2024-09-02T11:55:40-05:00 2023-12-31 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990PF 2023-01-01 421223262 THE WILLIAM ZIMMERMAN FOUNDATION WILL 6414723050 PO BOX 948 FAIRFIELD IA 52556 DAVID JOHNSON PRESIDENT 2129498700 2024-09-02 1 0 CINDY FEDER P01342030 2129498700 2023 2024-08-08 14:25:15Z X 14556536 X X 70598 70598 150276 150276 150276 53414 65030 0 274288 285904 0 35678 1802 0 33876 2651 0 0 2651 32042 24031 0 8011 196569 145499 0 51070 92 92 0 0 5026 0 0 26 1106 0 0 1106 29567 29258 0 309 302731 200682 0 97049 650000 635000 952731 200682 0 732049 -678443 85222 0 13976 7025 7025 55969 33328 33328 611 192 611 611 8187188 7570495 14515572 8257325 7611459 14556536 65 32642 65 32642 X 0 0 0 0 8257260 7578817 8257260 7578817 8257325 7611459 8257260 -678443 0 7578817 0 7578817 ZIMMERMAN FAMILY FOUNDATIONS, L.L.C P 150276 150276 150276 150276 0 1185 0 1185 0 1185 8768 0 0 0 8768 X 0 7583 7583 0 0 0 0 0 0 0 0 0 0 0 1 1 IL IA 1 0 0 1 0 1 N/A CLEARLAKE FAMILY OFFICE INC 4154568324 617 2ND STREET SUITE D PETALUMA CA 94952 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 WILLIAM M DOYLE JR 227 W MONROE STREET SUITE 5000 CHICAGO IL 60606 SECRETARY, DIRECTOR 0.10 0 0 0 DAVID J JOHNSON 1007 OAKWOOD BLVD FAIRFIELD IA 52556 PRESIDENT 0.20 0 0 0 CHRISTOPHER J PODOLL 617 2ND STREET SUITE D PETALUMA CA 94952 DIRECTOR 2.00 30000 0 0 JOHN E MALLARD 617 2ND STREET SUITE D PETALUMA CA 94952 VICE PRESIDENT 1.00 5678 0 0 SUSAN E CHROMAN 5005 PARADISE DRIVE TIBURON CA 94920 DIRECTOR 0.50 0 0 0 NONE 0 CLEARLAKE ADVISORS LLC 617 2ND STREET SUITE D PETALUMA CA 94952 INVESTMENT ADVISORY 145499 0 0 0 12722 14577705 14590427 0 0 14590427 218856 14371571 718579 718579 1185 1185 717394 0 717394 0 717394 732049 0 732049 717394 729631 0 0 732049 729631 0 0 2418 0 0 0 0 0 0 0 0 714976 0 0 0 X AFRICAN MISSION HEALTHCARE 101 N WOODLAND BLVD SUITE 500 DELAND FL 32720 N/A PC GENERAL SUPPORT 30000 ASPIRE PUBLIC SCHOOLS FOUNDATION 1001 22ND AVENUE SUITE 100 OAKLAND CA 94606 N/A PC GENERAL SUPPORT 70000 BOYS AND GIRLS CLUBS OF OAKLAND POST OFFICE BOX 18770 OAKLAND CA 946190770 N/A PC GENERAL SUPPORT 115000 CENTER FOR FOOD SAFETY 303 SACRAMENTO STREET 2ND FL SAN FRANCISCO CA 94111 N/A PC GENERAL SUPPORT 145000 EARTH ISLAND INSTITUTE INC 2150 ALSTON WAY SUITE 460 BERKELEY CA 94704 N/A PC GENERAL SUPPORT 45000 INTERNATIONAL RESCUE COMMITTEE 112 EAST 42ND STREET NEW YORK NY 10168 N/A PC GENERAL SUPPORT 25000 KIPP PUBLIC SCHOOLS NORTH CALIFORNIA 1000 BROADWAY SUITE 460 OAKLAND CA 94607 N/A PC GENERAL SUPPORT 70000 NATIONAL ORGANIC COALITION 25 HARVARD ST ARLINGTON MA 02476 N/A PC GENERAL SUPPORT 45000 ORGANIZACION EN CALIFORNIA DE LIDERES CAMPESINAS INC 319 LAMBERT ST UNIT D OXNARD CA 93036 N/A PC GENERAL SUPPORT 25000 STANFORD HEALTH CARE 300 PASTEUR DRIVE MC 5555 STANFORD CA 94305 N/A PC GENERAL SUPPORT 25000 MAUI FOOD BANK 760 KOLU ST WAILUKU HI 96793 N/A PC GENERAL SUPPORT 15000 THE MARCY LAB SCHOOL 882 3RD AVE FLOOR 11 BROOKLYN NY 11232 N/A PC GENERAL SUPPORT 25000 ZIMMERMAN FAMILY FOUNDATION PO BOX 948 FAIRFIELD IA 52556 N/A PF SEE EXPENDITURE RESPONSIBILITY STATEMENT 15000 650000 0 14 70598 18 150276 PARTNERSHIP INCOME - UBTI 523000 -11616 PARTNERSHIP INCOME - NOT UBTI 01 65030 -11616 285904 0 274288 0 0 0 0 0 0 0 0 0 0 MARIPOSA CAPITAL, INC. 12500 9375 0 3125 OAK WOODS FINANCIAL, LLC 6938 5203 0 1735 EISNER ADVISORY GROUP LLC 12604 9453 0 3151 ZIMMERMAN FAMILY FOUNDATION PO BOX 948 FAIRFIELD IA 52556 2023-01-23 15000 THE PURPOSE OF THE GRANTS IS TO ALLOW ZFF TO MAKE GRANTS TO ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) AND OPERATED FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY, OR EDUCATIONAL PURPOSES, OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS. 0 APRIL 2, 2024 THE GRANTEE HAS REPORTED THAT IT HAS NOT DIVERTED ANY PORTION OF THE GRANT FROM THE AFOREMENTIONED PURPOSE AND IT IS IN COMPLIANCE WITH THE TERMS OF THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. PLEASE REFER TO ADDITIONAL EXPENDITURE RESPONSIBILITY INFORMATION UNDER GENERAL EXPLANATION STATEMENT. EXPENDITURE RESPONSIBILITY FORM 990PF, PART VII-B, LINE 5C TO SATISFY THE REPORTING REQUIREMENTS OF IRC SECTION 4945(H)(3) AND REGULATIONS SECTION 53.4945-5(D), THE FOLLOWING INFORMATION IS PROVIDED WITH RESPECT TO EACH GRANT THAT IS SUBJECT TO THE EXPENDITURE RESPONSIBILITY REQUIREMENTS OF SECTION 4945(H)..GRANTEE: ZIMMERMAN FAMILY FOUNDATIONPO BOX 948FAIRFIELD, IA 52556.DATE OF GRANT: DECEMBER 27, 2007AMOUNT OF GRANT: $10,000.DATE OF GRANT: DECEMBER 17, 2012AMOUNT OF GRANT: $10,000.DATE OF GRANT: JANUARY 23, 2023AMOUNT OF GRANT: $15,000.PURPOSE OF GRANT: TO ALLOW THE GRANTEE TO MAKE GRANTS TO FOUNDATIONS DESCRIBED IN SECTION 501(C)(3) AND OPERATED FOR RELIGOUS, CHARITABLE, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY, OR EDUCATIONAL PURPOSES, OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS..AMOUNTS EXPENDED: $15,975 THROUGH DECEMBER 31, 2022.DIVERSION OF FUNDS: THE GRANTEE HAS REPORTED THAT IT HAS NOT DIVERTED ANY PORTION OF THE GRANT FROM THE AFOREMENTIONED PURPOSE AND IT IS IN COMPLIANCE WITH THE TERMS OF THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE..DATES OF REPORTS:2007 ANNUAL REPORT RECEIVED AUGUST 1, 20082008 ANNUAL REPORT RECEIVED AUGUST 10, 20092009 ANNUAL REPORT RECEIVED MAY 28, 20102010 ANNUAL REPORT RECEIVED MAY 12, 20112011 ANNUAL REPORT RECEIVED APRIL 30, 20122012 ANNUAL REPORT RECEIVED MAY 9, 20132013 ANNUAL REPORT RECEIVED MAY 5, 20142014 ANNUAL REPORT RECEIVED MAY 4, 20152015 ANNUAL REPORT RECEIVED MAY 31, 20162016 ANNUAL REPORT RECEIVED MAY 15, 20172017 ANNUAL REPORT RECEIVED MAY 11, 20182018 ANNUAL REPORT RECEIVED MAY 10, 20192019 ANNUAL REPORT RECEIVED APRIL 13, 2020 2020 ANNUAL REPORT RECEIVED APRIL 15, 20212021 ANNUAL REPORT RECEIVED FEBRUARY 25, 20222022 ANNUAL REPORT RECEIVED APRIL 3, 20232023 ANNUAL REPORT RECEIVED APRIL 2, 2024 COMPENSATION FORM 990PF, PART VII-B, LINE 1A(4) COMPENSATION OF DISQUALIFIED PERSONS:==============================DISQUALIFIED PERSONS ARE COMPENSATED ONLY FOR PERSONAL SERVICES RENDERED IN CARRYING OUT FOUNDATION AFFAIRS. THE PERFORMANCE OF THESE PERSONAL SERVICES IS REASONABLE AND NECESSARY TO CARRYING OUT THE TAX EXEMPT PURPOSES OF THE FOUNDATION..IN ADDITION TO THE COMPENSATION LISTED IN PART VIII, SEE BELOW:.CLEARLAKE ADVISORS LLC, OWNED BY CHRISTOPHER J. PODOLL, IS PAID FOR INVESTMENT ADVISORY SERVICES PROVIDED TO THE FOUNDATION.(SEE STATEMENT 5 FOR INVESTMENT ADVISORY FEES).DAVID J. JOHNSON IS A PARTNER OF OAK WOODS FINANCIAL LLC, WHICH IS PAID FOR ACCOUNTING SERVICES PROVIDED TO THE FOUNDATION. (SEE STATEMENT 4 FOR ACCOUNTING FEES) ZIMMERMAN FAMILY FOUNDATIONS LLC AT COST 7570495 14515572 GREENBERG TRAURIG LLP 2651 0 0 2651 BANK FEES 461 461 0 0 INTERNET 15 0 0 15 POSTAGE AND SHIPPING 294 0 0 294 PARTNERSHIP EXPENSES 28797 28797 0 0 PARTNERSHIP INCOME - UBTI -11616 0 PARTNERSHIP INCOME - NOT UBTI 65030 65030 0 CONSULTING FEES 22750 0 0 22750 INVESTMENT ADVISORY FEES 145499 145499 0 0 FOUNDATION ADMINISTRATION 28320 0 0 28320 ILLINOIS STATE FILING FEES 26 0 0 26 FEDERAL EXCISE TAX 5000 0 0 0 ZIMMERMAN FAMILY FOUNDATIONS LLC PO BOX 948 FAIRFIELD IA 52556 760809634 DISTRIBUTION FROM INVESTMENT PARTNERSHIP 0 858486