ZIMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ZIMMERMAN FAMILY FOUNDATION (EIN 83-0322568)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201841349349101564
- Schema version
- 2017v2.2
- 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 | 2018-05-14T10:12:18-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-08 | 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 | 2017 | 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 | $1,238,720 | 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 | $374,302 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,207 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,207 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,520 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,520 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $633,661 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,051,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $633,661 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,018,690 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $644,388 | 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 | $8,986 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,890 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,096 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,073 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,273 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,285 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $115 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $384 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $384 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,435 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $385 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,050 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,663 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,355 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $753,317 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $753,317 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $772,480 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,663 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $757,672 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $246,210 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $634,725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,322 | CashBOYAmt |
| Cash EOY | $83,875 | CashEOYAmt |
| Cash EOYFMV | $83,875 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $95,087 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,572 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,572 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $243 | AcctRcvblAmt |
| Acct Rcvbl EOY | $243 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $243 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,350 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,255 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,255 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $150,145 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $149,423 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $38,033 | CorporateStockBOYAmt |
| Corporate Stock EOY | $514,516 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $529,117 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $111,047 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $110,961 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $938,013 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $325,807 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $333,274 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,250 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,250 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,108,805 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,217,460 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,238,720 | 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 | $1,108,805 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,217,460 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,108,805 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,217,460 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,108,805 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,217,460 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,108,805 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $246,210 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,355,015 | SubtotalAmt |
| Other Decreases | $137,555 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,217,460 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED STOCKS | P | $303,774 | $284,910 | $18,864 | $18,864 |
| PUBLICLY TRADED STOCKS | P | $461,230 | $271,512 | $189,718 | $189,718 |
| PUBLICLY TRADED STOCKS | P | $1,281,415 | $857,902 | $423,513 | $423,513 |
| STOCK SETTLEMENT | P | $36 | $36 | $36 | |
| PUBLICLY TRADED STOCKS | P | $3,051 | $3,051 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $1,530 | $1,530 | $1,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $633,661 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $610,908 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,317,979 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.463519 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,326,573 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,521,528 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.871869 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $969,005 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,773,475 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.546388 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $718,929 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,823,917 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.394168 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $754,486 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,868,662 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.403757 | DistributionYr5Rt |
| Total Distribution | 2.679701 | TotalDistributionRt |
