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
BURTON A ZIPSER AND SANDRA D ZIPSER
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)31313 NORTHWESTERN HIGHWAY 224
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FARMINGTON HILLS, MI48334
A Employer identification number

84-4192296
B Telephone number (see instructions)

(248) 932-9300
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$5,549,780J 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... 182,431 181,903  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 304,793
b Gross sales price for all assets on line 6a 2,108,193
7 Capital gain net income (from Part IV, line 2)... 309,299
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 487,224 491,202  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
27,351 20,513   6,838
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,251 3,251   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
246,211 65,301   180,910
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
305 305   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20 20   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 277,138 89,390   187,748
25 Contributions, gifts, grants paid....... 384,000 384,000
26 Total expenses and disbursements. Add lines 24 and 25 661,138 89,390   571,748
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -173,914
b Net investment income (if negative, enter -0-) 401,812
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............. 77,875 301,160 301,160
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)....... 4,383,357 Click to see attachment
List of Attached Documents:
// Content
3,986,683 		5,207,002
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).......... 126,355 Click to see attachment
List of Attached Documents:
// Content
121,347 		41,618
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) 4,587,587 4,409,190 5,549,780
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,587,587 4,409,190
29 Total net assets or fund balances (see instructions)..... 4,587,587 4,409,190
30 Total liabilities and net assets/fund balances (see instructions). 4,587,587 4,409,190
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
4,587,587
2
Enter amount from Part I, line 27a .....................
2
-173,914
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,413,673
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,483
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,409,190
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 355 SHS APPLIED MATERIALS INC   2019-06-19 2024-10-02
b 20 SHS BROADCOM INC   2019-06-19 2024-01-03
c 220 SHS COCA COLA CO COM   2019-06-19 2024-10-02
d 65 SHS DIAGEO PLC-SPONSORED ADR REPSTG 4 ORD SHS   2019-06-19 2024-02-29
e 1600 SHS JPMORGAN CHASE & CO. SER DD 5.750% PREFERRED   2019-06-19 2024-11-15
30 SHS MASTERCARD INC   2019-06-19 2024-01-03
2,000 SHS NEXTERA ENERGY CPTL HLDG   2019-06-19 2024-12-19
106 SHS PFIZER INC   2019-06-19 2024-12-19
114 SHS PFIZER INC   2019-06-19 2024-12-19
300 SHS RAYTHEON TECHNOLOGIES CORP   2019-06-19 2024-01-03
104 SHS TEXAS INSTRUMENTS   2019-06-19 2024-01-03
40 SHS JPMORGAN CHASE & CO   2019-06-25 2024-01-03
5 SHS PFIZER INC   2019-07-31 2024-12-19
1 SHS TEXAS INSTRUMENTS   2019-07-31 2024-01-03
155 SHS QUALCOMM INC   2019-09-03 2024-01-03
40 SHS ABBVIE INC   2019-09-16 2024-01-03
1 SHS JPMORGAN CHASE & CO   2019-10-16 2024-01-03
2 SHS TEXAS INSTRUMENTS   2019-10-16 2024-01-03
15 SHS COSTCO WHOLESALE CORP-NEW   2019-11-04 2024-01-03
13 SHS COSTCO WHOLESALE CORP-NEW   2019-11-04 2024-03-05
3 SHS COSTCO WHOLESALE CORP-NEW   2019-11-04 2024-05-14
30 SHS INTUIT INC   2019-12-20 2024-01-03
1 SHS JPMORGAN CHASE & CO   2020-02-03 2024-01-03
3 SHS PFIZER INC   2020-02-03 2024-12-19
47 SHS TARGET CORP   2020-03-25 2024-01-03
19 SHS COSTCO WHOLESALE CORP-NEW   2020-03-30 2024-05-14
53 SHS TARGET CORP   2020-03-30 2024-01-03
58 SHS JPMORGAN CHASE & CO   2020-04-01 2024-01-03
206 SHS COCA COLA CO COM   2020-04-16 2024-10-02
175 SHS AMERICAN ELECTRIC POWER   2021-02-18 2024-08-14
120 SHS EOG RES INC   2021-06-15 2024-08-14
100 SHS APPLIED MATERIALS INC   2021-06-15 2024-10-02
70 SHS UNITED PARCEL   2021-06-15 2024-10-02
918 SHS NEUBERGER & BERMAN EQUITY FD   2021-07-23 2024-04-12
50 SHS IQVIA HOLDINGS INC   2021-08-16 2024-11-11
150 SHS EOG RES INC   2021-09-07 2024-08-14
25 SHS NEUBERGER & BERMAN EQUITY FD   2021-12-15 2024-04-12
13 SHS NEUBERGER & BERMAN EQUITY FD   2021-12-15 2024-04-12
10 SHS NEUBERGER & BERMAN EQUITY FD   2021-12-15 2024-04-12
200 SHS MORGAN STANLEY   2022-01-31 2024-01-03
65 SHS GENERAC HOLDINGS INC   2022-05-19 2024-11-11
16 SHS NEUBERGER & BERMAN EQUITY FD   2022-12-16 2024-04-12
425 SHS ISHARES S&P 500 GROWTH ETF   2022-12-23 2024-08-06
798 SHS MORGAN STANLEY INSTL   2022-12-23 2024-08-06
450 SHS ISHARES S&P 500 GROWTH ETF   2022-12-23 2024-11-11
325 SHS ISHARES S&P 500 VALUE ETF   2022-12-23 2024-11-11
65 SHS HONEYWELL INTL INC   2023-03-07 2024-04-22
