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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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... 274,447 274,447  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 424,468
b Gross sales price for all assets on line 6a 3,784,798
7 Capital gain net income (from Part IV, line 2)... 424,468
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
115 115  
12 Total. Add lines 1 through 11........ 699,030 699,030  
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
7,982     7,982
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
55,183 55,183    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 31,746     31,746
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,911 55,183   39,728
25 Contributions, gifts, grants paid....... 584,661 584,661
26 Total expenses and disbursements. Add lines 24 and 25 679,572 55,183   624,389
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 19,458
b Net investment income (if negative, enter -0-) 643,847
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 356,700 50,339  
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).....   15,000  
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..........   4,600  
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,921,195 5,982,112  
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) 6,277,895 6,052,051 0
Liabilities 17 Accounts payable and accrued expenses.......... 3,870  
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 222,142  
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 226,012 0
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 6,051,883 6,052,051
29 Total net assets or fund balances (see instructions)..... 6,051,883 6,052,051
30 Total liabilities and net assets/fund balances (see instructions). 6,277,895 6,052,051
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
6,051,883
2
Enter amount from Part I, line 27a .....................
2
19,458
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,071,341
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
19,290
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,052,051
Form 990-PF (2024)
Form 990-PF (2024)
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 7846.298 ALLSPRING ST MUNI BD INS P 2024-07-10 2024-09-26
b 294.955 ALLSPRING ST MUNI BD INS P 2024-07-10 2024-07-25
c 11.403 ALLSPRING ST MUNI BD INS P 2024-07-31 2024-09-26
d 17.372 ALLSPRING ST MUNI BD INS P 2024-08-30 2024-09-26
e 73.679 AMER CENT MID CAP VALUE I P 2024-04-10 2024-07-16
1712.346 AMER CENT MID CAP VALUE I P 2023-06-15 2024-07-16
10.292 AMER CENT MID CAP VALUE I P 2023-06-20 2024-07-16
7.809 AMER CENT MID CAP VALUE I P 2023-09-19 2024-07-16
11.108 AMER CENT MID CAP VALUE I P 2023-12-19 2024-07-16
46.175 AMER CENT MID CAP VALUE I P 2023-12-19 2024-07-16
15.094 AMER CENT MID CAP VALUE I P 2023-12-19 2024-07-16
5.461 AMER CENT MID CAP VALUE I P 2024-03-19 2024-07-16
9.126 AMER CENT MID CAP VALUE I P 2024-06-18 2024-07-16
2000 AMERICAN TOWER CO 4000 *25JN01 P 2023-06-20 2024-01-22
28000 AMERICAN TOWER CO 4000 *25JN01 P 2020-06-16 2024-01-22
5000 AMERICAN TOWER CO 4000 *25JN01 P 2020-08-18 2024-01-22
3000 AMERICAN TOWER CO 4000 *25JN01 P 2021-10-26 2024-01-22
6000 AMERICAN TOWER CO 4000 *25JN01 P 2022-12-06 2024-01-22
12 AVANTIS US SMALL CAP VALUE P 2023-06-15 2024-07-25
25 AVANTIS US SMALL CAP VALUE P 2023-06-15 2024-04-10
2000 BANK OF AMERICA 6100 *64JN05 P 2019-09-19 2024-06-05
4000 BANK OF AMERICA 6100 *64JN05 P 2019-09-19 2024-06-05
4000 BANK OF AMERICA 6100 *64JN05 P 2019-09-19 2024-06-05
2000 BANK OF AMERICA 6100 *64JN05 P 2020-01-06 2024-06-05
5000 BANK OF AMERICA 6100 *64JN06 P 2019-09-19 2024-06-06
6000 BANK OF AMERICA 6100 *64JN06 P 2019-09-19 2024-06-06
4000 BANK OF AMERICA 6100 *64JN17 P 2023-06-20 2024-06-18
4000 BANK OF AMERICA 6100 *64JN17 P 2024-02-15 2024-06-18
15000 BANK OF AMERICA 6100 *64JN17 P 2019-09-19 2024-06-18
10000 BANK OF AMERICA 6100 *64JN17 P 2020-04-07 2024-06-18
1000 BANK OF AMERICA 6100 *64JN17 P 2022-11-03 2024-06-18
6000 BANK OF AMERICA 6100 *64JN17 P 2022-12-06 2024-06-18
2000 BEST BUY CO INC 4450 *28OC01 P 2024-02-15 2024-08-27
24000 BEST BUY CO INC 4450 *28OC01 P 2021-02-03 2024-08-27
2000 BEST BUY CO INC 4450 *28OC01 P 2022-11-03 2024-08-27
4000 BEST BUY CO INC 4450 *28OC01 P 2023-06-20 2024-08-27
353.585 BNY MELLON DYNAMIC VALUE I P 2024-02-15 2024-07-25
407.708 BNY MELLON DYNAMIC VALUE I P 2024-02-15 2024-04-10
238.793 CALAMOS CONVERTIBLE FUND I P 2024-04-10 2024-07-25
19.687 CALAMOS CONVERTIBLE FUND I P 2024-06-14 2024-07-25
2000 CHARLES SCHWAB CO 5375 *64JL24 P 2021-07-29 2024-07-25
793.383 COLUMBIA DIVIDEND INCOME INST P 2023-06-20 2024-01-30
10491.39 COLUMBIA DIVIDEND INCOME INST P 2020-04-06 2024-01-30
393.556 COLUMBIA DIVIDEND INCOME INST P 2020-06-03 2024-01-30
63.574 COLUMBIA DIVIDEND INCOME INST P 2020-06-17 2024-01-30
171.717 DELAWARE EMERGING MARKETS INST P 2022-11-03 2024-07-25
322.647 DELAWARE EMERGING MARKETS INST P 2022-11-03 2024-04-10
156.804 DELAWARE EMERGING MARKETS INST P 2022-11-03 2024-02-15
5361.01 DELAWARE IVY INTL CORE EQ I P 2024-07-16 2024-12-23
203.845 DELAWARE IVY INTL CORE EQ I P 2024-07-16 2024-07-25
43.374 DELAWARE IVY INTL CORE EQ I P 2024-12-13 2024-12-23
407.072 DELAWARE IVY LG CP GRW I P 2024-02-15 2024-07-25
60.844 DELAWARE IVY LG CP GRW I P 2024-04-10 2024-07-25
212.74 DELAWARE IVY MID CAP GRW I P 2023-12-04 2024-04-10
76.537 DELAWARE IVY MID CAP GRW I P 2023-12-04 2024-02-15
50.549 DELAWARE IVY SM CAP GRW I P 2023-12-04 2024-07-25
4620.797 DELAWARE LIMTD TRM DIVRS INC I P 2024-09-26 2024-09-30
99.637 DELAWARE SMALL CAP CORE INST P 2023-03-07 2024-07-25
395.985 DELAWARE SMALL CAP CORE INST P 2023-03-07 2024-04-10
18.713 DELAWARE SMALL CAP CORE INST P 2023-12-18 2024-04-10
94.25 DELAWARE SMALL CAP CORE INST P 2023-12-18 2024-04-10
2.445 DELAWARE SMALL CAP CORE INST P 2023-12-18 2024-04-10
83.275 DELAWARE SMALL CAP GROWTH INST P 2023-12-04 2024-04-10
2000 DOMINION ENERGY I 4650 *64JA22 P 2023-06-20 2024-01-23
23000 DOMINION ENERGY I 4650 *64JA22 P 2019-12-04 2024-01-23
1000 DOMINION ENERGY I 4650 *64JA22 P 2020-04-07 2024-01-23
1000 DOMINION ENERGY I 4650 *64JA22 P 2020-08-18 2024-01-23
2000 DOMINION ENERGY I 4650 *64JA22 P 2022-11-03 2024-01-23
4000 DOMINION ENERGY I 4650 *64JA22 P 2022-12-06 2024-01-23
8000 DTE ENERGY CO 4220 24NV01 P 2023-10-18 2024-07-08
21000 DTE ENERGY CO 4220 24NV01 P 2023-10-18 2024-07-08
3000 DTE ENERGY CO 4220 24NV01 P 2024-02-15 2024-07-08
38000 EDISON INTERNATIO 3550 *24NV15 P 2023-09-13 2024-07-08
22000 EDISON INTERNATIO 3550 *24NV15 P 2023-09-13 2024-06-26
