Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
BOCA RATON
State or province
FL
Country  
ZIP or foreign postal code
33481
A Employer identification number

62-6166380
B Telephone number (see instructions)

5619999815
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$7,123,530J 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 .................
3 Interest on savings and temporary cash investments 53,948 53,948 53,948
4 Dividends and interest from securities... 151,963 151,963 151,963
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 482,862
b Gross sales price for all assets on line 6a 4,155,836
7 Capital gain net income (from Part IV, line 2)... 483,042
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
105    
12 Total. Add lines 1 through 11........ 688,878 688,953 205,911
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,194     8,194
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
50,862 50,862    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,403 2,403    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 31,010     31,010
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
25     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 92,494 53,265   39,229
25 Contributions, gifts, grants paid....... 727,026 727,026
26 Total expenses and disbursements. Add lines 24 and 25 ................ 819,520 53,265   766,255
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -130,642
b Net investment income (if negative, enter -0-) 635,688
c Adjusted net income (if negative, enter -0-)... 205,911
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 50,339 89,653 89,653
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 4,600 10,122  
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,982,112 5,798,373 7,033,877
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,052,051 5,898,148 7,123,530
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 6,052,051 5,898,148
29 Total net assets or fund balances (see instructions)..... 6,052,051 5,898,148
30 Total liabilities and net assets/fund balances (see instructions). 6,052,051 5,898,148
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
6,052,051
2
Enter amount from Part I, line 27a .....................
2
-130,642
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
690
4
Add lines 1, 2, and 3 ..........................
4
5,922,099
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
23,951
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,898,148
Form 990-PF (2025)
Form 990-PF (2025)
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 4 ABBV - ABBVIE INC COM USD0.01 P 2020-04-06 2025-12-17
b 8 ABBV - ABBVIE INC COM USD0.01 P 2020-03-17 2025-12-17
c 9 ABBV - ABBVIE INC COM USD0.01 P 2020-04-06 2025-11-24
d 3 ABBV - ABBVIE INC COM USD0.01 P 2020-04-06 2025-07-23
e 12 ABBV - ABBVIE INC COM USD0.01 P 2020-05-13 2025-07-23
8 ABBV - ABBVIE INC COM USD0.01 P 2024-06-05 2025-06-06
1 ABBV - ABBVIE INC COM USD0.01 P 2020-05-13 2025-06-06
12 ABBV - ABBVIE INC COM USD0.01 P 2020-05-13 2025-04-24
4 ACGL - ARCH CAPITAL GROUP COM STK P 2023-03-28 2025-12-17
1 ACGL - ARCH CAPITAL GROUP COM STK P 2023-03-27 2025-12-17
13 ACGL - ARCH CAPITAL GROUP COM STK P 2023-03-28 2025-11-24
5 ACGL - ARCH CAPITAL GROUP COM STK P 2023-03-30 2025-11-24
5 ACGL - ARCH CAPITAL GROUP COM STK P 2023-03-30 2025-06-18
1 ACN - ACCENTURE PLC CLS A P 2025-04-14 2025-12-17
3 ACN - ACCENTURE PLC CLS A P 2025-05-01 2025-12-17
2 ACN - ACCENTURE PLC CLS A P 2025-05-01 2025-11-24
2 ACN - ACCENTURE PLC CLS A P 2025-05-01 2025-07-23
2 ACN - ACCENTURE PLC CLS A P 2025-05-01 2025-06-06
1 ACN - ACCENTURE PLC CLS A P 2025-04-14 2025-04-24
2 ADP - AUTOMATIC DATA PROCESSING INC COM P 2024-09-09 2025-12-17
2 ADP - AUTOMATIC DATA PROCESSING INC COM P 2019-12-13 2025-12-17
4 ADP - AUTOMATIC DATA PROCESSING INC COM P 2024-09-09 2025-11-24
6 ADP - AUTOMATIC DATA PROCESSING INC COM P 2019-12-13 2025-07-23
3 ADP - AUTOMATIC DATA PROCESSING INC COM P 2019-12-13 2025-06-06
4 ADP - AUTOMATIC DATA PROCESSING INC COM P 2019-12-13 2025-04-24
30 ADYEY - ADR ADYEN N V ADR P 2022-07-07 2025-12-17
65 ADYEY - ADR ADYEN N V ADR P 2022-07-07 2025-11-24
7 ADYEY - ADR ADYEN N V ADR P 2023-03-17 2025-11-24
24 ADYEY - ADR ADYEN N V ADR P 2023-03-17 2025-06-18
1 AON - AON PLC P 2020-07-31 2025-12-17
2 AON - AON PLC P 2020-07-31 2025-11-24
1 AON - AON PLC P 2020-07-31 2025-06-18
20 APD - AIR PROD & CHEM INC COM P 2019-12-13 2025-10-17
10 APD - AIR PROD & CHEM INC COM P 2019-12-13 2025-08-11
3 APD - AIR PROD & CHEM INC COM P 2019-12-13 2025-07-23
6 APD - AIR PROD & CHEM INC COM P 2019-12-13 2025-07-11
2 APD - AIR PROD & CHEM INC COM P 2019-12-13 2025-06-06
4 APD - AIR PROD & CHEM INC COM P 2019-12-13 2025-04-24
4 APO - APOLLO GLOBAL MANAGEMENT INC COM USD0.00001 P 2025-09-08 2025-12-17
2 APO - APOLLO GLOBAL MANAGEMENT INC COM USD0.00001 P 2025-09-08 2025-11-24
2 ASMIY - ADR ASM INTERNATIONAL NV ASM INTERNATIONAL N.V. COM STK P 2022-04-21 2025-11-24
1 ASML - ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT) P 2019-12-13 2025-12-17
2 ASML - ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT) P 2019-12-13 2025-11-24
1 ASML - ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT) P 2019-12-13 2025-03-06
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3 AVB - AVALONBAY CMNTYS REIT P 2025-06-09 2025-07-23
9 AVGO - BROADCOM INC COM P 2020-03-09 2025-12-17
6 AVGO - BROADCOM INC COM P 2020-02-21 2025-12-17
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5 AVGO - BROADCOM INC COM P 2020-02-21 2025-11-25
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1 AVGO - BROADCOM INC COM P 2024-04-16 2025-06-06