1000 SHS VIRTUS DIVERSIFIED INCOME   2023-03-09 2024-03-08
25.686 SHS NEUBERGER & BERMAN EQUITY FD   2023-12-18 2024-04-12
843 SHS VIRTUS DIVERSIFIED INCOME   2023-12-27 2024-03-08
857 SHS VIRTUS DIVERSIFIED INCOME   2023-12-27 2024-03-11
20000 SHS STATE STREET CORP   2023-12-27 2024-09-16
3280 SHS COHEN & STEERS QUALITY INCOME   2023-12-27 2024-11-11
BANK OF MONTREAL CONTINGENT INC AUTOCALL LNKD TO BAC   2023-04-14 2024-01-22
JPMORGAN CHASE FINANCIAL CO CONTINGENT INC AUTOCALL LNKD TO C / BAC   2024-06-24 2024-12-30
JPMORGAN CHASE FINANCIAL CO. CONTINGENT INC AUTOCALL LNKD TO BAC / C   2023-12-21 2024-06-25
MORGAN STANLEY FINANCE LLC LKD TO GOOGL,MSFT   2024-01-24 2024-07-29
PROGRESSIVE CORP   2023-08-17 2024-02-22
UBS AG CONTINGENT INC AUTOCALL LNKD TO AMZN   2023-11-28 2024-05-31
UBS AG CONTINGENT INC AUTOCALL LNKD TO AMZN   2024-06-06 2024-12-11
ARCH CAPITAL GROUP LTD DEPOSITARY SH REP INT IN 4.55% NON CUM PFD SER G SHRS   2021-06-02 2024-03-05
BANK OF MONTREAL CONTINGENT INC AUTOCALL LNKD TO SPX / RTY / NDX   2021-06-15 2024-12-18
BANK OF MONTREAL CONTINGENT INC AUTOCALL LNKD TO SPX/RTY/SX5E   2021-07-28 2024-07-31
BANK OF MONTREAL CONTINGENT INC AUTOCALL LNKD TO NDX / RTY / SPX   2021-10-18 2024-10-21
BOFA FINANCE LLC CONTINGENT INC AUTOCALL LNKD TO SX5E / RTY / NDX   2021-11-11 2024-11-14
GS FINANCE CORP BUFFER RETURN NOTE LNKD TO SPX   2022-10-26 2024-05-01
MORGAN STANLEY FINANCE LLC CONTINGENT INC AUTOCALL LNKD TO C / JPM   2021-08-06 2024-08-08
UBS AG CONTINGENT INC AUTOCALL LNKD TO RTY / SPX   2023-07-27 2024-08-01
UBS AG LONDON BRANCH AG TRGR PERFRMNCE SECS LKD SHS SPDR DOW JONES IND AVG E   2019-06-19 2024-05-21
VIRTUS CONVERTIBLE &INCOME FUND 5.625% SERIES A CUMULATIVE PREFERRED SHARES   2019-06-19 2024-12-19
316 SHS ZIFF DAVIS INC   2019-07-01 2024-12-19
LPL FINANCIAL      
CAPITAL LOSS FROM PASSTHROUGH 20-1928970      
CAPITAL GAINS DIVIDENDS P    
(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 71,946   15,101 56,845
b 21,332   5,528 15,804
c 15,556   11,188 4,368
d 9,812   11,118 -1,306
e 40,207   42,720 -2,513
12,565   7,784 4,781
47,179   51,575 -4,396
2,724   3,959 -1,235
2,930   4,258 -1,328
25,849   23,102 2,747
17,323   11,595 5,728
6,845   4,350 2,495
129   187 -58
167   127 40
21,368   11,686 9,682
6,430   2,834 3,596
171   120 51
333   259 74
9,784   4,452 5,332
9,876   3,859 6,017
2,336   890 1,446
17,858   7,984 9,874
171   134 37
77   107 -30
6,557   4,407 2,150
14,792   5,689 9,103
7,394   5,729 1,665
9,925   4,953 4,972
14,566   9,721 4,845
17,078   14,053 3,025
15,217   10,235 4,982
20,266   13,866 6,400
9,317   14,086 -4,769
39,127   40,000 -873
10,971   12,652 -1,681
19,022   10,054 8,968
1,102   1,111 -9
581   586 -5
430   434 -4
18,368   20,355 -1,987
12,497   14,784 -2,287
711   712 -1
36,751   24,939 11,812
29,276   20,228 9,048
45,355   26,406 18,949
66,058   46,939 19,119
12,680   12,709 -29
23,100   18,466 4,634
1,094   1,044 50
19,473   17,400 2,073
19,892   17,689 2,203
20,000   19,850 150
44,902   39,950 4,952
50,000   50,000 0
60,000   60,000 0
60,000   60,000 0
50,000   50,000 0
65,000   65,006 -6
70,000   70,000 0
70,000   70,000 0
20,128   25,000 -4,872
75,000   75,000 0
75,000   75,000 0
130,000   130,000 0
20,000   20,000 0
168,280   140,000 28,280
100,000   100,000 0
50,000   50,000 0
86,800   49,225 37,575
21,173   25,373 -4,200
17,585   20,565 -2,980
      -4,761
      -5,000
39,757     39,757
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       56,845
b       15,804
c       4,368
d       -1,306
e       -2,513
      4,781
      -4,396
      -1,235
      -1,328
      2,747
      5,728
      2,495
      -58
      40
      9,682
      3,596
      51
      74
      5,332
      6,017
      1,446
      9,874
      37
      -30
      2,150
      9,103
      1,665
      4,972
      4,845
      3,025
      4,982
      6,400
      -4,769
      -873
      -1,681
      8,968
      -9
      -5
      -4
      -1,987
      -2,287
      -1
      11,812
      9,048
      18,949
      19,119
      -29
      4,634
      50
      2,073
      2,203
      150
      4,952
      0
      0
      0
      0
      -6
      0
      0
      -4,872
      0
      0
      0
      0
      28,280
      0
      0
      37,575
      -4,200
      -2,980
      -4,761
      -5,000
      39,757
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 2 309,299
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 5,585
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,585
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,585
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,130
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,630
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,045
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow6,045 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMI
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 arrowDAVID M RADNER Telephone no.right arrow (248) 932-9300

