2024-02-14T14:15:57-08:00 2023-05-31 953787897 Arsenault & Arje CPAs 1223 Wilshire Blvd 407 Santa Monica CA 90403 990PF 2022-06-01 956097374 MAX & PAULINE ZIMMER FAMILY FOUNDATION MAX& 3104865956 300 S BEVERLY DRIVE 412 BEVERLY HILLS CA 90212 CHARLES LIEBERMAN CFO 3105085360 2024-01-20 true CHARLES LIEBERMAN XXX-XX-XXXX true Robert I Arje P01265641 3102714272 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X X 2968365 X X 7 7 55092 55092 65997 260258 65997 121096 121096 12000 69752 12152 1 2116 5249 505 89623 12152 0 259500 259500 349123 12152 259500 -228027 108944 994 994 994 57747 26096 26096 540 540 540 13400 10744 10744 2410055 2215795 2929991 2482196 2254169 2968365 0 X 2482196 2254169 2482196 2254169 2482196 2254169 2482196 -228027 2254169 2254169 54 iSHARES RUSSELL 2000 ETF P 2007-04-25 2023-01-25 10097 4455 5642 5642 305 SPDR GOLD TRUST GOLD P 2009-04-06 2023-01-25 55155 24948 30207 30207 53 VANGUARD GROWTH ETF P 2017-05-01 2023-01-25 12175 6636 5539 5539 176 VANGUARD MID CAP VALUE ETF P 2017-05-01 2023-01-25 25012 18006 7006 7006 899 VANGUARD SHORT TERM BOND P 2017-05-01 2023-01-25 68514 71722 -3208 -3208 72 VANGUARD SHORT TERM GOV BD P 2019-07-26 2023-01-25 4194 4376 -182 -182 355 VANGUARD TOTAL INTL STOCK FD ETF P 2017-05-12 2023-01-25 20018 18353 1665 1665 350 VANGUARD VALUE ETF INDEX FD P 2017-05-01 2023-01-25 50010 33413 16597 16597 7 VANGUARD INTERMEDIIATE TERM GOV P 2019-07-26 2023-01-25 420 460 -40 -40 53 VANGUARD SHORT TERM BND P 2017-05-01 2023-01-25 4039 4228 -189 -189 8 VANGUARD SHORT TERM GOV BD P 2019-07-26 2023-01-25 466 486 -20 -20 36 VANGUARDTOTAL INTL STOCK ETF P 2017-05-01 2023-01-25 2030 1834 196 196 56 VANGUARD VALUE ETF INDEX FD P 2017-05-01 2023-01-25 8006 5344 2662 2662 CLASS ACTION SETTLEMENTS P 2001-01-01 2023-05-31 122 122 122 65997 1514 1514 1514 10744 10744 9230 9230 false false false false false false false true true CA true false false false false true N/A MAX & PAULINE ZIMMER FAM FOUND 3104865956 300 S BEVERLY DRIVE 412 BEVERLY HILLS CA 90212 false false false false false false false false false false false false false false false false false false false false false false CHARLES LIEBERMAN 2132 CENTURY PARK LN BL5 410 LOS ANGELES CA 90067 CFO 10.00 0 JONATHAN FLIER 356 S REEVES DRIVE BEVERLY HILLS CA 90212 President 15.00 0 DAVID Z KREMS 22335 DE GRASSE DR CALABASAS CA 91302 Director 10.00 0 NONE NONE CONTRIBUTIONS PAID TO VARIOUS PUBLIC CHARITIES - SEE PART XV 0 3005487 67100 11284 3083871 0 3083871 46258 3037613 151881 151881 1514 1514 150367 150367 150367 259500 259500 150367 213854 146650 107007 112082 312000 891593 259500 0 150367 109133 1000726 0 213854 786872 146650 107007 112082 312000 109133 X CAMP RAMAH 17525 VENTURA BLVD 201 ENCINO CA 91316 N/A PC SCHOLARSHIPS 15000 JEWISH BIG BROTHERS SISTERS 6505 WILSHIRE BLVD 600 LOS ANGELES CA 90048 N/A PC UNRESTRICTED 4500 MASORTI FOUNDATION 475 RIVERSIDE DR 832 NEW YORK NY 10115 N/A PC SYNAGOGUE HAMISHPACHTI -KFAR VRADIM 40000 AMERICAN ASSOCIATES OF BEN GURION U 9911 W PICO BLVD 710 LOS ANGELES CA 90035 N/A PC SCHOLARSHIPS 4000 AMERICAN FRIENDS OF KESHET EILON 25 TRINITY PASS POUND RIDGE NY 10576 N/A PC UNRESTRICTED 20000 SOUTHERN CALIFORNIA