ZIMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ZIMMERMAN FAMILY FOUNDATION (EIN 83-0322568)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-07
- IRS object ID
- 202601889349100415
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-07T11:48:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830327383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENHART MASON & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 WERNER COURT STE 200 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830322568 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZIMMERMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZIMM | BusinessNameControlTxt |
| Phone | 3074738975 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST 1ST STREET SUITE 311 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 826012560 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RHONDA S ZIMMERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3744738975 | PhoneNum |
| Signature | 2026-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICK REIMANN | PreparerPersonNm |
| PTIN | P00326335 | PTIN |
| Phone | 3072347800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,583,698 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $897,877 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,523 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,523 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,471 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,471 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $613,093 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,721,513 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $613,093 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,532,964 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $635,087 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,887 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,437 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,450 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,572 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,119 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,578 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,437 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,248,646 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,248,646 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,266,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,437 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,250,121 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $266,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $623,650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,664 | CashBOYAmt |
| Cash EOY | $20,115 | CashEOYAmt |
| Cash EOYFMV | $20,115 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $139,956 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,837 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,837 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,983 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,936 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,936 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $20,332 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $44,888 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $49,862 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $104,518 | CorporateStockBOYAmt |
| Corporate Stock EOY | $118,461 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $201,874 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $132,525 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $123,513 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $127,950 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $874,721 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $886,135 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,166,124 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,299,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,210,885 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,583,698 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,299,699 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,210,885 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,299,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,210,885 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,299,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,210,885 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,299,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $266,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,566,439 | SubtotalAmt |
| Other Decreases | $355,554 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,210,885 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED STOCK | P | $255,646 | $161,239 | $94,407 | $94,407 |
| PUBLICLY TRADED STOCK | P | $128,022 | $89,209 | $38,813 | $38,813 |
| PUBLICLY TRADED STOCK | P | $3,769 | $3,715 | $54 | $54 |
| PUBLICLY TRADED STOCK | P | $385,783 | $255,240 | $130,543 | $130,543 |
| PUBLICLY TRADED STOCK | P | $5,266 | $4,779 | $487 | $487 |
| PUBLICLY TRADED STOCK | P | $496,631 | $272,683 | $223,948 | $223,948 |
| PUBLICLY TRADED STOCK | P | $116,080 | $110,093 | $5,987 | $5,987 |
| PUBLICLY TRADED STOCK | P | $326,822 | $211,462 | $115,360 | $115,360 |
