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 01-01-2023 , and ending 12-31-2023
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 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$0J 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... 285,090 285,090  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 97,088
b Gross sales price for all assets on line 6a 2,575,372
7 Capital gain net income (from Part IV, line 2)... 97,088
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
List of Attached Documents:
// Content
41 41  
12 Total. Add lines 1 through 11........ 382,219 382,219  
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
List of Attached Documents:
// Content
8,219     8,219
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
51,740 51,740    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 57,754     57,754
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
48     48
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 117,761 51,740   66,021
25 Contributions, gifts, grants paid....... 593,492 593,492
26 Total expenses and disbursements. Add lines 24 and 25 711,253 51,740   659,513
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -329,034
b Net investment income (if negative, enter -0-) 330,479
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............. 432,558 356,700  
2 Savings and temporary cash investments.........      
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)....... 6,457,123 5,921,195  
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) 6,889,681 6,277,895 0
Liabilities 17 Accounts payable and accrued expenses.......... 5,321 3,870
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 500,650 222,142
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 505,971 226,012
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 6,383,710 6,051,883
29 Total net assets or fund balances (see instructions)..... 6,383,710 6,051,883
30 Total liabilities and net assets/fund balances (see instructions). 6,889,681 6,277,895
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
6,383,710
2
Enter amount from Part I, line 27a .....................
2
-329,034
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,054,676
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,793
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,051,883
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 5000 BANK OF AMERICA C 8631 *63JL14 P 2022-12-06 2023-07-17
b 1000 BANK OF AMERICA C 8631 *63JL14 P 2023-03-16 2023-07-17
c 1000 BANK OF NEW YORK 8119 *63DE20 P 2023-03-23 2023-12-20
d 726.535 CLEARBRIDGE SMALL CAP GWTH I P 2023-06-15 2023-12-04
e 656.837 DELAWARE SMALL CAP CORE INST P 2023-03-07 2023-06-14
1000 ISHARES CORE S&P SMALL CAP E P 2022-11-21 2023-03-07
10000 JPMORGAN CHASE 6750 *63SP11 P 2022-12-06 2023-09-12
5000 JPMORGAN CHASE 6750 *63SP11 P 2023-06-20 2023-09-12
30.911 MFS INTL GROWTH I P 2022-11-03 2023-06-20
2683.271 MFS INTL GROWTH I P 2022-11-03 2023-06-14
767.318 PRINCIPAL MIDCAP INSTL P 2023-06-15 2023-12-04
80 SEMPRA ENERGY 5750 *79JL01 P 2023-06-20 2023-12-13
5000 SPRINT LLC 7875 23SP15 P 2022-12-06 2023-09-15
3000 SPRINT LLC 7875 23SP15 P 2023-06-20 2023-09-15
5000 WESTERN DIGITAL C 4750 *26FB15 P 2022-12-06 2023-09-07
20000 BALL CORP 4000 23NV15 P 2020-08-06 2023-06-20
5000 BALL CORP 4000 23NV15 P 2020-08-10 2023-06-20
18000 BANK OF AMERICA C 8631 *63JL14 P 2021-07-20 2023-07-17
21000 BANK OF AMERICA C 8631 *63JL14 P 2021-07-20 2023-07-17
8999.914 BANK OF AMERICA C 8631 *63JL14 P 2021-08-17 2023-07-17
2000.086 BANK OF AMERICA C 8631 *63JL14 P 2021-08-17 2023-07-17
2000 BANK OF AMERICA C 8631 *63JL14 P 2021-07-21 2023-07-17
50000 BANK OF NEW YORK 8119 *63DE20 P 2021-06-30 2023-12-20
2000 BANK OF NEW YORK 8119 *63DE20 P 2021-10-21 2023-12-20
1000 BANK OF NEW YORK 8119 *63DE20 P 2022-11-03 2023-12-20
5000 BANK OF NEW YORK 8119 *63DE20 P 2022-12-06 2023-12-20
15000.047 CITIGROUP INC 9340 *63JN27 P 2021-04-26 2023-06-28
5999.953 CITIGROUP INC 9340 *63JN27 P 2021-04-26 2023-06-28
13000 CITIGROUP INC 9340 *63JN27 P 2021-04-26 2023-06-28
3000 CITIGROUP INC 9340 *63JN27 P 2021-10-26 2023-06-28
6000 CITIGROUP INC 9340 *63JN27 P 2021-04-18 2023-06-28
22000 HEWLETT PACKARD E 4450 *23OC02 P 2020-04-30 2023-06-20
3000 HEWLETT PACKARD E 4450 *23OC02 P 2020-08-18 2023-06-20
92 INVESCO QQQ TRUST SERIES 1 P 2022-06-24 2023-06-27
15 ISHARES RUSSELL 2000 ETF P 2016-02-09 2023-06-14
95 ISHARES RUSSELL 2000 ETF P 2016-02-09 2023-06-14
183 ISHARES RUSSELL 2000 ETF P 2016-02-09 2023-06-14
71 ISHARES RUSSELL 2000 ETF P 2016-02-09 2023-06-14
31 ISHARES RUSSELL 2000 ETF P 2019-04-23 2023-06-14
59 ISHARES RUSSELL 2000 ETF P 2020-08-06 2023-06-14
220 ISHARES RUSSELL MID-CAP ETF P 2016-02-09 2023-06-14
496 ISHARES RUSSELL MID-CAP ETF P 2016-02-09 2023-06-14
228 ISHARES RUSSELL MID-CAP ETF P 2016-02-09 2023-06-14
100 ISHARES RUSSELL MID-CAP ETF P 2016-03-03 2023-06-14
60 ISHARES RUSSELL MID-CAP ETF P 2016-03-15 2023-06-14
359 ISHARES RUSSELL MID-CAP ETF P 2016-07-15 2023-06-14
61000 JPMORGAN CHASE 6750 *63AU29 P 2019-09-19 2023-08-30
8000 JPMORGAN CHASE 6750 *63AU30 P 2020-08-18 2023-08-31
1000 JPMORGAN CHASE 6750 *63AU30 P 2020-10-20 2023-08-31
1000 JPMORGAN CHASE 6750 *63SP01 P 2021-10-26 2023-09-05
36 SEMPRA ENERGY 5750 *79JL01 P 2020-04-29 2023-12-13
8 SEMPRA ENERGY 5750 *79JL01 P 2020-04-30 2023-12-13
159 SEMPRA ENERGY 5750 *79JL01 P 2022-11-03 2023-12-13
12 SEMPRA ENERGY 5750 *79JL01 P 2022-12-06 2023-12-13
73 SEMPRA ENERGY 5750 *79JL01 P 2020-04-29 2023-12-12
37 SEMPRA ENERGY 5750 *79JL01 P 2020-04-29 2023-12-07
35 SEMPRA ENERGY 5750 *79JL01 P 2020-04-29 2023-12-06
12 SEMPRA ENERGY 5750 *79JL01 P 2020-04-29 2023-12-05
290 SEMPRA ENERGY 5750 *79JL01 P 2020-04-29 2023-12-01
236 SEMPRA ENERGY 5750 *79JL01 P 2020-04-29 2023-11-30
169 SEMPRA ENERGY 5750 *79JL01 P 2020-04-29 2023-11-29
3 SEMPRA ENERGY 5750 *79JL01 P 2020-07-08 2023-11-29
57 SEMPRA ENERGY 5750 *79JL01 P 2020-08-18 2023-11-29
21000 SPRINT LLC 7875 23SP15 P 2021-03-15 2023-09-15
11000 SPRINT LLC 7875 23SP15 P 2021-06-21 2023-09-15
3000 SPRINT LLC 7875 23SP15 P 2021-10-26 2023-09-15
24000 WESTERN DIGITAL C 4750 *26FB15 P 2022-03-02 2023-09-07
14 RMD - RESMED INC COM P 2019-12-13 2023-01-05
2 RMD - RESMED INC COM P 2019-12-13 2023-01-06
6 BLK - BLACKROCK INC COM STK P 2019-12-13 2023-01-24
12 MSFT - MICROSOFT CORP COM P 2019-12-13 2023-01-24
21 QCOM - QUALCOMM INC COM P 2020-10-15 2023-01-24
178 IGF - MFC ISHARES TR GLOBAL INFRASTRUCTURE ETFINDEX FD P 2014-12-16 2023-01-30
262 IGF - MFC ISHARES TR GLOBAL INFRASTRUCTURE ETFINDEX FD P 2014-12-16 2023-01-30
691 IGF - MFC ISHARES TR GLOBAL INFRASTRUCTURE ETFINDEX FD P 2020-08-10 2023-01-30
