ZIMMERMAN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ZIMMERMAN FOUNDATION INC (EIN 85-4130721)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-25
- IRS object ID
- 202512379349100606
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-25T09:58:34-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S ORANGE AVESTE 1200 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328013400 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 854130721 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZIMMERMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEFFERSON ZIMMERMAN | InCareOfNm |
| Business Name Control | ZIMM | BusinessNameControlTxt |
| Phone | 4074471780 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 N MAGNOLIA AVE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFERSON ZIMMERMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4074471780 | PhoneNum |
| Signature | 2025-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD LEVIN CPA | PreparerPersonNm |
| PTIN | P00295389 | PTIN |
| Phone | 4078491569 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,521,099 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $111,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,815 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $358,503 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,948 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,135,763 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,763 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,640 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,268 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,268 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,453 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,301 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $71 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $71 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $49,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,280 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $342,970 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $342,970 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $392,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,280 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $342,970 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $743,361 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,483 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $2,603,442 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,228,735 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,980,895 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,426,812 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,544,880 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,540,204 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,030,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,773,615 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,521,099 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,030,254 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,773,615 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,030,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,773,615 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,030,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,773,615 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,030,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $743,361 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,773,615 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,773,615 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS COM | P | 2024-11-07 | $39,335 | $40,213 | -$878 | -$878 | |
| ISHARES CORE MSCI EAFE ETF | P | 2024-02-12 | $33,383 | $31,013 | $2,370 | $2,370 | 2023-02-28 |
| ISHARES MSCI JAPAN ETF | P | 2024-11-07 | $27,887 | $27,467 | $420 | $420 | 2024-05-31 |
| ISHARES BARCLAYS 1-3 YR TREASURY BD | P | 2024-10-03 | $57,958 | $56,931 | $1,027 | $1,027 | 2023-02-10 |
| ISHARES CORE MSCI EAFE ETF | 2024-02-12 | $66,766 | $62,974 | $3,792 | $3,792 | 2023-02-10 | |
| ISHARES MSCI JAPAN ETF | P | 2024-11-07 | $132,810 | $115,665 | $17,145 | $17,145 | |
| ISHARES GOLD TRUST | P | 2024-12-31 | $7 | $6 | $1 | $1 | 2023-02-28 |
| ISHARES GOLD TRUST | P | 2024-12-31 | $69 | $65 | $4 | $4 | 2024-05-31 |
| ISHARES GOLD TRUST | P | 2024-12-31 | $21 | $17 | $4 | $4 | 2021-01-26 |
| ISHARES GOLD TRUST | P | 2024-12-31 | $99 | $75 | $24 | $24 | 2021-12-20 |
| ISHARES GOLD TRUST | P | 2024-12-31 | $75 | $58 | $17 | $17 | 2022-06-22 |
| ISHARES GOLD TRUST | 2024-12-31 | $92 | $70 | $22 | $22 | 2023-02-28 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,948 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,216 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,216 | SubtotalAmt |
| Tax Based On Investment Income | $1,216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,223 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,223 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7 | OverpaymentAmt |
| Applied To ES Tax | $7 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON ZIMMERMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4074471780 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 N MAGNOLIA AVE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFERSON ZIMMERMAN | ||||||||