4000 EDISON INTERNATIO 3550 *24NV15 P 2024-02-15 2024-06-26
2000 FORD MOTOR CO 4346 *26DE08 P 2023-06-20 2024-01-22
38000 FORD MOTOR CO 4346 *26DE08 P 2021-12-15 2024-01-22
4000 FORD MOTOR CO 4346 *26DE08 P 2022-12-06 2024-01-22
2000 FREEPORT-MCMORAN 4625 *30AU01 P 2022-01-12 2024-07-25
7000 GENERAL MOTORS FI 5750 *64AP09 P 2019-09-20 2024-04-09
14000 GENERAL MOTORS FI 5750 *64AP09 P 2022-03-01 2024-04-09
3000 GENERAL MOTORS FI 5750 *64JL25 P 2019-09-20 2024-07-25
28000 GOLDMAN SACHS GRO 5300 *64AU07 P 2019-09-19 2024-08-08
1000 GOLDMAN SACHS GRO 5300 *64AU07 P 2020-01-06 2024-08-08
5000 GOLDMAN SACHS GRO 5300 *64AU14 P 2024-02-15 2024-08-14
27000 GOLDMAN SACHS GRO 5300 *64AU14 P 2019-09-19 2024-08-14
4000 GOLDMAN SACHS GRO 5300 *64AU14 P 2022-11-03 2024-08-14
7000 GOLDMAN SACHS GRO 5300 *64AU14 P 2022-12-06 2024-08-14
5000 GOLDMAN SACHS GRO 5300 *64AU14 P 2023-06-20 2024-08-14
2000 GOLDMAN SACHS GRO 5300 *64JL25 P 2020-01-06 2024-07-25
1000 GOLDMAN SACHS GRO 5300 *64JL25 P 2021-10-26 2024-07-25
3078.539 HARTFORD INTL VALUE I P 2023-06-14 2024-07-16
83.6 HARTFORD INTL VALUE I P 2023-12-27 2024-07-16
2 INVESCO QQQ TRUST SERIES 1 P 2024-04-10 2024-07-25
11 INVESCO QQQ TRUST SERIES 1 P 2022-11-03 2024-07-25
21 INVESCO QQQ TRUST SERIES 1 P 2022-06-24 2024-02-15
5 INVESCO QQQ TRUST SERIES 1 P 2022-11-03 2024-02-15
236 ISHARES RUSSELL 1000 GRW ETF P 2020-02-28 2024-02-15
27 ISHARES RUSSELL 1000 GRW ETF P 2022-11-03 2024-02-15
90.284 MFS INTL GROWTH I P 2024-04-10 2024-07-25
9562.1 MFS MUNI LTD MATURITY I P 2024-03-06 2024-07-10
56.807 MFS MUNI LTD MATURITY I P 2024-04-10 2024-07-10
18.866 MFS MUNI LTD MATURITY I P 2024-03-28 2024-07-10
23.182 MFS MUNI LTD MATURITY I P 2024-04-30 2024-07-10
24.068 MFS MUNI LTD MATURITY I P 2024-05-31 2024-07-10
23.696 MFS MUNI LTD MATURITY I P 2024-06-28 2024-07-10
4000 NETFLIX INC 4875 28AP15 P 2024-02-15 2024-03-22
24000 NETFLIX INC 4875 28AP15 P 2021-10-18 2024-03-22
4000 NETFLIX INC 4875 28AP15 P 2022-12-06 2024-03-22
140.396 NUVEEN DIVIDEND GROWTH I P 2020-03-24 2024-07-25
2045.247 NUVEEN DIVIDEND GROWTH I P 2020-03-24 2024-06-07
41.444 NUVEEN DIVIDEND GROWTH I P 2020-03-24 2024-04-10
260.773 NUVEEN DIVIDEND GROWTH I P 2023-06-20 2024-02-15
1305.866 NUVEEN DIVIDEND GROWTH I P 2020-03-24 2024-02-15
28 SPDR S&P 500 ETF TRUST P 2013-09-17 2024-07-25
18 SPDR S&P 500 ETF TRUST P 2013-09-17 2024-04-10
43 SPDR S&P 500 ETF TRUST P 2013-09-17 2024-02-15
20 SPDR S&P 500 ETF TRUST P 2022-11-03 2024-02-15
15900 US TSY BOND 1125 40AU15 P 2023-09-27 2024-08-05
20000 US TSY BOND 1125 40AU15 P 2024-02-15 2024-08-05
26200 US TSY BOND 1125 40AU15 P 2022-07-05 2024-08-05
9000 US TSY BOND 1125 40AU15 P 2022-11-03 2024-08-05
26900 US TSY BOND 1125 40AU15 P 2023-06-20 2024-08-05
16200 US TSY BOND 1125 40AU15 P 2023-08-02 2024-08-05
11900 US TSY BOND 1125 40AU15 P 2023-08-03 2024-08-05
4800 US TSY BOND 1125 40AU15 P 2022-07-05 2024-07-25
9100 US TSY NOTE 3500 33FB15 P 2023-08-02 2024-08-02
7400 US TSY NOTE 3500 33FB15 P 2023-08-03 2024-08-02
7800 US TSY NOTE 3500 33FB15 P 2023-09-27 2024-08-02
16500 US TSY NOTE 3500 33FB15 P 2024-02-15 2024-08-02
40300 US TSY NOTE 3500 33FB15 P 2023-06-20 2024-08-02
900 US TSY NOTE 3500 33FB15 P 2023-07-07 2024-08-02
15200 US TSY NOTE 3500 33FB15 P 2023-07-12 2024-08-02
3700 US TSY NOTE 3500 33FB15 P 2023-06-20 2024-07-25
2000 VERIZON COMMUNICA 4329 28SP21 P 2020-07-08 2024-07-25
8192.116 VICTORY SHORT TERM BD INST P 2023-11-17 2024-03-06
209.551 VICTORY SHORT TERM BD INST P 2024-02-15 2024-03-06
10.677 VICTORY SHORT TERM BD INST P 2023-11-30 2024-03-06
41.242 VICTORY SHORT TERM BD INST P 2023-12-29 2024-03-06
30.113 VICTORY SHORT TERM BD INST P 2024-01-31 2024-03-06
28.076 VICTORY SHORT TERM BD INST P 2024-02-29 2024-03-06
19.278 VIRTUS KAR MID-CAP CORE I P 2024-07-16 2024-07-25
4000 WELLS FARGO & CO 5875 *64FB13 P 2023-07-06 2024-02-14
2000 WELLS FARGO & CO 5875 *64FB13 P 2023-11-29 2024-02-14
32000 WELLS FARGO & CO 5875 *64FB13 P 2019-09-19 2024-02-14
19000 WELLS FARGO & CO 5875 *64FB13 P 2019-09-19 2024-02-14
7000 WELLS FARGO & CO 5875 *64FB13 P 2020-08-18 2024-02-14
1000 WELLS FARGO & CO 5875 *64FB13 P 2020-10-20 2024-02-14
2000 WELLS FARGO & CO 5875 *64FB13 P 2022-11-03 2024-02-14
1000 WELLS FARGO & CO 5875 *64FB14 P 2022-11-03 2024-02-15
7000 WELLS FARGO & CO 5875 *64FB14 P 2022-12-06 2024-02-15
3000 WELLS FARGO & CO 7625 *64JL25 P 2024-02-15 2024-07-25
8 ABBV - ABBVIE INC COM USD0.01 P 2020-07-13 2024-11-15
8 ABBV - ABBVIE INC COM USD0.01 P 2020-05-13 2024-11-15
14 ABBV - ABBVIE INC COM USD0.01 P 2020-07-13 2024-07-25
9 ABBV - ABBVIE INC COM USD0.01 P 2023-05-17 2024-07-25
10 ABBV - ABBVIE INC COM USD0.01 P 2023-05-24 2024-07-25
6 ABBV - ABBVIE INC COM USD0.01 P 2023-05-24 2024-07-19
12 ABBV - ABBVIE INC COM USD0.01 P 2020-11-20 2024-04-18
3 ABBV - ABBVIE INC COM USD0.01 P 2020-07-13 2024-04-18
4 ABBV - ABBVIE INC COM USD0.01 P 2020-11-20 2024-01-17
15 ABBV - ABBVIE INC COM USD0.01 P 2022-01-21 2024-01-17
8 ABBV - ABBVIE INC COM USD0.01 P 2022-10-10 2024-01-17
46 ABT - ABBOTT LAB COM P 2019-12-13 2024-07-17
14 ABT - ABBOTT LAB COM P 2019-12-13 2024-06-05
3 ABT - ABBOTT LAB COM P 2023-05-17 2024-06-05
4 ABT - ABBOTT LAB COM P 2019-12-13 2024-04-18
9 ABT - ABBOTT LAB COM P 2019-12-13 2024-01-17
9 ACGL - ARCH CAPITAL GROUP COM STK P 2023-03-30 2024-07-30
12 ACGL - ARCH CAPITAL GROUP COM STK P 2023-03-29 2024-07-25
3 ACGL - ARCH CAPITAL GROUP COM STK P 2023-03-30 2024-07-25
7 ACGL - ARCH CAPITAL GROUP COM STK P 2023-03-29 2024-04-18
3 ACGL - ARCH CAPITAL GROUP COM STK P 2023-07-21 2024-03-01
14 ACGL - ARCH CAPITAL GROUP COM STK P 2023-07-21 2024-01-17
9 ACN - ACCENTURE PLC CLS A P 2023-09-26 2024-05-03
12 ACN - ACCENTURE PLC CLS A P 2019-12-13 2024-05-03
1 ACN - ACCENTURE PLC CLS A P 2019-12-13 2024-04-18
7 ACN - ACCENTURE PLC CLS A P 2019-12-13 2024-04-05
1 ACN - ACCENTURE PLC CLS A P 2019-12-13 2024-03-01
4 ACN - ACCENTURE PLC CLS A P 2019-12-13 2024-01-17
4 ADP - AUTOMATIC DATA PROCESSING INC COM P 2019-12-13 2024-11-15
10 ADP - AUTOMATIC DATA PROCESSING INC COM P 2019-12-13 2024-07-25
2 ADP - AUTOMATIC DATA PROCESSING INC COM P 2023-05-17 2024-07-19
1 ADP - AUTOMATIC DATA PROCESSING INC COM P 2019-12-13 2024-07-19
5 ADP - AUTOMATIC DATA PROCESSING INC COM P 2019-12-13 2024-04-18
3 ADP - AUTOMATIC DATA PROCESSING INC COM P 2019-12-13 2024-02-01
9 ADP - AUTOMATIC DATA PROCESSING INC COM P 2019-12-13 2024-01-17
86 ADYEY - ADR ADYEN N V ADR P 2023-03-17 2024-10-14
59 ADYEY - ADR ADYEN N V ADR P 2023-03-17 2024-07-30
117 ADYEY - ADR ADYEN N V ADR P 2023-03-17 2024-07-25
33 ADYEY - ADR ADYEN N V ADR P 2022-07-06 2024-04-18