Located atright arrow31313 NORTHWESTERN HIGHWAY SUITE224FARMINGTON HILLSMI ZIP+4right arrow48334
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
 
 
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
DAVID M RADNER SEE NOTE ATTACHED DIRECTOR/CHAIRMAN/PRES./TREAS./SECRET.
5.00 		0 0 0
31313 NORTHWESTERN HIGHWAY SUITE
224
FARMINGTON HILLS,MI48334
AARON M RADNER DIRECTOR
1.00 		0 0 0
31313 NORTHWESTERN HIGHWAY SUITE
224
FARMINGTON HILLS,MI48334
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
RADNER LAW FIRM PC LEGAL AND ADMINISTRATIVE 212,835
31313 NORTHWESTERN HWY SUITE 224
FARMINGTON HILLS,MI48334
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
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 arrow0
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
5,556,140
b
Average of monthly cash balances.......................
1b
200,239
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,756,379
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,756,379
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
86,346
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,670,033
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
283,502
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
283,502
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,585
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,585
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
277,917
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
277,917
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
277,917
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
571,748
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
571,748
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 7 277,917
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 251,704
d From 2022...... 404,887
e From 2023...... 398,824
f Total of lines 3a through e ........ 1,055,415
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 571,748
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 277,917
e Remaining amount distributed out of corpus 293,831
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,349,246
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
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) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,349,246
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 251,704
c Excess from 2022.... 404,887
d Excess from 2023.... 398,824
e Excess from 2024.... 293,831
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).)
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

DETROIT CHAMBER OF WINDS & STRINGS

24901 NORTHWESTERN HWY 312
SOUTHFIELD,MI48075 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF AMERICAN MUSIC INCLUDING NEGLECTED WORKS OF THE PAST. 8,000

DETROIT INSTITUTE OF ARTS (THE)

5200 WOODWARD AVE
DETROIT,MI48202 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF AMERICAN MUSIC INCLUDING NEGLECTED WORKS OF THE PAST. 8,750

