ZIMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ZIMMERMAN FAMILY FOUNDATION (EIN 83-0322568)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-25
- IRS object ID
- 202201459349100505
- Schema version
- 2021v4.2
- 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 | 2022-05-25T08:50:23-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-23 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $965,437 | 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 | $524,696 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,444 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,444 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $218,778 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $849,819 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $218,778 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $762,487 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $237,791 | 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 | $9,233 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,978 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,255 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $909 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $558 | 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 | $10,700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,280 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $679,949 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $679,949 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $690,649 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $681,229 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,838 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $229,811 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,466 | CashBOYAmt |
| Cash EOY | $44,786 | CashEOYAmt |
| Cash EOYFMV | $44,786 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,345 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,666 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,666 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $808 | AcctRcvblAmt |
| Acct Rcvbl BOY | $456 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $808 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $808 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,369 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,587 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,587 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $231,071 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $177,301 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $178,363 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $165,461 | CorporateStockBOYAmt |
| Corporate Stock EOY | $114,751 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $154,124 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $125,740 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $110,508 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $110,215 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $292,772 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $330,387 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $447,888 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,250 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,250 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $908,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $807,794 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $965,437 | 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 | $908,680 | RetainedEarningBOYAmt |
| Retained Earning EOY | $807,794 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $908,680 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $807,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $908,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $807,794 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $908,680 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,838 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $980,518 | SubtotalAmt |
| Other Decreases | $172,724 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $807,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICALY TRADED SECURITIES | P | $205,663 | $165,126 | $40,537 | $40,537 |
| PUBLICALY TRADED SECURITIES | P | $248,150 | $204,145 | $44,005 | $44,005 |
| PUBLICALY TRADED SECURITIES | P | $12,750 | $12,750 | $0 | $0 |
| PUBLICALY TRADED SECURITIES | P | $5,805 | $5,963 | -$158 | -$158 |
| PUBLICALY TRADED SECURITIES | P | $1,511 | $625 | $886 | $886 |
| NON-DIVIDEND DISTRIBUTION | P | $108 | $108 | $108 | |
| CASH IN LIEU | P | $14 | $14 | $14 | |
| PUBLICALY TRADED SECURITIES | P | $136,538 | $59,972 | $76,566 | $76,566 |
| PUBLICALY TRADED SECURITIES | P | $10,494 | $3,684 | $6,810 | $6,810 |
| PUBLICALY TRADED SECURITIES | P | $8,645 | $8,645 | $0 | $0 |
| PUBLICALY TRADED SECURITIES | P | $122,733 | $113,456 | $9,277 | $9,277 |
| PUBLICALY TRADED SECURITIES | P | $97,403 | $56,675 | $40,728 | $40,728 |