16 ADYEY - ADR ADYEN N V ADR P 2023-03-17 2024-04-18
6 ADYEY - ADR ADYEN N V ADR P 2022-07-06 2024-03-20
212 ADYEY - ADR ADYEN N V ADR P 2020-10-08 2024-03-20
112 ADYEY - ADR ADYEN N V ADR P 2020-10-08 2024-01-17
7 AMGN - AMGEN INC COM P 2023-10-23 2024-09-09
7 AMGN - AMGEN INC COM P 2023-10-23 2024-08-27
3 AMGN - AMGEN INC COM P 2023-10-23 2024-07-25
2 AMGN - AMGEN INC COM P 2023-10-23 2024-04-18
2 AMGN - AMGEN INC COM P 2023-10-23 2024-01-17
3 AON - AON PLC P 2020-07-31 2024-12-04
4 AON - AON PLC P 2020-07-31 2024-10-07
3 AON - AON PLC P 2020-07-31 2024-07-30
3 AON - AON PLC P 2020-07-31 2024-07-25
2 AON - AON PLC P 2022-03-21 2024-05-30
6 AON - AON PLC P 2020-07-31 2024-05-30
2 AON - AON PLC P 2022-03-21 2024-04-18
4 AON - AON PLC P 2022-03-21 2024-01-17
4 APD - AIR PROD & CHEM INC COM P 2019-12-13 2024-11-15
3 APD - AIR PROD & CHEM INC COM P 2019-12-13 2024-07-25
5 APD - AIR PROD & CHEM INC COM P 2023-06-06 2024-07-25
1 APD - AIR PROD & CHEM INC COM P 2023-05-17 2024-07-25
3 APD - AIR PROD & CHEM INC COM P 2023-06-06 2024-07-19
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9 TXN - TEXAS INSTRUMENTS INC COM P 2019-12-13 2024-11-15
18 TXN - TEXAS INSTRUMENTS INC COM P 2019-12-13 2024-07-25
4 TXN - TEXAS INSTRUMENTS INC COM P 2023-05-17 2024-07-19
1 TXN - TEXAS INSTRUMENTS INC COM P 2019-12-13 2024-07-19
7 TXN - TEXAS INSTRUMENTS INC COM P 2019-12-13 2024-04-18
15 TXN - TEXAS INSTRUMENTS INC COM P 2019-12-13 2024-01-17
20 UBS - UBS GROUP AG COMMON STOCK P 2023-12-26 2024-07-30
33 UBS - UBS GROUP AG COMMON STOCK P 2023-12-26 2024-07-25
0 UBS - UBS GROUP AG COMMON STOCK P   2024-05-06
15 UBS - UBS GROUP AG COMMON STOCK P 2023-12-26 2024-04-18
30 UBS - UBS GROUP AG COMMON STOCK P 2023-12-26 2024-01-17
2 UPS - UNITED PARCEL SVC INC CL B P 2021-08-17 2024-11-15
15 UPS - UNITED PARCEL SVC INC CL B P 2021-08-17 2024-08-27
7 UPS - UNITED PARCEL SVC INC CL B P 2021-04-29 2024-08-12
8 UPS - UNITED PARCEL SVC INC CL B P 2021-08-17 2024-08-12
10 UPS - UNITED PARCEL SVC INC CL B P 2021-04-29 2024-07-25
5 UPS - UNITED PARCEL SVC INC CL B P 2021-04-29 2024-07-19
1 UPS - UNITED PARCEL SVC INC CL B P 2021-04-29 2024-05-10
13 UPS - UNITED PARCEL SVC INC CL B P 2022-01-21 2024-05-10
4 UPS - UNITED PARCEL SVC INC CL B P 2022-01-21 2024-04-18
12 UPS - UNITED PARCEL SVC INC CL B P 2022-01-21 2024-01-17
9 USB - US BANCORP P 2023-07-26 2024-12-17
67 USB - US BANCORP P 2023-06-22 2024-12-17
3 USB - US BANCORP P 2023-07-26 2024-11-15
38 USB - US BANCORP P 2023-07-26 2024-08-12
20 USB - US BANCORP P 2023-06-22 2024-07-25
9 USB - US BANCORP P 2023-06-22 2024-07-19
54 USB - US BANCORP P 2023-06-22 2024-07-17
31 USB - US BANCORP P 2022-08-02 2024-06-13
25 USB - US BANCORP P 2023-07-26 2024-06-13
71 USB - US BANCORP P 2022-08-02 2024-05-10
54 USB - US BANCORP P 2022-07-26 2024-05-10
42 USB - US BANCORP P 2022-07-26 2024-05-03
6 USB - US BANCORP P 2019-12-13 2024-05-03
29 USB - US BANCORP P 2019-12-13 2024-04-18
101 USB - US BANCORP P 2019-12-13 2024-02-27
16 USB - US BANCORP P 2019-12-13 2024-02-01
64 USB - US BANCORP P 2019-12-13 2024-01-17
72.5299987792969 VTMGX - MFO VANGUARD DEVELOPED MARKETS INDEX ADMR P 2023-07-24 2024-11-19
279.970001220703 VTMGX - MFO VANGUARD DEVELOPED MARKETS INDEX ADMR P 2023-07-24 2024-11-14
118.169998168945 VTMGX - MFO VANGUARD DEVELOPED MARKETS INDEX ADMR P 2023-07-24 2024-09-26
251.059997558594 VTMGX - MFO VANGUARD DEVELOPED MARKETS INDEX ADMR P 2023-07-24 2024-04-18
142.080001831055 VTMGX - MFO VANGUARD DEVELOPED MARKETS INDEX ADMR P 2023-07-24 2024-01-24
1842.05004882813 VTMGX - MFO VANGUARD DEVELOPED MARKETS INDEX ADMR P 2020-05-21 2024-01-24
744.599975585938 VTMGX - MFO VANGUARD DEVELOPED MARKETS INDEX ADMR P 2020-05-21 2024-01-17
2480.8798828125 VTMGX - MFO VANGUARD DEVELOPED MARKETS INDEX ADMR P 2020-05-21 2024-01-12
7 WCN - WASTE CONNECTIONS INC COM P 2022-10-06 2024-12-16
1 WCN - WASTE CONNECTIONS INC COM P 2023-07-14 2024-09-30
2 WCN - WASTE CONNECTIONS INC COM P 2022-10-06 2024-09-30
4 WCN - WASTE CONNECTIONS INC COM P 2023-07-14 2024-07-30
8 WCN - WASTE CONNECTIONS INC COM P 2023-07-14 2024-07-25
4 WCN - WASTE CONNECTIONS INC COM P 2022-10-06 2024-04-18
6 WCN - WASTE CONNECTIONS INC COM P 2022-10-06 2024-01-17
7 WEC - WEC ENERGY GROUP INC COM P 2019-12-13 2024-11-15
2 WEC - WEC ENERGY GROUP INC COM P 2023-05-17 2024-07-25
13 WEC - WEC ENERGY GROUP INC COM P 2019-12-13 2024-07-25
5 WEC - WEC ENERGY GROUP INC COM P 2023-05-17 2024-07-19
7 WEC - WEC ENERGY GROUP INC COM P 2019-12-13 2024-04-18
8 WEC - WEC ENERGY GROUP INC COM P 2019-12-13 2024-02-01
14 WEC - WEC ENERGY GROUP INC COM P 2019-12-13 2024-01-17
0 WFC - WELLS FARGO & CO NEW COM STK P   2024-10-24
43 WMB - WILLIAMS CO INC COM P 2023-10-12 2024-11-15
22 WMB - WILLIAMS CO INC COM P 2022-12-12 2024-07-25
60 WMB - WILLIAMS CO INC COM P 2022-08-11 2024-07-25
40 WMB - WILLIAMS CO INC COM P 2022-08-11 2024-07-19
31 WMB - WILLIAMS CO INC COM P 2022-08-18 2024-04-18
3 WMB - WILLIAMS CO INC COM P 2022-08-11 2024-04-18
67 WMB - WILLIAMS CO INC COM P 2022-08-18 2024-01-17
7 XOM - EXXON MOBIL CORP COM P 2023-02-09 2024-11-15
12 XOM - EXXON MOBIL CORP COM P 2023-02-09 2024-07-25
6 XOM - EXXON MOBIL CORP COM P 2023-02-09 2024-07-19
4 XOM - EXXON MOBIL CORP COM P 2023-02-09 2024-04-18
10 XOM - EXXON MOBIL CORP COM P 2023-02-09 2024-01-17
(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 76,423   75,560 863
b 2,849   2,840 9
c 111   110 1
d 169   169  
e 1,202   1,168 34
27,945   26,987 958
168   160 8
127   118 9
181   172 9
754   716 38
246   234 12
89   86 3
149   142 7
1,966   1,939 27
27,526   29,020 -1,494
4,915   5,197 -282
2,949   3,097 -148
5,898   5,828 70
1,180   927 253
2,249   1,932 317
2,027   2,196 -169
4,054   4,392 -338
4,054   4,392 -338
2,027   2,273 -246
5,069   5,490 -421
6,081   6,588 -507
4,056   3,992 64
4,056   4,109 -53
15,209   16,470 -1,261
10,140   10,240 -100
1,014   977 37
6,084   5,985 99
2,000   1,965 35
24,000   26,455 -2,455
2,000   1,849 151
4,000   3,905 95
15,986   14,946 1,040
18,139   17,234 905
4,184   4,110 74
345   339 6
1,998   2,256 -258
24,698   23,341 1,357
326,597   212,870 113,727
12,251   8,942 3,309
1,979   1,415 564
3,733   2,668 1,065
6,927   5,014 1,913
3,117   2,437 680
111,241   117,406 -6,165
4,289   4,464 -175
900   924 -24
15,159   14,182 977
2,266   2,144 122
6,689   6,006 683
2,405   2,161 244
1,110   942 168
36,643   36,643  
2,999   2,677 322
10,854   10,640 214
513   513  
2,583   2,582 1
67   67  
889   784 105
1,923   1,767 156
22,113   23,575 -1,462
961   925 36
961   1,044 -83
1,923   1,794 129
3,846   3,514 332
7,955   7,849 106
