ZIMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ZIMMERMAN FAMILY FOUNDATION (EIN 83-0322568)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202141379349100944
- Schema version
- 2020v4.1
- 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 | 2021-05-17T11:33:06-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-05-13 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,027,339 | 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 | $272,123 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,713 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,713 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,619 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,619 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,447,947 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,114 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $343,569 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,446 | 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 | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,781 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,219 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,002 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $181 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $119 | 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 | $12,121 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,962 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,244 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $542,509 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $542,509 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $554,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,962 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $543,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$211,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,484 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $173,870 | CashBOYAmt |
| Cash EOY | $79,466 | CashEOYAmt |
| Cash EOYFMV | $79,446 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $51,208 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,345 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,345 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $456 | AcctRcvblAmt |
| Acct Rcvbl BOY | $296 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $456 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $456 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,165 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,369 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,369 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $245,020 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $231,071 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $239,220 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $184,503 | CorporateStockBOYAmt |
| Corporate Stock EOY | $165,461 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $179,752 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $172,596 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $125,740 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $131,032 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $350,029 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $292,772 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $383,719 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,250 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,250 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,180,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $908,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,027,339 | 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 | $1,180,687 | RetainedEarningBOYAmt |
| Retained Earning EOY | $908,680 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,180,687 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $908,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,180,687 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $908,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,180,687 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$211,061 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $969,626 | SubtotalAmt |
| Other Decreases | $60,946 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $908,680 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICALY TRADED SECURITIES | P | $21,811 | $21,811 | $0 | $0 |
| PUBLICALY TRADED SECURITIES | P | $14,821 | $14,449 | $372 | $372 |
| PUBLICALY TRADED SECURITIES | P | $769,872 | $805,538 | -$35,666 | -$35,666 |
| PUBLICALY TRADED SECURITIES | P | $560,260 | $498,067 | $62,193 | $62,193 |
| PUBLICALY TRADED SECURITIES | P | $81,105 | $55,968 | $25,137 | $25,137 |
| NON-DIVIDEND DISTRIBUTION | P | $72 | $72 | $72 | |
| CAPITAL GAINS DIVIDENDS | P | $6 | $6 | $6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,114 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $882 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $882 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $882 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,369 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,369 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,487 | OverpaymentAmt |
| Applied To ES Tax | $2,487 | 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 | $511,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,175 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $350,865 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $975,451 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $975,451 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,632 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $960,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,041 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,041 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $882 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $882 | TotalTaxAmt |
