ZIMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ZIMMERMAN FAMILY FOUNDATION (EIN 83-0322568)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-12
- IRS object ID
- 202032259349101208
- Schema version
- 2019v5.1
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-12T16:39:24-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICK REIMANN | PreparerPersonNm |
| PTIN | P00326335 | PTIN |
| Phone | 3072347800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,252,875 | 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 | $501,895 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,593 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,593 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,731 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,731 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $263,746 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,600,478 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $263,746 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $790,965 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $289,070 | 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 | $10,379 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,035 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,344 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,665 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $445 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,521 | 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 | $15,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,504 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,369 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $717,638 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $717,638 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $733,227 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,504 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $719,007 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $57,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $279,566 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,754 | CashBOYAmt |
| Cash EOY | $173,870 | CashEOYAmt |
| Cash EOYFMV | $173,870 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $78,735 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,208 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $296 | AcctRcvblAmt |
| Acct Rcvbl BOY | $296 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $296 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $296 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,360 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,165 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,165 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $201,927 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $245,020 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $241,621 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $318,230 | CorporateStockBOYAmt |
| Corporate Stock EOY | $184,503 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $207,093 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $145,320 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $172,596 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $177,477 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $551,440 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $350,029 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $398,145 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,250 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,250 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,343,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,180,687 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,252,875 | 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 | $1,343,062 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,180,687 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,343,062 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,180,687 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,343,062 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,180,687 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,343,062 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $57,738 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,400,800 | SubtotalAmt |
| Other Decreases | $220,113 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,180,687 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| NON-DIVIDEND DISTRIBUTION | P | $101 | $101 | $101 | |
| PUBLICLY TRADED SECURITIES | P | $613,618 | $4,242 | $4,242 | $609,376 |
| PUBLICLY TRADED SECURITIES | P | $778,607 | $184,583 | $184,583 | $594,024 |
| PUBLICLY TRADED SECURITIES | P | $180,837 | $74,969 | $74,969 | $105,868 |
| PUBLICLY TRADED SECURITIES | P | $10,321 | -$253 | -$253 | $10,574 |
| PUBLICLY TRADED SECURITIES | P | $16,890 | $0 | $0 | $16,890 |
| CAPITAL GAINS DIVIDENDS | P | $104 | $104 | $104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $263,746 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $321,475 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,072,986 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.299608 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $751,325 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,247,372 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.602326 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $610,908 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,317,979 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.463519 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,326,573 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,521,528 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.871869 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $969,005 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,773,475 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.546388 | DistributionYr5Rt |