134 IGF - MFC ISHARES TR GLOBAL INFRASTRUCTURE ETFINDEX FD P 2014-12-16 2023-01-30
3 BLK - BLACKROCK INC COM STK P 2019-12-13 2023-02-09
9 MSFT - MICROSOFT CORP COM P 2019-12-13 2023-02-09
16 QCOM - QUALCOMM INC COM P 2020-10-15 2023-02-09
3 BLK - BLACKROCK INC COM STK P 2019-12-13 2023-02-24
8 AMT - AMERICAN TOWER CORP P 2020-12-09 2023-03-06
7 AMT - AMERICAN TOWER CORP P 2021-03-17 2023-03-06
35 SBUX - STARBUCKS CORP COM P 2022-01-21 2023-03-06
4 BLK - BLACKROCK INC COM STK P 2019-12-13 2023-03-13
26 MDT - MEDTRONIC PLC COMMON STOCK STOCK P 2019-12-13 2023-03-13
7 MDT - MEDTRONIC PLC COMMON STOCK STOCK P 2021-07-09 2023-03-13
16 ACN - ACCENTURE PLC CLS A P 2019-12-13 2023-03-17
6 EPAM - EPAM SYS INC COM STK P 2021-06-02 2023-03-17
17 LULU - LULULEMON ATHLETICA INC COM P 2020-03-06 2023-03-17
4 LULU - LULULEMON ATHLETICA INC COM P 2020-04-17 2023-03-17
58 EXPGY - EXPERIAN PLC P 2019-12-13 2023-03-20
14 AMT - AMERICAN TOWER CORP P 2020-12-09 2023-03-20
4 BLK - BLACKROCK INC COM STK P 2019-12-13 2023-03-20
59 EXPGY - EXPERIAN PLC P 2019-12-13 2023-03-21
30 ALC - ALCON AG COM USD0.04 WI P 2019-12-13 2023-04-04
48 ALC - ALCON AG COM USD0.04 WI P 2019-12-13 2023-04-05
16 ALC - ALCON AG COM USD0.04 WI P 2020-04-03 2023-04-06
35 ALC - ALCON AG COM USD0.04 WI P 2019-12-13 2023-04-06
25 ALC - ALCON AG COM USD0.04 WI P 2020-04-03 2023-04-10
546 GUNR - MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD P 2022-01-19 2023-04-20
1159 GUNR - MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD P 2021-04-22 2023-04-20
1150 GUNR - MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD P 2022-01-19 2023-04-20
1 LSRCY - ADR LASERTEC CORP ADR P 2021-06-02 2023-05-08
188 LSRCY - ADR LASERTEC CORP ADR P 2021-06-03 2023-05-08
5 BLK - BLACKROCK INC COM STK P 2019-12-13 2023-05-09
8 BLK - BLACKROCK INC COM STK P 2019-12-13 2023-05-24
21 CROWN CASTLE INC COM P 2019-12-13 2023-06-06
2 LNNGY - ADR LI NING CO LTD ADR P 2021-11-05 2023-06-06
7 LNNGY - ADR LI NING CO LTD ADR P 2021-11-08 2023-06-06
3 LNNGY - ADR LI NING CO LTD ADR P 2021-10-08 2023-06-06
11 LNNGY - ADR LI NING CO LTD ADR P 2021-10-06 2023-06-06
5 LNNGY - ADR LI NING CO LTD ADR P 2021-10-07 2023-06-06
34 MDT - MEDTRONIC PLC COMMON STOCK STOCK P 2019-12-13 2023-06-06
1 AVGO - BROADCOM INC COM P 2022-02-14 2023-06-22
112 TFC - TRUIST FINL CORP COM P 2019-12-13 2023-06-22
2 AVGO - BROADCOM INC COM P 2021-01-25 2023-07-10
4 AVGO - BROADCOM INC COM P 2022-02-14 2023-07-10
3 AVGO - BROADCOM INC COM P 2021-03-08 2023-07-14
1 AVGO - BROADCOM INC COM P 2021-01-25 2023-07-14
19 MRK - MERCK & CO INC NEW COM P 2020-09-03 2023-07-14
13 PG - PROCTER & GAMBLE COM NPV P 2022-04-08 2023-07-14
2 AON - AON PLC P 2022-03-21 2023-07-20
14 CP - CANADIAN PAC KANS CITY LTD P 2019-12-13 2023-07-20
6 NSRGY - ADR NESTLE S A SPONSORED ADR REPSTG REG SH P 2019-12-13 2023-07-20
8 NVO - ADR NOVO-NORDISK A S ADR P 2022-04-12 2023-07-20
3 RACE - FERRARI N V FERRARI N V COMMON S TOCK P 2021-03-30 2023-07-20
4 STE - STERIS PLC ORD USD0.001 P 2019-12-13 2023-07-20
1 TEAM - ATLASSIAN CORP CL A P 2021-09-21 2023-07-20
31 ADYEY - ADR ADYEN N V ADR P 2020-10-08 2023-07-21
7 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM P 2022-07-08 2023-07-21
2 ICLR - ICON PLC COM P 2021-08-19 2023-07-21
24 SXYAY - SIKA AG ADR P 2020-01-21 2023-07-21
191.149993896484 DFEOX - MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2021-12-13 2023-07-24
2578.51000976563 DFEOX - MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-03-02 2023-07-24
1169.81994628906 DFEOX - MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2020-03-02 2023-07-24
3538.XXX-XX-XXXX DFEOX - MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2013-08-22 2023-07-24
2555.40991210938 DFEOX - MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2019-08-30 2023-07-24
182 TFC - TRUIST FINL CORP COM P 2019-12-13 2023-07-26
2 AVGO - BROADCOM INC COM P 2021-03-08 2023-08-04
152 TFC - TRUIST FINL CORP COM P 2019-12-13 2023-08-04
79 CSLLY - ADR CSL LTD SPONSORED ADR P 2019-12-13 2023-08-07
22 CSLLY - ADR CSL LTD SPONSORED ADR P 2019-12-13 2023-08-07
2 AAGIY - ADR AIA GROUP LTD SPONSORED ADR P 2020-09-14 2023-08-10
241 AAGIY - ADR AIA GROUP LTD SPONSORED ADR P 2019-12-13 2023-08-10
29 CROWN CASTLE INC COM P 2019-12-13 2023-08-15
39 TFC - TRUIST FINL CORP COM P 2022-07-26 2023-08-15
57 TFC - TRUIST FINL CORP COM P 2022-04-28 2023-08-15
51 TFC - TRUIST FINL CORP COM P 2022-05-06 2023-08-15
21 CROWN CASTLE INC COM P 2019-12-13 2023-08-25
31 CROWN CASTLE INC COM P 2019-12-13 2023-09-14
29 CROWN CASTLE INC COM P 2019-12-13 2023-09-14
27 ABT - ABBOTT LAB COM P 2019-12-13 2023-09-07
15 QCOM - QUALCOMM INC COM P 2020-10-15 2023-09-07
30 RMD - RESMED INC COM P 2019-12-13 2023-09-14
25 ABT - ABBOTT LAB COM P 2019-12-13 2023-09-14
37 MDT - MEDTRONIC PLC COMMON STOCK STOCK P 2019-12-13 2023-09-14
188.380004882813 DBLFX - MFO DOUBLELINE FUNDS TRUST CORE FIXED INCOME I P 2021-12-07 2023-09-18
10861.33984375 DBLFX - MFO DOUBLELINE FUNDS TRUST CORE FIXED INCOME I P 2016-01-29 2023-09-18
110 PRNDY - ADR PERNOD RICARD S A SPONSORED ADR P 2019-12-13 2023-09-29
87 PRNDY - ADR PERNOD RICARD S A SPONSORED ADR P 2019-12-13 2023-10-02
11441.XXX-XX-XXXX DBLFX - MFO DOUBLELINE FUNDS TRUST CORE FIXED INCOME I P 2016-01-29 2023-10-03
38 MDT - MEDTRONIC PLC COMMON STOCK STOCK P 2019-12-13 2023-10-12
8325 TDTT - MFC FLEXSHARES TR TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD P 2022-03-01 2023-10-20
2 ASMIY - ADR ASM INTERNATIONAL NV ASM INTERNATIONAL N.V. COM STK P 2022-04-21 2023-10-20
2 ASML - ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT) P 2019-12-13 2023-10-20
27 ABT - ABBOTT LAB COM P 2019-12-13 2023-10-23
17 MDT - MEDTRONIC PLC COMMON STOCK STOCK P 2019-12-13 2023-10-23
39 MDT - MEDTRONIC PLC COMMON STOCK STOCK P 2021-12-06 2023-10-23
534 GUNR - MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD P 2021-04-22 2023-10-31
242 IGF - MFC ISHARES TR GLOBAL INFRASTRUCTURE ETFINDEX FD P 2020-08-10 2023-10-31
430 IGIB - MFC ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF P 2017-12-19 2023-10-31
5743.1201171875 DBLFX - MFO DOUBLELINE FUNDS TRUST CORE FIXED INCOME I P 2016-01-29 2023-11-01
2561.48999023438 DFCEX - MFO DFA INVT DIMENSIONS GROUP INC EMERGING MKTS CORE EQUITY PORT P 2021-02-02 2023-11-01
902.130004882813 DFSTX - MFO DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP P 2021-02-02 2023-11-01
309.619995117188 DFSTX - MFO DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP P 2021-12-13 2023-11-01
1513.55004882813 VTMGX - MFO VANGUARD DEVELOPED MARKETS INDEX ADMR P 2020-05-21 2023-11-01
1 HD - HOME DEPOT INC COM P 2019-12-13 2023-11-03
