ZIMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ZIMMERMAN FAMILY FOUNDATION (EIN 83-0322568)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-05
- IRS object ID
- 202441579349101019
- Schema version
- 2023v5.0
- 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
- 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 | 2024-06-05T09:11:36-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 201 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 826012560 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAIL ZIMMERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3044138975 | PhoneNum |
| Signature | 2024-05-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GAIL | PersonFirstNm |
| Person Last | ZIMMERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICK REIMANN | PreparerPersonNm |
| PTIN | P00326335 | PTIN |
| Phone | 3072347800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,396,524 | 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 | $424,824 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,891 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,891 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,780 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $193,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,346,681 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $193,300 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $647,795 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $222,971 | 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 | $14,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,930 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,070 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,487 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $380 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,319 | 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 | $16,806 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,310 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,095 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $729,370 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $729,370 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $746,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,310 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $731,465 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$98,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $210,661 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,588 | CashBOYAmt |
| Cash EOY | $3,794 | CashEOYAmt |
| Cash EOYFMV | $3,794 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | -$4,152 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,982 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,982 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,393 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,311 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,311 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $61,057 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $45,459 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $40,401 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $272,310 | CorporateStockBOYAmt |
| Corporate Stock EOY | $40,527 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,310 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $72,315 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $142,550 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $144,155 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,131,420 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,026,435 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,113,571 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,597,931 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,300,058 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,396,524 | 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 | $1,597,931 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,300,058 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,597,931 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,300,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,597,931 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,300,058 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,597,931 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$98,381 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,499,550 | SubtotalAmt |
| Other Decreases | $199,492 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,300,058 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED STOCKS | P | $249,912 | $244,880 | $5,032 | $5,032 |
| PUBLICLY TRADED STOCKS | P | $172,110 | $160,346 | $11,764 | $11,764 |
| PUBLICLY TRADED STOCKS | P | $100,374 | $83,209 | $17,165 | $17,165 |
| PUBLICLY TRADED STOCKS | P | $16,743 | $12,191 | $4,552 | $4,552 |
| PUBLICLY TRADED STOCKS | P | $134,052 | $80,134 | $53,918 | $53,918 |
| PUBLICLY TRADED STOCKS | P | $83,726 | $93,243 | -$9,517 | -$9,517 |
| PUBLICLY TRADED STOCKS | P | $524,074 | $419,429 | $104,645 | $104,645 |
| PUBLICLY TRADED STOCKS | P | $64,662 | $59,949 | $4,713 | $4,713 |
| CAP GAIN INCOME USB #3Q13842 | P | $2 | $2 | $2 | |
| CAP GAIN INCOME USB #3Q13841 | P | $1,026 | $1,026 | $1,026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $193,300 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,928 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,928 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,928 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,311 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,411 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,483 | OverpaymentAmt |
| Applied To ES Tax | $1,483 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | GAIL D ZIMMERMAN | IndividualWithBooksNm |
| Phone | 3074738975 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST 1ST STREET SUITE 201 | 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| GAIL D ZIMMERMAN | ||||||||
| 2361 TROJAN DRIVE | CASPER | WY | 82609 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 | ||||||||
| 1702 EMIGRANT TRAIL | CASPER | WY | 82601 | 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 | ||||||||
| 1 WELLESLEY AVENUE | BURLINGTON | MA | 01803 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CLAYTON STIRLING | ||||||||
| 305 SOUTH 5TH STREET | BOZEMAN | MT | 59715 | 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 | 82604 | 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 | $871,496 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $504,317 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,430,710 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,430,710 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,409,249 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,462 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,462 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,928 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,928 | TotalTaxAmt |
| Distributable Before Adj | $67,534 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,534 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,534 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $731,465 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $731,465 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,534 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $271,021 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $669,600 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $496,594 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $638,272 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $507,517 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,583,004 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $731,465 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,534 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $663,931 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,246,935 | 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 | $271,021 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,975,914 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $669,600 | ExcessFromYear4Amt |
