ZIMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: ZIMMERMAN FAMILY FOUNDATION (EIN 74-2855786)
Tax period: 2025-07-01 to 2026-06-30
Filed: 2026-07-15
IRS object ID: 202611969349100136
Schema version: 2025v4.0
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
Accounting Fees Schedule
Expln Of Non Filing With AG Stmt
Investments Other Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-07-15T17:20:42-04:00	ReturnTs
Tax Period End	2026-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	481041128	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SWINDOLL JANZEN HAWK & LOYD LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1700 E IRON AVE SUITE C	AddressLine1Txt
City	SALINA	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	674013403	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	742855786	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	7856438136	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2077 RAYMOND	AddressLine1Txt
City	SALINA	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	67401	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARK A ZIMMERMAN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7856438136	PhoneNum
Signature	2026-07-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN BRUCKNER CPA	PreparerPersonNm
PTIN	P00004373	PTIN
Phone	7855021010	PhoneNum
Preparation	2026-07-14	PreparationDt

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	$7,111,954	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$65,527	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$65,527	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$65,527	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$507,607	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$507,607	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$507,607	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$573,134	TotalRevAndExpnssAmt
Total Net Invst Incm	$573,134	TotalNetInvstIncmAmt
Total Adj Net Incm	$65,527	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$3,170	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,170	AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss	$6,258	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$6,258	TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$9,428	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$9,428	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$275,061	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$275,061	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$284,489	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$9,428	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$275,061	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$288,645	ExcessRevenueOverExpensesAmt
Net Investment Income	$563,706	NetInvestmentIncomeAmt
Adjusted Net Income	$65,527	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$116,796	CashBOYAmt
Cash EOY	$101,914	CashEOYAmt
Cash EOYFMV	$101,914	CashEOYFMVAmt
Other Investments BOY	$5,746,626	OtherInvestmentsBOYAmt
Other Investments EOY	$6,050,153	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$7,010,040	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$5,863,422	TotalAssetsBOYAmt
Total Assets EOY	$6,152,067	TotalAssetsEOYAmt
Total Assets EOYFMV	$7,111,954	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$5,863,422	CapitalStockBOYAmt
Capital Stock EOY	$6,152,067	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,863,422	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$6,152,067	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,863,422	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$6,152,067	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,863,422	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$288,645	ExcessRevenueOverExpensesAmt
Subtotal	$6,152,067	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$6,152,067	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$507,607	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$7,836	InvestmentIncomeExciseTaxAmt
Subtotal	$7,836	SubtotalAmt
Tax Based On Investment Income	$7,836	TaxBasedOnInvestmentIncomeAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$248	EsPenaltyAmt
Tax Due	$8,084	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	KS	OrgReportOrRegisterStateCd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	MARK A ZIMMERMAN	IndividualWithBooksNm
Phone	7856438136	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2077 RAYMOND	AddressLine1Txt
City	SALINA	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	67401	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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
DAVID K ZIMMERMAN
6687 SW BUFFALO RD	TOWANDA	KS	67144	TRUSTEE	000.00	$0	$0	$0
ANN M ZIMMERMAN
PO BOX 2573	SALINA	KS	674022573	TRUSTEE	000.00	$0	$0	$0
MARK A ZIMMERMAN
2077 RAYMOND	SALINA	KS	67401	PRESIDENT	2.00	$0	$0	$0
JEFFREY J ZIMMERMAN
8320 FREDERICK PLACE	EDMONDS	WA	98026	TRUSTEE	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$6,280,015	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$315,762	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$6,595,777	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$6,595,777	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$98,937	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$6,496,840	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$324,842	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$324,842	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$7,836	TaxBasedOnInvestmentIncomeAmt
Total Tax	$7,836	TotalTaxAmt
Distributable Before Adj	$317,006	DistributableBeforeAdjAmt
Distributable Before Ded	$317,006	DistributableBeforeDedAmt
Distributable As Adjusted	$317,006	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$275,061	ExpensesAndContributionsAmt
Qualifying Distributions	$275,061	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$317,006	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2	$1,454,508	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$10,663	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,465,171	TotalExcessDistributionCyovAmt
Qualifying Distributions	$275,061	QualifyingDistributionsAmt
Applied To Current Year	$275,061	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$41,945	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$41,945	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,423,226	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$1,423,226	ExcessDistriCyovToNextYrAmt
Excess From Year2	$1,412,563	ExcessFromYear2Amt
Excess From Year1	$10,663	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	MARK A ZIMMERMAN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2077 RAYMOND	AddressLine1Txt
City	SALINA	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	67401	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7856438136	RecipientPhoneNum
Form And Info And Materials	WRITTEN REQUEST	FormAndInfoAndMaterialsTxt
Submission Deadlines	NO SUBMISSION DEADLINE	SubmissionDeadlinesTxt
Restrictions On Awards	THE ORGANIZATION WILL DISTRIBUTE FUNDS FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY OR EDUCATIONAL PURPOSES AND OTHER EXEMPT PURPOSES INCLUDED WITHIN SUCH TERMS AS LIMITED AND DEFINED UNDER SECTIONS 2055(A)(2) AND 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. QUALIFIED TAX-EXEMPT ORGANIZATIONS WILL BE ALLOWED TO FILE APPLICATIONS IN ORDER TO REQUEST A CONTRIBUTION. THE BOARD OF TRUSTEES WILL REVIEW ALL SUCH REQUESTS AND SELECT THE TAX-EXEMPT ORGANIZATIONS WHICH WILL RECEIVE DISTRIBUTIONS. THE ORGANIZATIONS SELECTED AND THE TIMING OF THE DISTRIBUTIONS WILL BE DETERMINED BY THE BOARD OF TRUSTEES.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Field	Value	IRS element (for citing)
Recipient Person	SEE ATTACHED SCHEDULE	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2077 RAYMOND	AddressLine1Txt
City	SALINA	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	67401	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	PC	RecipientFoundationStatusCd
Grant Or Contribution Purpose	GENERAL	GrantOrContributionPurposeTxt
Amt	$275,061	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$275,061	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$65,527	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$507,607	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$573,134	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$573,134	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$3,170	Amt
Net Investment Income	$3,170	NetInvestmentIncomeAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Explanation	NOT REQUIRED	ExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
LONG-TERM INVESTMENTS	$5,828,072	$6,787,959
ALL SPRING MM	$222,081	$222,081
AMER FUNDS MM

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT TAXES/LICENSES	CategoryTxt
Amt	$6,258	Amt
Net Investment Income	$6,258	NetInvestmentIncomeAmt

ZIMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2025

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments