 -19
28,551   27,333 1,218
29,000   29,813 -813
7,364   7,342 22
26,609   26,529 80
11   11  
21   21  
27   27  
38,266     38,266
160,000   152,064 7,936
1,591     1,591
69,453   54,273 15,180
103,153   92,750 10,403
50,000   39,105 10,895
30,000   28,715 1,285
125,000   92,382 32,618
35,000   33,264 1,736
34,840   40,967 -6,127
95,923   81,233 14,690
80,000   71,288 8,712
64,940   38,854 26,086
95,060   56,875 38,185
5,696   6,156 -460
3,884   4,150 -266
4,721   3,326 1,395
3,276   1,979 1,297
2,837   1,703 1,134
3,935   4,555 -620
3,409   3,848 -439
806   733 73
585   608 -23
754   605 149
1,227   1,184 43
1,333   920 413
425   471 -46
384   486 -102
1,233   871 362
880   815 65
626   464 162
1,536   1,264 272
1,216   846 370
1,005   671 334
596   572 24
1,468   1,252 216
1,356   676 680
2,696   2,260 436
1,516   1,000 516
1,076   1,078 -2
561   588 -27
682   762 -80
801   669 132
693   513 180
931   388 543
1,201   963 238
1,067   888 179
1,967   1,506 461
1,240   736 504
575   457 118
3,706   4,632 -926
3,283   4,071 -788
4,659   3,356 1,303
3,627   1,551 2,076
5,692   2,327 3,365
4,206   3,132 1,074
4,156   1,551 2,605
3,812   3,188 624
884   928 -44
4,125   3,542 583
6,198   5,943 255
2,032   3,748 -1,716
1,126   1,106 20
1,385   1,792 -407
916   1,232 -316
1,173   1,153 20
1,209   1,216 -7
2,347   2,264 83
2,808   3,218 -410
1,414   1,243 171
1,384   1,070 314
1,191   1,158 33
1,681   1,491 190
3,148   2,743 405
2,907   2,688 219
760   656 104
210   179 31
922   849 73
312   360 -48
652   525 127
242   273 -31
629   896 -267
1,279   1,141 138
677   725 -48
399   355 44
415   366 49
946   915 31
701   697 4
1,675   1,422 253
357   349 8
829   828 1
1,158   856 302
535   569 -34
612   602 10
793   772 21
737   715 22
1,180   925 255
280   239 41
282   341 -59
282   338 -56
508   708 -200
757   794 -37
595   551 44
1,000   1,063 -63
819   1,095 -276
296   482 -186
537   596 -59
597   498 99
764   707 57
680   650 30
494   596 -102
559   431 128
449   364 85
1,139   772 367
584   621 -37
307   311 -4
102   103 -1
460   442 18
338   478 -140
641   591 50
4,604   5,136 -532
2,414   2,087 327
176   179 -3
521   474 47
279   231 48
1,444   1,394 50
4,643   4,528 115
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       1,933
b       212
c       1
d       -1,150
e       1,104
      708
      49
      57
      488
      -3,404
      615
      -63
      1,562
      410
      3,382
      1,375
      5,446
      1,047
      3,664
      1,345
      6,879
      62
      1,503
      1,017
      882
      2,511
      699
      548
      66
      7,343
      37
      1
       
       
       
      20
      28
       
       
      273
      1,533
      7
       
       
       
      188
      -19
      1,218
      -813
      22
      80
       
       
       
      38,266
      7,936
      1,591
      15,180
      10,403
      10,895
      1,285
      32,618
      1,736
      -6,127
      14,690
      8,712
      26,086
      38,185
      -460
      -266
      1,395
      1,297
      1,134
      -620
      -439
      73
      -23
      149
      43
      413
      -46
      -102
      362
      65
      162
      272
      370
      334
      24
      216
      680
      436
      516
      -2
      -27
      -80
      132
      180
      543
      238
      179
      461
      504
      118
      -926
      -788
      1,303
      2,076
      3,365
      1,074
      2,605
      624
      -44
      583
      255
      -1,716
      20
      -407
      -316
      20
      -7
      83
      -410
      171
      314
      33
      190
      405
      219
      104
      31
      73
      -48
      127
      -31
      -267
      138
      -48
      44
      49
      31
      4
      253
      8
      1
      302
      -34
      10
      21
      22
      255
      41
      -59
      -56
      -200
      -37
      44
      -63
      -276
      -186
      -59
      99
      57
      30
      -102
      128
      85
      367
      -37
      -4
      -1
      18
      -140
      50
      -532
      327
      -3
      47
      48
      50
      115
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 2 262,075
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 5,195
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  
3 Add lines 1 and 2........................... 3 5,195
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 5,195
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,000
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 2,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 34
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,229
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL, TN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See 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 ofbulletRaymond Zimmerman Telephone no.bullet (561) 999-9815