| Excess From Year3 | $496,594 | ExcessFromYear3Amt |
| Excess From Year2 | $638,272 | ExcessFromYear2Amt |
| Excess From Year1 | $507,517 | ExcessFromYear1Amt |
| Excess From Current Year | $663,931 | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| 12-24 CLUB | ||||||||||
| 500 S WOLCOTT | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $10,000 | |||
| ANGEL FLIGHT WEST | ||||||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 90405 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 | |||
| ARRUPE JESUIT HIGH SCHOOL | ||||||||||
| 4343 UTICA STREET | DENVER | CO | 80212 | NONE | PUBLIC CHARITY | TUITION ASSISTANCE | $30,000 | |||
| BEST FRIENDS ANIMALS | ||||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $1,000 | |||
| BOYS & GIRLS CLUB OF CENTRAL WYO | ||||||||||
| 1701 E K STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $78,000 | |||
| CAMP HOPE INC | ||||||||||
| 3920 WEST 45TH ST | CASPER | WY | 82604 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $1,000 | |||
| CASPER FAMILY CONNECTIONS | ||||||||||
| 500 S CENTER SUITE 102 | CASPER | WY | 82609 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $15,000 | |||
| CASPER YOUTH FOR CHRIST | ||||||||||
| PO BOX 338 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $10,000 | |||
| CENTRAL WYOMING RESCUE MISSION | ||||||||||
| 230 N PARK | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $2,500 | |||
| CHILD DEVELOPMENT CENTER | ||||||||||
| 2020 EAST 12TH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | EDUCATION ASSISTANCE GRANT | $1,000 | |||
| CHURCH OF THE NAZARENE | ||||||||||
| N/A | PUBLIC CHARITY | PROGRAM GRANT | $5,000 | 5 SIMMONDS STREET | JOHANNESBURG | SF | ||||
| DISCIPLES MAKERS | ||||||||||
| 4393 BORON DRIVE | LATONIA | KS | 41015 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $500 | |||
| EDEN REFORESTAION PROJECTS | ||||||||||
| 303 W FOOTHILLS BLVD UNIT 13 | GLENDORA | CA | 91741 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $1,000 | |||
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||||
| 8701 LEADS ROAD | KANSAS CITY | MO | 64129 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $10,000 | |||
| HAVEN | ||||||||||
| P O BOX 752 | BOZEMAN | MT | 59771 | N/A | PUBLIC CHARITY | -PROGRAM ASSISTANCE | $500 | |||
| HAVEN ON THE ROCKS | ||||||||||
| PO BOX 398 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $5,000 | |||
| HIGHLAND PARK COMMUNITY CHURCH | ||||||||||
| 5725 HIGHLAND DRIVE | CASPER | WY | 82609 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $200,000 | |||
| HOGADON NIGHT SKIING PROJECT | ||||||||||
| 118 E 9TH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $16,000 | |||
| HORIZON INTERNATIONAL | ||||||||||
| P O BOX 1183 | ANDERSON | IN | 46015 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $10,000 | |||
| I-REACH 2 INC | ||||||||||
| P O BOX 1060 | EVANSVILLE | WY | 82636 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $2,500 | |||
| JASON'S FREINDS FOUNDATION | ||||||||||
| 340 W B STREET 101 | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $600 | |||
| MAKE A WISH FOUNDATION OF WYOMING | ||||||||||
| P O BOX 273 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $1,000 | |||
| PIONEERS USA | ||||||||||
| 10123 WILLIAM CAREY DR | ORLANDO | FL | 32832 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $500 | |||
| PROJECT HEALING WATERS | ||||||||||
| P O BOX 695 | LA PLATA | MD | 20646 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $2,500 | |||
| PROUD TO HOST THE BEST | ||||||||||
| 139 W 2ND SUITE 1B | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCEPROGRAM ASSISTANCE & MATCHING GRANT | $5,000 | |||
| SAFE PROJECT | ||||||||||
| 319 S LINCOLN ST | LARAMIE | WY | 80270 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $500 | |||
| SPECIAL OLYMPICS WYOMING | ||||||||||
| 239 WEST 1ST STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $1,500 | |||
| ST ANTHONY TRI-PARISH CATHOLIC SCHOOL | ||||||||||
| 1145 WEST 20TH STREET | CASPER | WY | 82604 | N/A | PUBLIC CHARITY | TUITION ASSISTANCE GRANT | $9,000 | |||
| ST ANTHONY TRI-PARISH SCHOOL FOUNDATION | ||||||||||
| 1145 WEST 20TH STREET | CASPER | WY | 82604 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $2,270 | |||
| TRUE CARE WOMEN'S RESOURCE CENTER | ||||||||||
| P O BOX 2346 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $2,500 | |||
| UNION BAPTIST CHURCH | ||||||||||
| 3200 DAHLIA ST | DENVER | CO | 80207 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $20,000 | |||
| UNIVERSITY OF WYOMING FOUNDATION | ||||||||||
| 222 SOUTH 22ND STREET | LARAMIE | WY | 82071 | NONE | PUBLIC CHARITY | TUITION ASSISTANCE | $100,000 | |||
| WYO SPORTS RANCH | ||||||||||
| P O BOX 1907 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | TUITION ASSISTANCE | $150,000 | |||
| WYOMING BREAST CANCER INITIATIVE | ||||||||||
| P O BOX 2541 | CHEYENNE | WY | 82003 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 | |||
| WYOMING RESCUE MISSION | ||||||||||
| P O BOX 2030 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $25,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $729,370 | 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 | $5,891 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $193,300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $222,971 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $222,971 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MITCHEL ZIMMERMAN | ||||||
| 1 | 11880 BESSEMER BEND ROAD | CASPER | WY | 82604 | $149,881 | Yes (X) |
| MICHAEL ZIMMERMAN | ||||||
| 2 | 7777 ALEXANDER ROAD | EVANSVILLE | WY | 82636 | $100,478 | Yes (X) |
| RHONDA S ZIMMERMAN | ||||||
| 3 | 1240 MORADO | CASPER | WY | 82609 | $174,465 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VARIOUS STOCKS | $149,881 | 2023-12-21 |
| 2 | ALPS ETF TRUST ALERIAN MLP | $100,478 | 2023-05-30 |
| 3 | VARIOUS STOCKS | $174,465 | 2023-11-28 |
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 | $6,210 | $4,140 | $0 | $2,070 |
| INVESTMENT FEES | $7,790 | $7,790 | $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 | $142,550 | EOYBookValueAmt |
| EOYFMV | $144,155 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES, COMMON STOCK - SCHD E | $40,320 | $53,310 |
| EQUITIES,COMMOM STOCK | $207 | $0 |
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 | $45,459 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $40,401 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITIES, CLOSED FUNDS - SCHD D | AT COST | $703,378 | $756,887 |
| EQUITIES,CLOSED FUNDS - SCHD A | AT COST | $257,580 | $291,217 |
| FRANKLIN CONVERTIBLE - SCHD F | AT COST | $65,477 | $63,992 |
| ACCRUED DIVIDEND | AT COST | $0 | $1,475 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE FMV OVER BASIS FOR DONATED SECURITIES | Desc |
| Amt | $199,492 | 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 | $140 | $0 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $1,165 | $0 | $0 | $0 |
| TRADING FEES | $14 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $1,082 | $0 | $0 | $0 |
| WYOMING ANNUAL FEE | $25 | $0 | $0 | $25 |
| FOREIGN TAXES W/H | $380 | $380 | $0 | $0 |
Comments