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11 AVGO - BROADCOM INC COM P 2019-12-13 2025-03-03
1 AVGO - BROADCOM INC COM P 2020-02-21 2025-03-03
24 AVGO - BROADCOM INC COM P 2019-12-13 2025-02-14
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17 AVGO - BROADCOM INC COM P 2019-12-13 2025-01-30
9 AVGO - BROADCOM INC COM P 2019-12-13 2025-01-14
5 AZN - #REORG/ASTRAZENECA EXCHANGE ASTRAZENECA 2950471 02-02-2026 P 2024-05-03 2025-12-17
17 AZN - #REORG/ASTRAZENECA EXCHANGE ASTRAZENECA 2950471 02-02-2026 P 2024-05-03 2025-11-24
4 AZN - #REORG/ASTRAZENECA EXCHANGE ASTRAZENECA 2950471 02-02-2026 P 2024-05-03 2025-06-18
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7 AZN - #REORG/ASTRAZENECA EXCHANGE ASTRAZENECA 2950471 02-02-2026 P 2022-07-08 2025-03-06
9 BAESY - ADR BAE SYS PLC SPONSORED ADR P 2023-05-02 2025-12-17
4 BAESY - ADR BAE SYS PLC SPONSORED ADR P 2023-09-20 2025-11-24
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1 CME - CME GROUP INC COM STK P 2023-12-18 2025-06-06
3 CME - CME GROUP INC COM STK P 2023-12-11 2025-04-24
8 CMPGY - ADR COMPASS GROUP PLC SPON ADR EACH REP 1 ORD SHS (POST SPLT) P 2023-06-27 2025-12-10
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31 SPDR S&P 500 ETF TRUST P 2025-04-01 2025-07-28
1 SPDR S&P 500 ETF TRUST P 2013-09-17 2025-01-21
44 SPDR S&P 500 ETF TRUST P 2013-09-17 2025-01-21
1000 TRUIST FINANCIAL 5100 *65DE10 P 2025-01-21 2025-12-10
2000 TRUIST FINANCIAL 5100 *65DE10 P 2025-07-28 2025-12-10
10000 TRUIST FINANCIAL 5100 *65DE10 P 2021-05-19 2025-12-10
22000 TRUIST FINANCIAL 5100 *65DE10 P 2021-05-19 2025-12-10
3000 TRUIST FINANCIAL 5100 *65DE10 P 2021-05-19 2025-12-10
5000 TRUIST FINANCIAL 5100 *65DE10 P 2022-11-03 2025-12-10
4000 TRUIST FINANCIAL 5100 *65DE10 P 2022-12-06 2025-12-10
1000 TRUIST FINANCIAL 5100 *65DE10 P 2023-03-23 2025-12-10
4000 TRUIST FINANCIAL 5100 *65DE10 P 2023-06-20 2025-12-10
3000 TRUIST FINANCIAL 5100 *65DE10 P 2024-02-15 2025-12-10
512.567 VIRTUS KAR MID-CAP CORE I P 2024-07-16 2025-05-05
322.603 VIRTUS KAR MID-CAP CORE I P 2025-01-21 2025-05-05
33.737 VIRTUS KAR MID-CAP CORE I P 2025-04-01 2025-05-05
3413.797 VIRTUS KAR SM MD CP CORE I P 2025-01-21 2025-06-23
183.422 VIRTUS KAR SM MD CP CORE I P 2025-04-01 2025-06-23
171.425 WCM FOCUSED INTL GWTH INST P 2024-12-23 2025-07-28
26.381 WCM FOCUSED INTL GWTH INST P 2025-01-21 2025-07-28
131.464 WCM FOCUSED INTL GWTH INST P 2025-04-01 2025-07-28
388.482 WCM FOCUSED INTL GWTH INST P 2025-01-21 2025-03-25
Capital Gain Dividends      
Wash Sale      
(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 893   307 586
b 1,787   606 1,181
c 2,093   691 1,402
d 564   230 334
e 2,258   1,076 1,182
1,515   1,314 201
189   90 99
2,131   1,076 1,055
383   267 116
96   67 29
1,197   867 330
460   338 122
453   338 115
279   293 -14
836   912 -76
497   608 -111
579   608 -29
639   608 31
289   293 -4
531   551 -20
531   336 195
1,004   1,103 -99
1,815   1,008 807
982   504 478
1,163   672 491
472   447 25
981   969 12
106   105 1
440   359 81
353   203 150
690   405 285
352   203 149
5,047   4,625 422
2,840   2,313 527
898   694 204
1,739   1,388 351
557   463 94
1,066   925 141
598   538 60
261   269 -8
1,100   697 403
1,043   290 753
1,982   581 1,401
727   290 437
722   828 -106
542   621 -79
612   621 -9
2,918   226 2,692
1,945   184 1,761
4,011   368 3,643
1,881   153 1,728
3,374   276 3,098
3,041   306 2,735
4,414   490 3,924
1,913   214 1,699
1,467   184 1,283
2,019   245 1,774
252   132 120
1,158   660 498
2,569   1,847 722
2,135   347 1,788
194   31 163
5,592   756 4,836
2,626   378 2,248
3,671   536 3,135
2,012   284 1,728
455   380 75
1,557   1,291 266
284   304 -20
2,988   2,884 104
543   469 74
815   464 351
344   211 133
1,719   1,031 688
435   211 224
525   264 261
66,541   65,896 645
877   865 12
87,964   84,431 3,533
877   868 9
10,296   10,452 -156
8,828   8,520 308
15,280   15,363 -83
10,000   10,138 -138
13,640   13,906 -266
6,360   6,600 -240
274   205 69
549   421 128
824   632 192
1,105   843 262
547   433 114
274   211 63
791   649 142
246   226 20
2,957   2,733 224
493   457 36
897   800 97
303   257 46
404   343 61
282   293 -11
760   749 11
236   228 8
345   358 -13
516   351 165
350   251 99
841   972 -131
402   405 -3
159   155 4
295   287 8
1,429   1,149 280
759   597 162
927   544 383
917   544 373
752   499 253
263   181 82
279   227 52
1,186   945 241
898   708 190
1,511   1,181 330
979   827 152
136   118 18
1,099   945 154
22,192   25,386 -3,194
20,171   23,075 -2,904
330   425 -95
794   1,045 -251
278   294 -16
2,215   1,321 894
1,354   1,230 124
379   220 159
230   147 83
4,122   3,229 893
656   553 103
920   790 130
23,001   20,461 2,540
21,247   18,635 2,612
11,880   11,596 284
3,155   3,126 29
14,042   9,663 4,379
12,223   8,810 3,413
8,877   6,943 1,934
30,286   24,594 5,692
26,892   22,507 4,385
14,649   13,285 1,364
379   360 19
349   360 -11
969   307 662
669   204 465
1,518   409 1,109
997   307 690
840   307 533
1,240   409 831
620   205 415
1,967   615 1,352
318   230 88
738   559 179
257   164 93
337   224 113
238   168 70
523   309 214
293   196 97
324   224 100
225   256 -31
1,205   1,279 -74
168   147 21
168   145 23
1,327   1,149 178
2,654   2,316 338
15,697   15,695 2
338   292 46
1,014   852 162
678   584 94
626   584 42
276   284 -8
529   568 -39
695   286 409
491   214 277
4,214   1,872 2,342
413   178 235
111   73 38
836   580 256
723   546 177
1,033   773 260
563   429 134
48   39 9
129   122 7
604   546 58
209   209  
2,850   2,363 487
2,484   2,138 346
1,424   1,558 -134
356   214 142
681   779 -98
1,873   1,070 803
1,113   642 471
1,428   856 572
965   871 94
821   747 74
864   859 5
517   491 26
590   562 28
1,278   1,953 -675
1,278   1,821 -543