| CAPITAL GAIN DIVIDEND | P | $3,494 | $3,494 | $3,494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $613,093 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,669 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,669 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,669 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,936 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,936 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,733 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | ZFAMILYFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | RHONDA S ZIMMERMAN | IndividualWithBooksNm |
| Phone | 3074738975 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST 1ST STREET SUITE 311 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 826012560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RHONDA S ZIMMERMAN | ||||||||
| 1240 MORADO | CASPER | WY | 82609 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MITCHEL D ZIMMERMAN | ||||||||
| 11880 BESSEMER BEND ROAD | CASPER | WY | 82604 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL D ZIMMERMAN | ||||||||
| 7777 ALEXANDER ROAD | EVANSVILLE | WY | 82636 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RENEE D STIRLING | ||||||||
| 3740 ASPEN PLACE | CASPER | WY | 82604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LILY ZIMMERMAN | ||||||||
| 11880 BESSEMER BEND ROAD | CASPER | WY | 82604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EVA M ZIMMERMAN | ||||||||
| 7777 ALEXANDER ROAD | EVANSVILLE | WY | 82636 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| CORY STIRLING | ||||||||
| 3740 ASPEN PLACE | CASPER | WY | 82604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GREG CARROLL | ||||||||
| 2361 TROJAN DRIVE | CASPER | WY | 82609 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| COLLIN ZIMMERMAN | ||||||||
| 1602 WEST WATERCRESS AVE | POST FALLS | ID | 83854 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AUSTIN ZIMMERMAN | ||||||||
| 7292 BESSEMER BEND SOUTH RD | CASPER | WY | 82604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MACKENZIE STIRLING | ||||||||
| 151 RIVER STREET | MIDDLETON | MA | 01949 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CLAYTON STIRLING | ||||||||
| 250 ARROW TRAIL | BOZEMAN | MT | 59718 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELAINA STIRLING | ||||||||
| 3740 ASPEN PLACE | CASPER | WY | 82604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KENDRA JARRARD | ||||||||
| 1240 MORADO | CASPER | WY | 82609 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENELLE ZIMMERMAN | ||||||||
| 7777 ALEXANDER ROAD | EVANSVILLE | WY | 82636 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| IZABELLE ZIMMERMAN | ||||||||
| 7777 ALEXANDER ROAD | EVANSVILLE | WY | 82636 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $668,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,826 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $499,232 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,235,583 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,235,583 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,534 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,217,049 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,852 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,852 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,669 | TotalTaxAmt |
| Distributable Before Adj | $52,183 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,183 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,183 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,250,121 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,250,121 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,183 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $496,594 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $638,272 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $507,517 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $663,931 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $640,092 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,946,406 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,250,121 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,183 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,197,938 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,144,344 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $496,594 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,647,750 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $638,272 | ExcessFromYear4Amt |
| Excess From Year3 | $507,517 | ExcessFromYear3Amt |
| Excess From Year2 | $663,931 | ExcessFromYear2Amt |
| Excess From Year1 | $640,092 | ExcessFromYear1Amt |
| Excess From Current Year | $1,197,938 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RHONDA S ZIMMERMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 12-24 CLUB | |||||||
| 500 S WOLCOTT SUITE 500 | CASPER | WY | 82601 | N/A | PC | PROGRAM ASSISTANCE | $10,000 |
| BOYS & GIRLS CLUB OF CENTRAL WYO | |||||||
| 1701 E K STREET | CASPER | WY | 82601 | N/A | PC | PROGRAM DEVELOPMENT | $10,000 |
| CASPER CHRISTIAN SCHOOL | |||||||
| PO BOX 1122 | CASPER | WY | 82602 | N/A | PC | PROGRAM DEVELOPMENT | $22,000 |
| CASPER FAMILY CONNECTIONS | |||||||
| 500 S CENTER SUITE 102 | CASPER | WY | 82601 | N/A | PC | PROGRAM ASSISTANCE | $30,000 |
| CASPER HOUSING AUTHORITY | |||||||
| 145 N DURBIN | CASPER | WY | 82601 | N/A | PC | SUPPORT GRANT | $30,000 |
| CASPER YOUTH FOR CHRIST | |||||||
| PO BOX 338 | CASPER | WY | 82602 | N/A | PC | PROGRAM DEVELOPMENT | $10,000 |
| CENTRAL WYOMING COUNSELING CENTER | |||||||