5 TXN - TEXAS INSTRUMENTS INC COM P 2019-12-13 2023-11-03
166 SBGSY - ADR SCHNEIDER ELECTRIC SE P 2022-04-04 2023-11-07
75 LZAGY - ADR LONZA GROUP AG ADR P 2020-10-14 2023-11-09
20 LZAGY - ADR LONZA GROUP AG ADR P 2020-08-10 2023-11-09
97 SXYAY - SIKA AG ADR P 2020-01-21 2023-11-10
39 SXYAY - SIKA AG ADR P 2020-01-17 2023-11-10
21 UPS - UNITED PARCEL SVC INC CL B P 2021-11-08 2023-11-14
1078.52001953125 DBLFX - MFO DOUBLELINE FUNDS TRUST CORE FIXED INCOME I P 2016-01-29 2023-11-20
474.760009765625 DFCEX - MFO DFA INVT DIMENSIONS GROUP INC EMERGING MKTS CORE EQUITY PORT P 2021-02-02 2023-11-20
433.61 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL P   2023-11-20
229.699996948242 DFSTX - MFO DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP P 2021-02-02 2023-11-20
2 BROADCOM INC COM P   2023-11-20
100 GUNR - MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD P 2021-04-22 2023-11-20
46 IGF - MFC ISHARES TR GLOBAL INFRASTRUCTURE ETFINDEX FD P 2020-08-10 2023-11-20
33 IGIB - MFC ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF P 2017-12-19 2023-11-20
48 IGIB - MFC ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF P 2018-10-17 2023-11-20
286.670013427734 VTMGX - MFO VANGUARD DEVELOPED MARKETS INDEX ADMR P 2020-05-21 2023-11-20
9 KINDER MORGAN INC DEL COM P    
1 ACN - ACCENTURE PLC CLS A P 2019-12-13 2023-11-20
36 ADYEY - ADR ADYEN N V ADR P 2020-10-08 2023-11-20
1 AON - AON PLC P 2022-03-21 2023-11-20
1 ASMIY - ADR ASM INTERNATIONAL NV ASM INTERNATIONAL N.V. COM STK P 2022-04-21 2023-11-20
9 RLTY INC CORP COM P 2022-08-08 2023-11-20
39 ATLKY - ADR ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM CLASS A P 2019-12-13 2023-11-20
4 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM P 2022-07-08 2023-11-20
14 WILLIAMS COS INC P 2022-08-18 2023-11-20
9 CP - CANADIAN PAC KANS CITY LTD P 2019-12-13 2023-11-20
3 DSDVY - ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD P 2019-12-13 2023-11-20
1 EPAM - EPAM SYS INC COM STK P 2021-06-02 2023-11-20
5 EVVTY - ADR EVOLUTION AB ADR UNSP ADR EACH REPR 1 ORD P 2021-05-10 2023-11-20
8 EXPGY - EXPERIAN PLC P 2019-12-13 2023-11-20
2 FERG - FERGUSON PLC ORD GBP0.10 P 2022-03-14 2023-11-20
2 ICLR - ICON PLC COM P 2021-08-19 2023-11-20
2 LVMUY - ADR LVMH MOET HENNESSY LOUIS VUITTON ADR P 2019-12-13 2023-11-20
3 NSRGY - ADR NESTLE S A SPONSORED ADR REPSTG REG SH P 2019-12-13 2023-11-20
2 RACE - FERRARI N V FERRARI N V COMMON S TOCK P 2021-03-30 2023-11-20
6 SBGSY - ADR SCHNEIDER ELECTRIC SE P 2022-04-04 2023-11-20
6 SXYAY - SIKA AG ADR P 2020-01-17 2023-11-20
2 TEAM - ATLASSIAN CORP CL A P 2021-09-21 2023-11-20
3 WCN - WASTE CONNECTIONS INC COM P 2022-10-06 2023-11-20
6 ABBV - ABBVIE INC COM USD0.01 P 2022-10-10 2023-11-20
2 ABT - ABBOTT LAB COM P 2019-12-13 2023-11-20
2 ADP - AUTOMATIC DATA PROCESSING INC COM P 2019-12-13 2023-11-20
3 APD - AIR PROD & CHEM INC COM P 2021-10-12 2023-11-20
5 CSCO - CISCO SYSTEMS INC P 2019-12-13 2023-11-20
3 CVX - CHEVRON CORP COM P 2022-11-16 2023-11-20
3 ES - EVERSOURCE ENERGY COM P 2020-03-11 2023-11-20
3 ETN - EATON CORP PLC COM USD0.50 P 2022-11-16 2023-11-20
6 GLW - CORNING INC COM P 2021-08-04 2023-11-20
3 HD - HOME DEPOT INC COM P 2019-12-13 2023-11-20
1 ITW - ILL TOOL WKS INC COM P 2019-12-13 2023-11-20
16 KDP - KEURIG DR PEPPER INC COM P 2022-02-23 2023-11-20
1 LLY - ELI LILLY & CO COM P 2019-12-13 2023-11-20
1 LMT - LOCKHEED MARTIN CORP COM P 2019-12-13 2023-11-20
3 MCD - MC DONALDS CORP COM P 2019-12-13 2023-11-20
16 MDLZ - MONDELEZ INTL INC COM P 2021-06-01 2023-11-20
2 MMC - MARSH & MCLENNAN CO'S INC COM P 2019-12-13 2023-11-20
1 MRK - MERCK & CO INC NEW COM P 2020-09-03 2023-11-20
1 MSFT - MICROSOFT CORP COM P 2019-12-13 2023-11-20
13 NEE - NEXTERA ENERGY INC COM P 2019-12-13 2023-11-20
2 PAYX - PAYCHEX INC COM P 2019-12-13 2023-11-20
3 PEP - PEPSICO INC COM P 2019-12-13 2023-11-20
3 PEP - PEPSICO INC COM P 2020-11-20 2023-11-20
1 PG - PROCTER & GAMBLE COM NPV P 2021-10-12 2023-11-20
3 PG - PROCTER & GAMBLE COM NPV P 2022-04-08 2023-11-20
4 PLD - PROLOGIS INC COM P 2022-11-16 2023-11-20
1 PNC - PNC FINANCIAL SERVICES GROUP COM STK P 2022-04-28 2023-11-20
2 PSX - PHILLIPS 66 COM P 2019-12-13 2023-11-20
3 QCOM - QUALCOMM INC COM P 2020-10-15 2023-11-20
3 SBUX - STARBUCKS CORP COM P 2022-01-21 2023-11-20
9 SRE - SEMPRA COM P 2019-12-13 2023-11-20
6 TXN - TEXAS INSTRUMENTS INC COM P 2019-12-13 2023-11-20
3 UPS - UNITED PARCEL SVC INC CL B P 2021-11-08 2023-11-20
20 USB - US BANCORP P 2019-12-13 2023-11-20
4 WEC - WEC ENERGY GROUP INC COM P 2019-12-13 2023-11-20
3 MTD - METTLER-TOLEDO INTL INC COM P 2019-12-13 2023-11-22
1100.10998535156 DBLFX - MFO DOUBLELINE FUNDS TRUST CORE FIXED INCOME I P 2016-01-29 2023-12-01
391 IGIB - MFC ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF P 2018-10-17 2023-12-05
14 PLD - PROLOGIS INC COM P 2022-11-16 2023-12-11
73 DSDVY - ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD P 2019-12-13 2023-12-12
173 SXYAY - SIKA AG ADR P 2020-01-17 2023-12-12
4870.1298828125 DBLFX - MFO DOUBLELINE FUNDS TRUST CORE FIXED INCOME I P 2016-01-29 2023-12-13
196 IGIB - MFC ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF P 2018-10-17 2023-12-13
2 METTLER TOLEDO INTERNATIONAL INC P 2019-12-13 2023-11-21
2 AVGO - BROADCOM INC COM P 2020-09-15 2023-12-18
1 AVGO - BROADCOM INC COM P 2020-09-18 2023-12-18
8 PLD - PROLOGIS INC COM P 2022-11-16 2023-12-18
5 CP - CANADIAN PAC KANS CITY LTD P 2019-12-13 2023-12-26
6 NVO - ADR NOVO-NORDISK A S ADR P 2022-04-12 2023-12-26
2 TEAM - ATLASSIAN CORP CL A P 2021-09-21 2023-12-26
243.169998168945 DFEOX - MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT P 2022-12-12 2023-07-24
171.210006713867 DFIVX - MFO DIMENSIONAL FD ADVISORS INTL VALUE PORTFOLIO P 2023-01-31 2023-11-20
904.359985351563 DFIVX - MFO DIMENSIONAL FD ADVISORS INTL VALUE PORTFOLIO P 2023-01-31 2023-11-01
99 FLOT - MFC ISHARES TR FLTG RATE NT ETF P 2023-10-20 2023-11-20
531 FLOT - MFC ISHARES TR FLTG RATE NT ETF P 2023-10-20 2023-10-31
16 IJH - MFC ISHARES CORE S&P MID-CAP ETF P 2023-07-24 2023-11-20
86 IJH - MFC ISHARES CORE S&P MID-CAP ETF P 2023-07-24 2023-10-31
101.769996643066 MIEIX - MFO MFS INSTL INTL EQTY FD P 2023-04-21 2023-11-20
535.690002441406 MIEIX - MFO MFS INSTL INTL EQTY FD P 2023-04-21 2023-11-01
4 ACGL - ARCH CAPITAL GROUP COM STK P 2023-07-21 2023-11-20
19 ATEYY - ADR ADVANTEST CORP SPONSORED ADR NEW P 2023-07-20 2023-11-20
6 BAESY - ADR BAE SYS PLC SPONSORED ADR P 2023-11-09 2023-11-20
10 CMPGY - ADR COMPASS GROUP PLC SPON ADR EACH REP 1 ORD SHS (POST SPLT) P 2023-06-28 2023-11-20
37 DSDVY - ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD P 2023-03-24 2023-12-12
35 IBN - ADR ICICI BK LTD P 2022-12-06 2023-11-20
1 LIN - LINDE PLC P 2023-09-26 2023-11-20
3 LRLCY - ADR L OREAL S A ADR P 2023-11-17 2023-11-20
4 TRI - THOMSON REUTERS CORP FORMERLY COM NO PAR P 2022-12-27 2023-11-20
2 BLK - BLACKROCK INC COM STK P 2022-06-08 2023-05-24
3 FAST - FASTENAL CO COM P 2023-06-22 2023-11-20
46 FIS - FIDELITY NATL INFORMATION SVCS INC COM STK P 2022-06-15 2023-03-20
27 FIS - FIDELITY NATL INFORMATION SVCS INC COM STK P 2022-06-22 2023-03-20
1 FIS - FIDELITY NATL INFORMATION SVCS INC COM STK P 2022-06-15 2023-02-24
25 FIS - FIDELITY NATL INFORMATION SVCS INC COM STK P 2022-08-25 2023-02-24
28 FIS - FIDELITY NATL INFORMATION SVCS INC COM STK P 2022-07-26 2023-02-24
2 JCI - JOHNSON CTLS INTL PLC COM USD0.01 P 2023-07-14 2023-11-20
2 MDT - MEDTRONIC PLC COMMON STOCK STOCK P 2023-05-17 2023-10-23
2 NXPI - NXP SEMICONDUCTORS N V COM STK P 2023-07-14 2023-11-20
7 RF - REGIONS FINL CORP NEW COM P 2023-08-04 2023-11-20
36 RTX - RTX CORPORATION COMSTK P 2023-02-24 2023-12-18
4 TRV - TRAVELERS COS INC COM STK P 2023-01-24 2023-11-20
1 XOM - EXXON MOBIL CORP COM P 2023-02-09 2023-11-20
(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 5,058   4,919 139
b 1,012   987 25
c 1,000   932 68
d 27,187   28,066 -879
e 17,544   17,649 -105
100,463   99,475 988
10,068   10,283 -215
5,034   5,140 -106
1,415   1,159 256
123,350   100,596 22,754
28,913   26,987 1,926
1,894   1,914 -20
5,000   5,000  
3,000   3,000  
4,730   4,745 -15
19,860   20,176 -316
4,965   5,045 -80
18,207   18,925 -718
21,242   22,079 -837
9,103   9,484 -381
2,023   2,108 -85
2,023   2,092 -69
50,000   52,000 -2,000
2,000   2,064 -64
1,000   927 73
5,000   4,746 254
15,245   16,156 -911
6,098   6,462 -364
13,212   14,002 -790
3,049   3,156 -107
6,098   6,469 -371
21,905   22,111 -206
2,987   3,028 -41
33,446   26,810 6,636
2,800   1,437 1,363
17,734   9,096 8,638
34,161   17,522 16,639
13,254   6,800 6,454
5,787   4,887 900
11,014   9,086 1,928
15,761   7,795 7,966
35,535   17,574 17,961
16,335   8,080 8,255
7,164   3,933 3,231
4,299   2,379 1,920
25,720   15,506 10,214
61,267   68,530 -7,263
8,051   8,999 -948
1,006   1,117 -111
1,007   1,110 -103
852   919 -67
189   204 -15
3,765   3,358 407
284   274 10
1,705   1,863 -158
876   944 -68
831   893 -62
285   306 -21
6,921   7,401 -480
5,617   6,023 -406
4,030   4,313 -283
72   78 -6
1,359   1,542 -183
21,000   21,000  
11,000   11,000  
3,000   3,000  
22,704   24,576 -1,872
2,895   2,146 749
412   307 105
4,521   2,987 1,534
2,906   1,853 1,053
2,772   2,684 88
8,540   7,408 1,132
12,570   10,904 1,666
33,153   27,745 5,408
6,429   5,577 852
2,149   1,494 655
2,386   1,390 996
2,093   2,045 48
2,051   1,494 557
1,597   1,746 -149
1,397   1,551 -154
3,669   3,397 272
2,524   1,992 532
2,026   2,957 -931
545   899 -354
4,004   3,288 716
1,668   2,904 -1,236
4,975   3,658 1,317
1,171   890 281
1,885   1,908 -23
2,828   3,055 -227
2,574   1,992 582
1,909   1,941 -32
2,099   1,673 426
3,331   2,676 655
1,131   795 336
2,474   1,952 522
1,716   1,242 474
23,535   23,116 419
49,957   43,480 6,477
49,570   48,901 669
27   39 -12
4,987   7,762 -2,775
3,171   2,489 682
5,222   3,983 1,239
2,365   2,635 -270
298   599 -301
1,041   2,052 -1,011
446   776 -330
1,636   3,008 -1,372
744   1,373 -629
2,835   3,866 -1,031
840   577 263
3,437   6,273 -2,836
1,731   931 800
3,463   2,307 1,156
2,685   1,292 1,393
895   465 430
2,032   1,546 486
1,938   2,084 -146
676   641 35
1,134   703 431
721   628 93
1,318   938 380
956   624 332
910   609 301
181   411 -230
530   608 -78
484   469 15
490   493 -3
712   451 261
6,585   6,799 -214
88,830   88,030 800
40,300   28,345 11,955
121,907   52,549 69,358
88,034   60,614 27,420
6,063   10,194 -4,131
1,771   862 909
4,911   8,514 -3,603
6,778   7,610 -832
1,892   2,119 -227
75   83 -8
9,095   10,188 -1,093
2,969   3,623 -654
1,154   1,911 -757
1,687   2,844 -1,157
1,510   2,485 -975
2,088   2,623 -535
3,049   3,856 -807
2,901   3,623 -722
2,717   2,327 390
1,596   1,917 -321
4,414   4,598 -184
2,577   2,155 422
3,028   4,207 -1,179
1,705   2,067 -362
98,295   116,542 -18,247
3,688   3,931 -243
2,877   3,109 -232
100,000   122,769 -22,769
2,728   4,321 -1,593
192,910   219,416 -26,506
763   697 66
1,166   581 585
2,602   2,327 275
1,236   1,933 -697
2,836   4,326 -1,490
20,582   20,033 549
10,189   9,717 472
20,532   23,502 -2,970
50,195   61,624 -11,429
52,306   65,625 -13,319
34,010   37,303 -3,293
11,673   14,048 -2,375
20,720   17,587 3,133
295   214 81
750   634 116
5,302   5,732 -430
2,809   4,617 -1,808
749   1,241 -492
2,410   1,821 589
969   730 239
2,995   4,391 -1,396
9,674   11,573 -1,899
10,392   12,163 -1,771
2,940   3,237 -297
9,337   9,498 -161
1,992   801 1,191
4,037   3,752 285
2,085   1,847 238
1,639   1,804 -165
2,384   2,523 -139
4,208   3,331 877
153   157 -4
330   205 125
408   706 -298
331   321 10
505   349 156
478   650 -172
598   393 205
254   268 -14
499   490 9
644   452 192
238   169 69
261   484 -223
521   947 -426
294   263 31
331   304 27
541   493 48
315   181 134
332   314 18
729   416 313
214   207 7
159   112 47
371   822 -451
404   401 3
829   828 1
202   172 30
463   336 127
818   816 2
241   227 14
435   555 -120
175   263 -88
678   487 191
170   250 -80
927   642 285
240   178 62
509   616 -107
598   121 477
444   386 58
836   591 245
1,131   1,020 111
398   221 177
102   81 21
378   154 224
746   770 -24
237   170 67
499   414 85
499   432 67
150   143 7
450   481 -31
443   455 -12
130   169 -39
237   226 11
390   383 7
313   291 22
649   671 -22
936   760 176
448   627 -179
754   1,206 -452
325   358 -33
3,281   2,317 964
10,000   11,804 -1,804
19,780   20,551 -771
1,710   1,594 116
5,604   4,115 1,489
4,904   3,237 1,667
45,000   52,256 -7,256
9,968   10,302 -334
2,173   1,545 628
2,295   741 1,554
1,148   362 786
1,061   911 150
397   251 146
617   352 265
489   822 -333
8,377   7,482 895
3,301   3,306 -5
16,604   17,463 -859
5,021   5,030 -9
27,004   26,977 27
4,071   4,334 -263
20,327   23,294 -2,967
3,243   3,256 -13
15,915   17,137 -1,222
337   329 8
596   714 -118
320   325 -5
256   286 -30
2,840   3,413 -573
777   790 -13
409   370 39
277   278 -1
555   454 101
1,305   1,346 -41
183   171 12
2,368   4,342 -1,974
1,390   2,492 -1,102
65   94 -29
1,622   2,396 -774
1,817   2,733 -916
104   137 -33
145   176 -31
407   429 -22
114   145 -31
2,919   3,582 -663
687   765 -78
105   115 -10
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       139
b       25
c       68
d       -879
e       -105
      988
      -215
      -106
      256
      22,754
      1,926
      -20
       
       
      -15
      -316
      -80
      -718
      -837
      -381
      -85
      -69
      -2,000
      -64
      73
      254
      -911
      -364
      -790
      -107
      -371
      -206
      -41
      6,636
      1,363
      8,638
      16,639
      6,454
      900
      1,928
      7,966
      17,961
      8,255
      3,231
      1,920
      10,214
      -7,263
      -948
      -111
      -103
      -67
      -15
      407
      10
      -158
      -68
      -62
      -21
      -480
      -406
      -283
      -6
      -183
       
       
       
      -1,872
      749
      105
      1,534
      1,053
      88
      1,132
      1,666
      5,408
      852
      655
      996
      48
      557
      -149
      -154
      272
      532
      -931
      -354
      716
      -1,236
      1,317
      281
      -23
      -227
      582
      -32
      426
      655
      336
      522
      474
      419
      6,477
      669
      -12
      -2,775
      682
      1,239
      -270
      -301
      -1,011
      -330
      -1,372
      -629
      -1,031
      263
      -2,836
      800
      1,156
      1,393
      430
      486
      -146
      35
      431
      93
      380
      332
      301
      -230
      -78
      15
      -3
      261
      -214
      800
      11,955
      69,358
      27,420
      -4,131
      909
      -3,603
      -832
      -227
      -8
      -1,093
      -654
      -757
      -1,157
      -975
      -535
      -807
      -722
      390
      -321
      -184
      422
      -1,179
      -362
      -18,247
      -243
      -232
      -22,769
      -1,593
      -26,506
      66
      585
      275
      -697
      -1,490
      549
      472
      -2,970
      -11,429
      -13,319
      -3,293
      -2,375
      3,133
      81
      116
      -430
      -1,808
      -492
      589
      239
      -1,396
      -1,899
      -1,771
      -297
      -161
      1,191
      285
      238
      -165
      -139
      877
      -4
      125
      -298
      10
      156
      -172
      205
      -14
      9
      192
      69
      -223
      -426
      31
      27
      48
      134
      18
      313
      7
      47
      -451
      3
      1
      30
      127
      2
      14
      -120
      -88
      191
      -80
      285
      62
      -107
      477
      58
      245
      111
      177
      21
      224
      -24
      67
      85
      67
      7
      -31
      -12
      -39
      11
      7
      22
      -22
      176
      -179
      -452
      -33
      964
      -1,804
      -771
      116
      1,489
      1,667
      -7,256
      -334
      628
      1,554
      786
      150
      146
      265
      -333
      895
      -5
      -859
      -9
      27
      -263
      -2,967
      -13
      -1,222
      8
      -118
      -5
      -30
      -573
      -13
      39
      -1
      101
      -41
      12
      -1,974
      -1,102
      -29
      -774
      -916
      -33
      -31
      -22
      -31
      -663
      -78
      -10
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 97,088
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 4,594
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 4,594
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 4,594
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,594
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 4,594
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 153
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 153
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 arrow0 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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, 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 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 instructions.................
12
 