1,529   2,235 -706
302   429 -127
473   728 -255
414   297 117
122   85 37
1,130   835 295
359   248 111
3,062   3,530 -468
1,782   3,334 -1,552
372   513 -141
5,349   3,534 1,815
4,858   3,213 1,645
14,560   14,191 369
13,237   12,877 360
29,688   28,759 929
20,505   19,839 666
19,984   19,839 145
13,666   12,672 994
12,110   11,442 668
9,093   8,072 1,021
38,264   36,621 1,643
5,996   5,647 349
5,327   5,186 141
3,869   4,148 -279
506   355 151
735   533 202
789   533 256
497   355 142
715   533 182
3,139   2,247 892
1,638   1,425 213
409   326 83
2,512   2,442 70
502   490 12
1,392   1,469 -77
461   490 -29
1,847   1,958 -111
2,216   1,261 955
897   540 357
299   183 116
623   365 258
312   206 106
312   206 106
2,054   1,329 725
1,330   949 381
1,443   1,096 347
1,166   1,582 -416
1,519   1,964 -445
298   352 -54
3,200   3,968 -768
34   37 -3
844   946 -102
490   567 -77
1,016   1,097 -81
448   290 158
535   341 194
455   292 163
268   170 98
364   223 141
559   360 199
423   325 98
409   325 84
409   370 39
461   370 91
447   370 77
2,109   243 1,866
1,043   121 922
3,191   364 2,827
3,136   486 2,650
1,536   243 1,293
2,527   364 2,163
946   772 174
454   386 68
1,254   1,158 96
480   386 94
927   772 155
1,580   986 594
1,539   986 553
1,791   1,183 608
1,233   789 444
316   294 22
1,587   1,471 116
807   1,074 -267
538   757 -219
1,346   1,817 -471
2,622   1,969 653
1,122   905 217
665   701 -36
1,664   1,331 333
2,394   1,378 1,016
829   392 437
2,094   1,010 1,084
838   451 387
132   79 53
675   368 307
794   788 6
6,799   5,434 1,365
610     610
6,153   4,988 1,165
4,766   3,876 890
152   218 -66
580   870 -290
289   225 64
544   435 109
452   643 -191
4,306   7,532 -3,226
337   465 -128
1,222   1,103 119
2,607   2,190 417
1,513   1,324 189
1,164   1,030 134
1,747   1,566 181
1,414   1,965 -551
1,161   1,044 117
1,809   1,739 70
944   907 37
157   259 -102
2,595   2,460 135
1,023   1,681 -658
230   227 3
1,075   1,059 16
1,981   1,588 393
751   442 309
2,408   1,437 971
718   442 276
2,140   1,326 814
1,605   1,955 -350
1,898   995 903
1,151   553 598
1,518   774 744
477   154 323
1,907   1,754 153
1,424   1,234 190
3,006   927 2,079
1,413   463 950
1,145   463 682
1,694   1,244 450
1,174   925 249
2,162   1,916 246
1,078   991 87
1,113   1,007 106
499   542 -43
382   349 33
807   894 -87
297   332 -35
411   349 62
440   315 125
1,442   1,025 417
268   248 20
242   253 -11
809   910 -101
223   152 71
2,730   2,223 507
1,282   1,227 55
641   597 44
1,223   1,165 58
348   335 13
855   839 16
798   785 13
114   117 -3
57   64 -7
1,022   1,135 -113
454   469 -15
390   446 -56
573   638 -65
958   1,107 -149
733   831 -98
973   1,173 -200
1,947   2,397 -450
757   933 -176
427   510 -83
282   340 -58
649   640 9
328   320 8
426   425 1
471   491 -20
235   170 65
552   613 -61
1,303   1,104 199
640   340 300
852   510 342
750   690 60
584   552 32
1,028   966 62
390   414 -24
1,581   2,145 -564
4,611   4,830 -219
790   1,036 -246
1,244   1,553 -309
1,620   1,518 102
1,619   1,409 210
1,178   1,025 153
147   132 15
302   263 39
792   660 132
1,426   1,185 241
1,479   1,188 291
1,587   1,367 220
159   154 5
893   602 291
1,339   932 407
446   352 94
439   352 87
305   264 41
1,685   1,321 364
1,975   1,497 478
316   341 -25
791   911 -120
304   341 -37
2,125   2,551 -426
736   729 7
1,062   792 270
939   792 147
1,564   1,268 296
533   475 58
943   951 -8
1,053   951 102
702   638 64
1,915   1,754 161
1,165   957 208
971   822 149
885   889 -4
725   647 78
369   292 77
812   587 225
577   497 80
829   613 216
259   187 72
1,814   1,249 565
778   673 105
507   449 58
242   227 15
484   449 35
2,297   2,144 153
411   454 -43
1,114   1,069 45
1,980   1,814 166
371   425 -54
1,796   1,983 -187
160   117 43
3,202   2,250 952
316   235 81
300   235 65
290   235 55
836   704 132
1,812   1,535 277
697   592 105
368   155 213
773   309 464
462   155 307
2,314   773 1,541
1,431   464 967
964   309 655
451   155 296
361   368 -7
649   736 -87
400   368 32
537   293 244
687   390 297
751   488 263
278   195 83
480   390 90
1,174   577 597
2,773   1,530 1,243
692   421 271
488   347 141
1,609   1,276 333
782   394 388
2,194   1,182 1,012
452   263 189
1,780   1,138 642
131   88 43
1,832   1,226 606
487   507 -20
244   253 -9
716   760 -44
955   1,015 -60
581   507 74
236   143 93
942   573 369
426   258 168
2,268   1,376 892
598   344 254
249   144 105
100   69 31
948   545 403
482   278 204
241   138 103
2,318   1,182 1,136
1,131   417 714
467   209 258
167   70 97
670   417 253
503   523 -20
1,085   1,220 -135
1,539   601 938
3,801   1,493 2,308
804   441 363
887   662 225
573   277 296
1,735   830 905
2,660   1,106 1,554
665   376 289
709   277 432
980   753 227
525   440 85
350   298 52
747   596 151
1,121   1,043 78
612   596 16
2,535   2,533 2
951   969 -18
1,419   876 543
448   292 156
672   449 223
237   150 87
1,458   901 557
1,121   750 371
674   450 224
290   230 60
1,529   1,377 152
620   536 84
162   134 28
1,374   1,313 61
258   268 -10
2,693   2,233 460
505   961 -456
621   279 342
1,863   1,164 699
904   664 240
663   498 165
195   166 29
974   884 90
495   444 51
282   283 -1
535   493 42
1,341   1,243 98
453   316 137
534   510 24
339   340 -1
578   370 208
289   177 112
1,155   884 271
1,745   1,326 419
2,127   1,768 359
1,371   926 445
272   185 87
1,801   1,296 505
850   901 -51
1,133   520 613
568   601 -33
2,272   1,040 1,232
1,420   800 620
428   320 108
434   320 114
356   253 103
162   127 35
1,612   1,267 345
3,865   2,661 1,204
1,136   760 376
1,594   1,014 580
777   507 270
969   760 209
1,773   1,267 506
543   373 170
1,104   932 172
524   528 -4
668   644 24