| CAPITAL GAINS DIVIDENDS | P | $5 | $5 | $5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $218,778 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,194 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,194 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,194 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,587 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,587 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,393 | OverpaymentAmt |
| Applied To ES Tax | $3,393 | 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 (12 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 | 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 | 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 | ||||||||
| 11880 BESSEMER BEND ROAD | CASPER | WY | 82604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AUSTIN ZIMMERMAN | ||||||||
| 11880 BESSEMER BEND ROAD | CASPER | WY | 82604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MACKENZIE STIRLING | ||||||||
| 3740 ASPEN PLACE | 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 | $452,635 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,154 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $318,282 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $937,071 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $937,071 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $923,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,151 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,151 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,194 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,194 | TotalTaxAmt |
| Distributable Before Adj | $42,957 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,957 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,957 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $681,229 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $681,229 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,957 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $550,154 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $701,650 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $271,021 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $669,600 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $496,594 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,689,019 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $681,229 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,957 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $638,272 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,327,291 | 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 | $550,154 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,777,137 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $701,650 | ExcessFromYear4Amt |
| Excess From Year3 | $271,021 | ExcessFromYear3Amt |
| Excess From Year2 | $669,600 | ExcessFromYear2Amt |
| Excess From Year1 | $496,594 | ExcessFromYear1Amt |
| Excess From Current Year | $638,272 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GAIL D ZIMMERMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 |
| ANGLO-AMERICAN CHARITABLE FOUNDATION | |||||||
| P O BOX 1717 | SMITHFIELD | NC | 27577 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $140,727 |
| BIG BONES CANINE RESCUE | |||||||
| 32614 COUNTY ROAD 23 | WINDSOR | CO | 80550 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $2,000 |
| BOYS & GIRLS CLUB OF CENTRAL WYO | |||||||
| 1701 E K STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $52,000 |
| CASPER CHRISTIAN SCHOOL | |||||||
| PO BOX 652 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $400 |
| CASPER HOUSING AUTHORITY | |||||||
| 145 N DURBIN | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | SCHOLARSHIP GRANT | $5,000 |
| CASPER HUMANE SOCIETY | |||||||
| 849 EAST E STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $1,500 |
| CASPER YOUTH FOR CHRIST | |||||||
| PO BOX 338 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $20,000 |
| CHEYENNE FRONTIER DAYS OLD WEST MUSEUM | |||||||
| P O BOX 2720 | CHEYENNE | WY | 82001 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $1,000 |
| CHILD DEVELOPMENT CENTER | |||||||
| 2020 EAST 12TH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | EDUCATION ASSISTANCE GRANT | $1,000 |
| CHILDREN'S ADVOCACY PROJECT | |||||||
| 350 NORTH ASH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $2,000 |
| EAGLE MOUNT | |||||||
| 6901 GOLDENSTEIN LANE | BOZEMAN | MT | 59715 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEADS ROAD | KANSAS CITY | MO | 64129 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $10,000 |
| GRACE BIBLE CHURCH | |||||||
| 3625 S 19TH AVENUE | BOZEMAN | MT | 59718 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $2,000 |
| HABITAT FOR HUMANITY | |||||||
| 232 EAST 2ND STREET SUITE 204 | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $2,500 |
| HIGHLAND PARK COMMUNITY CHURCH | |||||||
| 5725 HIGHLAND DRIVE | CASPER | WY | 82609 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $263,482 |
| HILLTOP BAPTIST CHRUCH | |||||||
| 220 S PENNSYLVANIA AVE | CASPER | WY | 82609 | N/A | PUBLIC CHARITY | -PROGRAM ASSISTANCE | $15,000 |
| HOGADON NIGHT SKIING PROJECT | |||||||
| 118 E 9TH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 |
| HORIZON INTERNATIONAL | |||||||
| 350 JH WALKER DRIVE | PENDELTON | IN | 46064 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $3,000 |