    Located atbulletPO BOX 810939BOCA RATONFL ZIP+4bullet33481
    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
     
    No
    ........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
    RAYMOND ZIMMERMAN Trustee
    5.00     		0    
    PO BOX 810939
    BOCA RATON,FL33481
    FRED E ZIMMERMAN Trustee
    1.00     		0    
    PO BOX 810939
    BOCA RATON,FL33481
    ROBIN RUBINOFF Trustee
    1.00     		0    
    PO BOX 810939
    BOCA RATON,FL33481
    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  
    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.............bullet  
    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.........................bullet  
    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
    7,940,709
    b
    Average of monthly cash balances.......................
    1b
    122,459
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,063,168
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    8,063,168
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    120,948
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,942,220
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    397,111
    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
    397,111
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,195
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,195
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    391,916
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    391,916
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    391,916
    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
    425,712
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    425,712
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    425,712
    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 7 391,916
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 2,018
    c From 2017...... 76,686
    d From 2018......  
    e From 2019...... 25,057
    fTotal of lines 3a through e........ 103,761
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 425,712
    a Applied to 2019, 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 2020 distributable amount..... 391,916
    e Remaining amount distributed out of corpus 33,796
    5 Excess distributions carryover applied to 2020.    
    (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 5 137,557
    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 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		137,557
    10 Analysis of line 9:
    a Excess from 2016.... 2,018
    b Excess from 2017.... 76,686
    c Excess from 2018....  
    d Excess from 2019.... 25,057
    e Excess from 2020.... 33,796
    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).)
    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
    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
    Alzheimer Association
    309 Waverly Oaks Road
    Waltham,MA02452     		  PC GENERAL OPERATIONS 72
    B'nai Torah Congregation
    6261 SW 18th Street
    Boca Raton,FL33433     		  PC GENERAL OPERATIONS 6,540
    Congregation B'nai Israel
    2200 Yamato Road
    Boca Raton,FL33431     		  PC GENERAL OPERATIONS 5,000
    Congregation Micah
    2001 Old Hickory Blvd
    Brentwood,TN37027     		  PC GENERAL OPERATIONS 1,350
    Congregation Sherith Israel
    3600 West End Avenue
    Nashville,TN37205     		  PC GENERAL OPERATIONS 126
    Gordon Jewish Community Ctr of Nash
    801 Percy Warner Blvd
    Nashville,TN37205     		  PC GENERAL OPERATIONS 903
    ITIMAmerican Friends of ITIM
    247 West 36th Street 5th Floor
    New York,NY10018     		  PC GENERAL OPERATIONS 1,000
    JDC
    200 East 42nd Street
    New York,NY10017     		  PC GENERAL OPERATIONS 200,072
    Jewish Agency for Israel
    633 Third Ave 32 FL Suite C
    New York,NY10017     		  PC GENERAL OPERATIONS 5,100
    Jewish Book Council
    520 8th Avenue 4th FL
    New York,NY10018     		  PC GENERAL OPERATIONS 5,000
    Jewish Family Services - Ruth Rales
    21300 Ruth Baron Coleman Boulevar
    Boca Raton,FL33428     		  PC GENERAL OPERATIONS 8,888
    Jewish Federation of NashvilleMiddl
    801 Percy Warner Blvd
    Nashville,TN37205     		  PC GENERAL OPERATIONS 76,300
    Jewish Federation of Palm Beach Cou
    1 Harvard Circle 100
    West Palm Beach,FL33409     		  PC GENERAL OPERATIONS 40,072
    Morgan Pressel Foundation
    PO Box 480157
    Delray Beach,FL33488     		  PC GENERAL OPERATIONS 18
    Network for Good
    1140 Connecticut Avenue NW STE 700
    Washington,DC20036     		  PC GENERAL OPERATIONS 150
    Pap Corps
    1191 E Newport Center Dr Ste 107
    Deerfield Beach,FL33442     		  PC GENERAL OPERATIONS 300
    Pardes Institute of Jewish Studies
    General Pierre Koenig St 29
    Jerusalem,Jerusalem  
    IS     		  PC GENERAL OPERATIONS 3,100
    Park Avenue Synaogue
    50 East 87th Street
    New York,NY10128     		  PC GENERAL OPERATIONS 820
    Pencil Foundation
    7199 Cockrill Bend Blvd
    Nashville,TN37209     		  PC GENERAL OPERATIONS 500
    PJ Library
    67 Hunt Street Suite 100
    Agawam,MA01001     		  PC GENERAL OPERATIONS 72
    Ruth Rales Jewish Family Services
    21300 Ruth and Baron Coleman Blvd
    Boca Raton,FL33428     		  PC GENERAL OPERATIONS 180
    Stephen Wise Temple
    15500 Stephen S Wise Drive
    Los Angeles,CA90077     		  PC GENERAL OPERATIONS 5,175
    Temple Beth El
    333 Southwest 4th Avenue
    Boca Raton,FL33432     		  PC GENERAL OPERATIONS 68
    The Temple Congregation Ohabai Shal
    5015 Harding Road
