ZIMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ZIMMERMAN FAMILY FOUNDATION (EIN 83-0322568)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-30
- IRS object ID
- 201911509349100006
- Schema version
- 2018v3.1
- 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 | 2019-05-30T09:58:14-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-29 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.88.135.80 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-29 | IPDt |
| IP Tm | 07:55:39 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1BAC320AD98EF9A2D38CDC6BC14B1D48D3C04F9D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9B4A874345F92075FD2A9507C1ABB777FABBF693 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,280,692 | 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 | $409,997 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,443 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,354 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,221 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,221 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,993 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,365,553 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,993 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $580,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $170,568 | 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 | $10,991 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,647 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,344 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $210 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $210 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $944 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,288 | 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 | $19,805 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,801 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,369 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $320,106 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $320,106 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $339,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,801 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $321,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $240,743 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $159,767 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,875 | CashBOYAmt |
| Cash EOY | $40,754 | CashEOYAmt |
| Cash EOYFMV | $40,754 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,572 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,735 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,735 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $296 | AcctRcvblAmt |
| Acct Rcvbl BOY | $243 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $296 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $296 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $5,255 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,360 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,360 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $150,145 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $201,927 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $201,753 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $514,516 | CorporateStockBOYAmt |
| Corporate Stock EOY | $318,230 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $294,325 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $111,047 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $145,320 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $142,397 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $325,807 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $551,440 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $516,072 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,250 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,250 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,217,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,343,062 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,280,692 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,217,460 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,343,062 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,217,460 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,343,062 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,217,460 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,343,062 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,217,460 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $240,743 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,458,203 | SubtotalAmt |
| Other Decreases | $115,141 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,343,062 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $918,237 | $888,210 | $30,027 | $30,027 | |
| PUBLICLY TRADED SECURITIES | $64 | $64 | $0 | $0 | P |
| PUBLICLY TRADED SECURITIES | $61,024 | $22,528 | $38,496 | $38,496 | P |
| PUBLICLY TRADED SECURITIES | $346,512 | $270,159 | $76,353 | $76,353 | P |
| PUBLICLY TRADED SECURITIES | $257 | $257 | $0 | $0 | P |
| PUBLICLY TRADED SECURITIES | $12,313 | $12,313 | $0 | $0 | |
| PUBLICLY TRADED SECURITIES | $27,029 | $27,029 | $0 | $0 | |
| NON-DIVIDEND DISTRIBUTION | $75 | $75 | $75 | ||
| CAPITAL GAINS DIVIDENDS | $42 | $42 | $42 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,993 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $751,325 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,247,372 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.602326 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $610,908 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,317,979 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.463519 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,326,573 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,521,528 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.871869 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $969,005 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,773,475 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.546388 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $718,929 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,823,917 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.394168 | DistributionYr5Rt |
| Total Distribution | 2.878270 | TotalDistributionRt |
| Average Distribution | 0.575654 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,072,986 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $617,669 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,598 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $619,267 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $321,475 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,195 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,195 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,195 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,360 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,165 | OverpaymentAmt |
| Applied To ES Tax | $3,165 | 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 | ||||||||
| 5340 NEWPORT STREET | GREENWOOD VILLAGE | CO | 80111 | 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 | $1,023,035 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,291 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,089,326 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,089,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,340 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,072,986 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,195 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,195 | TotalTaxAmt |