643   644 -1
1,146   1,287 -141
473   495 -22
224   247 -23
458   495 -37
223   247 -24
211   247 -36
2,683   4,043 -1,360
224   337 -113
1,012   1,209 -197
690   806 -116
837   812 25
471   487 -16
158   162 -4
681   682 -1
5,112   3,895 1,217
4,446   3,558 888
3,325   2,792 533
352   268 84
696   535 161
376   268 108
731   626 105
554   447 107
771   626 145
421   358 63
760   626 134
526   298 228
993   572 421
1,240   709 531
416   237 179
1,843   1,046 797
2,379   1,511 868
357   233 124
1,608   1,091 517
1,206   889 317
1,450   937 513
176   102 74
1,034   953 81
1,155   1,187 -32
696   712 -16
874   916 -42
328   338 -10
729   801 -72
749   788 -39
222   230 -8
2,913   3,068 -155
3,004   3,030 -26
2,003   2,003  
2,003   2,020 -17
2,003   2,020 -17
2,003   1,932 71
2,003   1,940 63
3,004   2,910 94
2,003   1,998 5
3,004   3,032 -28
2,003   2,020 -17
2,003   2,020 -17
1,001   1,010 -9
4,006   4,039 -33
7,010   7,069 -59
5,867   5,000 867
768   664 104
5,128   4,940 188
804   799 5
34,920   39,319 -4,399
8,127   7,901 226
29,115   25,190 3,925
80,769   80,363 406
49   48 1
278   278  
310   310  
309   310 -1
6,050   5,162 888
8,381   7,911 470
155,395   140,725 14,670
18,597   16,982 1,615
16,065   16,374 -309
5,225   5,266 -41
4,953   4,992 -39
9,662   9,738 -76
3,037   2,886 151
1,012   995 17
7,086   7,837 -751
30,379   33,587 -3,208
5,062   4,353 709
5,062   4,577 485
3,037   2,863 174
8,292   7,800 492
528   497 31
973   970 3
973   970 3
1,945   2,042 -97
1,945   2,042 -97
2,919   3,062 -143
2,919   3,062 -143
3,892   4,083 -191
5,845   6,125 -280
1,945   1,836 109
1,945   1,888 57
1,945   1,883 62
2,917   2,825 92
1,945   1,916 29
1,945   1,916 29
1,945   2,051 -106
973   1,025 -52
4,851   5,104 -253
1,941   2,045 -104
6,796   7,159 -363
5,013   5,033 -20
1,003   1,007 -4
22,058   24,811 -2,753
6,016   5,737 279
29,079   28,584 495
5,014   4,928 86
1,000   989 11
3,000   3,001 -1
38,000   39,058 -1,058
18,000   15,493 2,507
5,000   4,418 582
6,000   5,182 818
1,000   945 55
3,011   2,930 81
1,004   995 9
1,004   995 9
5,019   5,231 -212
7,027   7,323 -296
8,030   8,369 -339
7,031   7,571 -540
1,004   1,063 -59
2,009   2,126 -117
3,011   2,812 199
6,023   5,822 201
1,004   974 30
4,015   3,897 118
5,022   5,408 -386
15,900   13,113 2,787
3,407   1,569 1,838
4,188   3,475 713
525   261 264
15,706   7,843 7,863
215,543   235,239 -19,696
41,715   35,280 6,435
4,609   4,314 295
97,896   69,945 27,951
98,589   83,858 14,731
43,693   27,671 16,022
44,390   27,614 16,776
64,200   51,583 12,617
2,543   1,965 578
3,653   3,653  
73   73  
4,286   3,959 327
52,528   47,834 4,694
3,438   3,523 -85
1,053   949 104
31,084   25,258 5,826
999   992 7
77   77  
85,326   71,513 13,813
487   486 1
467   465 2
1,563   1,395 168
919   835 84
1,196   1,027 169
7,693   7,406 287
109,046   58,480 50,566
89,826   103,727 -13,901
9,407   10,102 -695
117,324   137,998 -20,674
113,093   119,239 -6,146
51,379   48,657 2,722
8,782   8,255 527
4,863   5,658 -795
13   15 -2
28   32 -4
66,217   67,879 -1,662
50,645   50,533 112
144,261   147,708 -3,447
2,190   2,102 88
79,172   78,521 651
5,677   5,644 33
220   220  
78,071   78,788 -717
219   218 1
245   245  
269   267 2
296   296  
268   268  
305   305  
246   246  
253   253  
252   252  
19,735   17,271 2,464
602   171 431
26,455   7,524 18,931
1,014   988 26
2,029   2,019 10
10,144   11,238 -1,094
22,317   24,724 -2,407
3,043   3,372 -329
5,072   4,447 625
4,058   3,719 339
1,014   886 128
4,058   3,605 453
3,043   2,742 301
29,739   30,477 -738
18,717   20,001 -1,284
1,957   1,946 11
68,447   72,475 -4,028
3,678   3,613 65
4,534   3,778 756
698   600 98
3,477   3,028 449
9,258   8,842 416
      141,022
      180
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       586
b       1,181
c       1,402
d       334
e       1,182
      201
      99
      1,055
      116
      29
      330
      122
      115
      -14
      -76
      -111
      -29
      31
      -4
      -20
      195
      -99
      807
      478
      491
      25
      12
      1
      81
      150
      285
      149
      422
      527
      204
      351
      94
      141
      60
      -8
      403
      753
      1,401
      437
      -106
      -79
      -9
      2,692
      1,761
      3,643
      1,728
      3,098
      2,735
      3,924
      1,699
      1,283
      1,774
      120
      498
      722
      1,788
      163
      4,836
      2,248
      3,135
      1,728
      75
      266
      -20
      104
      74
      351
      133
      688
      224
      261
      645
      12
      3,533
      9
      -156
      308
      -83
      -138
      -266
      -240
      69
      128
      192
      262
      114
      63
      142
      20
      224
      36
      97
      46
      61
      -11
      11
      8
      -13
      165
      99
      -131
      -3
      4
      8
      280
      162
      383
      373
      253
      82
      52
      241
      190
      330
      152
      18
      154
      -3,194
      -2,904
      -95
      -251
      -16
      894
      124
      159
      83
      893
      103
      130
      2,540
      2,612
      284
      29
      4,379
      3,413
      1,934
      5,692
      4,385
      1,364
      19
      -11
      662
      465
      1,109
      690
      533
      831
      415
      1,352
      88
      179
      93
      113
      70
      214
      97
      100
      -31
      -74
      21
      23
      178
      338
      2
      46
      162
      94
      42
      -8
      -39
      409
      277
      2,342
      235
      38
      256
      177
      260
      134
      9
      7
      58
       