No
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 arrowRaymond Zimmerman Telephone no.right arrow (561) 999-9815

Located atright arrowPO BOX 810939BOCA RATONFL ZIP+4right arrow33481
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
 
No
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
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...................right arrow  
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 arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
5,921,195
b
Average of monthly cash balances.......................
1b
356,700
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,277,895
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
6,277,895
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
94,168
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,183,727
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
309,186
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
309,186
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,594
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,594
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
304,592
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
304,592
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
304,592
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
659,513
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
659,513
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 7 304,592
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 25,057
c From 2020...... 33,796
d From 2021...... 228,651
e From 2022...... 354,619
f Total of lines 3a through e ........ 642,123
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 659,513
a Applied to 2022, 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 2023 distributable amount..... 304,592
e Remaining amount distributed out of corpus 354,921
5 Excess distributions carryover applied to 2023.    
(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 5 997,044
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		997,044
10 Analysis of line 9:
a Excess from 2019.... 25,057
b Excess from 2020.... 33,796
c Excess from 2021.... 228,651
d Excess from 2022.... 354,619
e Excess from 2023.... 354,921
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).)
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 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
B'nai Torah Congregation


6261 SW 18th Street
Boca Raton,FL33433 		  PC GENERAL OPERATIONS 2,660
Congregation Micah


2001 Old Hickory Blvd
Brentwood,TN37027 		  PC GENERAL OPERATIONS 1,728
Congregation Sherith Israel


3600 West End Avenue
Nashville,TN37205 		  PC GENERAL OPERATIONS 36
JDC


200 East 42nd Street
New York,NY10017 		  PC GENERAL OPERATIONS 149,744
Jewish Agency for Israel


633 Third Ave 32 FL Suite C
New York,NY10017 		  PC GENERAL OPERATIONS 100
Jewish Book Council


520 8th Avenue 4th FL
New York,NY10018 		  PC GENERAL OPERATIONS 5,176
Jewish Family Services - Ruth Rales


21300 Ruth Baron Coleman Boulevar
Boca Raton,FL33428 		  PC GENERAL OPERATIONS 45,375
Jewish Federation of NashvilleMiddl


801 Percy Warner Blvd
Nashville,TN37205 		  PC GENERAL OPERATIONS 80,000
Jewish Federation of Palm Beach Cou


1 Harvard Circle 100
West Palm Beach,FL33409 		  PC GENERAL OPERATIONS 36
Park Avenue Synaogue


50 East 87th Street
New York,NY10128 		  PC GENERAL OPERATIONS 22,645
PJ Library


67 Hunt Street Suite 100
Agawam,MA01001 		  PC GENERAL OPERATIONS 18,000
The Temple Congregation Ohabai Shal


5015 Harding Road
Nashville,TN37205 		  PC GENERAL OPERATIONS 3,604
West End Synagogue


3810 West End Ave
Nashville,TN37205 		  PC GENERAL OPERATIONS 6,300
B'nai B'rith International


1120 20th Street NW Suite 300N
Washington,DC20036 		  PC GENERAL OPERATIONS 118
JCC of Mid Westchester


