Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
Name of foundation
ZIMMERMAN FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)3644 PHILIPS HIGHWAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSONVILLE, FL32207
A Employer identification number

59-3503647
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,415,116J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 24,914 24,914  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 113,885
b Gross sales price for all assets on line 6a 668,569
7 Capital gain net income (from Part IV, line 2)... 113,885
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 138,799 138,799  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
161 0   161
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
887 773   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,065 20,065   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,113 20,838   161
25 Contributions, gifts, grants paid....... 253,500 253,500
26 Total expenses and disbursements. Add lines 24 and 25 274,613 20,838   253,661
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -135,814
b Net investment income (if negative, enter -0-) 117,961
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 67,210 50,976 50,976
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,024,144 Click to see attachment
List of Attached Documents:
// Content
904,564 		1,364,140
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,091,354 955,540 1,415,116
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,274 		Click to see attachment
List of Attached Documents:
// Content
3,274
23 Total liabilities (add lines 17 through 22)......... 3,274 3,274
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,088,080 952,266
29 Total net assets or fund balances (see instructions)..... 1,088,080 952,266
30 Total liabilities and net assets/fund balances (see instructions). 1,091,354 955,540
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,088,080
2
Enter amount from Part I, line 27a .....................
2
-135,814
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
952,266
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
952,266
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 668,569   554,684 113,885
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       113,885
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 113,885
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
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 right arrow 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) 1 1,640
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 0
3 Add lines 1 and 2........................... 3 1,640
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,640
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 960
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 680
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSEEMAN ZIMMERMAN Telephone no.right arrow (904) 739-1311

Located atright arrow2553 PINERIDGE RDJACKSONVILLEFL ZIP+4right arrow32207
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)
 
No
(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)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(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)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(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)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
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
SEEMAN ZIMMERMAN PRESIDENT
0.00 		0 0 0
2553 PINERIDGE ROAD
JACKSONVILLE,FL32207
CHARLES ZIMMERMAN VP
0.00 		0 0 0
1560 LANCASTER TERRACE 1201
JACKSONVILLE,FL32204
MORRIE ZIMMERMAN VP
0.00 		0 0 0
2800 SCOTT MILL TERRACE
JACKSONVILLE,FL32257
ELYNE ZIMMERMAN VP
0.00 		0 0 0
1560 LANCASTER TERRACE 1201
JACKSONVILLE,FL32204
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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 N/A 0
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 N/A 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,470,142
b
Average of monthly cash balances.......................
1b
71,496
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,541,638
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,541,638
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
23,125
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,518,513
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
75,926
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.)
1
Minimum investment return from Part IX, line 6..................
1
75,926
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,640
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,640
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
74,286
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
74,286
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
74,286
Part XI
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
253,661
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
253,661
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 74,286
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 656,475
b From 2019...... 415,983
c From 2020...... 407,674
d From 2021...... 202,675
e From 2022...... 126,318
f Total of lines 3a through e ........ 1,809,125
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 253,661
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 74,286
e Remaining amount distributed out of corpus 179,375
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,988,500
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		656,475
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,332,025
10 Analysis of line 9:
a Excess from 2019.... 415,983
b Excess from 2020.... 407,674
c Excess from 2021.... 202,675
d Excess from 2022.... 126,318
e Excess from 2023.... 179,375
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
SEEMAN ZIMMERMAN
CHARLES ZIMMERMAN
MORRIE ZIMMERMAN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
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)
aPaid during the year