      487
      346
      -134
      142
      -98
      803
      471
      572
      94
      74
      5
      26
      28
      -675
      -543
      -706
      -127
      -255
      117
      37
      295
      111
      -468
      -1,552
      -141
      1,815
      1,645
      369
      360
      929
      666
      145
      994
      668
      1,021
      1,643
      349
      141
      -279
      151
      202
      256
      142
      182
      892
      213
      83
      70
      12
      -77
      -29
      -111
      955
      357
      116
      258
      106
      106
      725
      381
      347
      -416
      -445
      -54
      -768
      -3
      -102
      -77
      -81
      158
      194
      163
      98
      141
      199
      98
      84
      39
      91
      77
      1,866
      922
      2,827
      2,650
      1,293
      2,163
      174
      68
      96
      94
      155
      594
      553
      608
      444
      22
      116
      -267
      -219
      -471
      653
      217
      -36
      333
      1,016
      437
      1,084
      387
      53
      307
      6
      1,365
      610
      1,165
      890
      -66
      -290
      64
      109
      -191
      -3,226
      -128
      119
      417
      189
      134
      181
      -551
      117
      70
      37
      -102
      135
      -658
      3
      16
      393
      309
      971
      276
      814
      -350
      903
      598
      744
      323
      153
      190
      2,079
      950
      682
      450
      249
      246
      87
      106
      -43
      33
      -87
      -35
      62
      125
      417
      20
      -11
      -101
      71
      507
      55
      44
      58
      13
      16
      13
      -3
      -7
      -113
      -15
      -56
      -65
      -149
      -98
      -200
      -450
      -176
      -83
      -58
      9
      8
      1
      -20
      65
      -61
      199
      300
      342
      60
      32
      62
      -24
      -564
      -219
      -246
      -309
      102
      210
      153
      15
      39
      132
      241
      291
      220
      5
      291
      407
      94
      87
      41
      364
      478
      -25
      -120
      -37
      -426
      7
      270
      147
      296
      58
      -8
      102
      64
      161
      208
      149
      -4
      78
      77
      225
      80
      216
      72
      565
      105
      58
      15
      35
      153
      -43
      45
      166
      -54
      -187
      43
      952
      81
      65
      55
      132
      277
      105
      213
      464
      307
      1,541
      967
      655
      296
      -7
      -87
      32
      244
      297
      263
      83
      90
      597
      1,243
      271
      141
      333
      388
      1,012
      189
      642
      43
      606
      -20
      -9
      -44
      -60
      74
      93
      369
      168
      892
      254
      105
      31
      403
      204
      103
      1,136
      714
      258
      97
      253
      -20
      -135
      938
      2,308
      363
      225
      296
      905
      1,554
      289
      432
      227
      85
      52
      151
      78
      16
      2
      -18
      543
      156
      223
      87
      557
      371
      224
      60
      152
      84
      28
      61
      -10
      460
      -456
      342
      699
      240
      165
      29
      90
      51
      -1
      42
      98
      137
      24
      -1
      208
      112
      271
      419
      359
      445
      87
      505
      -51
      613
      -33
      1,232
      620
      108
      114
      103
      35
      345
      1,204
      376
      580
      270
      209
      506
      170
      172
      -4
      24
      -1
      -141
      -22
      -23
      -37
      -24
      -36
      -1,360
      -113
      -197
      -116
      25
      -16
      -4
      -1
      1,217
      888
      533
      84
      161
      108
      105
      107
      145
      63
      134
      228
      421
      531
      179
      797
      868
      124
      517
      317
      513
      74
      81
      -32
      -16
      -42
      -10
      -72
      -39
      -8
      -155
      -26
       