DETROIT INSTITUTE OF ARTS (THE)

5200 WOODWARD AVE
DETROIT,MI48202 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND EXPANSION OF AUDIENCE LISTENING EXPERIENCES OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF SERIOUS AND CONCERTED MUSICAL PERFORMANCE. 8,750

DETROIT MEDICAL ORCHESTRA

PO BOX 32722
DETROIT,MI48232 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND EXPANSION OF AUDIENCE LISTENING EXPERIENCES OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF SERIOUS AND CONCERTED MUSICAL PERFORMANCE. 5,000

DETROIT YOUTH CHOIR

8425 W MCNICHOLS RD
DETROIT,MI48221 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF AMERICAN MUSIC INCLUDING NEGLECTED WORKS OF THE PAST. 5,000

DETROIT YOUTH CHOIR

8425 W MCNICHOLS RD
DETROIT,MI48221 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND EXPANSION OF AUDIENCE LISTENING EXPERIENCES OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF SERIOUS AND CONCERTED MUSICAL PERFORMANCE. 5,000

FARBER HEBREW DAY SCHOOL

21100 W 12 MILE ROAD
SOUTHFIELD,MI48076 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND EXPANSION OF AUDIENCE LISTENING EXPERIENCES OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF SERIOUS AND CONCERTED MUSICAL PERFORMANCE. 4,000

FARBER HEBREW DAY SCHOOL

21100 W 12 MILE ROAD
SOUTHFIELD,MI48076 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND PROMOTION OF JEWISH MUSIC ACTIVITIES IN THE UNITED STATES. 12,000

FRANKEL JEWISH ACADEMY

6600 WEST MAPLE ROAD
WEST BLOOMFIELD,MI48322 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND PROMOTION OF JEWISH MUSIC ACTIVITIES IN THE UNITED STATES. 5,833

FRANKEL JEWISH ACADEMY

6600 WEST MAPLE ROAD
WEST BLOOMFIELD,MI48322 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF AMERICAN MUSIC INCLUDING NEGLECTED WORKS OF THE PAST. 5,833

FRANKEL JEWISH ACADEMY

6600 WEST MAPLE ROAD
WEST BLOOMFIELD,MI48322 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND EXPANSION OF AUDIENCE LISTENING EXPERIENCES OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF SERIOUS AND CONCERTED MUSICAL PERFORMANCE. 5,834

FRIENDSHIP CIRCLE

6892 WEST MAPLE ROAD
WEST BLOOMFIELD,MI48322 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF AMERICAN MUSIC INCLUDING NEGLECTED WORKS OF THE PAST. 6,000

FRIENDSHIP CIRCLE

6892 WEST MAPLE ROAD
WEST BLOOMFIELD,MI48322 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND EXPANSION OF AUDIENCE LISTENING EXPERIENCES OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF SERIOUS AND CONCERTED MUSICAL PERFORMANCE. 9,000

FRIENDSHIP CIRCLE

6892 WEST MAPLE ROAD
WEST BLOOMFIELD,MI48322 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND PROMOTION OF JEWISH MUSIC ACTIVITIES IN THE UNITED STATES. 15,000

GILDA'S CLUB

3517 ROCHESTER ROAD
ROYAL OAK,MI48073 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF AMERICAN MUSIC INCLUDING NEGLECTED WORKS OF THE PAST. 17,500

GREAT LAKES CHAMBER MUSIC FESTIVAL

24901 NORTHWESTERN HWY 312
SOUTHFIELD,MI48075 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND PROMOTION OF JEWISH MUSIC ACTIVITIES IN THE UNITED STATES. 1,000

GREAT LAKES CHAMBER MUSIC FESTIVAL

24901 NORTHWESTERN HWY 312
SOUTHFIELD,MI48075 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF AMERICAN MUSIC INCLUDING NEGLECTED WORKS OF THE PAST. 7,000

JEWISH FEDERATION OF GREATER ANN ARBOR

2939 BIRCH HOLLOW DR
ANN ARBOR,MI48108 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND PROMOTION OF JEWISH MUSIC ACTIVITIES IN THE UNITED STATES. 5,000

JEWISH FEDERATION OF GREATER ANN ARBOR

2939 BIRCH HOLLOW DR
ANN ARBOR,MI48108 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND EXPANSION OF AUDIENCE LISTENING EXPERIENCES OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF SERIOUS AND CONCERTED MUSICAL PERFORMANCE. 5,000

MCC THEATER

511 W 52ND STREET
NEW YORK,NY10019 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF AMERICAN MUSIC INCLUDING NEGLECTED WORKS OF THE PAST. 8,750