999 Wilmot Rd
Scarsdale,NY10583 		  PC GENERAL OPERATIONS 23,043
Leadership Nashville


222 Second Avenue
Nashville,TN37201 		  PC GENERAL OPERATIONS 236
AgeWell Middle Tennessee


95 White Bridge Road Suite 250
Nashville,TN37205 		  PC GENERAL OPERATIONS 100
American Cancer Society


2000 Charlotte Ave
Nashville,TN37203 		  PC GENERAL OPERATIONS 36
American Heart Association Go Red


PO Box 840692
Dallas,TX75284 		  PC GENERAL OPERATIONS 54
Boca Raton Regional Hospital


745 Meadows Road
Boca Raton,FL33496 		  PC GENERAL OPERATIONS 20,000
Hands on Tzedakah Inc


2901 Clint Moore Road 318
Boca Raton,FL33496 		  PC GENERAL OPERATIONS 3,600
Israel Tennis Center Foundation


57 W 38th St Suite 605
New York,NY10018 		  PC GENERAL OPERATIONS 3,360
JFundersorg


150 West 30th St Ste 900
New York,NY10001 		  PC GENERAL OPERATIONS 875
Temple Emanuel of Palm Beach


190 North County Road
Palm Beach,FL33109 		  PC GENERAL OPERATIONS 2,375
AJC ORG


PO Box 7247
Philadelphia,PA19170 		  PC GENERAL OPERATIONS 1,650
BARON HIRSCH SYNAGOGUE