20,882   20,614 268
2,983   2,972 11
37,675   37,065 610
21,789   21,459 330
3,962   3,946 16
1,945   1,935 10
36,953   39,894 -2,941
3,890   3,851 39
1,939   2,096 -157
6,627   6,783 -156
13,255   14,444 -1,189
2,908   2,907 1
27,982   29,811 -1,829
999   1,096 -97
5,014   5,038 -24
27,074   28,746 -1,672
4,011   3,764 247
7,019   6,801 218
5,014   4,841 173
1,994   2,192 -198
997   1,098 -101
58,708   51,781 6,927
1,594   1,475 119
933   873 60
5,131   2,876 2,255
9,069   6,120 2,949
2,159   1,307 852
77,017   39,188 37,829
8,811   5,685 3,126
4,379   4,233 146
75,636   75,827 -191
449   447 2
149   149  
183   182 1
190   189 1
187   187  
3,997   4,010 -13
23,982   26,336 -2,354
3,997   3,904 93
8,518   4,720 3,798
120,526   68,761 51,765
2,369   1,393 976
14,864   13,599 1,265
74,434   43,903 30,531
15,286   4,788 10,498
9,220   3,078 6,142
21,465   7,353 14,112
9,984   7,441 2,543
10,500   9,028 1,472
13,207   12,132 1,075
17,301   18,559 -1,258
5,943   5,329 614
17,763   17,438 325
10,698   9,910 788
7,858   7,190 668
2,963   3,400 -437
8,914   8,655 259
7,249   7,006 243
7,641   7,135 506
16,163   15,572 591
39,477   39,560 -83
882   861 21
14,889   14,758 131
3,507   3,632 -125
1,964   2,233 -269
73,156   71,845 1,311
1,871   1,867 4
95   94 1
368   368  
269   269  
251   250 1
1,110   1,146 -36
4,033   3,946 87
2,016   1,973 43
32,273   35,872 -3,599
19,156   21,299 -2,143
7,058   7,722 -664
1,008   1,103 -95
2,016   1,971 45
1,009   986 23
7,066   6,894 172
3,199   3,203 -4
1,326   794 532
1,326   717 609
2,599   1,390 1,209
1,671   1,275 396
1,856   1,418 438
1,031   851 180
2,009   1,196 813
502   298 204
650   399 251
2,436   1,983 453
1,299   1,104 195
4,840   3,964 876
1,433   1,207 226
307   325 -18
422   345 77
1,026   776 250
883   608 275
1,149   813 336
287   203 84
639   474 165
262   247 15
1,102   1,151 -49
2,723   2,800 -77
3,631   2,466 1,165
317   205 112
2,318   1,438 880
381   205 176
1,425   822 603
1,192   672 520
2,527   1,680 847
493   426 67
246   168 78
1,221   840 381
729   504 225
2,116   1,512 604
1,290   1,287 3
707   883 -176
1,323   1,751 -428
504   496 8
244   239 5
96   90 6
3,398   4,155 -757
1,382   2,195 -813
2,287   1,929 358
2,285   1,929 356
1,038   827 211
531   551 -20
608   551 57
1,150   608 542
1,377   811 566
980   608 372
909   608 301
555   641 -86
1,666   1,216 450
623   641 -18
1,209   1,283 -74
1,264   925 339
776   694 82
1,293   1,392 -99
259   277 -18
791   835 -44
2,260   2,081 179
3,494   3,469 25
1,150   1,156 -6
226   268 -42
2,491   2,544 -53
1,290   1,340 -50
1,548   1,632 -84
3,216   2,092 1,124
649   349 300
1,942   1,046 896
582   349 233
1,002   697 305
860   290 570
1,710   581 1,129
4,881   1,452 3,429
1,409   581 828
6,335   6,989 -654
586   601 -15
805   864 -59
465   282 183
6,241   3,823 2,418
780   504 276
2,628   378 2,250
3,974   756 3,218
2,332   410 1,922
8,455   1,796 6,659
1,761   347 1,414
1,601   655 946
3,852   945 2,907
5,464   1,260 4,204
1,185   315 870
4,398   1,449 2,949
1,099   315 784
1,009   872 137
1,851   1,609 242
548   536 12
1,061   1,073 -12
790   619 171
1,707   1,345 362
263   206 57
1,865   1,501 364
64   52 12
651   529 122
857   759 98
551   476 75
5,162   5,342 -180
19,847   20,508 -661
6,294   6,459 -165
10,000   10,333 -333
675   649 26
398   433 -35
1,195   1,312 -117
399   437 -38
627   656 -29
200   216 -16
582   543 39
958   914 44
405   429 -24
787   800 -13
546   521 25
885   846 39
541   456 85
684   716 -32
1,558   1,538 20
1,148   1,148  
1,234   753 481
1,943   1,205 738
2,628   1,706 922
1,180   703 477
1,976   1,305 671
616   685 -69
1,151   1,282 -131
574   453 121
478   453 25
236   227 9
3,755   3,535 220
2,403   2,402 1
321   330 -9
1,879   1,858 21
964   906 58
659   589 70
1,699   1,541 158
1,774   1,299 475
1,879   1,535 344
3,744   2,834 910
484   464 20
646   472 174
646   654 -8
1,577   1,636 -59
1,419   1,636 -217
1,143   1,479 -336
2,285   2,715 -430
143   164 -21
2,952   3,432 -480
10,315   12,030 -1,715
20,000   23,200 -3,200
18,938   22,112 -3,174
791   474 317
1,570   1,106 464
761   474 287
827   553 274
1,158   1,185 -27
5,523   5,858 -335
21,364   22,899 -1,535
9,716   9,613 103
18,000   18,534 -534
14,756   16,603 -1,847
12,000   13,574 -1,574
26,619   31,913 -5,294
3,381   4,011 -630
32,733   39,483 -6,750
34,706   40,472 -5,766
1,711   1,558 153
6,533   6,004 529
2,988   2,608 380
5,813   5,404 409
10,000   9,777 223
11,796   11,796  
6,298   5,305 993
24,720   20,665 4,055
9,918   8,752 1,166
18,426   17,715 711
34,760   34,027 733
747   1,320 -573
1,245   928 317
1,015   1,760 -745
797   1,907 -1,110
211   484 -273
843   1,907 -1,064
249   484 -235
885   1,452 -567
291   370 -79
699   978 -279
1,165   1,592 -427
1,021   1,548 -527
698   1,061 -363
765   1,143 -378
765   1,145 -380
332   526 -194
332   491 -159
1,796   513 1,283
2,617   923 1,694
872   704 168
2,349   1,095 1,254
1,468   513 955
942   410 532
628   290 338
3,244   1,452 1,792
2,201   1,016 1,185
3,090   2,109 981
735   966 -231
2,624   4,735 -2,111
4,304   5,809 -1,505
707   1,136 -429
995   1,705 -710
2,567   1,941 626
835   592 243
1,256   921 335
475   362 113
560   460 100
1,086   888 198
409   281 128
621   514 107
207   168 39
272   229 43
409   343 66
635   571 64
872   607 265
1,466   1,063 403
848   607 241
427   304 123
1,110   911 199
609   455 154
1,827   1,323 504
255   254 1
815   813 2
15,011   14,984 27
73,155   72,836 319
31,935   31,804 131
10,199   10,161 38
11,754   11,736 18
576   584 -8
1,170   1,168 2
291   292 -1
286   284 2
1,072   934 138
918   853 65
1,005   940 65
667   613 54
403   542 -139
248   327 -79
382   500 -118
1,191   1,666 -475
666   638 28
2,517   2,438 79
64,173   59,536 4,637
3,450   3,151 299
6,118   5,702 416
20,004   19,395 609
1,620   856 764
3,185   1,927 1,258
363   291 72
1,089   642 447
1,679   1,070 609
2,503   1,499 1,004
477   498 -21
1,338   1,379 -41
518   536 -18
1,371   1,061 310
807   632 175
1,077   858 219
536   474 62
582   497 85
1,000   971 29
1,315   985 330
2,189   1,724 465
1,188   985 203
1,742   1,724 18
1,304   964 340
4,923   3,694 1,229
2,123   1,566 557
12,964   10,480 2,484
19,953   20,341 -388
2,598   2,628 -30
9,143   9,251 -108
7,363   7,569 -206
17,956   17,840 116
4,198   4,152 46
14,711   14,559 152
21,920   21,992 -72
4,818   4,063 755
18,652   15,547 3,105
7,710   6,717 993
8,435   8,018 417
15,038   15,168 -130
1,689   1,613 76
6,589   6,223 366
2,782   2,766 16
268   178 90
810   533 277
1,709   1,243 466
244   227 17
490   454 36
752   533 219
1,011   710 301
1,762   1,243 519
