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ZIMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ZIMMERMAN FAMILY FOUNDATION (EIN 74-2855786)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-08-26
IRS object ID
202102389349100805
Schema version
2020v4.0
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)
Return2021-08-26T13:19:02-07:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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
Signature2021-08-26SignatureDt
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

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,714,530FMVAssetsEOYAmt
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$97,084DividendsRevAndExpnssAmt
Dividends Net Invst Incm$97,084DividendsNetInvstIncmAmt
Dividends Adj Net Incm$97,084DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$77,917NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$145,972GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$77,917CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$175,001TotalRevAndExpnssAmt
Total Net Invst Incm$175,001TotalNetInvstIncmAmt
Total Adj Net Incm$97,084TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,570AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,570AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,425TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,425TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$11OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,006TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,006TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$99,382ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$99,382ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$102,388TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,006TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$99,382TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$72,613ExcessRevenueOverExpensesAmt
Net Investment Income$171,995NetInvestmentIncomeAmt
Adjusted Net Income$97,084AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$649CashBOYAmt
Other Investments BOY$1,514,184OtherInvestmentsBOYAmt
Other Investments EOY$1,588,209OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,714,530OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,514,833TotalAssetsBOYAmt
Total Assets EOY$1,588,209TotalAssetsEOYAmt
Total Assets EOYFMV$2,714,530TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,450AccountsPayableBOYAmt
Accounts Payable EOY$2,213AccountsPayableEOYAmt
Total Liabilities BOY$1,450TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,213TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,513,383CapitalStockBOYAmt
Capital Stock EOY$1,585,996CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,513,383TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,585,996TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,514,833TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,588,209TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,513,383TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$72,613ExcessRevenueOverExpensesAmt
Subtotal$1,585,996SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,585,996TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
568.113 SMALLCAP WORLD FD AP2019-01-012021-01-19$46,993$15,600$31,393$31,393
424.016 GROWTH FUND AMERICAP2019-01-012020-09-08$24,993$12,960$12,033$12,033
736.994 GROWTH FUND AMERICAP2019-01-012021-01-19$50,993$24,529$26,464$26,464
379.35 NEW ECONOMY FUNDP2019-01-012021-01-19$22,993$14,966$8,027$8,027
FieldValueIRS element (for citing)
Capital Gain Net Income$77,917CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,391InvestmentIncomeExciseTaxAmt
Subtotal$2,391SubtotalAmt
Tax Based On Investment Income$2,391TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$26EsPenaltyAmt
Tax Due$2,417TaxDueAmt

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$2,358,623AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$325AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,358,948TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,358,948AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,384CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,323,564NetVlNoncharitableAssetsAmt
Minimum Investment Return$116,178MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$116,178MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,391TaxBasedOnInvestmentIncomeAmt
Total Tax$2,391TotalTaxAmt
Distributable Before Adj$113,787DistributableBeforeAdjAmt
Distributable Before Ded$113,787DistributableBeforeDedAmt
Distributable As Adjusted$113,787DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,382ExpensesAndContributionsAmt
Qualifying Distributions$99,382QualifyingDistributionsAmt
Adjusted Qualifying Distri$99,382AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$113,787DistributableAsAdjustedAmt
Undistributed Income PY$95,869UndistributedIncomePYAmt
Qualifying Distributions$99,382QualifyingDistributionsAmt
Applied To Year1$95,869AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,513AppliedToCurrentYearAmt
Undistributed Income CY$110,274UndistributedIncomeCYAmt

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$99,382Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$99,382TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$97,084ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$77,917ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$175,001ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$175,001TotalIncomeProducingActyAmt

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$1,570Amt
Net Investment Income$1,570NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIREDExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$11RevenueAndExpensesPerBooksAmt
Net Investment Income$11NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ANNUAL FILING FEE$40$40
EXCISE TAX$1,385$1,385

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