2025-10-09T16:06:52-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 843220039 Zimmerman Mindful Asset Foundation % Foundation Source ZIMM 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Steven Zimmerman President 8008391754 2025-10-02 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 1249138 X 0 X 50 50 18454 18454 134687 838701 244426 153191 262930 0 2300 9747 9747 12047 0 9747 28000 28000 40047 0 37747 113144 262930 0 13763 10401 10401 978749 1095255 1238737 992512 1105656 1249138 0 0 X 992512 1105656 992512 1105656 992512 1105656 992512 113144 1105656 1105656 Publicly-traded Securities 838701 594275 244426 244426 244426 3655 3655 3655 3470 0 200 3670 X 0 15 15 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Steven D Zimmerman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 Susan K Zimmerman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 1215456 6325 0 1221781 0 1221781 18327 1203454 60173 60173 3655 3655 56518 56518 56518 37747 0 0 0 0 37747 56518 36884 37747 36884 863 0 0 55655 0 0 Steven D Zimmerman Susan K Zimmerman X ANGEL FOUNDATION 1155 CENTRE POINTE DR STE 7 MENDOTA HEIGHTS MN 55120 N/A PC General & Unrestricted 3000 AT HOME GROUP INC PO BOX 40561 SAINT PAUL MN 55104 N/A PC General & Unrestricted 5000 MINNESOTA ZOO FOUNDATION 13000 ZOO BLVD APPLE VALLEY MN 55124 N/A PC General & Unrestricted 10000 ORDWAY CENTER FOR THE PERFORMING ARTS 345 WASHINGTON ST SAINT PAUL MN 55102 N/A PC General & Unrestricted 5000 WORLD VISION PO BOX 9716 FEDERAL WAY WA 98063 N/A PC 2025 Medtronic Twin Cities Marathon 5000 28000 14 50 14 18454 18 134687 153191 153191 false false false false false false false false false false ALLIANCEBERSTEIN LG CAP GR ADV 29620 38186 AMERICAN FUNDS GROWTH 6651 6738 AMERICAN MUTUAL FUND CL F2 44105 49645 BOSTON TRUST WALDEN MID CAP IN 59528 59649 ETF SPDR SERIES TRUST 23562 25313 FIDELITY CONVERTIBLE SECURITIE 61285 63433 GUGGENHEIM TOTAL RETURN BOND F 58884 59452 INVESCO QQQ TRUST 34330 39547 ISHARE SP GBL 100 IN 46147 50946 ISHARES CORE US VALUE 92945 96422 ISHARES RUSSELL TOP 200 GROW 47649 96077 LAZARD GLOBAL LISTED INFRASTRU 43245 46568 NEW WORLD FUND, INC (F2) 39220 45597 PARNASSUS EQUITY INCOME FUND I 53622 63043 PIMCO INCOME FUND 47534 47459 VALUE LINE MID CAP FOCUSED FUN 72917 82588 VANGUARD FTSE DEVELOPED MARKET 35150 33301 VANGUARD S&P 500 ETF 91952 103384 VANGUARD SM-CAP ETF 74895 86209 VANGUARD SMALL-CAP GROWTH ETF 45605 50338 VICTORY RS PARTNERS FUND CL Y 51629 61930 WISDOMTREE INTERNATIONAL HDGD 34780 32912 Administrative Fees 9722 9722 State or Local Filing Fees 25 25 990-PF Estimated Tax for 2024 2300