| Distributable Before Adj | $50,454 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,454 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,454 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $321,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $321,475 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $321,475 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,454 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $631,519 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $887,281 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,259,039 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $550,154 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $701,650 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,029,643 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $321,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,454 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $271,021 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,300,664 | 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 | $631,519 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,669,145 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $887,281 | ExcessFromYear4Amt |
| Excess From Year3 | $1,259,039 | ExcessFromYear3Amt |
| Excess From Year2 | $550,154 | ExcessFromYear2Amt |
| Excess From Year1 | $701,650 | ExcessFromYear1Amt |
| Excess From Current Year | $271,021 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACE SCHOLARSHIPS | |||||||
| 1201 E COLFAX AVE SUITE 302 | DENVER | CO | 80218 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 |
| ANGLO-AMERICAN CHARITABLE FOUNDATION | |||||||
| 199 NORTH WOODBURY ROAD SUITE 103 | PITMAN | NJ | 08071 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $75,000 |
| BOYS & GIRLS CLUB OF CENTRAL WYO | |||||||
| 1701 E K STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $39,202 |
| BRAIN INJURY ALLIANCE OF WYOMING | |||||||
| 349 N WALSH STREET | CASPER | WY | 82609 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPEMNT | $3,000 |
| CASA OF NATRONA COUNTY | |||||||
| 350 BIG HORN ROAD | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $2,000 |
| CASPER COLLEGE FOUNDATION | |||||||
| 125 COLLEGE DRIVE | CASPER | WY | 82601 | N/A | EDUCATION FOUNDATION | PROGRAM DEVELOPMENT | $20,000 |
| CASPER HUMANE SOCIETY | |||||||
| 849 EAST E STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $250 |
| CASPER MOUNTAIN SKI PATROL | |||||||
| 1487 WEST HOGADON ROAD | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $1,000 |
| CASPER YOUTH FOR CHRIST | |||||||
| 353 WEST A STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $28,000 |
| CENTRAL WYOMING HOSPICE | |||||||
| 319 S WILSON | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $200 |
| CHILD DEVELOPMENT CENTER | |||||||
| 2020 EAST 12TH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | EDUCATION ASSISTANCE GRANT | $5,000 |
| CHILDREN'S ADVOCACY PROJECT | |||||||
| 350 NORTH ASH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGAM GRANT | $2,000 |
| CLIMB WYOMING | |||||||
| 1001 WEST 31ST STREET | CHEYENNE | WY | 82001 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $1,000 |
| COMMUNITY HEALTH CENTERS OF CENTRAL WYOMING | |||||||
| 5000 BLACKMORE ROAD | CASPER | WY | 82609 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $2,000 |
| EMORY CHRISTIAN CAMPUS FELLOWSHIP | |||||||
| 2897 N DRUID HILLS 247 | ATLANTA | GA | 30329 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $36,000 |
| GREATER WYOMING BIG BROTHERS BIG SISTERS | |||||||
| 400 E 1ST STREET 310 | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $200 |
| HIGHLAND PARK COMMUNITY CHURCH | |||||||
| 5725 HIGHLAND DRIVE | CASPER | WY | 82609 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 |
| I REACH 2 INC | |||||||
| P O BOX 1060 | EVANSVILLE | WY | 82636 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $1,500 |
| JASON'S FREINDS FOUNDATION | |||||||
| 340 W B STREET 101 | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $350 |
| MAKE A WISH FOUNDATION OF WYOMING | |||||||
| P O BOX 273 | CASPER | WY | 82602 | N/A | GOVERNMENT AGENCY | PROGRAM ASSISTANCE | $500 |
| MERCER FAMILY RESOURCE CENTER | |||||||
| 535 W YELLOWSTONE | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $704 |
| NATRONA COUNTY MEALS ON WHEELS | |||||||
| 1760 E 12TH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $500 |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET NW 550 SOUTH | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE & MATCHING GRANT | $1,000 |
| SPECIAL OLYMPICS WYOMING | |||||||
| P O BOX 2281 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 |
| ST ANTHONY TRI-PARISH CATHOLIC SCHOOL | |||||||
| 1145 WEST 20TH STREET | CASPER | WY | 82604 | N/A | PUBLIC CHARITY | TUITION ASSISTANCE GRANT | $29,000 |
| STERLING COLLEGE | |||||||
| 125 W COOPER | STERLING | KS | 67579 | NONE | PUBLIC CHARITY | TUITION ASSISTANCE | $3,000 |
| THE SCIENCE ZONE | |||||||
| 111 WEST MIDWEST AVE | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $3,000 |
| 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 2046 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $7,500 |
| UNITED WAY OF NATRONA CO | |||||||
| 350 BIG HORN ROAD | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $1,200 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | NONE | PUBLIC CHARITY | TUITION ASSISTANCE | $500 |
| WREATHS ACROSS AMERICA | |||||||
| PO BOX 249 | COLUMBUS FALLS | ME | 04623 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $400 |
| WYOMING FOUNDATION FOR CANCER CARE | |||||||
| 441 LANDMARK DRIVE SUITE 330 | CASPER | WY | 82609 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $4,000 |
| WYOMING RESCUE MISSION | |||||||
| P O BOX 2030 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $26,100 |
| WYOMING SYMPHONY ORCHESTRA | |||||||
| 225 S DAVID SUITE B | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $5,000 |
| YMCA OF NATRONA COUNTY | |||||||
| 1611 CASPER MOUNTAIN ROAD | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $500 |
| 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 | $320,106 | 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 | $7,443 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,221 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,993 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $170,657 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $170,657 | 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 (5 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 | $224,769 | Yes (X) | |
| MITCHEL ZIMMERMAN | |||||||
| 2 | 11880 BESSEMER BEND ROAD | CASPER | CO | 82604 | $7,000 | Yes (X) | |
| MITCHEL ZIMMERMAN | |||||||
| 3 | 11880 BESSEMER BEND ROAD | CASPER | WY | 82604 | $109,092 | Yes (X) | |
| GAIL ZIMMERMAN | |||||||
| 4 | 2361 TROJAN DRIVE | CASPER | WY | 82609 | $55,000 | Yes (X) | |
| MITCHEL ZIMMERMAN | |||||||
| 5 | 11880 BESSEMER BEND ROAD | CASPER | WY | 82604 | $14,136 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 11,768 SHARES FRANKLIN CONVERTIBLE STOCK | $224,769 | 2018-12-18 |
| 3 | 6,459 SHARES NUVEEN HIGH YEILD MUNI BONDS | $109,092 | 2018-12-20 |
| 5 | 1,044 SHARES LOOMIS SAYLES STRATEGIC FUNDS | $14,136 | 2018-12-20 |
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 | $3,633 | $2,289 | $0 | $1,344 |
| INVESTMENT FEES | $7,358 | $7,358 | $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 | $145,320 | EOYBookValueAmt |
| EOYFMV | $142,397 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES - SCHD E | StockNm |
| EOY Book Value | $318,230 | EOYBookValueAmt |
| EOYFMV | $294,325 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $87,050 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $86,788 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $114,877 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $114,965 | 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 | $551,440 | BookValueAmt |
| EOYFMV | $516,072 | 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 | $115,141 | 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 | $238 | $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 | $210 | Amt |
| Net Investment Income | $210 | 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 | $944 | $944 | $0 | $0 |
| EXCISE TAX | $6,347 | $0 | $0 | $0 |
| WYOMING ANNUAL FEE | $25 | $0 | $0 | $25 |
Comments