    Nashville,TN37205     		  PC GENERAL OPERATIONS 8,189
    United States Holocaust Memorial Mu
    100 Raoul Wallenberg Pl SW
    Washington,DC20024     		  PC GENERAL OPERATIONS 100
    United Way of Palm Bch County
    477 S Rosemary Ave UNIT 230
    West Palm Beach,FL33401     		  PC GENERAL OPERATIONS 10,000
    West End Synagogue
    3810 West End Ave
    Nashville,TN37205     		  PC GENERAL OPERATIONS 7,270
    92Y
    1395 Lexington Ave
    New York,NY10128     		  PC GENERAL OPERATIONS 392
    AJJDC
    220 East 42nd St Suite 400
    New York,NY10017     		  PC GENERAL OPERATIONS 18
    Anne Lewis Humanitarian Fund
    Five PPG Place Suite 250
    Pittsburgh,PA15222     		  PC GENERAL OPERATIONS 150
    B'nai B'rith International
    1120 20th Street NW Suite 300N
    Washington,DC20036     		  PC GENERAL OPERATIONS 110
    Ben Sigel
    PO Box 577
    Brookline,MA02446     		  PC GENERAL OPERATIONS 180
    Biden Victory Fund
    PO Box 96663
    Washington,DC20077     		  PC GENERAL OPERATIONS 500
    Caringbridge
    PO Box 6032
    Albert Lea,MN56007     		  PC GENERAL OPERATIONS 30
    Central Synagogue
    19088 NE 29th Ave
    Aventura,FL33180     		  PC GENERAL OPERATIONS 18
    Chabad of Vanderbilt
    111 23rd Ave N
    Nashville,TN37203     		  PC GENERAL OPERATIONS 180
    Chabad UD
    262 S College Ave
    Newark,DE19711     		  PC GENERAL OPERATIONS 198
    Chase Family
    PO Box 1423
    Charlotte,NC28201     		  PC GENERAL OPERATIONS 7,606
    Congregation Hadash
    481 Sawgrass Corporate Pkwy
    Sunrise,FL33325     		  PC GENERAL OPERATIONS 37
    ELNET
    641 Lexington 17th Floor
    New York,NY10022     		  PC GENERAL OPERATIONS 1,000
    Help Robert Malin Ride Again
    PO Box 1329
    Redwood City,CA94063     		  PC GENERAL OPERATIONS 58
    JCC of Mid Westchester
    999 Wilmot Rd
    Scarsdale,NY10583     		  PC GENERAL OPERATIONS 1,000
    Jesse Park Go Fund Me
    PO Box 1329
    Redwood City,CA94063     		  PC GENERAL OPERATIONS 396
    Jewish Federation of Columbus
    1175 College Ave
    Columbus,OH43209     		  PC GENERAL OPERATIONS 180
    Jewish Federation of Memphis
    6560 Poplar Ave suite b
    Germantown,TN38138     		  PC GENERAL OPERATIONS 72
    Jewish Federation of Miami
    4200 Biscayne Blvd
    Miami,FL33137     		  PC GENERAL OPERATIONS 18
    Jewish Funders Network
    150 West 30th St
    New York,NY10001     		  PC GENERAL OPERATIONS 180
    JFCS Atlanta
    4549 Chamblee Dunwoody Rd
    Dunwoody,GA30338     		  PC GENERAL OPERATIONS 100
    JH Medicine
    1800 Orleans St
    Baltimore,MD21287     		  PC GENERAL OPERATIONS 180
    Leadership Nashville
    222 Second Avenue
    Nashville,TN37201     		  PC GENERAL OPERATIONS 100
    Marcus Jewish Community Center
    5342 Tilly Mill Rd
    Atlanta,GA30338     		  PC GENERAL OPERATIONS 37
    Marlene Meyerson JCC
    334 Amsterdam Ave at W 76th St
    New York,NY10023     		  PC GENERAL OPERATIONS 7,150
    Memorial Sloan Kettering Cancer Cen
    1275 York Avenue
    New York,NY10065     		  PC GENERAL OPERATIONS 180
    Met Council
    77 Water Street 26th floor
    New York,NY10005     		  PC GENERAL OPERATIONS 36
    Metavivorresea
    1783 Forest Drive 184
    Annapolis,MD21401     		  PC GENERAL OPERATIONS 180
    NAACP Legal Defense Fund
    40 Rector Street 5th floor
    New York,NY10006     		  PC GENERAL OPERATIONS 180
    National Yiddish Theatre
    36 Battery Place
    New York,NY10280     		  PC GENERAL OPERATIONS 36
    New York Cares
    65 Broadway 19th Floor
    New York,NY10006     		  PC GENERAL OPERATIONS 250
    North Shore Animal
    14487 N Cleveland Ave
    North Fort Myers,FL33903     		  PC GENERAL OPERATIONS 19
    Our Place
    3924 Tuller Ave
    Culver City,CA90230     		  PC GENERAL OPERATIONS 360
    Rabbinical Assemply
    3080 Broadway
    New York,NY10027     		  PC GENERAL OPERATIONS 266
    Regen Medical New York
    460 Park Ave
    New York,NY10022     		  PC GENERAL OPERATIONS 250
    Score South Florida
    500 S AUSTRALIAN AVENUE STE 115
    WEST PALM BEACH,FL33401     		  PC GENERAL OPERATIONS 100
    Self Help Community
    301 W Main St
    Durham,NC27701     		  PC GENERAL OPERATIONS 100
    Special Olympics of Tennessee
    461 Craighead St
    Nashville,TN37204     		  PC GENERAL OPERATIONS 36
    Stand Among Friends
    777 Glades Rd
    Boca Raton,FL33431     		  PC GENERAL OPERATIONS 500
    Tamar Remz
    441 Saxony Road Barn 2
    Encinitas,CA92024     		  PC GENERAL OPERATIONS 250
    Ted Deutch
    7900 Glades Rd 250
    Boca Raton,FL33434     		  PC GENERAL OPERATIONS 500
    The Jewish Community
    PO Box 650448
    Dallas,TX75265     		  PC GENERAL OPERATIONS 9,443
    UJA Federation
    PO Box 4227
    New York,NY10261     		  PC GENERAL OPERATIONS 100
    Wikipedia Gift Service
    PO Box 98204
    Washington,DC20090     		  PC GENERAL OPERATIONS 10
    Total .................................bullet 3a 419,051
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 152,456  
    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.....     14    
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18   262,075
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOther Revenue     		        1,296
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   152,456 263,371
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    415,827
    (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: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    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
    RAYMOND ZIMMERMAN FAMILY FOUNDATION
     
