ZIMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ZIMMERMAN FAMILY FOUNDATION (EIN 74-2855786)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-09-05
IRS object ID
202402499349100020
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-05T15:46:27-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN481041128PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SWINDOLL JANZEN HAWK & LOYD LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11700 E IRON AVE SUITE CAddressLine1Txt
CitySALINACityNm
State AbbreviationKSStateAbbreviationCd
ZIP674013403ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742855786EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZIMMERMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZIMMBusinessNameControlTxt
Phone7856438136PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12077 RAYMONDAddressLine1Txt
CitySALINACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK A ZIMMERMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7856438136PhoneNum
Signature2024-08-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN BRUCKNER CPAPreparerPersonNm
PTINP00004373PTIN
Phone7855021010PhoneNum
Preparation2024-08-29PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,522,518FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$69,007DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,007DividendsNetInvstIncmAmt
Dividends Adj Net Incm$69,007DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$850,945NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,006,781GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$850,945CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$919,952TotalRevAndExpnssAmt
Total Net Invst Incm$919,952TotalNetInvstIncmAmt
Total Adj Net Incm$69,007TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,820AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,820AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,393TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,393TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,243TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,243TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,040,509ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,040,509ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,045,752TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,243TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,040,509TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,125,800ExcessRevenueOverExpensesAmt
Net Investment Income$914,709NetInvestmentIncomeAmt
Adjusted Net Income$69,007AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$75,451CashBOYAmt
Cash EOY$105,487CashEOYAmt
Cash EOYFMV$105,487CashEOYFMVAmt
Other Investments BOY$6,768,220OtherInvestmentsBOYAmt
Other Investments EOY$5,612,384OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,417,031OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,843,671TotalAssetsBOYAmt
Total Assets EOY$5,717,871TotalAssetsEOYAmt
Total Assets EOYFMV$5,522,518TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$6,843,671CapitalStockBOYAmt
Capital Stock EOY$5,717,871CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$6,843,671TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,717,871TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,843,671TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,717,871TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,843,671TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,125,800ExcessRevenueOverExpensesAmt
Subtotal$5,717,871SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,717,871TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
How AcquiredPHowAcquiredCd
Gross Sales Price$1,722,458GrossSalesPriceAmt
Cost Or Other Basis$1,155,836CostOrOtherBasisAmt
Gain Or Loss$566,622GainOrLossAmt
Gains Minus Excess Or Losses$566,622GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$850,945CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,714InvestmentIncomeExciseTaxAmt
Subtotal$12,714SubtotalAmt
Tax Based On Investment Income$12,714TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$639EsPenaltyAmt
Tax Due$13,353TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARK A ZIMMERMANIndividualWithBooksNm
Phone7856438136PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12077 RAYMONDAddressLine1Txt
CitySALINACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67401ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID K ZIMMERMAN
6687 SW BUFFALO RDTOWANDAKS67144TRUSTEE000.00$0$0$0
ANN M ZIMMERMAN
PO BOX 2573SALINAKS674022573TRUSTEE2.00$0$0$0
MARK A ZIMMERMAN
2077 RAYMONDSALINAKS67401PRESIDENT000.00$0$0$0
JEFFREY J ZIMMERMAN
8320 FREDERICK PLACEEDMONDSWA98026TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,944,371AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,469AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,034,840TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,034,840AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$90,523CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,944,317NetVlNoncharitableAssetsAmt
Minimum Investment Return$297,216MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$297,216MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,714TaxBasedOnInvestmentIncomeAmt
Total Tax$12,714TotalTaxAmt
Distributable Before Adj$284,502DistributableBeforeAdjAmt
Distributable Before Ded$284,502DistributableBeforeDedAmt
Distributable As Adjusted$284,502DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,040,509ExpensesAndContributionsAmt
Qualifying Distributions$2,040,509QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$284,502DistributableAsAdjustedAmt
Undistributed Income PY$301,499UndistributedIncomePYAmt
Qualifying Distributions$2,040,509QualifyingDistributionsAmt
Applied To Year1$301,499AppliedToYear1Amt
Applied To Current Year$284,502AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,454,508RemainingDistriFromCorpusAmt
Total Corpus$1,454,508TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,454,508ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,454,508ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARK A ZIMMERMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12077 RAYMONDAddressLine1Txt
CitySALINACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67401ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7856438136RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNO SUBMISSION DEADLINESubmissionDeadlinesTxt
Restrictions On AwardsTHE 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

FieldValueIRS element (for citing)
Recipient PersonSEE ATTACHED SCHEDULERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12077 RAYMONDAddressLine1Txt
CitySALINACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67401ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeGENERALGrantOrContributionPurposeTxt
Amt$2,040,509Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,040,509TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,007ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$850,945ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$919,952ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$919,952TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,820Amt
Net Investment Income$1,820NetInvestmentIncomeAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIREDExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Book Value$5,612,384BookValueAmt
EOYFMV$5,417,031EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
$30$30

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$3,393Amt
Net Investment Income$3,393NetInvestmentIncomeAmt

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