ZIMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ZIMMERMAN FAMILY FOUNDATION (EIN 74-2855786)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-08-26
IRS object ID
202502389349100405
Schema version
2024v5.0
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)
Return2025-08-26T10:08:13-04:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN481041128PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11700 E IRON AVE SUITE CAddressLine1Txt
CitySALINACityNm
State AbbreviationKSStateAbbreviationCd
ZIP674013403ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742855786EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK A ZIMMERMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7856438136PhoneNum
Signature2025-08-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN BRUCKNER CPAPreparerPersonNm
PTINP00004373PTIN
Phone7855021010PhoneNum
Preparation2025-08-25PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,079,600FMVAssetsEOYAmt
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$49,186DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,186DividendsNetInvstIncmAmt
Dividends Adj Net Incm$49,186DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$398,003NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$454,494GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$398,003CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$447,189TotalRevAndExpnssAmt
Total Net Invst Incm$447,189TotalNetInvstIncmAmt
Total Adj Net Incm$49,186TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,970AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,970AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$12,862TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12,862TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$132OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$132OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$15,964TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,964TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$285,674ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$285,674ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$301,638TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,964TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$285,674TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$145,551ExcessRevenueOverExpensesAmt
Net Investment Income$431,225NetInvestmentIncomeAmt
Adjusted Net Income$49,186AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$105,487CashBOYAmt
Cash EOY$116,796CashEOYAmt
Cash EOYFMV$116,795CashEOYFMVAmt
Other Investments BOY$5,612,384OtherInvestmentsBOYAmt
Other Investments EOY$5,746,626OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,962,805OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,717,871TotalAssetsBOYAmt
Total Assets EOY$5,863,422TotalAssetsEOYAmt
Total Assets EOYFMV$6,079,600TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,717,871CapitalStockBOYAmt
Capital Stock EOY$5,863,422CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$5,717,871TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,863,422TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,717,871TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,863,422TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,717,871TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$145,551ExcessRevenueOverExpensesAmt
Subtotal$5,863,422SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,863,422TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
How AcquiredPHowAcquiredCd
Gross Sales Price$100,000GrossSalesPriceAmt
Cost Or Other Basis$56,491CostOrOtherBasisAmt
Gain Or Loss$43,509GainOrLossAmt
Gains Minus Excess Or Losses$43,509GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$398,003CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,994InvestmentIncomeExciseTaxAmt
Subtotal$5,994SubtotalAmt
Tax Based On Investment Income$5,994TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$264EsPenaltyAmt
Tax Due$6,258TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,594,551AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$111,141AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,705,692TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,705,692AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$85,585CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,620,107NetVlNoncharitableAssetsAmt
Minimum Investment Return$281,005MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$281,005MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,994TaxBasedOnInvestmentIncomeAmt
Total Tax$5,994TotalTaxAmt
Distributable Before Adj$275,011DistributableBeforeAdjAmt
Distributable Before Ded$275,011DistributableBeforeDedAmt
Distributable As Adjusted$275,011DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$285,674ExpensesAndContributionsAmt
Qualifying Distributions$285,674QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$275,011DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$1,454,508ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,454,508TotalExcessDistributionCyovAmt
Qualifying Distributions$285,674QualifyingDistributionsAmt
Applied To Current Year$275,011AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,663RemainingDistriFromCorpusAmt
Total Corpus$1,465,171TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,465,171ExcessDistriCyovToNextYrAmt
Excess From Year1$1,454,508ExcessFromYear1Amt
Excess From Current Year$10,663ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARK A ZIMMERMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12077 RAYMONDAddressLine1Txt
CitySALINACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67401ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7856438136RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNO SUBMISSION DEADLINESubmissionDeadlinesTxt
Restrictions On AwardsTHE ORGANIZATION WILL DISTRIBUTE FUNDS FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY OR EDUCATIONAL PURPOSES AND OTHER EXEMPT PURPOSES INCLUDED WITHIN SUCH TERMS AS LIMITED AND DEFINED UNDER SECTIONS 2055(A)(2) AND 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. QUALIFIED TAX-EXEMPT ORGANIZATIONS WILL BE ALLOWED TO FILE APPLICATIONS IN ORDER TO REQUEST A CONTRIBUTION. THE BOARD OF TRUSTEES WILL REVIEW ALL SUCH REQUESTS AND SELECT THE TAX-EXEMPT ORGANIZATIONS WHICH WILL RECEIVE DISTRIBUTIONS. THE ORGANIZATIONS SELECTED AND THE TIMING OF THE DISTRIBUTIONS WILL BE DETERMINED BY THE BOARD OF TRUSTEES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSEE ATTACHED SCHEDULERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12077 RAYMONDAddressLine1Txt
CitySALINACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67401ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeGENERALGrantOrContributionPurposeTxt
Amt$285,674Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$285,674TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,186ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$398,003ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$447,189ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$447,189TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$2,970Amt
Net Investment Income$2,970NetInvestmentIncomeAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIREDExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LONG-TERM INVESTMENTS$5,555,892$5,772,071
ALL SPRING MM$90,734$90,734
AMER FUNDS MM$100,000$100,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
$132$132

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$12,862Amt
Net Investment Income$12,862NetInvestmentIncomeAmt

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