      -17
      -17
      71
      63
      94
      5
      -28
      -17
      -17
      -9
      -33
      -59
      867
      104
      188
      5
      -4,399
      226
      3,925
      406
      1
       
       
      -1
      888
      470
      14,670
      1,615
      -309
      -41
      -39
      -76
      151
      17
      -751
      -3,208
      709
      485
      174
      492
      31
      3
      3
      -97
      -97
      -143
      -143
      -191
      -280
      109
      57
      62
      92
      29
      29
      -106
      -52
      -253
      -104
      -363
      -20
      -4
      -2,753
      279
      495
      86
      11
      -1
      -1,058
      2,507
      582
      818
      55
      81
      9
      9
      -212
      -296
      -339
      -540
      -59
      -117
      199
      201
      30
      118
      -386
      2,787
      1,838
      713
      264
      7,863
      -19,696
      6,435
      295
      27,951
      14,731
      16,022
      16,776
      12,617
      578
       
       
      327
      4,694
      -85
      104
      5,826
      7
       
      13,813
      1
      2
      168
      84
      169
      287
      50,566
      -13,901
      -695
      -20,674
      -6,146
      2,722
      527
      -795
      -2
      -4
      -1,662
      112
      -3,447
      88
      651
      33
       
      -717
      1
       
      2
       
       
       
       
       
       
      2,464
      431
      18,931
      26
      10
      -1,094
      -2,407
      -329
      625
      339
      128
      453
      301
      -738
      -1,284
      11
      -4,028
      65
      756
      98
      449
      416
       
       
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 2 483,042
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 -37,881
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 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 8,836
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 8,836
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 8,836
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 8,960
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 8,960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 124
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax124 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
FL, 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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofRaymond Zimmerman Telephone no. (561) 999-9815

Located atPO BOX 810939BOCA RATONFL ZIP+433481
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
5,798,373
b
Average of monthly cash balances.......................
1b
483,198
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,281,571
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
6,281,571
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
94,224
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,187,347
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
309,367
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
309,367
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,836
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,836
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
300,531
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
300,531
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
300,531
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, line 26, column (d) ..........
1a
766,255
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
766,255
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 300,531
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 33,796
b From 2021...... 228,651
c From 2022...... 354,619
d From 2023...... 354,921
e From 2024...... 336,013
f Total of lines 3a through e ........ 1,308,000
4Qualifying distributions for 2025 from Part
XI, line 4: $ 766,255
a Applied to 2024, 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 2025 distributable amount..... 300,531
e Remaining amount distributed out of corpus 465,724
5 Excess distributions carryover applied to 2025.    
(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 1,773,724
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		33,796
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,739,928
10 Analysis of line 9:
a Excess from 2021 .... 228,651
b Excess from 2022 .... 354,619
c Excess from 2023 .... 354,921
d Excess from 2024 .... 336,013
e Excess from 2025 .... 465,724
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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 		    GENERAL OPERATIONS 1,807
Congregation Micah