    Employer identification number

    62-6166380
    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
    RAYMOND ZIMMERMAN FAMILY FOUNDATION
          		Employer identification number
    62-6166380
    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
     
     
     
     

    		$  


    (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
    RAYMOND ZIMMERMAN FAMILY FOUNDATION
          		Employer identification number

    62-6166380
    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
     
    		$    
    (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
     
    		$    
    (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
    RAYMOND ZIMMERMAN FAMILY FOUNDATION
          		Employer identification number

    62-6166380
    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: 20011551
    Software Version: 2020v4.0

    TY 2020 AccountingFeesSchedule
    Name:
    RAYMOND ZIMMERMAN FAMILY FOUNDATION
    EIN:
    62-6166380
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      17,687 11,187 0 6,500

    TY 2020 OtherDecreasesSchedule
    Name:
    RAYMOND ZIMMERMAN FAMILY FOUNDATION
    EIN:
    62-6166380
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Amount
    Adj from Dispositions 29
    Non-Deductible Exp 9,849
    Prior Year Adjustment 15,550


    TY 2020 OtherExpensesSchedule
    Name:
    RAYMOND ZIMMERMAN FAMILY FOUNDATION
    EIN:
    62-6166380
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Charges 3 3    


    TY 2020 OtherIncomeSchedule2
    Name:
    RAYMOND ZIMMERMAN FAMILY FOUNDATION
    EIN:
    62-6166380
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Revenue 1,296    


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    RAYMOND ZIMMERMAN FAMILY FOUNDATION
    EIN:
    62-6166380
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Morgan Stanley Investment Fees 11,502 11,502 0 0
    NORTHERN TRUST INVESTMENT FEES 19,371 19,371 0 0