| 501 N MAGNOLIA AVE | ORLANDO | FL | 32801 | EXECUTIVE DIRECTOR & TREASURER | 1.0 | $0 | $0 | $0 |
| LAUREN ZIMMERMAN | ||||||||
| 501 N MAGNOLIA AVE | ORLANDO | FL | 32801 | SECRETARY | 1.0 | $0 | $0 | $0 |
| LILLY ZIMMERMAN | ||||||||
| 501 N MAGNOLIA AVE | ORLANDO | FL | 32801 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,093,944 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,093,944 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,093,944 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,409 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,017,535 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $250,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $250,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,216 | TotalTaxAmt |
| Distributable Before Adj | $249,661 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $249,661 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $249,661 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $342,970 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $342,970 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $249,661 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $330 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $17,303 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,633 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $342,970 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $249,661 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,309 | RemainingDistriFromCorpusAmt |
| Total Corpus | $110,942 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $110,942 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $330 | ExcessFromYear3Amt |
| Excess From Year1 | $17,303 | ExcessFromYear1Amt |
| Excess From Current Year | $93,309 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFERSON LAUREN ZIMMERMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT REQUESTS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 N MAGNOLIA AVENUE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4074285121 | RecipientPhoneNum |
| Form And Info And Materials | THE ACTIVITIES OF THE FOUNDATION TO MAKE CHARITABLE GRANTS WILL FURTHER THE FOUNDATION'S CHARITABLE, SCIENTIFIC, RELIGIOUS, LITERARY AND EDUCATIONAL PURPOSES. THE FOUNDATION MAY SELECT RECIPIENTS BASED ON GRANT REQUESTS FROM PUBLIC CHARITIES AND GOVERNMENTAL AGENCIES. ALL FORMAL AND INFORMAL GRANT PROPOSALS SHOULD BE ADDRESSED TO THE BOARD OF DIRECTORS INCLUDING THE PURPOSE OF THE GRANT REQUEST AND CONTACT INFORMATION FOR ACCEPTANCE OR DENIAL PURPOSES. NO SPECIFIC FORM IS REQUIRED TO SUBMIT A REQUEST, HOWEVER, THE REQUEST MUST BE MADE IN WRITING AND DELIVERED TO THE PRIMARY OFFICE AT 501 N. MAGNOLIA AVENUE, ORLANDO FL 32801. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSIONS WILL BE EVALUATED ON A PERIODIC BASIS IN WHICH THE BOARD MEETS AND DECIDES ON SOLICITED | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE BOARD OF DIRECTORS WILL MEET TO DECIDE ON CASH GRANT AMOUNTS AND ORGANIZATIONS TO APPROVE THAT HAVE SUBMIT GRANT PROPOSALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNITED ARTS OF CENTRAL FLORIDA | |||||||
| 3025 EDGEWATER DR | ORLANDO | FL | 32804 | N/A | PC | SUPPORT | $76,000 |
| UNIVERSITY OF MIAMI | |||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | N/A | PC | SUPPORT | $100,000 |
| JEWISH FAMILY SERVICES OF GREATER ORLANDO | |||||||
| 2100 LEE RD | WINTER PARK | FL | 32789 | N/A | PC | SUPPORT | $60,000 |
| UNIVERSITY FLORIDA FOUNDATION INC | |||||||
| 1938 W UNIVERSITY AVENUE | GAINESVILLE | FL | 32603 | N/A | PC | SUPPORT | $75,000 |
| THE ALLISON TAYLOR ZIMMON FOUNDATION | |||||||
| 1681 PALM AVE | WINTERPARK | FL | 32789 | N/A | PC | SUPPORT | $2,500 |
| CHABAD OF ALTAMONTE SPRINGS INC | |||||||
| 195 S WESTMONTE DR 1126 | ALTAMONTE SPRINGS | FL | 32714 | N/A | PC | SUPPORT | $10,000 |
| YMCA OF CENTRAL FLORIDA INC | |||||||
| 433 NORTH MILLS AVE | ORLANDO | FL | 32803 | N/A | PC | SUPPORT | $16,470 |
| WINTER PARK LIBRARY | |||||||
| 1052 W MORSE BLVD | WINTERPARK | FL | 32789 | N/A | PC | SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $342,970 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,815 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | $23,948 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $135,763 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,763 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JEFFERSON LAUREN ZIMMERMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 E WEBSTER AVENUE | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,640 | Amt |
| Net Investment Income | $3,640 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT IN BONDS | BondNm |
| EOY Book Value | $1,544,880 | EOYBookValueAmt |
| EOYFMV | $1,540,204 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK & MUTUAL FUNDS | StockNm |
| EOY Book Value | $3,228,735 | EOYBookValueAmt |
| EOYFMV | $3,980,895 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $71 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $71 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $42,268 | Amt |
| Net Investment Income | $42,268 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NET INVESTMENT INCOME TAX- IRS | $1,152 | |
| FOREIGN TAXES PAID | $2,301 | $2,301 |