1,871   2,266 -395
1,701   2,059 -358
429   549 -120
307   326 -19
1,469   1,236 233
416   380 36
2,082   1,991 91
843   796 47
733   731 2
640   757 -117
2,016   2,235 -219
34   38 -4
591   682 -91
1,763   1,970 -207
678   759 -81
804   987 -183
1,054   1,253 -199
894   1,079 -185
673   429 244
274   212 62
717   592 125
516   418 98
491   470 21
862   853 9
452   325 127
1,338   974 364
450   325 125
1,218   974 244
3,022   486 2,536
7,375   1,093 6,282
1,729   868 861
864   121 743
2,999   486 2,513
5,056   972 4,084
1,072   772 300
3,152   2,316 836
475   386 89
458   386 72
915   952 -37
1,767   1,905 -138
429   386 43
2,292   1,930 362
4,228   5,475 -1,247
597   650 -53
1,273   1,392 -119
450   464 -14
1,008   1,021 -13
5,393   3,522 1,871
702   452 250
988   632 356
510   271 239
987   632 355
1,466   986 480
293   270 23
293   278 15
1,787   1,891 -104
1,787   1,990 -203
257   293 -36
770   853 -83
1,353   1,350 3
3,210   2,168 1,042
2,053   2,242 -189
1,478   1,277 201
941   793 148
2,083   1,650 433
332   290 42
531   478 53
266   307 -41
334   299 35
1,402   1,390 12
1,979   1,721 258
2,419   1,972 447
2,033   1,378 655
1,613   1,378 235
1,610   1,378 232
1,381   1,378 3
3,496   3,217 279
1,638   1,608 30
638   642 -4
1,672   1,544 128
6,446   5,979 467
2,966   2,520 446
5,502   5,340 162
10,000   9,563 437
11,557   11,553 4
426   221 205
1,772   884 888
3,503   1,768 1,735
1,759   884 875
1,637   884 753
2,955   1,658 1,297
458   449 9
1,142   1,123 19
376   435 -59
399   303 96
1,923   1,513 410
1,522   916 606
761   454 307
254   227 27
3,299   2,004 1,295
1,762   1,592 170
1,374   855 519
1,124   694 430
743   466 277
2,137   1,465 672
1,662   1,088 574
950   634 316
833   309 524
2,941   1,081 1,860
877   309 568
821   309 512
2,338   927 1,411
360   296 64
1,442   1,151 291
379   296 83
4,045   3,200 845
789   829 -40
789   652 137
1,339   1,244 95
2,348   2,370 -22
7,866   7,541 325
1,018   943 75
1,552   1,317 235
698   653 45
926   844 82
544   563 -19
1,537   606 931
2,924   1,162 1,762
1,358   556 802
496   235 261
124   51 73
2,355   1,290 1,065
4,153   3,962 191
437   423 14
221   211 10
1,514   1,268 246
757   644 113
1,492   1,288 204
272   215 57
445   429 16
1,015   1,073 -58
109   136 -27
1,128   1,356 -228
2,606   3,051 -445
1,378   1,627 -249
464   610 -146
619   850 -231
1,259   1,588 -329
973   1,205 -232
870   680 190
819   800 19
336   320 16
280   170 110
859   510 349
2,143   1,446 697
369   319 50
246   170 76
716   510 206
478   340 138
1,561   1,106 455
626   552 74
1,745   1,518 227
4,983   4,002 981
1,186   966 220
339   382 -43
342   276 66
1,881   1,939 -58
1,830   1,518 312
1,996   2,193 -197
2,705   2,458 247
1,351   1,094 257
3,039   2,504 535
1,346   1,233 113
337   278 59
470   428 42
1,097   974 123
4,054   3,854 200
566   440 126
369   288 81
1,106   793 313
613   479 134
1,397   1,246 151
1,382   1,655 -273
1,808   1,630 178
844   1,018 -174
763   575 188
1,398   1,104 294
1,940   1,707 233
517   402 115
208   167 41
1,873   1,480 393
3,777   3,508 269
1,401   1,336 65
593   677 -84
889   1,002 -113
731   846 -115
2,680   3,046 -366
870   842 28
1,003   994 9
371   380 -9
238   240 -2
231   237 -6
1,036   950 86
2,374   1,919 455
1,241   1,016 225
1,392   1,016 376
2,056   1,806 250
315   237 78
647   474 173
1,935   1,303 632
378   237 141
815   592 223
1,016   829 187
831   767 64
416   355 61
454   155 299
1,828   618 1,210
818   309 509
409   204 205
2,034   1,018 1,016
2,076   1,018 1,058
831   407 424
851   408 443
1,714   1,020 694
2,224   2,321 -97
232   258 -26
36   41 -5
2,007   2,322 -315
472   394 78
1,022   886 136
309   295 14
508   492 16
284   298 -14
1,516   1,576 -60
942   1,083 -141
166   170 -4
1,051   832 219
1,930   2,044 -114
830   657 173
1,174   1,138 36
605   449 156
1,297   967 330
505   380 125
835   760 75
1,784   1,773 11
4,907   4,666 241
789   709 80
2,699   2,483 216
2,404   2,217 187
1,885   2,217 -332
820   975 -155
82   106 -24
2,214   2,394 -180
1,127   1,153 -26
2,540   2,394 146
1,650   1,596 54
1,100   1,165 -65
710   765 -55
1,153   1,251 -98
660   553 107
1,316   1,106 210
1,550   1,267 283
2,007   1,639 368
3,190   2,980 210
1,161   1,118 43
948   1,043 -95
2,815   2,831 -16
715   456 259
1,178   759 419
457   304 153
600   456 144
1,102   759 343
718   698 20
1,290   2,505 -1,215
573   558 15
173   397 -224
520   835 -315
521   1,192 -671
1,042   2,465 -1,423
789   1,643 -854
1,654   2,876 -1,222
836   829 7
1,254   1,283 -29
1,466   1,018 448
2,118   1,470 648
164   113 51
2,293   1,586 707
1,474   1,022 452
458   341 117
883   681 202
1,813   1,297 516
1,053   926 127
2,106   1,855 251
1,446   1,298 148
1,048   956 92
421   382 39
2,377   2,294 83
921   960 -39
1,729   1,761 -32
1,832   1,141 691
3,517   2,281 1,236
804   656 148
201   127 74
1,147   887 260
2,423   1,901 522
599   621 -22
985   1,025 -40
79     79
423   466 -43
874   932 -58
266   395 -129
1,915   2,961 -1,046
874   1,401 -527
999   1,579 -580
1,284   2,002 -718
717   1,001 -284
148   200 -52
1,917   2,632 -715
569   810 -241
1,839   2,429 -590
450   350 100
3,353   2,176 1,177
150   117 33
1,572   1,478 94
904   650 254
400   292 108
2,440   1,754 686
1,218   1,466 -248
982   972 10
2,965   3,357 -392
2,255   2,587 -332
1,738   2,012 -274
248   362 -114
1,151   1,749 -598
4,176   6,091 -1,915
644   965 -321
2,605   3,860 -1,255
1,150   1,100 50
4,424   4,247 177
2,027   1,793 234
3,859   3,809 50
2,148   2,155 -7
27,852   21,405 6,447
11,050   8,652 2,398
37,858   28,828 9,030
1,252   937 315
178   141 37
355   268 87
708   565 143
1,409   1,131 278
661   535 126
878   803 75
679   626 53
169   179 -10
1,101   1,162 -61
407   448 -41
555   626 -71
646   715 -69
1,148   1,251 -103
48     48
2,416   1,496 920
927   723 204
2,530   2,032 498
1,752   1,355 397
1,164   1,084 80
113   102 11
2,291   2,343 -52
838   803 35
1,391   1,377 14
706   689 17
476   459 17
843   1,010 -167
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       863
b       9
c       1
d        
e       34
      958
      8
      9
      9
      38
      12
      3
      7
      27
      -1,494
      -282
      -148
      70
      253
      317
      -169
      -338
      -338
      -246
      -421
      -507
      64
      -53
      -1,261
      -100
      37
      99
      35
      -2,455
      151
      95
      1,040
      905
      74
      6
      -258
      1,357
      113,727
      3,309
      564
      1,065
      1,913
      680
      -6,165
      -175
      -24
      977
      122
      683
      244
      168
       
