2025-11-14T10:54:39-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 311596973 The Zimmer Family Foundation Inc % Foundation Source ZIMM 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JARED SCOTT ZIMMER PRESIDENT 8008391754 2025-11-13 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 2712975 X 0 X 2049 2049 33018 33018 37815 33777401 37815 759 759 73641 73641 56000 56000 3366 3366 25736 25736 2146 1400 30772 30772 119420 25736 90138 38500 38500 157920 25736 128638 -84279 47905 0 1259977 1090518 1090518 726768 809374 899635 1201472 1202232 722822 3188217 3102124 2712975 78670 76856 78670 76856 X 3109547 3025268 3109547 3025268 3188217 3102124 3109547 -84279 3025268 3025268 Publicly-traded Securities 33777401 33739586 37815 37815 37815 666 666 666 1348 0 1348 X 0 682 682 false false false false false false false true true FL true false false false false true N/A Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Cheryl B Zimmer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 2.0 2500 0 0 Collins C Zimmer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 15.0 13000 0 0 Jacob Zimmer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 25.0 30000 0 0 Jared S Zimmer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 10.0 7000 0 0 Joshua H Zimmer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 2.0 2500 0 0 R Scott Zimmer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 2.0 1000 0 0 1528097 489411 722822 2740330 0 2740330 41105 2699225 134961 134961 666 666 134295 134295 134295 128638 0 0 0 0 128638 134295 67432 128638 67432 61206 0 0 73089 0 0 Cheryl B Zimmer R Scott Zimmer X AERIAL RECOVERY 4235 HILLSBORO PIKE STE 300 NASHVILLE TN 37215 N/A PC Helene Disaster NC 2000 ATONEMENT LUTHERAN CHURCH 29617 STATE RD 54 WESLEY CHAPEL FL 33543 N/A PC General & Unrestricted 3000 BELOVED ASHEVILLE 32 OLD CHARLOTTE HWY ASHEVILLE NC 28803 N/A PC General & Unrestricted 5000 CIRENAS INC CO FBW LLP 655 3RD AVE 1400 NEW YORK NY 10017 N/A PC General & Unrestricted 2000 ECO-LOGIC DEVELOPMENT FUND 186 ALEWIFE BROOK PKWY 214 CAMBRIDGE MA 02138 N/A PC General & Unrestricted 10000 GC RELIEF PO BOX 27001 SANTA ANA CA 92799 N/A PC General & Unrestricted 4000 GREG LENTZ MINISTRIES PO BOX 6463 ASHEVILLE NC 28816 N/A PC General & Unrestricted 2000 NATIONAL COURT APPOINTED SPECIAL ADVOCATE ASSOCIAT 100 W HARRISON N TOWER SEATTLE WA 98119 N/A PC General & Unrestricted 2000 OF MOUNTAINS AND MEN 19631 THUNDER RD E COLORADO SPGS CO 80908 N/A PC General & Unrestricted 2500 SHADE 10424 PARKERHOUSE DR GREAT FALLS VA 22066 N/A PC General & Unrestricted 2000 SUMMIT CHARTER SCHOOL INC 370 MITTEN LN CASHIERS NC 28717 N/A PC Summit Archery Program 1000 WHITE RAINBOW PROJECT 31596 CALLE DE TALAR BONSALL CA 92003 N/A PC General & Unrestricted 3000 38500 14 2049 14 33018 18 37815 K-1 Inc/Loss 14 -1635 ANNUITY INCOME 14 2394 73641 73641 false false false false false false false false false false PART II LINE 21 - MORTGAGES AND OTHER NOTES PAYABLE PART II LINE 21 - MORTGAGES AND OTHER NOTES PAYABLE LENDER: SBA ORIGINAL LOAN AMOUNT: $76,900 BALANCE DUE: $76,856 DATE OF NOTE: 6/29/2020 MATURITY DATE: 6/29/2050 REPAYMENT TERMS: MONTHLY PRINCIPAL AND INTEREST BEGINNING IN 2022 INTEREST RATE: 2.75% SECURITY PROVIDED BY THE BORROWER: ALL TANGIBLE AND INTANGIBLE PROPERTY PURPOSE OF THE LOAN: PPP LOAN FOR OPERATING EXPENSES DESCRIPTION AND FMV OF THE CONSIDERATION: CASH AND $76,900 GOLDMAN SACHS PHYSICAL GOLD ET 13918 13720 ISHARES ESG MSCI USA SMALLCAP 13045 19175 ISHARESLEHMAN 7-10YR 173982 173159 SPDR BARCLAYS CAPITAL 1-3 MONT 14544 14537 SPDR S&P 500 ETF TRUST 333452 328792 VANGUARD BAILLIE GIFFORD GLOBA 30577 35448 VANGUARD ESG INTERNATIONAL STO 80661 89132 VANGUARD ESG US STOCK ETF 76715 141916 VANGUARD GLOBAL ESG SELECT STO 42359 55241 VANGUARD GLOBAL EX-US REAL EST 14334 12026 VANGUARD SF REIT ETF 13041 13896 VANGUARD TOTAL INTERNATIONAL S 2746 2593 ASLAN GROUP AFRICA, LLC (F/K/A 54734 CIM REAL ESTATE FINANCE TRUST, 200000 121800 HIGHLANDS REIT INC 7200 6200 JACKSON NATIONAL VARIABLE ANNU 399288 399093 MACKENZIE REIT, INC 223135 173329 UNITED DEVELOPMENT FUNDING III 317875 22400 Administrative Fees 30118 30118 PAYROLL SET-UP FEE 425 425 State or Local Filing Fees 61 61 Website Hosting/Support 168 168 K-1 Inc/Loss UNITED DEVELOPMENT FUNDING III LP -1635 -1635 Annuity Income 2394 2394 Investment Management Services 25736 25736 990-PF Estimated Tax for 2024 1200 990-PF Extension for 2023 200