BAPTIST HEALTH FDN

841 PRUDENTIAL DR STE 1300
JACKSONVILLE,FL32207 		N/A PC HEALTH CARE 2,500

COMMUNITY FDN FOR NE FL

245 RIVERSIDE AVE STE 310
JACKSONVILLE,FL32202 		N/A PC COMMUNITY PHILANTHROPY 250,000

WOLFSON CHILDREN'S HOSPITAL

1325 SAN MARCO BLVD STE 802
JACKSONVILLE,FL32207 		N/A PC CHILDREN'S HEALTH CARE 1,000
Total .................................right arrow 3a 253,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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
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 24,914  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 113,885  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 138,799 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
138,799
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpStockSchedule
Name:
ZIMMERMAN FAMILY FOUNDATION INC
EIN:
59-3503647
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC UNSPONS ADR 1,753 1,719
ABB LTD ADR 2,313 5,778
ACCENTURE PLC IRELAND CL A 2,471 2,523
ACUITY BRANDS INC 2,226 3,999
ACUSHNET HOLDINGS CORP 1,773 3,120
ADIDAS AG 4,989 5,427
ADIENT PLC COM 1,568 1,735
AGREE REALTY CORP 3,502 3,462
AIA GROUP LTD SPON ADR 3,642 2,933
AIR LIQUIDE ADR 3,869 4,633
ALLETE INC NEW 1,166 1,162
ALPHABET INC CL A 1,437 15,875
AMAZON COM INC 4,469 31,693
AMERICAN EXPRESS CO 6,304 11,823
AMERICAN HOMES 4 RENT CL A 1,238 3,058
AMERIPRISE FINCL INC 832 7,464
AMETEK INC NEW 798 5,122
AMPHENOL CORP NEW CL A 235 2,857
AON PLC CL A 17,273 16,385
AON PLC CL A 3,123 6,228
APPLE HOSPITALITY REIT INC 3,146 3,010
APPLE INC 13,083 14,109
ARCH CAPITAL GROUP LTD 2,278 5,626
ASHLAND INC COM 1,650 2,119
ASICS CORP ADR 1,450 4,957
ASM INTERNATIONAL NV 1,153 2,329
ASML HOLDING NV NY REG NEW 2,110 3,678
ASSURANT INC 2,472 3,180
ASTRAZENECA PLC ADR 4,386 4,328
ATKORE INC 719 5,591
AUTODESK INC DELAWARE 4,217 11,942
AUTOZONE INC 388 3,699
AVALONBAY COMM INC 1,863 3,178
AVIENT CORPORATION 3,133 3,311
AXIS CAPITAL HOLDINGS LTD 3,860 4,969
BALL CORP 1,918 2,337
BANK OF NT BUTTERFIELD&SON LTD 2,074 2,565
BATH & BODY WORKS INC 2,566 2,537
BEACON ROOFING SUPPLY INC 3,398 3,164
BELDEN INC 3,173 3,741
BERKLEY W R CORP 538 3,398
BERRY GLOBAL GROUP INC 773 2,642
BEST BUY CO 1,453 2,830
BLACK HILLS CORP 1,952 2,713
BLUE OWL CAPITAL INC 1,658 1,612
BOYD GAMING CORP 1,811 1,898
BP PLC ADS 4,408 5,920
BREAD FINANCIAL HOLDINGS INC 1,513 1,909
BUREAU VERITAS SA ADR 4,396 3,991
CACI INTERNATIONAL INC CL A 2,903 4,617
CADENCE BANK 2,163 2,998
CANADIAN PACIFIC KANSAS CITY 17,523 17,084
CAPGEMINI S E UNSPONSORED ADR 3,017 3,217
CARLISLE CO INC 351 4,792
CARTER'S 2,950 2,476
CBRE GROUP INC CL A 792 2,652
CDW CORPORATION 413 2,300
CELANESE CORP SERIES A COM STK 1,149 1,564
CENCORA INC 974 5,964
CENTURI HOLDINGS INC 724 565
CHOICE HOTELS INTL INC NEW 836 1,808
CHUBB LTD 3,258 3,769