MCC THEATER

511 W 52ND STREET
NEW YORK,NY10019 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND EXPANSION OF AUDIENCE LISTENING EXPERIENCES OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF SERIOUS AND CONCERTED MUSICAL PERFORMANCE. 8,750

MOSAIC YOUTH THEATRE

2251 ANTIETAM
DETROIT,MI48207 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF AMERICAN MUSIC INCLUDING NEGLECTED WORKS OF THE PAST. 10,000

MOTOWN MUSEUM

2648 W GRAND BLVD
DETROIT,MI48204 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND EXPANSION OF AUDIENCE LISTENING EXPERIENCES OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF SERIOUS AND CONCERTED MUSICAL PERFORMANCE. 6,250

MOTOWN MUSEUM

2648 W GRAND BLVD
DETROIT,MI48204 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF AMERICAN MUSIC INCLUDING NEGLECTED WORKS OF THE PAST. 6,250

MSU COMMUNITY EAST LANSING

33 W CIRCLE DR ROOM 102
EAST LANSING,MI48824 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF AMERICAN MUSIC INCLUDING NEGLECTED WORKS OF THE PAST. 5,000

MSU COMMUNITY EAST LANSING

33 W CIRCLE DR ROOM 102
EAST LANSING,MI48824 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND EXPANSION OF AUDIENCE LISTENING EXPERIENCES OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF SERIOUS AND CONCERTED MUSICAL PERFORMANCE. 5,000

MSU HILLEL

360 CHARLES ST
EAST LANSING,MI48823 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND PROMOTION OF JEWISH MUSIC ACTIVITIES IN THE UNITED STATES. 26,000

MSU MARCHING BAND

A240 BILLMAN MUSIC PAVILION MSU
EAST LANSING,MI48824 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF AMERICAN MUSIC INCLUDING NEGLECTED WORKS OF THE PAST. 12,500

MSU MARCHING BAND

A240 BILLMAN MUSIC PAVILION MSU
EAST LANSING,MI48824 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND EXPANSION OF AUDIENCE LISTENING EXPERIENCES OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF SERIOUS AND CONCERTED MUSICAL PERFORMANCE. 12,500

NATIONAL FALLEN FIREFIGHTERS

16825 S SETON AVE PO DRAWER 498
EMMITSBURG,MD21727 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF AMERICAN MUSIC INCLUDING NEGLECTED WORKS OF THE PAST. 6,250

NATIONAL FALLEN FIREFIGHTERS

16825 S SETON AVE PO DRAWER 498
EMMITSBURG,MD21727 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND EXPANSION OF AUDIENCE LISTENING EXPERIENCES OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF SERIOUS AND CONCERTED MUSICAL PERFORMANCE. 6,250

ORT AMERICA

75 MAIDEN LANE SUITE 10
NEW YORK,NY10038 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND PROMOTION OF JEWISH MUSIC ACTIVITIES IN THE UNITED STATES. 13,750

ORT AMERICA

75 MAIDEN LANE SUITE 10
NEW YORK,NY10038 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND EXPANSION OF AUDIENCE LISTENING EXPERIENCES OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF SERIOUS AND CONCERTED MUSICAL PERFORMANCE. 13,750

SHAAREY ZEDEK

27375 BELL ROAD
SOUTHFIELD,MI48034 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF AMERICAN MUSIC INCLUDING NEGLECTED WORKS OF THE PAST. 7,500

SHAAREY ZEDEK

27375 BELL ROAD
SOUTHFIELD,MI48034 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND PROMOTION OF JEWISH MUSIC ACTIVITIES IN THE UNITED STATES. 7,500

STELLA ADLER STUDIO OF ACTIONG

65 BROADWAY 2ND FLOOR
NEW YORK,NY10006 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF AMERICAN MUSIC INCLUDING NEGLECTED WORKS OF THE PAST. 5,000

TEMPLE ISRAEL

5725 WALNUT LAKE ROAD
WEST BLOOMFIELD,MI48323 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF AMERICAN MUSIC INCLUDING NEGLECTED WORKS OF THE PAST. 18,000

TEMPLE ISRAEL

5725 WALNUT LAKE ROAD
WEST BLOOMFIELD,MI48323 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND PROMOTION OF JEWISH MUSIC ACTIVITIES IN THE UNITED STATES. 18,000

THE JCC

6600 WEST MAPLE ROAD
WEST BLOOMFIELD,MI48322 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND EXPANSION OF AUDIENCE LISTENING EXPERIENCES OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF SERIOUS AND CONCERTED MUSICAL PERFORMANCE. 6,250