| Average Distribution | 0.535940 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,247,372 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $668,517 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,347 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $674,864 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $757,672 | 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 | $6,347 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,347 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,347 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,255 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,255 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,092 | TaxDueAmt |
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 |
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 | $1,176,042 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,326 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,266,368 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,266,368 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,996 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,247,372 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,369 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,369 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,347 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,347 | TotalTaxAmt |
| Distributable Before Adj | $56,022 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,022 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,022 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $757,672 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $757,672 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,347 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $751,325 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,022 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $664,949 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $631,519 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $887,281 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,259,039 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $550,154 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,992,942 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $757,672 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,022 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $701,650 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,694,592 | 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 | $664,949 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,029,643 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $631,519 | ExcessFromYear4Amt |
| Excess From Year3 | $887,281 | ExcessFromYear3Amt |
| Excess From Year2 | $1,259,039 | ExcessFromYear2Amt |
| Excess From Year1 | $550,154 | ExcessFromYear1Amt |
| Excess From Current Year | $701,650 | 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 (61 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 | $5,000 |
| A PLACE FOR GRACE | |||||||
| 2700 S COLLEGE SUITE 165 | FT COLLINS | CO | 80525 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $2,500 |
| ACE SCHOLARSHIPS | |||||||
| 1201 E COLFAX AVE SUITE 302 | DENVER | CO | 80218 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $10,000 |
| ARRUPE JESUIT HIGH SCHOOL | |||||||
| 4343 UTICA STREET | DENVER | CO | 80212 | NONE | PUBLIC CHARITY | TUITION ASSISTANCE | $6,500 |
| ART 321 | |||||||
| 321 W MIDWEST | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $1,200 |
| BARCLAY COLLEGE | |||||||
| 607 N KINGMAN | HAVILAND | KS | 67059 | N/A | PUBLIC CHARITY | TUITION ASSISTANCE | $5,500 |
| BILLY GRAHAM EVANGELISTIC ASSOC | |||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $2,000 |
| BOYS & GIRLS CLUB OF CENTRAL WYO | |||||||
| 1701 E K STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $8,500 |
| BOYS & GIRLS CLUB OF DOUGLAS | |||||||
| PO BOX 1557 | DOUGLAS | WY | 82633 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPEMNT | $5,000 |
| BOYS & GIRLS CLUB OF EVANSTON | |||||||
| 419 4TH STREET | EVANSTON | WY | 82930 | NONE | PUBLIC CHARITY | PROGRAM ASSISTANCE | $2,500 |
| CASPER COLLEGE FOUNDATION | |||||||
| 125 COLLEGE DRIVE | CASPER | WY | 82601 | N/A | EDUCATION FOUNDATION | PROGRAM DEVELOPMENT | $1,000 |
| CASPER SPORTS ALLIANCE | |||||||
| 139 WEST 2ND STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 |
| CASPER YOUTH FOR CHRIST | |||||||
| P O BOX 338 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $71,000 |
| CATHEDRAL HOME FOR CHILDREN | |||||||
| 4989 NORTH 3RD STREET | LARAMIE | WY | 82072 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $300 |
| CENTRAL WYOMING HOSPICE | |||||||
| 319 S WILSON | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $2,500 |
| CENTRAL WYOMING SENIOR SERVICES | |||||||
| 1831 EAST 4TH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $2,000 |
| 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 | $7,000 |
| DOWNTOWN DEVELOPMENT AUTHORITY | |||||||
| 341 W YELLOWSTONE HWY | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 |
| FOCUS ON THE FAMILY | |||||||
| PO BOX 219382 | KANSAS CITY | MO | 64121 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $500 |
| GREATER WYOMING COUNCIL | |||||||
| 3939 CASPER MOUNTAIN ROAD | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $10,000 |
| GUIDEPOSTS FOUNDATION | |||||||
| 39 OLD RIDGEBURY RD SUITE 27 | DANBURY | CT | 06810 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $2,000 |
| HAVEN ON THE ROCKS | |||||||
| PO BOX 398 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $30,000 |
| HEART TO HEART | |||||||
| 414 CANBY STREET | LARAMIE | WY | 82072 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $1,200 |
| HIGHLAND PARK COMMUNITY CHURCH | |||||||
| 5725 HIGHLAND DRIVE | CASPER | WY | 82609 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $315,894 |
| HORIZON INTERNATIONAL | |||||||
| P O BOX 180 | PENDELTON | IN | 46064 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $16,000 |
| HUNGER RELIEF INTERNATIONAL | |||||||
| P O BOX 300093 | OKLAHOMA CITY | OK | 73140 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $25,000 |
| I REACH 2 INC | |||||||
| P O BOX 1060 | EVANSVILLE | WY | 82636 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $500 |
| JASON'S FREINDS FOUNDATION | |||||||
| 340 W B STREET 101 | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $16,000 |
| JESUS FILM PROJECT | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $2,300 |
| LEAD GLOBAL | |||||||