CIRRUS LOGIC INC 1,676 4,987
CMS ENERGY CP 1,396 4,851
CNX RESOURC CORP 861 2,013
COCA-COLA EUROPACIFIC PARTNERS 2,573 3,362
COLUMBIA BANKING SYSTEMS INC 4,873 4,077
COLUMBIA SPORTSWEAR CO 1,789 1,953
COMERICA INC 2,011 2,280
COMMUNITY HEALTHCARE TR INC 1,535 1,350
COMPAGNIE FIN RICHEMONTAG ADR 4,450 5,135
COMPASS GROUP PLC SPD ADR 4,187 5,461
CONSTELLATION BRANDS INC CL A 913 2,803
CONSTELLIUM SE CL A 2,504 2,187
CONTL AG SPONS ADR 4,195 2,637
CORPAY INC 6,250 11,519
COTERRA ENERGY INC 1,795 3,040
CRH PLC 3,384 3,084
CROCS INC 1,703 2,379
DAIKIN INDS LTD UNSPON ADR 2,944 2,253
DANAHER CORPORATION 10,094 17,854
DARDEN RESTAURANTS 1,842 2,709
DBS GROUP HOLDINGS LTD SP 1,223 2,653
DIAMONDBACK ENERGY INC 1,768 5,277
DIODES INC 2,356 3,029
DIPLOMA PLC ADR 3,342 3,931
DISCOVER FINCL SVCS 855 3,057
DOVER CORP 3,622 4,633
EAST WEST BANCORP 1,571 5,297
ECOLAB INC 10,461 13,734
EDISON INTERNATIONAL 1,931 2,146
ENERGIZER HLDGS INC 2,064 1,892
ENLINK MIDSTREAM LLC 2,503 3,275
EPIROC AKTIEBOLAG ADR 3,602 3,834
ESSENT GROUP LTD COM 2,834 3,725
ESSEX PROPERTY TRUST INC 1,663 1,983
EXPEDIA GROUP INC 2,051 3,214
EXPERIAN GP LTD ADR 3,360 3,809
FANUC CORPORATION UNSP ADR 3,524 3,385
FEDERAL RLTY INVT TR SH BEN 1,088 1,028
FIDELITY NATL INFORMATION SE 2,925 3,635
FIFTH 3RD BANCORP OHIO 1,522 4,561
FIRST CITIZ BANCSHARES A 2,354 4,404
FIRST FINCL BNCP 1,757 2,400
FLEXTRONICS INTL LTD 709 3,391
FLEXTRONICS INTL LTD 2,131 2,228
FLOWERS FOODS INC 2,270 1,920
FNB CORPORATION 4,363 5,212
FORTUNE BRANDS INNOVATIONS INC 1,151 3,687
FREEPORT-MCMORAN CL-B 1,377 2,041
FULLER H B & COMPANY 1,369 3,589
GARTNER INC 10,419 10,490
GENUINE PARTS CO 1,743 2,761
GILDAN ACTIVEWEAR INC 2,910 3,028
GLOBUS MEDICAL INC A 2,441 2,838
GLOBUS MEDICAL INC A 2,447 3,064
GODADDY INC. 2,167 4,288
GRAPHIC PACKAGING HOLDING CO 1,702 1,585
GRIFFON CORPORATION 2,193 2,327
GROUP I AUTOMOTIVE INC 1,627 3,162
H&E EQUIPMENT SVCS INC 1,494 2,874
HALMA PLC UNSPON ADR 2,614 3,443
HANCOCK WHITNEY CORPORATION 3,275 5,548
HANOVER INSURANCE GROUP INC 2,221 3,151
HARTFORD FIN SERS GRP INC 676 3,746
HENRY SCHEIN INC 3,148 3,913
HERSHEY COMPANY 2,054 1,815
HOPE BANCORP, INC. 3,715 2,825
HOST HOTELS & RESORTS INC 1,307 1,420
HOYA CORP SPONS ADR 3,382 3,666
HUBBELL INC 1,374 4,994
HUNTINGTON BANCSHARES 2,923 4,666
HUNTSMAN CORP 1,484 2,300
IAC INC NEW 5,167 2,792
ICON PLC 3,384 4,856
IDEX CORPORATION DELAWARE 362 1,679
IMCD GROUP N V ADR 2,467 2,296
INDEPENDENCE RLTY TR INC COM 2,921 3,860
ING GROEP NV ADR 3,342 4,439
INTEGER HOLDINGS CORP 2,759 4,252
INTERNATIONAL PAPER CO 843 853
INTERNATIONAL SEAWAYS INC 2,274 2,795
INTUIT INC 4,659 14,361
ITT INC 1,202 5,018
ITT INC 2,795 5,847
J&J SNACK FOODS 2,691 4,089
JABIL CIRCUIT INC 620 1,140
JAZZ PHARMACEUTICALS PLC 3,711 2,506
JD SPORTS FASHION PLC ADR 1,434 1,306