THE JCC

6600 WEST MAPLE ROAD
WEST BLOOMFIELD,MI48322 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND PROMOTION OF JEWISH MUSIC ACTIVITIES IN THE UNITED STATES. 6,250

THE JEWISH HOSPICE & CHAPLAINCY NETWORK

6555 W MAPLE ROAD
WEST BLOOMFIELD,MI48322 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND EXPANSION OF AUDIENCE LISTENING EXPERIENCES OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF SERIOUS AND CONCERTED MUSICAL PERFORMANCE. 5,000

THE JEWISH HOSPICE & CHAPLAINCY NETWORK

6555 W MAPLE ROAD
WEST BLOOMFIELD,MI48322 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND PROMOTION OF JEWISH MUSIC ACTIVITIES IN THE UNITED STATES. 15,000

THE ZEKELMAN HOLOCAUST CENTER

28123 ORCHARD LAKE RD
FARMINGTON HILLS,MI48334 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND EXPANSION OF AUDIENCE LISTENING EXPERIENCES OF MUSICAL PIECES, PROMOTION AND RELATED ACTIVITIES IN THE AREAS OF SERIOUS AND CONCERTED MUSICAL PERFORMANCE. 7,500

THE ZEKELMAN HOLOCAUST CENTER

28123 ORCHARD LAKE RD
FARMINGTON HILLS,MI48334 		N/A PUBLIC CHARITY TO SUPPORT RESEARCH, PERFORMANCE, PRESERVATION, AND PROMOTION OF JEWISH MUSIC ACTIVITIES IN THE UNITED STATES. 7,500
Total .................................right arrow 3a 384,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ....     14 182,431  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 304,793  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 487,224 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
487,224
(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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
BURTON A ZIPSER AND SANDRA D ZIPSER
 
FOUNDATION
EIN:
84-4192296
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,251 3,251   0

TY 2024 GeneralExplanationAttachment
Name:
BURTON A ZIPSER AND SANDRA D ZIPSER
 
FOUNDATION
EIN:
84-4192296
Identifier Return Reference Explanation
OFFICER COMPENSATION FORM 990-PF; PART VII RADNER LAW FIRM P.C., OF WHICH DAVID RADNER IS A SHAREHOLDER, RECEIVED FEES FOR LEGAL AND ADMINISTRATIVE SERVICES RENDERED TO THE BURTON A. ZIPSER AND SANDRA D. ZIPSER FOUNDATION.