| PO BOX 80046 | AURORA | CO | 80046 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $5,000 |
| LOVELL VOLUNTEER FIRE DEPARTMENT | |||||||
| 314 NEVADA AVENUE | LOVELL | WY | 82431 | N/A | GOVERNMENT AGENCY | PROGRAM ASSISTANCE | $2,648 |
| MERCER FAMILY RESOURCE CENTER | |||||||
| 535 W YELLOWSTONE | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $7,220 |
| NATIONAL HISTORIC TRAILS CENTER | |||||||
| P O BOX 397 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $15,000 |
| NATRONA COUNTY MEALS ON WHEELS FOUNDATION | |||||||
| 1760 E 12TH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $500 |
| NATRONA COUNTY MEALS ON WHEELS | |||||||
| 1760 E 12TH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $2,000 |
| NERD YMCA OF NATRONA COUNTY | |||||||
| 1611 CASPER MOUNTAIN ROAD | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $3,000 |
| NICOLAYSEN ART MUSEUM | |||||||
| 400 EAST COLLINS | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,500 |
| OUR CAMP INC | |||||||
| PO BOX 51353 | CASPER | WY | 82605 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $2,000 |
| PERSECUTION PROJECT FOUNDATION | |||||||
| PO BOX 1327 | CULPEPER | VA | 22701 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $2,000 |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1730 M STREET NWSUITE 601 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE & MATCHING GRANT | $1,000 |
| POP IN THE SHOP | |||||||
| 232 E 2ND STREET SUITE 200 | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $500 |
| PROJECT HEALING WATERS | |||||||
| P O BOX 695 | LA PLATA | MD | 20646 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,250 |
| RENEW WORLD OUTREACH INC | |||||||
| 3225 WYCLIFFE WAY | STONE MOUNTAIN | GA | 30087 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $3,965 |
| RISE INTERNATIONAL | |||||||
| 790 FRONTAGE ROAD | NORTHFIELD | IL | 60093 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $2,000 |
| SCIENCE ZONE | |||||||
| 111 WEST MIDWEST AVE | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $10,000 |
| SELF HELP CENTER | |||||||
| 918 E 2ND STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $3,000 |
| SPECIAL OLYMPICS OF WYOMING | |||||||
| 239 WEST 1ST STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 |
| ST ANTHONY TRI-PARISH SCHOOL FOUNDATION | |||||||
| 1145 WEST 20TH STREET | CASPER | WY | 82604 | N/A | PUBLIC CHARITY | MATCHING GRANT | $50,000 |
| ST ANTHONY TRI-PARISH SCHOOL | |||||||
| 1145 WEST 20TH STREET | CASPER | WY | 82604 | N/A | PUBLIC CHARITY | TUITION ASSISTANCE GRANT | $10,000 |
| THE KING'S COLLEGE | |||||||
| 56 BROADWAY | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $1,000 |
| THE UPRISING | |||||||
| 601 EAST 1ST STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | 1PROGRAM ASSISTANCE | $1,000 |
| TRUE CARE WOMEN'S RESOURCE CENTER | |||||||
| P O BOX 2346 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $5,500 |
| UNITED WAY OF NATRONA CO | |||||||
| 1701 EAST E STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $2,750 |
| WE READ | |||||||
| P O BOX 80 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $7,500 |
| WREATHS ACROSS AMERICA | |||||||
| PO BOX 249 | COLUMBUS FALLS | ME | 04623 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $400 |
| WYOMING ASSOC OF SHERIFFS & CHIEF OF POLICE | |||||||
| PO BOX 518 | GILLETTE | WY | 82717 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $1,000 |
| WYOMING MEDICAL CENTER FOUNDATION | |||||||
| 1233 E 2ND STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | SPECIAL PROGRAM | $1,440 |
| WYOMING RESCUE MISSION | |||||||
| P O BOX 2030 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $27,000 |
| WYOMING SYMPHONY ORCHESTRA | |||||||
| 225 S DAVID SUITE B | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $5,250 |
| YOUTH CRISIS CENTER | |||||||
| 1656 EAST 12TH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM GRANT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $753,317 | 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 | $1,207 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,520 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $633,661 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $644,388 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $644,388 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MITCHEL ZIMMERMAN | ||||||
| 1 | 11880 BESSEMER BEND ROAD | CASPER | WY | 82604 | $120,176 | Yes (X) |
| MICHAEL ZIMMERMAN | ||||||
| 2 | 7777 ALEXANDER ROAD | EVANSVILLE | WY | 82636 | $254,126 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STOCK - LOOMIS SAYLES STRATEGIC8,192 SHARES | $120,176 | 2017-11-30 |
| 2 | STOCK - AUTODESK INC216 SHARES | $23,695 | 2017-11-30 |
| 2 | STOCK - CITIGROUP INC576 SHARES | $43,488 | 2017-11-30 |
| 2 | STOCK - MICROSOFT CORP799 SHARES | $67,252 | 2017-11-30 |
| 2 | STOCK - ANTHEM INC80 SHARES | $18,797 | 2017-11-30 |
| 2 | STOCK - AMAZON,COM, INC40 SHARES | $41,595 | 2017-07-25 |
| 2 | STOCK - ALIBABA GROUP HLDING LT389 SHARES | $59,299 | 2017-07-25 |
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 | $2,963 | $1,867 | $0 | $1,096 |
| INVESTMENT FEES | $6,023 | $6,023 | $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 | $111,047 | EOYBookValueAmt |
| EOYFMV | $110,961 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES - SCHD E | StockNm |
| EOY Book Value | $514,516 | EOYBookValueAmt |
| EOYFMV | $529,117 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $70,030 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $69,694 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $80,115 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $79,729 | 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 | $325,807 | BookValueAmt |
| EOYFMV | $333,274 | 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 | $137,555 | 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 | $385 | $385 | $0 | $0 |
| SUBSCRIPTION | $1,050 | $0 | $0 | $1,050 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MARKETING FEES | $1,800 | $0 | $0 | $1,800 |
| TRADING FEES | $1,273 | $1,273 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $115 | $115 | $0 | $0 |
| EXCISE TAX | $5,145 | $0 | $0 | $0 |
| WYOMING ANNUAL FEE | $25 | $0 | $0 | $25 |
Comments