2025-11-07T12:02:01-05:00 2024-12-31 WITHUMSMITHBROWN PC 1411 BROADWAY 9TH FLOOR NEW YORK NY 10018 990PF 2024-01-01 136158767 MARIE & JOHN ZIMMERMANN FUND % WITHUMSMITHBROWN PC MARI 2127519100 1411 BROADWAY 9TH FLOOR NEW YORK NY 10018 KRISTIN MISKAVAGE PRESIDENT & PM 2127519100 2025-10-31 true true Israel Tannenbaum CPA P01589203 2127519100 2024 2025-03-06 01:10:19Z X 15004929 X 0 X 373619 373619 1592024 5578518 1592024 1234 1234 1966877 1966877 60000 60000 3120 1560 0 1560 120914 120914 24527 3066 9603 4802 4802 750 0 750 218914 130342 0 67112 512500 512500 731414 130342 0 579612 1235463 1836535 0 105169 224822 224822 6451833 7649538 12302609 2484076 2403926 2463750 13748 13748 13748 9054826 10292034 15004929 0 0 X 9054826 10292034 9054826 10292034 9054826 10292034 9054826 1235463 1745 10292034 10292034 PUBLICLY TRADED SECURITIES P 2024-12-31 5572502 3986494 1586008 1586008 CAPITAL GAIN DIVIDENDS P 6016 1592024 25528 25528 25528 0 33000 33000 7472 7472 false false false false false false false true true NY true false false false false true N/A WITHUMSMITHBROWN PC 2127519100 1411 BROADWAY NEW YORK NY 10018 false false false false true false false false false false false false false false false false false false false false false false J DAIL ZIMMERMANN C/O WSB PC 1411 BROADWAY NEW YORK NY 10018 VICE PRESIDENT 5.0 30000 0 0 KATE J SCHNEIDER C/O WSB PC 1411 BROADWAY NEW YORK NY 10018 SECRETARY 1.0 0 0 0 KRISTIN Z MISKAVAGE C/O WSB PC 1411 BROADWAY NEW YORK NY 10018 PRESIDENT AND PROGRAM MANAGER 5.0 30000 0 0 KENNETH L GOODY C/O WSB PC 1411 BROADWAY NEW YORK NY 10018 TREASURER 1.0 0 0 0 GAE A ZIMMERMANN C/O WSB PC 1411 BROADWAY NEW YORK NY 10018 DIRECTOR 1.0 0 0 0 BANK OF AMERICA NA 114 W 47TH STREET NEW YORK NY 10036 investment mgmt 120914 NONE 15110223 264555 13478 15388256 0 15388256 230824 15157432 757872 757872 25528 25528 732344 732344 732344 579612 0 0 0 0 579612 732344 406069 2022 2021 2020 0 0 579612 406069 173543 0 0 0 0 558801 0 0 X Animal Recovery Mission PO Box 881805 Port St Lucie FL 34988 NONE PC General use of donee 4000 Atma Vicara 1202 Hilltop Way Unit 532 Crestone CO 81131 NONE PC General use of donee 5000 Center for Initiative Art & Culture 333 E 57th St New York NY 10022 NONE PC General use of donee 12500 Chashama Inc 675 3rd Ave New York NY 10017 NONE PC General use of donee 40000 Decorative Arts Trust 206 W State St Ste 300 Media PA 19063 NONE PC General use of donee 45000 Fairfield University 1073 N Benson Rd Fairfield CT 06824 NONE PC General use of donee 30000 Hands in 4 Youth Inc 256 Macopin Rd Milford NJ 07480 NONE PC General use of donee 35000 Hinesburg Community Resource Center 51 Ballards-Cors Hinesburg VT 05461 NONE PC General use of donee 2500 Hunger Free Vermont 38 Eastwood Dr Ste 100 South Burlington VT 05403 NONE PC General use of donee 1000 Landmark School 351 W 18th St New York NY 10011 NONE PC General use of donee 10000 Lyric Theatre Company 214 West 43rd Street New York NY 10036 NONE PC General use of donee 2500 New York Historical Society 170 Central Park W New York NY 10024 NONE PC General use of donee 31000 Peter's Valley Craft Center Inc 19 Kuhn Rd Layton NJ 07851 NONE PC General use of donee 60000 Queen City Cats 120 ETHAN ALLEN PKWY Burlington VT 054082522 NONE PC General use of donee 1000 Sacred Heart University 5151 Park Avenue Fairfield CT 06825 NONE PC General use of donee 65000 Shelburne Museum Inc 6000 Shelburne Rd Shelburne VT 05482 NONE PC General use of donee 25000 Society of North American Goldsmiths 540 Oak St Ste A Eugene OR 97401 NONE PC General use of donee 16000 The Dream Program Inc 85-05 144th St New York NY 11357 NONE PC General use of donee 57000 Very Merry Theatre 20 Allen St Burlington VT 05401 NONE PC General use of donee 2000 COMMUNITY FON OF THE ENDLESS MOUntains 270 Lake Avenue Montrose PA 18801 none PC GENERAL USE OF DONEE 15000 CRISIS CENTER OF TAMPA BAY 1 Crisis Center Plaza Tampa FL 33613 none PC GENERAL USE OF DONEE 15000 Dwight Hall at Yale 67 High Street Yale Old Campus New Haven CT 06511 none PC GENERAL USE OF DONEE 21000 St Lawrence University 23 Romoda DR Canton NY 13617 none PC GENERAL USE OF DONEE 1500 CHAMPLAIN VALLEY UNION HIGH SCHool 369 C V U Rd Hinesburg VT 05461 none PC GENERAL USE OF DONEE 1000 PALESTINE CHILDRENS RELIEF PO Box 861716 Los Angeles CA 90086 none PC GENERAL USE OF DONEE 1500 SPECTRUM 396-398 Avenue of the Americas New York NY 10011 none PC GENERAL USE OF DONEE 2000 VERMONT FOODBANK 33 Parker Road Barre VT 05641 none PC GENERAL USE OF DONEE 1000 death with dignity national centre 520 SW 6th Ave Suite 1220 Portland OR 97204 none PC GENERAL USE OF DONEE 2000 foundationhead residency 690 NE 56th Street Miami FL 33137 none PC GENERAL USE OF DONEE 6000 middlebury transitional care 27 North Pleasant Street Middlebury VT 05753 none PC GENERAL USE OF DONEE 2000 512500 14 373619 14 1234 18 1592024 1966877 1966877 false false false false false false false false false false ACCOUNTING FEES 3120 1560 1560 NONE BOA 0374 FIXED INCOME 2403926 2463750 BOA 0374 CORPORATE STOCK 6605878 11279098 BOA 6438 CORPORATE STOCK 436227 436922 BOA 8233 CORPORATE STOCK 607433 586589 FINE ART 13748 13748 13748 NONDIVIDEND DISTRIBUTIONS 0 NYS CHARITABLE REGISTRATION 750 0 750 misc investment income 1234 1234 TAX COST BASIS ADJUSTMENT 1566 NONDIVIDEND DISTRIBUTIONS 179 FOREIGN TAXES PAYABLE BOA - TRUSTEE, CONSULT FEE 120914 120914 IRS 21461 0 FOREIGN TAXES WITHHELD 3066 3066