| Total Distribution | 2.783710 | TotalDistributionRt |
| Average Distribution | 0.556742 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,044,066 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $581,275 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,796 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $584,071 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $719,007 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,796 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,796 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,796 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,165 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,165 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,369 | OverpaymentAmt |
| Applied To ES Tax | $3,369 | 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 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| RHONDA S ZIMMERMAN | ||||||||
| 1240 MORADO | CASPER | WY | 82609 | 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 | $969,783 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,182 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,059,965 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,059,965 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,044,066 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,796 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,796 | TotalTaxAmt |
| Distributable Before Adj | $49,407 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,407 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,407 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $719,007 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $719,007 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,796 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $716,211 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,407 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $887,281 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,259,039 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $550,154 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $701,650 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $271,021 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,669,145 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $719,007 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,407 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $669,600 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,338,745 | 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 | $887,281 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,451,464 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,259,039 | ExcessFromYear4Amt |
| Excess From Year3 | $550,154 | ExcessFromYear3Amt |
| Excess From Year2 | $701,650 | ExcessFromYear2Amt |
| Excess From Year1 | $271,021 | ExcessFromYear1Amt |
| Excess From Current Year | $669,600 | 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 (34 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 |
| ACE SCHOLARSHIPS | |||||||
| 1201 E COLFAX AVE SUITE 302 | DENVER | CO | 80218 | N/A | PUBLIC CHARITY | SCHOLARSHIP ASSISTANCE | $5,000 |
| ANGLO-AMERICAN CHARITABLE FOUNDATION | |||||||
| 199 NORTH WOODBURY ROAD SUITE 103 | PITMAN | NJ | 08071 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $125,250 |
| BOYS & GIRLS CLUB OF CENTRAL WYO | |||||||
| 1701 E K STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $64,114 |
| CASA OF NATRONA COUNTY | |||||||
| 350 BIG HORN ROAD | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $3,000 |
| CASPER COLLEGE FOUNDATION | |||||||
| 125 COLLEGE DRIVE | CASPER | WY | 82601 | N/A | EDUCATION FOUNDATION | PROGRAM DEVELOPMENT | $10,000 |
| CASPER FAMILY CONNECTIONS | |||||||
| 2345 E 2ND STREET | CASPER | WY | 82609 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $50,000 |
| CASPER YOUTH FOR CHRIST | |||||||
| 353 WEST A STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $35,000 |
| CHILDREN'S ADVOCACY PROJECT | |||||||
| 350 NORTH ASH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $2,000 |
| CHURCH BUILDERS PLUS | |||||||
| 1812 UNIVERSITY BLVD | ANDERSON | IN | 46012 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $15,000 |
| CONVERSE COUNTY WAVES | |||||||
| 1703 HAMILTON STREET | DOUGLAS | WY | 82633 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $2,000 |
| FRIENDS OF HOGADON | |||||||
| 152 N DURBIN ST SUITE 320 | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $75,000 |
| GRACE BIBLE CHURCH | |||||||
| 3625 SOUTH 19TH AVE | BOZEMAN | MT | 59718 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 |
| GUIDEPOSTS FOUNDATION | |||||||
| 39 OLD RIDGEBURY RD SUITE 27 | DANBURY | CT | 06810 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $2,500 |
| 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 | $195,224 |
| JASON'S FREINDS FOUNDATION | |||||||
| 340 W B STREET 101 | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $350 |
| LEAD GLOBAL | |||||||
| PO BOX 24776 | FT WORTH | TX | 76124 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $2,600 |
| NATRONA COUNTY MEALS ON WHEELS | |||||||
| 1760 E 12TH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $300 |
| PROJECT HEALING WATERS | |||||||
| P O BOX 695 | LA PLATA | MD | 20646 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 |
| SOJOURN COLLEGIATE MINISTRY | |||||||
| P O BOX 990141 | BOSTON | MA | 02199 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $10,000 |
| SPECIAL OLYMPICS WYOMING | |||||||
| 239 WEST 1ST STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $10,300 |
| ST ANTHONY TRI-PARISH CATHOLIC SCHOOL | |||||||