400 S YATES RD
MEMPHIS,TN38120 		  PC GENERAL OPERATIONS 36
BOSTON CHILDREN'S HOSPITAL


300 LONGWOOD AVENUE
BOSTON,MA02115 		  PC GENERAL OPERATIONS 36
FACING HISTORY AND OURSELVES


89 SOUTH STREET SUITE 401
BOSTON,MA02111 		  PC GENERAL OPERATIONS 100
GIVING GROUP COMMUNITY


PO BOX 10389
BEVERLY HILLS,CA90213 		  PC GENERAL OPERATIONS 5,000
GORDON JEWISH COMMUNITY CENTER


801 PERCY WARNER BLVD
NASHVILLE,TN37205 		  PC GENERAL OPERATIONS 1,939
GREATER MIAMI JEWISH FEDERATION


4200 BISCAYNE BLVD
MIAMI,FL33137 		  PC GENERAL OPERATIONS 100
HELPING ISRAEL FUND


3010 N MILITARY TRL STE 318
BOCA RATON,FL33431 		  PC GENERAL OPERATIONS 5,360
ITIMAMERICAN FRIENDS OF ITIM


247 WEST 36TH STREET 5TH FLOOR
NEW YORK,NY10018 		  PC GENERAL OPERATIONS 100
JAFCO


4200 NORTH UNIVERSITY DRIVE
SUNRISE,FL33351 		  PC GENERAL OPERATIONS 2,325
MUSEUM OF JEWISH HERITAGE


101 PLAZA REAL S
BOCA RATON,FL33432 		  PC GENERAL OPERATIONS 1,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY


3250 W COMMERCIAL BLVD 340
FORT LAUDERDALE,FL33309 		  PC GENERAL OPERATIONS 360
OUR PLACE - AT RISK YOUTH TENNIS


1815 AVE M
BROOKLYN,NY11230 		  PC GENERAL OPERATIONS 10,000
PBS


3401 S CONGRESS AVE
BOYNTON BEACH,FL33426 		  PC GENERAL OPERATIONS 120
UJA


130 EAST 59TH STREET
NEW YORK,NY10022 		  PC GENERAL OPERATIONS 1,908
UNITED WAY OF PALM BEACH COUNTY


477 S ROSEMARY AVE UNIT 230
WEST PALM BEACH,FL33401 		  PC GENERAL OPERATIONS 10,000
VANDERBILT CHILDRENS HOSPITAL


2200 CHILDRENS WAY
NASHVILLE,TN37232 		  PC GENERAL OPERATIONS 1,000
WORLD JEWISH RELIEF


54 CREWYS RD
LONDON,LONDONNW2 2AD
UK 		  PC GENERAL OPERATIONS 1,268
ABE'S GARDEN


115 WOODMONT BOULEVARD
NASHVILLE,TN37205 		  PC GENERAL OPERATIONS 1,000
AKIVA SCHOOL


809 PERCY WARNER BOULEVARD
NASHVILLE,TN37205 		  PC GENERAL OPERATIONS 3,600
AMERICAN FRIENDS OF MAGEN DAVID ADO


20 W 36TH STREET SUITE 1100
NEW YORK,NY10018 		  PC GENERAL OPERATIONS 18
BREAST CANCER ALLIANCE


48 MAPLE AVENUE
GREENWICH,CT06830 		  PC GENERAL OPERATIONS 300
CENTRAL FUND OF ISRAEL


PO BOX 491
WOODMERE,NY11598 		  PC GENERAL OPERATIONS 1,000
CHASE FAMILY


PO BOX 1423
CHARLOTTE,NC28201 		  PC GENERAL OPERATIONS 14,613
COLUMBUS FOUNDATION


1175 COLLEGE AVENUE
COLUMBUS,OH43209 		  PC GENERAL OPERATIONS 180
CONGREGATION BETH EL


8000 MAIN ST
VOORHEES,NJ08043 		  PC GENERAL OPERATIONS 100
CONGREGATION EMANUEL


ONE EAST 65TH ST
NEW YORK,NY10065 		  PC GENERAL OPERATIONS 3,540
FRIENDS OF ISRAEL DEFENSE FORCES


PO BOX 4224
NEW YORK,NY10163 		  PC GENERAL OPERATIONS 5,000
GILCHRIST HOSPITAL


11311 MCCORMICK RD 350
HUNT VALLEY,MD21031 		  PC GENERAL OPERATIONS 36
GOODLETTSVILLE CHURCH


226 S MAIN ST
GOODLETTSVILLE,TN37072 		  PC GENERAL OPERATIONS 50
GRIDIRON CLUB AT VANDERBILT


2301 VANDERBILT PLACE
NASHVILLE,TN37235 		  PC GENERAL OPERATIONS 25
HILLEL INTERNATIONAL


800 EIGHT STREET NW
WASHINGTON,DC20001 		  PC GENERAL OPERATIONS 180
I AM HILLEL


777 GLADES ROAD BLDG LY-3A
BOCA RATON,FL33431 		  PC GENERAL OPERATIONS 180
JEWISH FEDERATION OF BALTIMORE


101 W MT ROYAL AVE
BALTIMORE,MD21201 		  PC GENERAL OPERATONS 18
JEWISH FEDERATION OF GREATER LOS AN


6505 WILSHIRE BLVD
LOS ANGELES,CA90048 		  PC GENERAL OPERATIONS 72
JEWISH FEDERATION OF GREATER PITTSB


2000 TECHNOLOGY DR
PITTSBURGH,PA15219 		  PC GENERAL OPERATIONS 36
JEWISH FEDERATION OF SOUTH PALM BEA


9901 DONNA KLEIN BOULEVARD
BOCA RATON,FL33428 		  PC GENERAL OPERATIONS 67,229
JEWISH TELEGRAPHIC AGENCY


520 8TH AVENUE 4FL
NEW YORK,NY10018 		  PC GENERAL OPERATIONS 180
LEFFELL SCHOOL


30 DELLWOOD ROAD
WHITE PLAINS,NY10605 		  PC GENERAL OPERATIONS 24,674
LUPUS FOUNDATION MID-SOUTH


PO BOX 59361
NASHVILLE,TN37205 		  PC GENERAL OPERATIONS 25
MAYAS HOPE


244 FIFTH AVENUE D 176
NEW YORK,NY10001 		  PC GENERAL OPERATIONS 1,000
MORSELIFE HEALTH SYSTEM


4847 DAVID S MACK DRIVE
WEST PALM BEACH,FL33417 		  PC GENERAL OPERATIONS 1,000
MT SINAI FOUNDATION


4300 ALTON ROAD SUITE 100
MIAMI,FL33140 		  PC GENERAL OPERATIONS 10,000
NASHVILLE TREE FOUNDATION


PO BOX 58962
NASHVILLE,TN37205 		  PC GENERAL OPERATIONS 25
NEW JERUSALEM COGIC


425 ROOSEVELT AVE
DELRAY BEACH,FL33444 		  PC GENERAL OPERATIONS 500
NORTH COUNTY CAMPS FOUNDATION


PO BOX 603
CONTOOCOOK,NH03229 		  PC GENERAL OPERATIONS 100
OHIO UNIVERSITY PERFORMING ARTS FUN


PO BOX 869
ATHENS,OH45701 		  PC GENERAL OPERATIONS 18
PENN HILLEL


215 S 39TH ST
PHILADELPHIA,PA19104 		  PC GENERAL OPERATIONS 640
PENN MEDICINE DEPARTMENT


3535 MARKET ST SUITE 750
PHILADELPHIA,PA19104 		  PC GENERAL OPERATIONS 100
SECOND HARVEST FOOD BANK


331 GREAT CIRCLE RD
NASHVILLE,TN37228 		  PC GENERAL OPERATIONS 50
SID JACOBSON JCC


300 FOREST DR
EAST HILLS,NY11548 		  PC GENERAL OPERATIONS 250
TEMPLE ATLANTA


1589 PEACHTREE ST NE
ATLANTA,GA30309 		  PC GENERAL OPERATIONS 180
TOBY LEON COOPERMAN SINAI RESIDENCE


21036 95TH AVE S
BOCA RATON,FL33428 		  PC GENERAL OPERATIONS 180
UNITED HATZALAH


442 5TH AVENUE SUITE 1866
NEW YORK,NY10018 		  PC GENERAL OPERATIONS 5,000
UNIVERSITY OF MEMPHIS


341 ADMINISTRATION BUILDING
MEMPHIS,TN38152 		  PC GENERAL OPERATIONS 10,000
72nd NATIONAL JEWISH


520 8TH AVENUE 4TH FLOOR
NEW YORK,NY10018 		  PC GENERAL OPERATIONS 4,500
AMERICAN FRIENDS MIGDAL OHR


20 2 36TH STREET SUITE 1100
NEW YORK,NY10018 		  PC GENERAL OPERATIONS 1,039
BANDCAMP PARK AVENUE


1901 BROADWAY
OAKLAND,CA94612 		  PC GENERAL OPERATIONS 360
BOYCHIK BACHELORS


21610 MEYERS RD
OAK PARK,MI48237 		  PC GENERAL OPERATIONS 742
DEFEND ISRAEL


PO BOX 4224
NEW YORK,NY10163 		  PC GENERAL OPERATIONS 244
GLIMCHERKEYSTONE


1501 REEDSDALE ST SUITE 105
PITTSBURGH,PA15233 		  PC GENERAL OPERATIONS 250
GS OF GREATER NEW YORK


40 WALL ST 708
NEW YORK,NY10005 		  PC GENERAL OPERATIONS 250
INTERNET ARCHIVE


300 FUNSTON AVE
SAN FRANCISCO,CA94118 		  PC GENERAL OPERATIONS 25
JEWISH FEDERATION


4200 BISCAYNE BOULEVARD
MIAMI,FL33137 		  PC GENERAL OPERATIONS 200
KIVA FUNDRAISER


986 MISSION STREET 4TH FLOOR
SAN FRANCISCO,CA94103 		  PC GENERAL OPERATIONS 58
KOLEL TORAH


642 EASTERN PKWY
BROOKLYN,NY11213 		  PC GENERAL OPERATIONS 1,000
MDA


1016 W JACKSON BLVD 1073
CHICAGO,IL60607 		  PC GENERAL OPERATIONS 25
MEYER PREPSYDELLE MEYER


5225 HOOD RD
PALM BEACH GARDENS,FL33418 		  PC GENERAL OPERATIONS 17
PNINA MILSTEIN


177 FORT WASHINGTON AVENUE
NEW YORK,NY10032 		  PC GENERAL OPERATIONS 360
FEEEDING AT SHELTER


1 NW 33RD TERRACE
LAUDERHILL,FL33311 		  PC GENERAL OPERATIONS 150
THE TEMPLE NASHVILLE


527 OLD HICKORY BLVD
NASHVILLE,TN37209 		  PC GENERAL OPERATIONS 670
TWO CHILDREN REDWOOD CITY


875 MAIN ST
REDWOOD CITY,CA94063 		  PC GENERAL OPERATIONS 1,000
Total .................................right arrow 3a 593,492
bApproved for future payment
Total ................................. right arrow 3b  
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 ....     14 285,090  
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 ............ 		        97,088
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOther Revenue 		        41
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   285,090 97,129
13Total. Add line 12, columns (b), (d), and (e)..................
13
382,219
(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: 23017517
Software Version: 2023v5.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
RAYMOND ZIMMERMAN FAMILY FOUNDATION
EIN:
62-6166380
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  8,219 0 0 8,219

TY 2023 OtherDecreasesSchedule
Name:
RAYMOND ZIMMERMAN FAMILY FOUNDATION
EIN:
62-6166380
Software ID:
23017517
Software Version:
2023v5.0
Description Amount
Non-Deductible Exp (MS) 1,966
Non-Deductible Exp (NT) 827


TY 2023 OtherExpensesSchedule
Name:
RAYMOND ZIMMERMAN FAMILY FOUNDATION
EIN:
62-6166380
Software ID:
23017517
Software Version:
2023v5.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Postage 48     48


TY 2023 OtherIncomeSchedule2
Name:
RAYMOND ZIMMERMAN FAMILY FOUNDATION
EIN:
62-6166380
Software ID:
23017517
Software Version:
2023v5.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Revenue 41    


TY 2023 OtherProfessionalFeesSchedule
Name:
RAYMOND ZIMMERMAN FAMILY FOUNDATION
EIN:
62-6166380
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Morgan Stanley Investment Fees 21,347 21,347 0 0
NORTHERN TRUST INVESTMENT FEES 30,393 30,393 0 0