KAO CORP 1,754 1,752
KB HOME 1,369 3,609
KBC GROUP NV UNSPONS ADR 3,389 3,602
KBR INC 1,377 3,832
KEURIG DR PEPPER INC COM 1,957 2,891
KIMCO REALTY CORP MD 1,804 1,795
KIRBY CP 1,316 3,319
KITE RLTY GROUP TR 2,474 3,603
KNIFE RIV HLDG CO 1,480 1,849
KROGER CO 980 2,731
LABCORP HOLDINGS INC 1,651 2,908
LEONARDO DRS INC 1,783 3,520
LIBERTY ENERGY INC COM CL A 2,917 3,906
LINCOLN ELEC HLDGS INC 1,826 4,294
LKQ CORPORATION 3,133 3,404
LOEWS CORPORATION 2,531 6,111
LONDON STK EXCHANGE GROUP ADR 2,995 3,386
LOUISIANA PACIFIC CORP 823 3,834
LXP INDUSTRIAL TRUST 3,183 3,338
M&T BANK CORP 2,654 5,454
M/I HOMES INC COM 2,515 2,219
MAGNOLIA OIL & GAS CORP CL A 2,485 4,130
MARTIN MARIETTA MATERIALS 1,284 4,332
MASTEC INC 1,034 5,651
MATADOR RES CO 3,634 4,161
MDU RES GROUP INC 2,320 2,320
MERIT MED SYST 2,180 2,353
MERITAGE HOME CORPORATION 1,141 4,754
META PLATFORMS INC CL A 13,358 14,206
MGIC INVT CORP 2,523 3,707
MICROCHIP TECHNOLOGY INC 3,502 3,885
MICROSOFT CORP 7,238 30,629
MID AMER APART COMM INC 2,095 2,175
MIDDLEBY CORP DEL 3,065 3,505
MOHAWK INDUSTRIES INC 1,669 2,819
MOTOROLA SOLUTIONS INC 878 2,561
MSCI INC COM 11,814 13,971
MTU AERO ENGINES AG 2,364 2,914
MURPHY OIL CORP 2,605 3,234
NATIONAL HEALTH INVESTORS INC 2,982 3,649
NATL FUEL GAS CO 1,860 2,353
NETFLIX INC 11,573 14,026
NEXTRACKER INC CLASS A 495 1,732
NIPPON SANSO HOLDINGS CORP ADR 3,118 3,106
NISOURCE INC 2,385 2,361
NITORI HLDGS CO LTD ADR 2,514 1,690
NOBLE CORP NEW A 2,916 2,690
NOMURA RESH INST LTD ADR 3,533 3,626
NORDEA BANK ABP SPON ADR 2,035 2,025
NORTHERN TRUST CORP 1,569 2,611
NOVO NORDISK A/S ADR 9,894 14,148
NOVO NORDISK A/S ADR 5,768 9,888
NVIDIA CORPORATION 4,801 15,319
OGE ENERGY CORPORATION 3,568 3,443
OLD NATL BANCORP IND 3,706 3,782
ON SEMICONDUCTOR CORP 1,286 1,197
OXFORD INDUSTRIES INC 2,144 2,089
PACKAGING CORP AMER 2,676 4,576
PATRICK INDUSTRIES 1,565 1,531
PATTERSON COMPANIES INC 1,808 1,479
PATTERSON -UTI ENERGY INC 3,106 2,745
PBF ENERGY INC 2,143 2,728
PERFORMANCE FOOD GROUP CO 1,470 2,748
PERNOD RICARD SA ADR 3,302 2,559
PG&E CORP 4,611 4,749
PLYMOUTH INDL REIT INC 1,994 1,981
POST HOLDINGS INC 1,363 2,704
POWER INTEGRATIONS INC 2,846 2,487
PRESTIGE CONSMR HEALTHCARE INC 2,598 2,940
PUBLIC SERVICE ENTERPRISE GP 1,603 1,675
QUEST DIAGNOSTICS INC 2,501 2,435
R P M INC 3,405 4,330
RALPH LAUREN CORP CL A 1,151 2,612
RAYMOND JAMES FINCL INC 1,159 5,283
RAYONIER INCORPORATED 2,090 2,200
RECRUIT HOLDINGS CO. LTD. ADR 1,756 2,889
REGAL REXNORD CORPORATION 1,004 2,192
REGENCY CTRS CORP 2,666 3,594
REGIONS FINANCIAL CORP NEW 3,248 4,850
RELX PLC SPONSORED ADR 3,851 9,543
RENESAS ELECTRONICS CORP ADR 2,303 3,217
RENTOKIL INITIAL PLC ADR 3,360 3,380
REXFORD INDL REALTY INC 1,946 1,707
RYANAIR HLDGS PLC ADR 2,794 3,976
RYERSON HOLDING CORP 2,456 1,367
S&P GLOBAL INC COM 10,622 19,178