| INSTITUTE OF RESEARCH OF UNLIMITED LOVE | |||||||
| 129 MAIN ST UNIT 1516 | STONY BROOK | NY | 11790 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $1,000 |
| JASON'S FREINDS FOUNDATION | |||||||
| 340 W B STREET 101 | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $600 |
| KING'S PORTION | |||||||
| 809 S 9TH STREET | DOUGLAS | WY | 82633 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $1,000 |
| LARAMIE ANIMAL WELFARE | |||||||
| 1104 S 2ND STREET | LARAMIE | WY | 82070 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $1,000 |
| MERCER FAMILY RESOURCE CENTER | |||||||
| 535 W YELLOWSTONE | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $1,000 |
| MONTESSORI SCHOOL OF CASPER | |||||||
| PO BOX 684 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $500 |
| PLATTE RIVER PARKWAY TRUST | |||||||
| P O BOX 1228 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $50,000 |
| PROJECT HEALING WATERS | |||||||
| P O BOX 695 | LA PLATA | MD | 20646 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $2,500 |
| SELF HELP CENTER | |||||||
| P O BOX 126 | EVANSVILLE | WY | 82636 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $500 |
| SPECIAL OLYMPICS WYOMING | |||||||
| 239 WEST 1ST STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 |
| ST ANTHONY TRI-PARISH CATHOLIC SCHOOL | |||||||
| 1145 WEST 20TH STREET | CASPER | WY | 82604 | N/A | PUBLIC CHARITY | TUITION ASSISTANCE GRANT | $10,000 |
| ST ANTHONY TRI-PARISH SCHOOL FOUNDATION | |||||||
| 1145 WEST 20TH STREET | CASPER | WY | 82604 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $4,740 |
| THE KING'S COLLEGE | |||||||
| 56 BROADWAY | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | N/A | PUBLIC CHARITY | 1PROGRAM ASSISTANCE | $2,000 |
| THE SCIENCE ZONE | |||||||
| 222 E COLLINS DRIVE | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $500 |
| THE SHACK | |||||||
| 831 N 6TH STREET | GREYBULL | WY | 82426 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $2,000 |
| UNION GOSPEL MISSION | |||||||
| 1224 E TRENT AVE | SPOKANE | WA | 99202 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $5,000 |
| WILD ANIMAL SANCTUARY | |||||||
| 1946 COUNTY ROAD 53 | KEENESBURG | CO | 80643 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $1,000 |
| WYOMING AGRICULTURE IN THE CLASSROOM | |||||||
| P O BOX 347 | CHEYENNE | WY | 82003 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $15,000 |
| 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 | $679,949 | 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 | $11,444 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,569 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $218,778 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $237,791 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $237,791 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| CORY STIRLING | ||||||
| 1 | 3740 ASPEN PLACE | CASPER | WY | 82604 | $145,308 | Yes (X) |
| MITCHEL ZIMMERMAN | ||||||
| 2 | 11880 BESSEMER BEND ROAD | CASPER | WY | 82604 | $130,679 | Yes (X) |
| MICHAEL ZIMMERMAN | ||||||
| 3 | 7777 ALEXANDER ROAD | EVANSVILLE | WY | 82636 | $148,411 | Yes (X) |
| RHONDA S ZIMMERMAN | ||||||
| 4 | 1240 MORADO | CASPER | WY | 82609 | $50,378 | Yes (X) |
| RHONDA S ZIMMERMAN | ||||||
| 5 | 1240 MORADO | CASPER | WY | 82609 | $3,658 | Yes (X) |
| RHONDA S ZIMMERMAN | ||||||
| 6 | 1240 MORADO | CASPER | WY | 82609 | $46,262 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5,835.6540 SHARES FRANKLIN CONVERTIBLE STOCK | $145,308 | 2021-12-23 |
| 2 | 5,030 SHARES INVESCO CONV SECURITIES FD CLY | $130,679 | 2021-12-23 |
| 3 | VARIOUS EQUITY STOCKS | $148,411 | 2021-03-26 |
| 4 | 844 SHARES TRUST FINANCIAL CORP | $50,378 | 2021-04-14 |
| 5 | 19 SHARES MD SEMICONDUCTORS | $3,658 | 2021-04-30 |
| 6 | 780 SHARES TRUST FINANCIAL CO | $46,262 | 2021-04-30 |
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 | $3,770 | $2,515 | $0 | $1,255 |
| INVESTMENT FEES | $5,463 | $5,463 | $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 | $110,508 | EOYBookValueAmt |
| EOYFMV | $110,215 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES - SCHD E | StockNm |
| EOY Book Value | $114,751 | EOYBookValueAmt |
| EOYFMV | $154,124 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $64,607 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $63,476 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $112,694 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $114,887 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - SCHD D | AT COST | $216,153 | $302,697 |
| FRANKLIN CONVERTIBLE - SCHD D | AT COST | $114,234 | $145,191 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE FMV OVER BASIS FOR DONATED SECURITIES | Desc |
| Amt | $172,724 | 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 | $56 | $0 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $300 | $0 | $0 | $0 |
| OFFICE SUPPLIES | $202 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $2 | $2 | $0 | $0 |
| EXCISE TAX | $882 | $0 | $0 | $0 |
| WYOMING ANNUAL FEE | $25 | $0 | $0 | $25 |
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