      322
      214
       
      1
       
      105
      156
      -1,462
      36
      -83
      129
      332
      106
      268
      11
      610
      330
      16
      10
      -2,941
      39
      -157
      -156
      -1,189
      1
      -1,829
      -97
      -24
      -1,672
      247
      218
      173
      -198
      -101
      6,927
      119
      60
      2,255
      2,949
      852
      37,829
      3,126
      146
      -191
      2
       
      1
      1
       
      -13
      -2,354
      93
      3,798
      51,765
      976
      1,265
      30,531
      10,498
      6,142
      14,112
      2,543
      1,472
      1,075
      -1,258
      614
      325
      788
      668
      -437
      259
      243
      506
      591
      -83
      21
      131
      -125
      -269
      1,311
      4
      1
       
       
      1
      -36
      87
      43
      -3,599
      -2,143
      -664
      -95
      45
      23
      172
      -4
      532
      609
      1,209
      396
      438
      180
      813
      204
      251
      453
      195
      876
      226
      -18
      77
      250
      275
      336
      84
      165
      15
      -49
      -77
      1,165
      112
      880
      176
      603
      520
      847
      67
      78
      381
      225
      604
      3
      -176
      -428
      8
      5
      6
      -757
      -813
      358
      356
      211
      -20
      57
      542
      566
      372
      301
      -86
      450
      -18
      -74
      339
      82
      -99
      -18
      -44
      179
      25
      -6
      -42
      -53
      -50
      -84
      1,124
      300
      896
      233
      305
      570
      1,129
      3,429
      828
      -654
      -15
      -59
      183
      2,418
      276
      2,250
      3,218
      1,922
      6,659
      1,414
      946
      2,907
      4,204
      870
      2,949
      784
      137
      242
      12
      -12
      171
      362
      57
      364
      12
      122
      98
      75
      -180
      -661
      -165
      -333
      26
      -35
      -117
      -38
      -29
      -16
      39
      44
      -24
      -13
      25
      39
      85
      -32
      20
       
      481
      738
      922
      477
      671
      -69
      -131
      121
      25
      9
      220
      1
      -9
      21
      58
      70
      158
      475
      344
      910
      20
      174
      -8
      -59
      -217
      -336
      -430
      -21
      -480
      -1,715
      -3,200
      -3,174
      317
      464
      287
      274
      -27
      -335
      -1,535
      103
      -534
      -1,847
      -1,574
      -5,294
      -630
      -6,750
      -5,766
      153
      529
      380
      409
      223
       