2001 Old Hickory Blvd
Brentwood,TN37027 		    GENERAL OPERATIONS 2,230
Congregation Sherith Israel


3600 West End Avenue
Nashville,TN37205 		    GENERAL OPERATIONS 54
JDC


200 East 42nd Street
New York,NY10017 		    GENERAL OPERATIONS 173,952
Jewish Agency for Israel


633 Third Ave 32 FL Suite C
New York,NY10017 		    GENERAL OPERATIONS 2,590
Jewish Book Council


520 8th Avenue 4th FL
New York,NY10018 		    GENERAL OPERATIONS 13,772
Jewish Family Services - Ruth Rales


21300 Ruth Baron Coleman Boulevar
Boca Raton,FL33428 		    GENERAL OPERATIONS 90,829
Jewish Federation of NashvilleMiddl


801 Percy Warner Blvd
Nashville,TN37205 		    GENERAL OPERATIONS 157,500
Park Avenue Synaogue


50 East 87th Street
New York,NY10128 		    GENERAL OPERATIONS 15,966
PJ Library


67 Hunt Street Suite 100
Agawam,MA01001 		    GENERAL OPERATIONS 10,000
The Temple Congregation Ohabai Shal


5015 Harding Road
Nashville,TN37205 		    GENERAL OPERATIONS 4,549
West End Synagogue


3810 West End Ave
Nashville,TN37205 		    GENERAL OPERATIONS 7,336
B'nai B'rith International


1120 20th Street NW Suite 300N
Washington,DC20036 		    GENERAL OPERATIONS 131
JCC of Mid Westchester


