ZIMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ZIMMERMAN FAMILY FOUNDATION (EIN 74-2855786)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-08-08
IRS object ID
202322209349101207
Schema version
2022v5.0
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)
Return2023-08-08T11:16:11-07:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205920907PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PICKEL & BRUCKNER LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12525 S OHIO ST SUITE 1AddressLine1Txt
CitySALINACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

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
Signature2023-08-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARK APersonFirstNm
Person LastZIMMERMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn H BrucknerPreparerPersonNm
PTINP00004373PTIN
Phone7858231908PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,547,161FMVAssetsEOYAmt
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$191,215DividendsRevAndExpnssAmt
Dividends Net Invst Incm$191,215DividendsNetInvstIncmAmt
Dividends Adj Net Incm$191,215DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$48,962NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$99,986GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$48,962CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$240,177TotalRevAndExpnssAmt
Total Net Invst Incm$240,177TotalNetInvstIncmAmt
Total Adj Net Incm$191,215TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,804AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,804AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$7,182TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,182TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,986TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,986TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$203,254ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$203,254ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$212,240TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,986TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$203,254TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,937ExcessRevenueOverExpensesAmt
Net Investment Income$231,191NetInvestmentIncomeAmt
Adjusted Net Income$191,215AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,394CashBOYAmt
Cash EOY$75,451CashEOYAmt
Cash EOYFMV$75,451CashEOYFMVAmt
Other Investments BOY$6,799,340OtherInvestmentsBOYAmt
Other Investments EOY$6,768,220OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,471,710OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,815,734TotalAssetsBOYAmt
Total Assets EOY$6,843,671TotalAssetsEOYAmt
Total Assets EOYFMV$6,547,161TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$6,815,734CapitalStockBOYAmt
Capital Stock EOY$6,843,671CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$6,815,734TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,843,671TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,815,734TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,843,671TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,815,734TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,937ExcessRevenueOverExpensesAmt
Subtotal$6,843,671SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,843,671TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
913.743 Washington MutualP2001-06-012022-12-13$49,993$26,124$23,869$23,869
923.02 Growth Fund of AmericaP2001-06-012022-12-13$49,993$24,900$25,093$25,093
FieldValueIRS element (for citing)
Capital Gain Net Income$48,962CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,214InvestmentIncomeExciseTaxAmt
Subtotal$3,214SubtotalAmt
Tax Based On Investment Income$3,214TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$139EsPenaltyAmt
Tax Due$3,353TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARK A ZIMMERMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DAVID K ZIMMERMAN
6687 SW BUFFALO RDTOWANDAKS67144Trustee0.00$0
ANN M ZIMMERMAN
PO BOX 2573SALINAKS674022573Trustee2.00$0
MARK A ZIMMERMAN
2077 RAYMONDSALINAKS67401President0.00$0
JEFFREY J ZIMMERMAN
8320 FREDERICK PLACEEDMONDSWA98026Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,141,135AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$45,923AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,187,058TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$6,187,058AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$92,806CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,094,252NetVlNoncharitableAssetsAmt
Minimum Investment Return$304,713MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$304,713MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,214TaxBasedOnInvestmentIncomeAmt
Total Tax$3,214TotalTaxAmt
Distributable Before Adj$301,499DistributableBeforeAdjAmt
Distributable Before Ded$301,499DistributableBeforeDedAmt
Distributable As Adjusted$301,499DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$203,254ExpensesAndContributionsAmt
Qualifying Distributions$203,254QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$301,499DistributableAsAdjustedAmt
Undistributed Income PY$203,254UndistributedIncomePYAmt
Qualifying Distributions$203,254QualifyingDistributionsAmt
Applied To Year1$203,254AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Undistributed Income CY$301,499UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonZIMMERMAN FAMILY FOUNDATIONRecipientPersonNm

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 DEADLINESSubmissionDeadlinesTxt
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 TRUSTESS 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$203,254Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$203,254TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$191,215ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,962ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$240,177ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$240,177TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$1,804Amt
Net Investment Income$1,804NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIREDExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ANNUAL FILING FEE$40$40
EXCISE TAX$7,142$7,142

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.