      993
      4,055
      1,166
      711
      733
      -573
      317
      -745
      -1,110
      -273
      -1,064
      -235
      -567
      -79
      -279
      -427
      -527
      -363
      -378
      -380
      -194
      -159
      1,283
      1,694
      168
      1,254
      955
      532
      338
      1,792
      1,185
      981
      -231
      -2,111
      -1,505
      -429
      -710
      626
      243
      335
      113
      100
      198
      128
      107
      39
      43
      66
      64
      265
      403
      241
      123
      199
      154
      504
      1
      2
      27
      319
      131
      38
      18
      -8
      2
      -1
      2
      138
      65
      65
      54
      -139
      -79
      -118
      -475
      28
      79
      4,637
      299
      416
      609
      764
      1,258
      72
      447
      609
      1,004
      -21
      -41
      -18
      310
      175
      219
      62
      85
      29
      330
      465
      203
      18
      340
      1,229
      557
      2,484
      -388
      -30
      -108
      -206
      116
      46
      152
      -72
      755
      3,105
      993
      417
      -130
      76
      366
      16
      90
      277
      466
      17
      36
      219
      301
      519
      -395
      -358
      -120
      -19
      233
      36
      91
      47
      2
      -117
      -219
      -4
      -91
      -207
      -81
      -183
      -199
      -185
      244
      62
      125
      98
      21
      9
      127
      364
      125
      244
      2,536
      6,282
      861
      743
      2,513
      4,084
      300
      836
      89
      72
      -37
      -138
      43
      362
      -1,247
      -53
      -119
      -14
      -13
      1,871
      250
      356
      239
      355
      480
      23
      15
      -104
      -203
      -36
      -83
      3
      1,042
      -189
      201
      148
      433
      42
      53
      -41
      35
      12
      258
      447
      655
      235
      232
      3
      279
      30
      -4
      128
      467
      446
      162
      437
      4
      205
      888
      1,735
      875
      753
      1,297
      9
      19
      -59
      96
      410
      606
      307
      27
      1,295
      170
      519
      430
      277
      672
      574
      316
      524
      1,860
      568
      512
      1,411
      64
      291
      83
      845
      -40
      137
      95
      -22
      325
      75
      235
      45
      82
      -19
      931
      1,762
      802
      261
      73
      1,065
      191
      14
      10
      246
      113
      204
      57
      16
      -58
      -27
      -228
      -445
      -249
      -146
      -231
      -329
      -232
      190
      19
      16
      110
      349
      697
      50
      76
      206
      138
      455
      74
      227
      981
      220
      -43
      66
      -58
      312
      -197
      247
      257
      535
      113
      59
      42
      123
      200
      126
      81
      313
      134
      151
      -273
      178
      -174
      188
      294
      233
      115
      41
      393
      269
      65
      -84
      -113
      -115
      -366
      28
      9
      -9
      -2
      -6
      86
      455
      225
      376
      250
      78
      173
      632
      141
      223
      187
      64
      61
      299
      1,210
      509
      205
      1,016
      1,058
      424
      443
      694
      -97
      -26
      -5
      -315
      78
      136
      14
      16
      -14
      -60
      -141
      -4
      219
      -114
      173
      36
      156
      330
      125
      75
      11
      241
      80
      216
      187
      -332
      -155
      -24
      -180
      -26
      146
      54
      -65
      -55
      -98
      107
      210
      283
      368
      210
      43
      -95
      -16
      259
      419
      153
      144
      343
      20
      -1,215
      15
      -224
      -315
      -671
      -1,423
      -854
      -1,222
      7
      -29
      448
      648
      51
      707
      452
      117
      202
      516
      127
      251
      148
      92
      39
      83
      -39
      -32
      691
      1,236
      148
      74
      260
      522
      -22
      -40
      79
      -43
      -58
      -129
      -1,046
      -527
      -580
      -718
      -284
      -52
      -715
      -241
      -590
      100
      1,177
      33
      94
      254
      108
      686
      -248
      10
      -392
      -332
      -274
      -114
      -598
      -1,915
      -321
      -1,255
      50
      177
      234
      50
      -7
      6,447
      2,398
      9,030
      315
      37
      87
      143
      278
      126
      75
      53
      -10
      -61
      -41
      -71
      -69
      -103
      48
      920
      204
      498
      397
      80
      11
      -52
      35
      14
      17
      17
      -167
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 2 424,468
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 8,949
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 8,949
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 8,949
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,600
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 4,600
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 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,351
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 2025 estimated taxright arrow0 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
5,986,712
b
Average of monthly cash balances.......................
1b
50,339
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,037,051
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
6,037,051
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
90,556
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,946,495
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
297,325
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
297,325
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,949
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,949
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
288,376
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
288,376
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
288,376
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
624,389
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
624,389
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 288,376
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 25,057
b From 2020...... 33,796
c From 2021...... 228,651
d From 2022...... 354,619
e From 2023...... 354,921
f Total of lines 3a through e ........ 997,044
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 624,389
a Applied to 2023, 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 2024 distributable amount..... 288,376
e Remaining amount distributed out of corpus 336,013
5 Excess distributions carryover applied to 2024.    
(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 1,333,057
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		25,057
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,308,000
10 Analysis of line 9:
a Excess from 2020.... 33,796
b Excess from 2021.... 228,651
c Excess from 2022.... 354,619
d Excess from 2023.... 354,921
e Excess from 2024.... 336,013
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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 1,372
Congregation Micah


2001 Old Hickory Blvd
Brentwood,TN37027 		  PC GENERAL OPERATIONS 1,903
Congregation Sherith Israel


3600 West End Avenue
Nashville,TN37205 		  PC GENERAL OPERATIONS 136
JDC


200 East 42nd Street
New York,NY10017 		  PC GENERAL OPERATIONS 154,798
Jewish Agency for Israel


633 Third Ave 32 FL Suite C
New York,NY10017 		  PC GENERAL OPERATIONS 1,850
Jewish Book Council


520 8th Avenue 4th FL
New York,NY10018 		  PC GENERAL OPERATIONS 11,800
Jewish Family Services - Ruth Rales


21300 Ruth Baron Coleman Boulevar
Boca Raton,FL33428 		  PC GENERAL OPERATIONS 109,288
Jewish Federation of NashvilleMiddl


801 Percy Warner Blvd
Nashville,TN37205 		  PC GENERAL OPERATIONS 30,180
Park Avenue Synaogue


50 East 87th Street
New York,NY10128 		  PC GENERAL OPERATIONS 9,366
The Temple Congregation Ohabai Shal


5015 Harding Road
Nashville,TN37205 		  PC GENERAL OPERATIONS 4,076
West End Synagogue


3810 West End Ave
Nashville,TN37205 		  PC GENERAL OPERATIONS 7,250
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 22,907
Leadership Nashville


222 Second Avenue
Nashville,TN37201 		  PC GENERAL OPERATIONS 235
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 350
Boca Raton Regional Hospital


745 Meadows Road
Boca Raton,FL33496 		  PC GENERAL OPERATIONS 20,000
Israel Tennis Center Foundation


57 W 38th St Suite 605
New York,NY10018 		  PC GENERAL OPERATIONS 180
JFundersorg


150 West 30th St Ste 900
New York,NY10001 		  PC GENERAL OPERATIONS 875
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 990
ITIMAMERICAN FRIENDS OF ITIM


247 WEST 36TH STREET 5TH FLOOR
NEW YORK,NY10018 		  PC GENERAL OPERATIONS 1,000
MUSEUM OF JEWISH HERITAGE


101 PLAZA REAL S
BOCA RATON,FL33432 		  PC GENERAL OPERATIONS 3,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY


3250 W COMMERCIAL BLVD 340
FORT LAUDERDALE,FL33309 		  PC GENERAL OPERATIONS 691
PBS


3401 S CONGRESS AVE
BOYNTON BEACH,FL33426 		  PC GENERAL OPERATIONS 110
UJA


130 EAST 59TH STREET
NEW YORK,NY10022 		  PC GENERAL OPERATIONS 68
WORLD JEWISH RELIEF


54 CREWYS RD
LONDON,LONDONNW2 2AD
UK 		  PC GENERAL OPERATIONS 4,500
AKIVA SCHOOL


809 PERCY WARNER BOULEVARD
NASHVILLE,TN37205 		  PC GENERAL OPERATIONS 1,800
BREAST CANCER ALLIANCE


48 MAPLE AVENUE
GREENWICH,CT06830 		  PC GENERAL OPERATIONS 1,000
CENTRAL FUND OF ISRAEL


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


PO BOX 1423
CHARLOTTE,NC28201 		  PC GENERAL OPERATIONS 13,867
FRIENDS OF ISRAEL DEFENSE FORCES


PO BOX 4224
NEW YORK,NY10163 		  PC GENERAL OPERATIONS 6,720
HILLEL INTERNATIONAL


800 EIGHT STREET NW
WASHINGTON,DC20001 		  PC GENERAL OPERATIONS 18
JEWISH FEDERATION OF SOUTH PALM BEA


9901 DONNA KLEIN BOULEVARD
BOCA RATON,FL33428 		  PC GENERAL OPERATIONS 46,924
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 36,529
MAYAS HOPE


