2025-11-17T15:12:20-06:00 2024-12-31 132620561 CORNICK GARBER & SANDLER LLP 555 MADISON AVENUE 16TH FL NEW YORK NY 10022 990PF 2024-01-01 137222579 THE LYNN AND ROBERT ZIMMER FAMILY FOUNDATION (FOR JOAN DALSHEIM NEVIN) LYNN 2035320044 75 BYRAM SHORE ROAD 703 GREENWICH CT 06830 LYNN ZIMMER TRUSTEE 2035320044 2025-11-14 1 1 MICHELE ROSENBERG P01346138 2125573900 2025-11-14 2024 2025-03-06 01:10:19Z X 2183922 X X 36922 36922 80767 355112 80767 117689 117689 0 0 0 2500 0 2500 320 320 0 27219 27219 0 30039 27539 2500 102000 102000 132039 27539 104500 -14350 90150 97111 125806 125806 316456 293488 297318 750657 733889 1710936 48165 48165 49862 1212389 1201348 2183922 0 0 X 0 0 0 0 1212389 1201348 1212389 1201348 1212389 1201348 1212389 -14350 3808 1201847 499 1201348 318 BLACKSTONE INC 2023-01-24 2024-01-03 38834 27777 11057 11057 87 ULTA BEAUTY INC 2024-07-24 31849 47060 -15211 -15211 211 VERTIV HLDGS CO 2024-12-13 2024-12-30 23828 26971 -3143 -3143 228 XYLEM INC 2024-05-07 2024-12-19 26610 32084 -5474 -5474 156 ACCENTURE PLC IRELAND FCLASS 2024-03-22 52921 26528 26393 26393 536 ANHEUSER BUSCH INBEV S FSPONSO 2023-06-07 2024-12-04 28569 29657 -1088 -1088 364 COLGATE PALMOLIVE CO 2024-01-05 29068 23398 5670 5670 96 JOHNSON & JOHNSON 2013-03-14 2024-02-07 15167 7549 7618 7618 204 JOHNSON & JOHNSON 2024-02-21 32090 14218 17872 17872 9 KLA CORP 2022-11-02 2024-01-02 5093 2897 2196 2196 56 KLA CORP 2022-11-02 2024-10-16 38530 18029 20501 20501 322 NIKE INC 2024-02-01 32553 18177 14376 14376 80767 1253 0 1253 0 1253 4038 0 0 0 4038 0 2785 2785 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A CORNICK GARBER & SANDLER LLP 2125573900 555 MADISON AVENUE 16TH FLOOR NEW YORK NY 10022 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LYNN ZIMMER 100 WORTH AVE APT NO 703 PALM BEACH FL 33480 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 2078149 108709 0 2186858 0 0 2186858 32803 2154055 107703 107703 1253 1253 106450 0 106450 0 106450 104500 0 104500 106450 96757 2021 4765 0 104500 96757 4765 0 2978 0 0 0 0 0 0 0 0 103472 0 0 0 LYNN ZIMMER 100 WORTH AVE APT NO 703 PALM BEACH FL 33480 2035320044 LETTER WITH A DESCRIPTION OF THE USE OF GRANT FUNDS NONE NONE ADAM J LEWIS FOUNDATION 246 LENOX AVENUE BRIDGEPORT CT 06605 PUBLIC CHARITY PROVIDES HIGH-QUALITY ELEMENTARY EDUCATION TO UNDERSERVED CHILDREN 1500 BUCKNELL UNIVERSITY 1 DENT DRIVE LEWISBURG PA 17837 PUBLIC CHARITY EDUCATES STUDENTS FOR CRITICAL THINKING AND LEADERSHIP, FOSTERING A RESIDENTIAL ENVIRONMENT, AND TO SERVE THE COMMON GOOD AND PROMOTE JUSTICE 10000 HOMES WITH HOPE 59 MYRTLE AVE WESTPORT CT 06880 NONE PUBLIC CHARITY PREVENTING AND ENDING HOMELESSNESS FOR INDIVIDUALS AND FAMILIES 5000 HORIZONS AT SACRED HEART UNIVERSITY 5151 PARK AVENUE FAIRFIELD CT 06825 NONE PUBLIC CHARITY SUPPORT EDUCATION 6000 KRAVIS CENTER 701 OKEECHOBEE BLVD WEST PALM BEACH FL 33401 NONE PUBLIC CHARITY PROMOTE PERFORMING ARTS 20000 LIGHTHOUSE GUILD 250 WEST 64TH STREET NEW YORK NY 10023 NONE PUBLIC CHARITY TO ADDRESS THE NEEDS OF PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED, INCLUDING THOSE WITH MULTIPLE DISABILITIES OR CHRONIC MEDICAL CONDITIONS. 2000 MIAMI CITY BALLET 2200 LIBERTY AVE MIAMI BEACH FL 33139 PUBLIC CHARITY TO PRODUCE AND PRESENT HIGH-LEVEL DANCE PERFORMANCES, TRAIN THE NEXT GENERATION OF PROFESSIONAL DANCERS THROUGH ITS SCHOOL, AND MAKE DANCE ACCESSIBLE TO THE COMMUNITY THROUGH ITS OUTREACH PROGRAMS 20000 NEW CANAAN PARENT SUPPORT GROUP 111 OENOKE RIDGE NEW CANAAN CT 06840 PUBLIC CHARITY PROVIDES A CONFIDENTIAL AND SAFE ENVIRONMENT FOR PARENTS TO RECEIVE PEER SUPPORT AND EDUCATION REGARDING ADDICTION AND SUBSTANCE USE IN THEIR FAMILIES 1000 TEAM BRENT - PAN MASS CHALLENGE 77 4TH AVENUE NEEDHAM MA 02494 PUBLIC CHARITY TO RAISE FUNDS FOR CANCER RESEARCH AND TREATMENT AT THE DANA-FARBER CANCER INSTITUTE 1000 TEMPLE EMANUEL 1 E 65TH ST NEW YORK NY 10065 NONE PUBLIC CHARITY SUPPORT OF LIFELONG LEARNING, SPIRITUAL GROWTH AND SOCIAL JUSTICE 30000 WESTPORT COUNTRY PLAYHOUSE 25 POWERS COURT WESTPORT CT 06880 NONE PUBLIC CHARITY PROMOTE PERFORMING ARTS 5000 YELLOW TULIP PROJECT 63 FEDERAL ST PORTLAND ME 04101 NONE PUBLIC CHARITY TO SMASH STIGMA ASSOCIATED WITH MENTAL ILLNESS AND TO BUILD COMMUNITY TO REMIND PEOPLE THAT THERE IS HELP AND HOPE FOR THOSE LIVING WITH MENTAL ILLNESS. 500 102000 0 14 36922 18 80767 0 117689 0 117689 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2500 0 2500 THE LYNN AND ROBERT ZIMMER FAMILY FOUNDATION (FOR JOAN DALSHEIM NEVIN) HEREBY MAKES THE ELECTION UNDER SECTION 53.4942(A)-3(D)(2) TO APPLY ALL OF THE REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2022. CHARLES SCHWAB - CORPORATE BONDS 48165 49862 CHARLES SCHWAB - EQUITIES 733889 1710936 293488 297318 0 0 BASIS ADJUSTMENT FOR PRIOR YEAR NONDIVIDEND DISTRIBUTIONS 499 INVESTMENT ADVISORY FEES 27172 27172 0 OTHER INVESTMENT FEES 47 47 0 REFUND OF PRIOR YEAR PENALTIES 3808 FOREIGN TAXES WITHHELD 320 320 0