TY 2024 InvestmentsCorpStockSchedule
Name:
BURTON A ZIPSER AND SANDRA D ZIPSER
 
FOUNDATION
EIN:
84-4192296
Name of Stock End of Year Book Value End of Year Fair Market Value
101.724 ALLSPRING INDEX ASSET ALLOCATION 4,449 3,915
60.683 ALLSPRING INDEX ASSET ALLOCATION 2,014 2,336
89.585 ALLSPRING INDEX ASSET ALLOCATION 3,205 3,448
1541.639 ALLSPRING INDEX ASSET ALLOCATION 56,856 59,338
145.039 ALLSPRING INDEX ASSET ALLOCATION 5,330 5,583
248.661 ALLSPRING INDEX ASSET ALLOCATION 9,877 9,571
2000 ATHENE HOLDING LTD 49,102 48,720
800 AXIS CAPITAL HOLDINGS 18,632 16,400
100000 B OF A FINANCE LLC DUE 08/12/2027 100,000 100,070
150000 BANK OF MONTREAL DUE 10/22/2027 150,000 146,940
78000 BANK OF MONTREAL DUE 11/22/2027 78,000 76,432
75000 BANK OF MONTREAL DUE 12/31/2027 75,000 75,000
50000 BANK OF MONTREAL\ DUE 08/06/2027 50,000 49,380
50000 CITIGROUP GMH INC. DUE 08/05/2027 50,000 49,945
50000 CITIGROUP INC DUE 12/31/2149 49,506 51,673
3000 CMS ENERGY CORPORATION 69,049 69,390
105 CONSENSUS CLOUD SOLUTIONS INC 3,285 2,505
2000 FORD MOTOR COMPANY DUE 2062 50,000 48,840
50000 GS FINANCE CORP DUE 07/31/2025 50,885 58,125
170000 J.P MORGAN CHASE FINANCIAL CO DUE 05/04/2027 170,000 178,959
90000 J.P MORGAN CHASE FINANCIAL CO DUE 06/01/2029 90,000 94,734
75000 MORGAN STANLEY FINANCE LLC DUE 06/25/2027 75,000 112,744
100000 MORGAN STANLEY PRIVATE BK 61768UFJ1 102,713 119,000
50000 PNC FINANCIAL SERVICES GROUP 49,881 50,498
65000 PPL CAP FDG INC 64,989 65,031
50000 REINSURANCE GROUP AMER INC 48,964 49,448
2000 RIVERNORTH OPPORTUNITIES FD 6% 48,914 45,440
40000 ROYAL BANK OF CANADA DUE 11/24/2084 39,526 38,242
50000 ROYAL BANK OF CANADA DUE 07/01/2027 50,715 54,370
75000 ROYAL BANK OF CANADA DUE 07/01/2027 75,000 74,055
25000 ROYAL BANK OF CANADA DUE 07/01/2027 25,000 24,823
125 ABBOTT LABORATORIES 13,847 14,139
80 ABBVIE INC 7,248 14,216
50 ACCENTURE PLC IRELAND SHS CL A 16,364 17,590
35 ADOBE INC COMMON STOCK 16,827 15,564
150 ADVANCED MICRO DEVICES INC 14,878 18,119
1386.01 ALLSPRING INDEX (FKA WELLS FARGO INDEX ASSET ALLOCATION FUND) 50,174 53,348
580.509 ALLSPRING INDEX (FKA WELLS FARGO INDEX ASSET ALLOCATION FUND) 22,560 22,344
3700 ALLSPRING MULTI SECTOR INCOME FUND 35,069 34,003
520 ALPHABET INC 36,568 98,436
480 AMAZON.COM INC 59,310 105,307
1000 AMERICAN FINANCIAL GROUP 23,430 22,510
80 AMERICAN TOWER CORPORATION REIT 18,800 14,673
38 AMERIPRISE FINL INC 12,840 20,232
85 ANALOG DEVICES INC 14,276 18,059
350 APPLE INC 27,641 87,647
25 ASML HOLDING N V N Y REGISTRY SHS 2012 15,963 17,327
9750 BLACKROCK CREDIT ALLOCATION INCOME TRUST 100,389 101,985
15 BLACKROCK INC COMMON STOCK 10,495 15,377
5300 BLACKROCK INNOVATION AND GRWTH TERM TR COM SHS OF BNFCL INTR 39,777 39,432
4285 BLACKROCK MULTI SECTOR INCOME TR COM 64,981 62,561
3196.935 BLACKROCK SUSTAINABLE ADVANTAGE LARGE CAP CORE INSTL 61,375 67,807
325 BOSTON SCIENTIFIC CORP 13,858 29,029
1700 BRIGHTHOUSE FINANCIAL INC DEPOSITARY SHARES 6.6% NON CUM PREFERRED STOC 36,813 36,924
600 BROADCOM INC 16,625 139,104
100 CHEVRON CORPORATION 9,053 14,484
350 CHIPOTLE MEXICAN GRILL INC COMMON STOCK 14,556 21,105
75 CHUBB LTD COM 8,609 20,723
3200 COHEN & STEERS LIMITED 59,981 64,640
90 DANAHER CORP 16,622 20,660
2000 DTE ENERGY COMPANY 2017 SERIES E 5.25 JR SUBORDINATED DEBENTURES CALLAB 44,700 44,080
332 ENBRIDGE INC 10,495 14,087
120 EXXON MOBIL CORP 12,446 12,908
230 FISERV INC COMMON STOCK 25,700 47,247
1141.031 HOTCHKIS & WILEY FDS VALUE OPPORTUNITIES FUND CL I 25,011 42,640
491.095 HOTCHKIS & WILEY FDS VALUE OPPORTUNITIES FUND CL I 17,383 18,352
30 INTUIT INC 12,251 18,855
140 JOHNSON & JOHNSON COM 20,602 20,247
150 JPMORGAN CHASE & CO 13,607 35,957
60 LINDE PLC 11,492 25,120
8453.962 LORD ABBETT BOND DEBENTURE 58,560 59,939
154 MASTERCARD INC 46,881 81,092
55 MCDONALDS CORP 10,135 15,944
40 META PLATFORMS INC CLASS A COMMON STOCK 11,862 23,420
489.752 MFS MID CAP VALUE 10,118 15,545
195.652 MFS MID CAP VALUE 6,076 6,210
420 MICROSOFT CORP 76,702 177,030
1467.459 NATIXIS ADVISOR FDS TR II NATIXIS OAKMARK FUND CL Y 45,665 47,223
15000 NEXTERA ENERGY CAP HLDGS INC 65339KBK5 SUBORDINATED DEBENTURE VAR CP 14,175 14,621
1800 NVIDIA CORP 16,011 241,722
147 ORACLE CORPORATION 12,992 24,496
360 PALO ALTO NETWORKS INC COMMON STOCK 24,458 65,506
15 PARKER HANNIFIN CORP 2,490 9,540
55 PARKER HANNIFIN CORP 15,460 34,982
1158.872 PARNASSUS FDS VALUE EQUITY FUND INSTL SHARES 53,861 60,945
170 PHILLIPS 66 12,193 19,368
80 PROCTER & GAMBLE CO 10,341 13,412
50 PROGRESSIVE CORP-OHIO 11,849 11,981
105 PROLOGIS INC 13,008 11,099
500 QUALCOMM INC 39,803 76,810
40 S&P GLOBAL INC COM 16,088 19,921
236 SALESFORCE.COM INC 41,711 78,902
80 SAREPTA THERAPEUTICS INC 11,811 9,727
60 SHERWIN WILLIAMS CO 15,329 20,396
243 TAIWAN SEMICONDUCTOR MFG CO LTD 12,502 47,990
55 THERMO FISHER SCIENTIFIC INC 18,599 28,613
220 TJX COMPANIES INC NEW 15,053 26,578
10 TRANSDIGM GROUP INCORPORATED 11,906 12,673
367 UBER TECHNOLOGIES INC 12,566 22,137
2189 UIT FT CAPITAL STRENGTH BUY WRITE PFL SER 67 SEMMI ANNUAL FEE CASH DUE 20,024 21,978
4701 UIT FT TECH DIVIDEND BUY WRITE PFL SER 13 SEMI ANNUAL FEE CASH DUE 01/2 42,118 53,055
60 UNION PACIFIC CORP 13,397 13,682
1100 UNITED STATES CELLULAR CORP 6.25% SENIOR NOTES DUE 2069 CALLABLE 09/01/ 21,356 25,432
80 UNITEDHEALTH GROUP INC 24,234 40,469
15000 US BANCORP DEL 902973AZ9 CALLABLE 04/15/27 AT 100.000 VAR CPN: 5.300 13,500 14,804
264 VISA INC 50,639 83,435
6035.857 INPEX AMERICAN CONSERVATIVE GROWTH & INCOME CL F2 B 76,720 79,372
1798.491 SUBFX CARILLON REAMS UNCONSTRAINED BOND CL I B 22,938 21,870
203.942 SPLV INVESCO EXCHANGE S&P 500 LOW VOLATILITY ETF 12,931 14,276
150 IGLB ISHARES 10+ YEAR INVESTMENT GRADE CORP BOND ETF 8,086 7,410
1074.513 TFLO ISHARES TREASURY FLOATING RATE BOND ETF 54,307 54,231
2852.943 AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 108,506 106,415
1316.137 FLRN SPDR BLOOMBERG INVT GRADE FLTG RATE ETF 40,221 40,445
130.83 VTIP VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES 6,698 6,335
1474.117 USFR WISDOMTREE FLOATING RATE TREASURY FUND NEW ETF 74,295 74,178