SAIA INC 37 1,159
SALESFORCE INC 5,641 16,399
SAMPO OYJ UNSPON ADR 3,895 3,739
SANDY SPRING BANCORP 1,887 1,840
SAP AG 2,322 3,334
SELECTIVE INSURANCE GROUP 463 2,439
SERVICENOW INC 7,142 12,527
SHIN ETSU CHEM CO LTD ADR 3,542 3,393
SIEMENS AKTIENGESELLSCHAFT 4,228 4,155
SILGAN HOLDINGS INC 1,927 3,220
SNAP-ON INC 1,357 5,165
SOUTHWEST GAS HOLDINGS INC 1,944 3,147
STARBUCKS CORP WASHINGTON 13,803 12,067
STATE STREET CORP 4,849 4,552
STEVEN MADDEN LTD 1,436 2,723
STEWART INFORMATION SERVICES 1,787 2,014
STIFEL FINANCIAL CORPORATION 1,846 5,975
STMICROELECTRONICS NV 2,510 2,199
SUMMIT MATLS INC CL A 1,459 2,919
SUNCOR ENERGY INC 2,516 3,924
SUZUKI MTR CORP ADR 3,226 2,946
SYMRISE AG UNSPONS ADR 3,335 3,338
SYNOPSYS INC 8,281 9,116
SYNOVUS FINANCIAL CORP 3,025 4,742
TAKE TWO INTERACTIVE SOFTWARE 2,278 3,105
TAPESTRY INC 1,911 2,064
TD SYNNEX CORPORATION 1,486 2,961
TD SYNNEX CORPORATION 1,690 1,668
TECHTRONIC IND LTD SPONS ADR 2,922 2,508
TELEDYNE TECH INC 4,457 4,545
TEREX CP NEW DEL 3,187 3,239
TEXAS ROADHOUSE INC CL A 298 2,119
THALES USDPONSORD ADR 2,859 3,653
THERMO FISHER SCIENTIFIC 12,506 15,808
TIMKEN CO 3,286 3,260
TIMKEN CO 2,931 2,994
TOKYO ELECTRON LTD UNSPON ADR 3,637 4,230
TTM TECH INC 2,394 3,983
UL SOLUTIONS INC CLASS A 1,771 2,110
UNIFIRST CP 2,143 2,965
UNILEVER PLC (NEW) ADS 7,890 9,128
UNITEDHEALTH GP INC 11,899 23,840
UNIVERSAL HEALTH SERVICES B 1,309 2,093
UNIVERSAL MUSIC GROUP NV ADR 2,289 3,186
US FOODS HOLDING CORP 2,221 3,865
VALLEY NATL BANCORP 4,725 3,574
VAT GROUP AG-ADR 3,640 4,065
VENTAS INC 1,885 1,538
VERALTO CORP 1,690 1,715
VIAVI SOLUTIONS INC COM 2,713 1,807
VISA INC CL A 6,288 22,339
VISHAY INTERTECHNOLOGY INC 1,814 2,788
WAFD INC 2,160 2,120
WASTE MGMT INC (DELA) 10,351 10,687
WEBSTER FINCL CORP 2,931 5,274
WEC ENERGY GROUP INC COM 1,802 4,498
WERNER ENTERPRISES INC 2,645 3,619
WESCO INTL INC 484 3,020
WEYERHAEUSER CO 2,843 2,953
WILLIAMS CO INC 3,346 5,993
WORKDAY INC CL A 15,690 18,007
XCEL ENERGY INC 1,233 3,470
YUM BRANDS INC 11,161 16,822
ZEBRA TECH CL-A 2,434 3,218
ZIMMER BIOMET HLDGS INC COM 2,844 2,822
ZURN ELKAY WATER SOLNS CORP 1,178 2,419

TY 2023 LegalFeesSchedule
Name:
ZIMMERMAN FAMILY FOUNDATION INC
EIN:
59-3503647
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ANSBACHER, SCHNEIDER & TRAGER 161 0   161


TY 2023 OtherExpensesSchedule
Name:
ZIMMERMAN FAMILY FOUNDATION INC
EIN:
59-3503647
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSE 20,065 20,065   0


TY 2023 OtherLiabilitiesSchedule
Name:
ZIMMERMAN FAMILY FOUNDATION INC
EIN:
59-3503647
Description Beginning of Year - Book Value End of Year - Book Value
OTHER PAYABLES 3,274 3,274


TY 2023 TaxesSchedule
Name:
ZIMMERMAN FAMILY FOUNDATION INC
EIN:
59-3503647
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 114 0   0
FOREIGN TAXES 773 773   0