COUNSELING CENT 5615 W PICO BLVD LOS ANGELES CA 90019 N/A PC WATTS CENTER 25000 JEWISH FREE LOAN ASSOCIATION 6505 WILSHIRE BLVD 715 LOS ANGELES CA 90048 N/A PC UNRESTRICTED 13500 PEF ISRAEL ENDOWMENT FUND INC 630 3RD AVE STE 1501 NEW YORK NY 10017 N/A PC COCHAV HATZAFON ASSOCSCHOOL-#XXX-XX-XXXX 20000 WESTSIDE JEWISH COMMUNITY CENTER 5870 W OLYMPIC BLVD LOS ANGELES CA 90036 N/A PC INFANT CENTER 20000 TRAUMA RESOURCE INSTITUTE PO BOX 1891 CLAREMONT CA 91711 N/A PC UNRESTRICTED 8000 NATIONAL ALLIANCE FOR MENTAL ILLNES 921 WESTWOOD BLVD 236 LOS ANGELES CA 90024 N/A PC UNRESTRICTED 5000 AMERICAN FRIENDS PARENTS CIRCLE 1425 RXR PLAZA EAST TOWER 15TH FLR UNIONDALE NY 11556 N/A PC FAMILIES FORUM 10000 VISTA DEL MAR 3200 MOTOR AVE LOS ANGELES CA 90034 N/A PC UNRESTRICTED 4500 PEF ISRAEL ENDOWMENT FUND 630 3RD AVE STE 1501 NEW YORK NY 10017 N/A PC ORT BRAUDE COLLEGE MECHALEV FLAGSHIP PROJECT 10000 PEF ISRAEL ENDOWMENT FUND 630 3RD AVE STE 1501 NEW YORK NY 10017 N/A PC GALILA-#XXX-XX-XXXX FOR AMIRIM HIGH SCHOOL 8000 PEF ISRAEL ENDOWMENT FUND 630 3RD AVE STE 1501 NEW YORK NY 10017 N/A PC MAATLOT AND REGIONALEXPERIMENTAL SCHOOLTEFFEN REGIONAL SCHOOL LEARNING CTR58-0136125 20000 PEF ISRAEL ENDOWMENT FUND 630 3RD AVE STE 1501 NEW YORK NY 10017 N/A PC MANOR CABRI AMUTAR 58-0322337. ENGLISH ROOM 20000 VISUALLY IMPAIRED PROGRAM 610 MICHELTORENA STREET LOS ANGELES CA 90026 N/A PC SCOLARSHIPS 1000 PEF ISRAEL ENDOWMENT FUND 630 3RD AVE STE 1501 NEW YORK NY 10017 N/A PC GALILA #580410546FOR KESHET SCHOOLELEMENTARY ENGLISH 10000 JUDAISM BY CHOICE 324 S BEVERLY DRIVE 181 BEVERLY HILLS CA 90212 N/A PF UNRESTRICTED 1000 259500 14 7 14 55092 65997 55099 65997 121096 false false false false false false false false false false ACCOUNTING 12000 0 0 0 VANGUARD SMALL CAP VALUE ETF - 50 SHS AT COST 6201 7593 VANGUARD SMALL CAP GROWTH ETF - 30 SHS AT COST 4304 6408 VANGUARD VALUE ETF -572 SHS AT COST 56804 77088 VANGUARD GROWTH ETF - 328 SHS AT COST 41245 86940 VANGUARD INDEX FDS MIDCAP GRW - 83 SHS AT COST 9609 15849 VANGUARD MIDCAP VALUE 121 SHS AT COST 12420 15478 VANGUARD TOTAL BOND MKT - 179 SHS AT COST 14532 13074 VANGUARD SHORT TERM BOND -782 SHS AT COST 61241 59541 VANGUARD INTRM-TERM CORP BOND - 376 SHS AT COST 32618 29806 VANGUARD TOTAL INTL STK ETF -849 SHS AT COST 46277 46084 VANGUARD VALUE ETF -3768 SHS AT COST 365156 507813 VANGUARD GROWTH ETF - 2273 SHS AT COST 286695 602481 VANGUARD INDEX FDS MIDCAP GRW -527 SHS AT COST 61022 100631 VANGUARD MIDCAP VAL IDX - 700 SHS AT COST 73120 90823 VANGUARD SHORT TERM BOND -6342 1 SHS AT COST 503198 482880 ISHARES RUSSELL 2000 - 781 SHS AT COST 64433 135714 VANGUARD INTRM-TERM CORP BOND -1749 SHS AT COST 151292 138643 VANGUARD TOTAL INTL STK ETF - 5723 SHS AT COST 310395 310644 SPDR GOLD TRUST - 88 SHS AT COST 10688 16044 SPDR GOLD TRUST - 904 SHS AT COST 80899 164817 VANGUARD INTERM-TERM GOVT BD - 7 SHS AT COST VANGUARD SHORT TERM TSY ETF - 8 SHS AT COST VANGUARD SHORT TERM TSY ETF - 72 SHS AT COST INVESCO S&P 500 EQUAL WEIGHT 90 SHARES AT COST 13782 12565 INVESCO S&P 500 EQUAL WEIGTED-65 SHARES AT COST 9864 9075 FILING FEES 505 CONSULTING SERVICES 57600 0 0 0 INVESTMENT ACCOUNT FEES 12152 12152 0 0 FEDERAL EXCISE TAXES 2116