TY 2024 InvestmentsOtherSchedule2
Name:
BURTON A ZIPSER AND SANDRA D ZIPSER
 
FOUNDATION
EIN:
84-4192296
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT IN HATTERAS CORE ALTERNATIVES FUND, L.P. AT COST 121,347 41,618

TY 2024 LegalFeesSchedule
Name:
BURTON A ZIPSER AND SANDRA D ZIPSER
 
FOUNDATION
EIN:
84-4192296
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL AND ADMINISTRATIVE FEES - HONIGMAN 27,351 20,513   6,838


TY 2024 OtherDecreasesSchedule
Name:
BURTON A ZIPSER AND SANDRA D ZIPSER
 
FOUNDATION
EIN:
84-4192296
Description Amount
NET AMORTIZATION/ACCRETION OF BOND PREMIUM/DISCOUNT 4,483


TY 2024 OtherExpensesSchedule
Name:
BURTON A ZIPSER AND SANDRA D ZIPSER
 
FOUNDATION
EIN:
84-4192296
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - HATTERAS CORE ALTERNATIVES FUND, L.P. 20 20   0


TY 2024 OtherProfessionalFeesSchedule
Name:
BURTON A ZIPSER AND SANDRA D ZIPSER
 
FOUNDATION
EIN:
84-4192296
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL AND ADMINISTRATIVE FEES - RADNER 212,835 31,925   180,910
INVESTMENT MANAGEMENT FEES 33,376 33,376   0


TY 2024 TaxesSchedule
Name:
BURTON A ZIPSER AND SANDRA D ZIPSER
 
FOUNDATION
EIN:
84-4192296
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 305 305   0