| 1145 WEST 20TH STREET | CASPER | WY | 82604 | N/A | PUBLIC CHARITY | TUITION ASSISTANCE GRANT | $20,000 |
| ST ANTHONY TRI-PARISH SCHOOL FOUNDATION | |||||||
| 1145 WEST 20TH STREET | CASPER | WY | 82604 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $13,000 |
| STAGE III COMMUNITY THEATRE | |||||||
| 900 N CENTER ST | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $500 |
| THE CONSERVATION FUND | |||||||
| 1655 N FORT MYER DR SUITE 300 | ARLINGTON | VA | 22209 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $2,500 |
| THE UPRISING | |||||||
| 1701 EAST E STREET SUITE 150 | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | 1PROGRAM ASSISTANCE | $5,000 |
| TRUE CARE WOMEN'S RESOURCE CENTER | |||||||
| P O BOX 2346 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $5,000 |
| VISION BEYOND BORDERS INC | |||||||
| P O BOX 2635 | CASPER | WY | 82602 | NONE | PUBLIC CHARITY | PROGRAM ASSISTANCE | $3,000 |
| WYOMING FOUNDATION FOR CANCER CARE | |||||||
| 441 LANDMARK DRIVE SUITE 330 | CASPER | WY | 82609 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $500 |
| WYOMING JUNIOR RODEO ASSOC | |||||||
| 959 SILVER SAGE LANE | EVANSVILLE | WY | 82636 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $1,000 |
| WYOMING RESCUE MISSION | |||||||
| P O BOX 2030 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $30,000 |
| WYOMING SYMPHONY ORCHESTRA | |||||||
| 225 S DAVID SUITE B | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $5,000 |
| YOUTH CRISIS CENTER | |||||||
| 1656 EAST 12TH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $717,638 | 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 | $11,593 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,731 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $263,746 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $289,070 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $289,070 | 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 (16 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 | $201,150 | Yes (X) | |
| MITCHEL ZIMMERMAN | |||||||
| 2 | 11880 BESSEMER BEND ROAD | CASPER | CO | 82604 | $111,156 | Yes (X) | |
| MICHAEL ZIMMERMAN | |||||||
| 3 | 7777 ALEXANDER ROAD | EVANSVILLE | WY | 82636 | $6,102 | Yes (X) | |
| GAIL ZIMMERMAN | |||||||
| 4 | 2361 TROJAN DRIVE | CASPER | WY | 82609 | $25,000 | Yes (X) | |
| RHONDA S ZIMMERMAN | |||||||
| 5 | 1240 MORADO | CASPER | WY | 82609 | $14,894 | Yes (X) | |
| MICHAEL ZIMMERMAN | |||||||
| 6 | 7777 ALEXANDER ROAD | EVANSVILLE | WY | 82636 | $4,138 | Yes (X) | |
| RHONDA S ZIMMERMAN | |||||||
| 7 | 1240 MORADO | CASPER | WY | 82609 | $25,828 | Yes (X) | |
| RHONDA S ZIMMERMAN | |||||||
| 8 | 1240 MORADO | CASPER | WY | 82609 | $24,355 | Yes (X) | |
| RHONDA S ZIMMERMAN | |||||||
| 9 | 1240 MORADO | CASPER | WY | 82609 | $2,088 | Yes (X) | |
| MICHAEL ZIMMERMAN | |||||||
| 10 | 11880 BESSEMER BEND ROAD | EVANSVILLE | WY | 82636 | $1,964 | Yes (X) | |
| MICHAEL ZIMMERMAN | |||||||
| 11 | 11880 BESSEMER BEND ROAD | EVANSVILLE | WY | 82636 | $9,602 | Yes (X) | |
| MICHAEL ZIMMERMAN | |||||||
| 12 | 11880 BESSEMER BEND ROAD | EVANSVILLE | WY | 82636 | $4,532 | Yes (X) | |
| MICHAEL ZIMMERMAN | |||||||
| 13 | 11880 BESSEMER BEND ROAD | EVANSVILLE | WY | 82636 | $6,291 | Yes (X) | |
| MICHAEL ZIMMERMAN | |||||||
| 14 | 11880 BESSEMER BEND ROAD | EVANSVILLE | WY | 82636 | $53,205 | Yes (X) | |
| MICHAEL ZIMMERMAN | |||||||
| 15 | 11880 BESSEMER BEND ROAD | EVANSVILLE | WY | 82636 | $4,122 | Yes (X) | |
| MICHAEL ZIMMERMAN | |||||||
| 16 | 11880 BESSEMER BEND ROAD | EVANSVILLE | WY | 82636 | $7,467 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (15 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 8,689 SHARES FRANKLIN CONVERTIBLE STOCK | $201,150 | 2019-12-06 |
| 2 | 2,323 SHARES CISCO SYSTEMS INC | $111,156 | 2019-12-26 |
| 3 | 39 SHARES VEEVA SYSTEM INC | $6,102 | 2019-10-15 |
| 5 | 8 SHARES AMAZON STOCK | $14,894 | 2019-04-18 |
| 6 | 18 SHARES IAC INTERACTIVE CORP | $4,138 | 2019-10-15 |
| 7 | 211 SHARES SAP SE SHS | $25,828 | 2019-08-14 |
| 8 | 14 SHARES AMAZON COM INC | $24,355 | 2019-10-04 |
| 9 | 19 SHRES NXP SEMICONDUCTORS NV | $2,088 | 2019-10-04 |
| 10 | 16 SHARES HEICO CORP NEW COM | $1,964 | 2019-10-15 |
| 11 | 16 SHARES COSTAR GROUP INC | $9,602 | 2019-10-15 |
| 12 | 8 SHARES MERCADOLIBRE INC | $4,532 | 2019-10-15 |
| 13 | 51 SHARES CDW CORP | $6,291 | 2019-10-15 |
| 14 | 191 SHARES MASTERCARD INC | $53,205 | 2019-10-15 |
| 15 | 25 SHARES GLOBAL PMTS INC | $4,122 | 2019-10-15 |
| 16 | 44 SHARES MOTEROLA SOLUTIONS INC | $7,467 | 2019-10-15 |
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 | $3,632 | $2,288 | $0 | $1,344 |
| INVESTMENT FEES | $6,747 | $6,747 | $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 | $172,596 | EOYBookValueAmt |
| EOYFMV | $177,477 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES - SCHD E | StockNm |
| EOY Book Value | $184,503 | EOYBookValueAmt |
| EOYFMV | $207,093 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $69,594 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $71,697 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $175,426 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $169,924 | 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 | $350,029 | BookValueAmt |
| EOYFMV | $398,145 | 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 | $220,113 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES/WIRE FEES | $471 | $0 | $0 | $0 |
| SUBSCRIPTION | $1,050 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRADING FEES | CategoryTxt |
| Amt | $24 | Amt |
| Net Investment Income | $24 | 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 | $445 | $445 | $0 | $0 |
| EXCISE TAX | $3,195 | $0 | $0 | $0 |
| WYOMING ANNUAL FEE | $25 | $0 | $0 | $25 |
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