| 1430 WILKINS CIRCLE | CASPER | WY | 82601 | N/A | PC | PROGRAM GRANT | $5,000 |
| DOXA CHURCH | |||||||
| 73 BONITA ROAD | CHULA VISTA | CA | 91910 | N/A | PC | PROGRAM ASSISTANCE | $2,500 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | PC | PROGRAM ASSISTANCE | $10,000 |
| HIGHLAND PARK COMMUNITY CHURCH | |||||||
| 5725 HIGHLAND DRIVE | CASPER | WY | 82609 | N/A | PC | PROGRAM ASSISTANCE | $355,646 |
| HORIZON INTERNATION | |||||||
| P O BOX 1183 | ANDERSON | IN | 46015 | NONE | PC | PROGRAM ASSISTANCE | $10,000 |
| JASON'S FREINDS FOUNDATION | |||||||
| 1701 EAST E STREETSTE 100 | CASPER | WY | 82601 | N/A | PC | PROGRAM ASSISTANCE | $1,000 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | PROGRAM GRANT | $1,000 |
| ROBIN WOOD MINISTRIES | |||||||
| 8001 W RIVER ROAD | YORKTOWN | IN | 47396 | N/A | PC | PROGRAM ASSISTANCEPROGRAM ASSISTANCE & MATCHING GRANT | $10,000 |
| ST ANTHONY TRI-PARISH SCHOOL FOUNDATION | |||||||
| 1145 WEST 20TH STREET | CASPER | WY | 82604 | N/A | PC | PROGRAM ASSISTANCE | $2,500 |
| TRUE CARE WOMEN'S RESOURCE CENTER | |||||||
| P O BOX 2346 | CASPER | WY | 82602 | N/A | PC | PROGRAM DEVELOPMENT | $5,000 |
| WYO SPORTS RANCH | |||||||
| P O BOX 1907 | CASPER | WY | 82602 | N/A | PC | TUITION ASSISTANCE | $700,000 |
| WYO4KIDS | |||||||
| 1701 EAST E STREET | CASPER | WY | 82601 | N/A | PC | PROGRAM DEVELOPMENT | $5,000 |
| WYOMING RESCUE MISSION | |||||||
| 230 N PARK | CASPER | WY | 82601 | N/A | PC | PROGRAM GRANT | $29,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,248,646 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,523 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,471 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $613,093 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $635,087 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $635,087 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (21 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| CORY STIRLING | |||||||
| 1 | 3740 ASPEN PLACE | CASPER | WY | 82604 | $502,747 | Yes (X) | |
| MITCHEL ZIMMERMAN | |||||||
| 2 | 11880 BESSEMER BEND ROAD | CASPER | WY | 82604 | $5,216 | Yes (X) | |
| MITCHEL ZIMMERMAN | |||||||
| 3 | 11880 BESSEMER BEND ROAD | CASPER | WY | 82604 | $128,129 | Yes (X) | |
| MICHAEL ZIMMERMAN | |||||||
| 4 | 7777 ALEXANDER ROAD | EVANSVILLE | WY | 82636 | $252,475 | Yes (X) | |
| SCOTT AYERS | |||||||
| 5 | 1320 CORNWALL | CASPER | WY | 82609 | $300 | Yes (X) | |
| JOEL HEINEY | |||||||
| 6 | 4100 SWEETBRIAR STE 104 | CASPER | WY | 82604 | $250 | Yes (X) | |
| MIKE SULLIVAN | |||||||
| 7 | 1124 S DURBIN | CASPER | WY | 82601 | $200 | Yes (X) | |
| GARDEN GATE REAL ESTATE | |||||||
| 8 | 1316 EAST A STREET | CASPER | WY | 82601 | $100 | Yes (X) | |
| WILLIAM MIXER | |||||||
| 9 | 7205 W RIVERSIDE DR | CASPER | WY | 82604 | $100 | Yes (X) | |
| KEVIN MURPHY | |||||||
| 10 | 1605 ELKHORN VALLEY DRIVE | CASPER | WY | 82609 | $100 | Yes (X) | |
| DANIEL GALLES | |||||||
| 11 | 5250 WEBB CREEK ROAD | CASPER | WY | 82604 | $50 | Yes (X) | |
| MARIE SOUDER | |||||||
| 12 | 2801 NW 55 CT APT 6W-956 | FT LAUDERDALE | FL | 33309 | $250 | Yes (X) | |
| MICHAEL SKAF | |||||||
| 13 | 4531 E 21ST STREET | CASPER | WY | 82609 | $1,000 | Yes (X) | |
| JOHN GILPIN | |||||||
| 14 | 1400 OTTINGER ROAD | KELLER | TX | 76262 | $5,000 | Yes (X) | |
| DAVID DRIGGERS | |||||||
| 15 | 3005 PALMER DRIVE | CASPER | WY | 82601 | $250 | Yes (X) | |
| ROGER AND BECKY COSTANTINO | |||||||
| 16 | 13 FAIRWAY DRIVE | DOUGLAS | WY | 82633 | $200 | Yes (X) | |
| DALE BECKER | |||||||
| 17 | 4178 HEITZ AVENUE | JEFFERSONVILLE | IN | 47130 | $200 | Yes (X) | |
| MATTHEW CASSEL | |||||||
| 18 | 1022 DUNDEE | CASPER | WY | 82609 | $100 | Yes (X) | |
| MARC CALDWELL | |||||||
| 19 | 1375 N KANSAS STREET | SUPERIOR | NE | 68978 | $100 | Yes (X) | |
| JAMES HOAG | |||||||
| 20 | 5308 E 22ND STREET | CASPER | WY | 82609 | $1,000 | Yes (X) | |
| GAIL ZIMMERMAN | |||||||
| 21 | 3720 ASPEN PLACE | CASPER | WY | 82604 | $100 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VARIOUS STOCK | $502,747 | 2025-05-16 |
| 3 | VARIOUS STOCK | $128,129 | 2025-11-24 |
| 4 | VARIOUS STOCK | $252,475 | 2026-07-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LENHART, MASON & ASSOC, LLC | $5,101 | $3,651 | $0 | $1,450 |
| INVESTMENT FEES | $7,786 | $7,786 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - SCHD B | BondNm |
| EOY Book Value | $123,513 | EOYBookValueAmt |
| EOYFMV | $127,950 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES, COMMON STOCK - SCHD D | StockNm |
| EOY Book Value | $118,461 | EOYBookValueAmt |
| EOYFMV | $201,874 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $44,888 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $49,862 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | AT COST | $0 | $1,359 |
| EQUITIES, CLOSED FUNDS - SCHD E | AT COST | $617,243 | $828,212 |
| EQUITIES,CLOSED FUNDS - SCHD C | AT COST | $252,844 | $320,505 |
| SELECT GOV FUND | AT COST | $16,048 | $16,048 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE FMV OVER BASIS FOR DONATED SECURITIES | Desc |
| Amt | $355,554 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES/WIRE FEES | $24 | $0 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $1,200 | $0 | $0 | $0 |
| TRADING FEES | -$105 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $3,547 | $0 | $0 | $0 |
| WYOMING ANNUAL FEE | $25 | $0 | $0 | $25 |
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