244 FIFTH AVENUE D 176
NEW YORK,NY10001 		  PC GENERAL OPERATIONS 3,500
NEW JERUSALEM COGIC


425 ROOSEVELT AVE
DELRAY BEACH,FL33444 		  PC GENERAL OPERATIONS 100
UNIVERSITY OF MEMPHIS


341 ADMINISTRATION BUILDING
MEMPHIS,TN38152 		  PC GENERAL OPERATIONS 10,000
MAGEN DAVID ADOM


20 W 36th Street Suite 1100
NEW YORK,NY10018 		  PC GENERAL OPERATIONS 5,018
AFMDA


4371 Northlake Blvd 361
Palm Beach Gardens,FL33410 		  PC GENERAL OPERATIONS 18
American Jewish Committee


1900 NW Corporate Blvd Suite 210
Boca Raton,FL33431 		  PC GENERAL OPERATIONS 3,800
JGIVE- Friends of Asor Fund USA Inc


24 Hebron Rd JVP Media Quarter
Jerusalem,Jerusalem9354212
IS 		  PC General Operations 1,180
Wikipedia Inc


1 Montgomery Street Suite 1600
San Francisco,CA94104 		  PC General Operations 150
The Forward


125 Maiden Lane 8th Floor
New York,NY10038 		  PC General Operations 77
Zeta Beta Tau Foundation


PO Box 82653
Lincoln,NE68501 		  PC General Operations 100
University School of Nashville


2000 Edgehill Avenue
Nashville,TN37212 		  PC General Operations 100
United way of Metropolitan Nashvill


250 Venture Circle
Nashville,TN37228 		  PC General Operations 10,000
United States Holocaust Memorial Mu


PO Box 1567
Merrifield,VA22116 		  PC General Operations 172
Tunnel to Towers Foundation


2361 Hylan Boulevard
Staten Island,NY10306 		  PC General Operations 18
The Willow School


8509 Higuera St
Culver City,CA90232 		  PC General Operations 5,000
The Right Step


PO Box 721
Littleton,CO80160 		  PC General Operations 2,000
The Nashville Holocaust Memorial


801 Percy Warner Boulevard
Nashville,TN37205 		  PC General Operations 10,000
The Jewish Observer


801 Percy Warner Blvd
Nashville,TN37205 		  PC General Operations 280
Temple Israel Memphis


1376 E Massey Rd
Memphis,TN38120 		  PC General Operations 18
Stand Among Friends


777 Glades Road Building NU84 120
Boca Raton,FL33431 		  PC General Operations 36
St Andrews Country Club


17557 Claridge Oval West
Boca Raton,FL33496 		  PC General Operations 100
The Jewish Federations of North Ame


PO Box 157 Wall Street Station
New york,NY10268 		  PC General Operations 600

Rabbi Yehuda Krinsky

770 Eastern Parkway
Brooklyn,NY11213 		  PC General Operations 1,800
Giles County Public Library


122 S Second St
Pulaski,TN38478 		  PC General Operations 300
Play for Pink


28 West 44th Street Suite 609
new York,NY10036 		  PC General Operations 18
Pardes Institute of Jewish Studies


228 Park Avenue South Suite 35858
New York,NY10003 		  PC General Operations 1,000
Migdal Ohr


1325 Avenue of the Americas 28th FL
New York,NY10019 		  PC General Operations 5,000
Miami Dade Holocaust Survivors


20185 E Country Club Dr 2207
Aventura,FL33180 		  PC GENERAL OPERATIONS 500
Memphis Jewish Home


36 Bazeberry Rd
Cordova,TN38018 		  PC General Operations 100
Memorial Sloan Kettering Cancer Cen


PO Box 27432
New York,NY10087 		  PC General Operations 100
Kindness Matters 365


20423 SR 7 Suite F6-268
Boca Raton,FL33498 		  PC General Operations 1,000
Jewish United fund


30 S Wells St
Chicago,IL60606 		  PC General Operations 100
Jewish Middle School of Nashville


801 Percy Warner Blvd Ste 102
Nashville,TN37205 		  PC General operations 1,000
City of Hope Cancer Center


2520 Elisha Avenue
Zion,IL60099 		  PC General Operations 50
FAU Foundation Inc


777 Glades Road ADM 247
Boca Raton,FL33431 		  PC General Operations 100
Eric Brinkley


N/A
NA,FL33481 		  PF General Operations 100
Denver Zoo


2300 Steele Street
Denver,CO80205 		  PC General Operations 7,000
Damon Runyon Cancer Research Founda


55 Broadway Suite 302
New York,NY10006 		  PC General Operations 1,000
Chabad Nashville


95 Bellevue Road
Nashville,TN37221 		  PC General Operations 180
Chabad Jewish Center of South Metro


9950 Lone Tree Parkway
Lone Tree,CO80124 		  PC General operations 6,000
Amazon Donated Goods


N/A
NA,FL33481 		  PC General Operations 421
Misc Donations


N/A
NA,FL33481 		  PF General Operations 2,184
The Metropolitan Museum of Art


1000 5th Ave
New York,NY10028 		  PC General Operations 110
Israel Friends


1115 Broadway 11th Floor
New York City,NY10010 		  PC General Operations 127
Surfside Tragedy Central Emergency


9540 Collins Ave
Surfside,FL33154 		  PC General Operations 180
Jewish Federation of NY


130 East 59th Street
New York,NY10022 		  PC General Operations 248
Everyorg


58 West Portal Ave 781
San Francisco,CA94127 		  PC General operations 575
Greensboro Jewish Federation


5509C W Friendly Ave
Greensboro,NC27410 		  PC General Operations 376
ISRAEL EXPERTS


POB 298
Gedera,Gedera70700
IS 		  PC General Operations 500
Abes Garden


115 Woodmont Blvd
Nashville,TN37205 		  PC General Operations 1,010
echovita


8967 1re Ave
Quebec,QuebecG1G 4C5
CA 		  PC General Operations 35
The Giving Back Fund


500 Commercial Street Suite 4R
Boston,MA02109 		  PC General Operations 1,000
Smile Mass


66 Dudley Road
Sudbury,MA01776 		  PC General Operations 26
Hospice of Palm Beach County


5300 East Ave
West Palm Beach,FL33407 		  PC General Operations 18
University of Miami Cancer


1475 NW 12th Ave
Miami,FL33136 		  PC General Operations 36
Humane Society of Jacksonville


8464 Beach Blvd
Jacksonville,FL32216 		  PC General Operations 19
Total .................................right arrow 3a 584,661
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 274,447  
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 ............ 		        424,468
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOther Revenue 		        115
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   274,447 424,583
13Total. Add line 12, columns (b), (d), and (e)..................
13
699,030
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
RAYMOND ZIMMERMAN FAMILY FOUNDATION
EIN:
62-6166380
Software ID:
24020490
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting fees 7,982 0 0 7,982

TY 2024 OtherDecreasesSchedule
Name:
RAYMOND ZIMMERMAN FAMILY FOUNDATION
EIN:
62-6166380
Software ID:
24020490
Software Version:
2024v5.1
Description Amount
Prior year taxes 4,290


TY 2024 OtherIncomeSchedule2
Name:
RAYMOND ZIMMERMAN FAMILY FOUNDATION
EIN:
62-6166380
Software ID:
24020490
Software Version:
2024v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Revenue 115    


TY 2024 OtherProfessionalFeesSchedule
Name:
RAYMOND ZIMMERMAN FAMILY FOUNDATION
EIN:
62-6166380
Software ID:
24020490
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Morgan Stanley Investment Fees 27,924 27,924 0 0
NORTHERN TRUST INVESTMENT FEES 27,259 27,259 0 0