999 Wilmot Rd
Scarsdale,NY10583 		    GENERAL OPERATIONS 21,675
Leadership Nashville


222 Second Avenue
Nashville,TN37201 		    GENERAL OPERATIONS 231
AgeWell Middle Tennessee


95 White Bridge Road Suite 250
Nashville,TN37205 		    GENERAL OPERATIONS 100
Boca Raton Regional Hospital


745 Meadows Road
Boca Raton,FL33496 		    GENERAL OPERATIONS 20,018
Hands on Tzedakah Inc


2901 Clint Moore Road 318
Boca Raton,FL33496 		    GENERAL OPERATIONS 1,800
Israel Tennis Center Foundation


57 W 38th St Suite 605
New York,NY10018 		    GENERAL OPERATIONS 1,274
JFundersorg


150 West 30th St Ste 900
New York,NY10001 		    GENERAL OPERATIONS 1,700
Temple Emanuel of Palm Beach


190 North County Road
Palm Beach,FL33109 		    GENERAL OPERATIONS 2,000
GORDON JEWISH COMMUNITY CENTER


801 PERCY WARNER BLVD
NASHVILLE,TN37205 		    GENERAL OPERATIONS 990
ITIMAMERICAN FRIENDS OF ITIM


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


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


3250 W COMMERCIAL BLVD 340
FORT LAUDERDALE,FL33309 		    GENERAL OPERATIONS 500
WORLD JEWISH RELIEF


54 CREWYS RD
LONDON,LONDONNW2 2AD
UK 		    GENERAL OPERATIONS 3,600
AMERICAN FRIENDS OF MAGEN DAVID ADO


20 W 36TH STREET SUITE 1100
NEW YORK,NY10018 		    GENERAL OPERATIONS 2,500
CHASE FAMILY


PO BOX 1423
CHARLOTTE,NC28201 		    GENERAL OPERATIONS 8,173
CONGREGATION EMANUEL


ONE EAST 65TH ST
NEW YORK,NY10065 		    GENERAL OPERATIONS 3,000
FRIENDS OF ISRAEL DEFENSE FORCES


PO BOX 4224
NEW YORK,NY10163 		    GENERAL OPERATIONS 5,650
HILLEL INTERNATIONAL


800 EIGHT STREET NW
WASHINGTON,DC20001 		    GENERAL OPERATIONS 180
JEWISH FEDERATION OF SOUTH PALM BEA


9901 DONNA KLEIN BOULEVARD
BOCA RATON,FL33428 		    GENERAL OPERATIONS 50,998
LEFFELL SCHOOL


30 DELLWOOD ROAD
WHITE PLAINS,NY10605 		    GENERAL OPERATIONS 44,218
SECOND HARVEST FOOD BANK


331 GREAT CIRCLE RD
NASHVILLE,TN37228 		    GENERAL OPERATIONS 100
UNITED HATZALAH


442 5TH AVENUE SUITE 1866
NEW YORK,NY10018 		    GENERAL OPERATIONS 103
UNIVERSITY OF MEMPHIS


341 ADMINISTRATION BUILDING
MEMPHIS,TN38152 		    GENERAL OPERATIONS 10,000
JEWISH FEDERATION


4200 BISCAYNE BOULEVARD
MIAMI,FL33137 		    GENERAL OPERATIONS 36
Wikipedia Inc


1 Montgomery Street Suite 1600
San Francisco,CA94104 		    General Operations 100
Zeta Beta Tau Foundation


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


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


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


PO Box 1567
Merrifield,VA22116 		    General Operations 100
The Jewish Observer


801 Percy Warner Blvd
Nashville,TN37205 		    General Operations 100
Pardes Institute of Jewish Studies


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


1325 Avenue of the Americas 28th FL
New York,NY10019 		    General Operations 5,000
Damon Runyon Cancer Research Founda


55 Broadway Suite 302
New York,NY10006 		    General Operations 500
Jewish Federation of NY


130 East 59th Street
New York,NY10022 		    General Operations 235
Smile Mass


66 Dudley Road
Sudbury,MA01776 		    General Operations 100
1 Hope Therapeutic Riding Horse Res


9322 E Pioneer Dr
PARKER,CO80138 		    General Operations 1,110
Adolph Rose Levis Jewish Community


21050 95th Ave S
Boca Raton,FL33428 		    General Operation 180
Be Kind Project


10869 N Scottsdale Rd Suite 103-25
Scottsdale    
CB 		    General Operations 100
Birthright Israel


PO Box 21615
New York,NY10087 		    General Operations 1,000
Central Park Conservancy


717 Fifth Avenue 5th Floor
New York,NY10022 		    General Operations 100
Chabad of Southwest Broward


5600 SW 106th Avenue
Cooper City,FL33328 		    General Operation 7,500
University of Miami Athletics


5821 San Amaro Dr
Coral Gables,FL33146 		    General Operations 4,500
Christopher Dana Reeve Foundation


636 Morris Turnpike Suite 3A
Short Hills,NJ07078 		    General 100
Congregation B'nai Israel


2200 Yamato Rd
BOca Raton,FL33431 		    General 5,950
Congregation Beth Israel


535 Progress Ave
Munster,IN46321 		    General 100
FELNET


641 Lexington Ave 20FL
New York,NY10022 		    General 1,000
Florida End of Life Options


PO Box 510651
Melbourne Beach,FL32951 		    General 180
Greater Cincinnati Police Museum


308 Reading Road
Cincinnati,OH45202 		    General 100
Heart of Alabama Food Bank


521 Trade Center Dr
Montgomery,AL36108 		    General 36
JARC


21160 95th Avenue South
Boca Raton,FL33428 		    General 360
Jewish Family Services of Nashville


801 Percy Warner Blvd Suite 103
Nashville,TN37205 		    General 100
Jewish Family Services Columbus OH


1070 College Avenue
Columbus,OH43209 		    General 180
Jewish National Fund


PO Box 971054
BOCA Raton,FL33497 		    General 250
Margolin Hebrew Academy


390 S White Station Road
Memphis,TN38117 		    General 36
Mem Global


5802 Monroe Rd
Charlotte,NC28212 		    Genereal 1,000
Mishkan Chicago


4001 N Ravenswood Ave 101
Chicago,IL60613 		    General 500
Northwestern Memorial Hospital


541 North Fairbanks Court Ste 800
Chicago,IL60611 		    General 180
Shir Ami


101 Richboro Rd
Newton,PA18940 		    General 12,863
South Florida Basketball Associatio


7142 Louisianne Ct
Boynton Beach,FL33437 		    General 350
Temple Emanuel


One East 65th Street
New York,NY10065 		    General 2,500
Trustbridge Care Center of Boca Rat


1531 W Palmetto Park Rd
Boca Raton,FL33486 		    General 18
Vanderbilt-Ingram Cancer Center


2301 Vanderbilt Place
Nashville,TN37240 		    General 36
Vets Helping Heroes


980 N Federal Hwy Suite 110
Boca Raton,FL33432 		    General 1,000
Weitzman Museum


101 South Independence Mall
East Philadelphia,PA19106 		    General 1,800
White Plains Hospital Foundation


101 East Post Rd
White Plains,NY10601 		    General 5,000
Total ................................. 3a 727,026
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		    14 53,948  
4 Dividends and interest from securities ....     14 151,963  
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 ............ 		        482,862
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOther Revenue 		        105
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   205,911 482,967
13Total. Add line 12, columns (b), (d), and (e)..................
13
688,878
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID: 25022934
Software Version: 2025v4.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
RAYMOND ZIMMERMAN FAMILY FOUNDATION
EIN:
62-6166380
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting fees 8,194 0 0 8,194

TY 2025 OtherDecreasesSchedule
Name:
RAYMOND ZIMMERMAN FAMILY FOUNDATION
EIN:
62-6166380
Software ID:
25022934
Software Version:
2025v4.1
Description Amount
Non-Deductible Exp (MS) 15,000
Prior year taxes 8,951


TY 2025 OtherExpensesSchedule
Name:
RAYMOND ZIMMERMAN FAMILY FOUNDATION
EIN:
62-6166380
Software ID:
25022934
Software Version:
2025v4.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Postage 25     25


TY 2025 OtherIncomeSchedule2
Name:
RAYMOND ZIMMERMAN FAMILY FOUNDATION
EIN:
62-6166380
Software ID:
25022934
Software Version:
2025v4.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Revenue 105    


TY 2025 OtherIncreasesSchedule
Name:
RAYMOND ZIMMERMAN FAMILY FOUNDATION
EIN:
62-6166380
Software ID:
25022934
Software Version:
2025v4.1
Description Amount
Non-Deductible Expense 510
Wash Sale Dissallowed 180


TY 2025 OtherProfessionalFeesSchedule
Name:
RAYMOND ZIMMERMAN FAMILY FOUNDATION
EIN:
62-6166380
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Morgan Stanley Investment Fees 26,457 26,457 0 0
NORTHERN TRUST INVESTMENT FEES 24,405 24,405 0 0


TY 2025 TaxesSchedule
Name:
RAYMOND ZIMMERMAN FAMILY FOUNDATION
EIN:
62-6166380
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Tax Paid on Investments 2,403 2,403