| Distributable Before Adj | $47,159 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,159 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,159 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $543,753 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $543,753 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $543,753 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,159 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,259,039 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $550,154 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $701,650 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $271,021 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $669,600 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,451,464 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $543,753 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,159 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $496,594 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,948,058 | 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 | $1,259,039 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,689,019 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $550,154 | ExcessFromYear4Amt |
| Excess From Year3 | $701,650 | ExcessFromYear3Amt |
| Excess From Year2 | $271,021 | ExcessFromYear2Amt |
| Excess From Year1 | $669,600 | ExcessFromYear1Amt |
| Excess From Current Year | $496,594 | 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 (28 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 | $128,730 |
| ANTELOPE BUTTE FOUNDATION | |||||||
| PO BOX 6624 | SHERIDAN | WY | 82801 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $2,500 |
| BOYS & GIRLS CLUB OF CENTRAL WYO | |||||||
| 1701 E K STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $35,000 |
| CASPER FAMILY CONNECTIONS | |||||||
| 500 S WOLCOTTSUITE 102 | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $20,000 |
| CASPER YOUTH FOR CHRIST | |||||||
| 353 WEST A STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $20,000 |
| CENTRAL WYOMING HOSPICE | |||||||
| 319 S WILSON | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $500 |
| CHURCH BUILDERS PLUS | |||||||
| 1812 UNIVERSITY BLVD | ANDERSON | IN | 46012 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $1,500 |
| DALLAS SAFARI CLUB-WYO CHAPTER | |||||||
| 150 S MCKINLEY | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $2,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEADS ROAD | KANSAS CITY | MO | 64129 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 |
| HIGHLAND PARK COMMUNITY CHURCH | |||||||
| 5725 HIGHLAND DRIVE | CASPER | WY | 82609 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $203,000 |
| HOGADON NIGHT SKIING PROJECT | |||||||
| 118 E 9TH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $10,000 |
| HORIZON INTERNATIONAL | |||||||
| 350 JH WALKER DRIVE | PENDELTON | IN | 46064 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $30,000 |
| JASON'S FREINDS FOUNDATION | |||||||
| 340 W B STREET 101 | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $350 |
| MERCER FAMILY RESOURCE CENTER | |||||||
| 535 W YELLOWSTONE | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $704 |
| NEWSPAPERS IN EDUCATION | |||||||
| 8301 BROADWAY ST SUITE 219 | SAN ANTONIO | TX | 78209 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $300 |
| PROJECT HEALING WATERS | |||||||
| P O BOX 695 | LA PLATA | MD | 20646 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $3,000 |
| SELF HELP CENTER | |||||||
| P O BOX 126 | EVANSVILLE | WY | 82636 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $540 |
| ST ANTHONY TRI-PARISH CATHOLIC SCHOOL | |||||||
| 1145 WEST 20TH STREET | CASPER | WY | 82604 | N/A | PUBLIC CHARITY | TUITION ASSISTANCE GRANT | $12,500 |
| ST ANTHONY TRI-PARISH SCHOOL FOUNDATION | |||||||
| 1145 WEST 20TH STREET | CASPER | WY | 82604 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $500 |
| TRUE CARE WOMEN'S RESOURCE CENTER | |||||||
| P O BOX 2346 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $5,000 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 SOUTH 22ND STREET | LARAMIE | WY | 82071 | NONE | PUBLIC CHARITY | TUITION ASSISTANCE | $8,000 |
| WILD ANIMAL SANCTUARY | |||||||
| 1946 COUNTY ROAD 53 | KEENESBURG | CO | 80643 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $3,885 |
| WYOMING AGRICULTURE IN THE CLASSROMM | |||||||
| P O BOX 347 | CHEYENNE | WY | 82003 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 |
| WYOMING FOOD BANK OF THE ROCKIES | |||||||
| P O BOX 1540 | EVANSVILLE | WY | 82636 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $4,000 |
| WYOMING RESCUE MISSION | |||||||
| P O BOX 2030 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $25,000 |
| YOUTH CRISIS CENTER | |||||||
| 1656 EAST 12TH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $542,509 | 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 | $10,713 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,619 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,114 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,446 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,446 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| CORY STIRLING | |||||||
| 1 | 3740 ASPEN PLACE | CASPER | WY | 82604 | $50,497 | Yes (X) | |
| MITCHEL ZIMMERMAN | |||||||
| 2 | 11880 BESSEMER BEND ROAD | CASPER | WY | 82604 | $121,656 | Yes (X) | |
| GAIL ZIMMERMAN | |||||||
| 3 | 2361 TROJAN DRIVE | CASPER | WY | 82609 | $80,000 | Yes (X) | |
| RHONDA S ZIMMERMAN | |||||||
| 4 | 1240 MORADO | CASPER | WY | 82609 | $19,970 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,660 SHARES FRANKLIN CONVERTIBLE STOCK | $50,497 | 2020-12-07 |
| 2 | 3,977 SHARES INVESCO CONV SERCURITIES FD | $121,656 | 2020-10-07 |
| 4 | 160 SHARES NXP SEMICONDUCTORS | $19,970 | 2020-10-07 |
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 | $3,657 | $2,438 | $0 | $1,219 |
| INVESTMENT FEES | $5,343 | $5,343 | $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 | $125,740 | EOYBookValueAmt |
| EOYFMV | $131,032 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES - SCHD E | StockNm |
| EOY Book Value | $165,461 | EOYBookValueAmt |
| EOYFMV | $179,752 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $87,464 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $89,257 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $143,607 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $149,963 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS - SCHD D | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $292,772 | BookValueAmt |
| EOYFMV | $383,719 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE FMV OVER BASIS FOR DONATED SECURITIES | Desc |
| Amt | $60,946 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES/WIRE FEES | Desc |
| Revenue And Expenses Per Books | $119 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $181 | $181 | $0 | $0 |
| EXCISE TAX | $2,796 | $0 | $0 | $0 |
| WYOMING ANNUAL FEE | $25 | $0 | $0 | $25 |
Comments