ZIMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ZIMMERMAN FAMILY FOUNDATION (EIN 83-0322568)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201631339349102883
- Schema version
- 2015v2.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T16:16:21-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-10 | 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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,418,072 | 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 | $785,072 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,887 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,887 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $413,626 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $930,092 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $413,626 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,222,604 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $437,532 | 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 | $10,004 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,898 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,106 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,560 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,060 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,250 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $935 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $443 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $492 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,999 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,401 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,848 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,325,996 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,325,996 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,346,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,401 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,330,844 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$124,391 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $427,131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $326,952 | CashBOYAmt |
| Cash EOY | $19,905 | CashEOYAmt |
| Cash EOYFMV | $19,905 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $156,832 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,888 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,888 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,162 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,937 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,937 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $61,881 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,393 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $102,095 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,130,410 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,084,680 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,235,122 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,250 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,125 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,375 | LandBOYAmt |
| Land EOY | $1,125 | LandEOYAmt |
| Land EOYFMV | $1,125 | LandEOYFMVAmt |
| Total Assets BOY | $1,684,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,210,928 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,418,072 | 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 | $1,684,612 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,210,928 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,684,612 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,210,928 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,684,612 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,210,928 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,684,612 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$124,391 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,560,221 | SubtotalAmt |
| Other Decreases | $349,293 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,210,928 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $212,840 | $137,537 | $75,303 | $75,303 |
| PUBLICLY TRADED SECURITIES | P | $509,210 | $286,981 | $222,229 | $222,229 |
| PUBLICLY TRADED SECURITIES | P | $145,335 | $91,948 | $53,387 | $53,387 |
| CAPITAL GAINS DIVIDENDS | P | $62,707 | $62,707 | $62,707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $413,626 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $969,005 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,773,475 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.546388 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $718,929 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,823,917 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.394168 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $754,486 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,868,662 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.403757 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $414,048 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,164,913 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.191254 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $629,008 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,002,242 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.314152 | DistributionYr5Rt |
| Total Distribution | 1.849719 | TotalDistributionRt |
| Average Distribution | 0.369944 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,521,528 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $562,880 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,271 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $567,151 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,330,844 | 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 | $4,271 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,271 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,271 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,937 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,937 | TotalPaymentsAndCreditsAmt |
| Tax Due | $334 | 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 | $1,422,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,800 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,544,698 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,544,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,170 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,521,528 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,076 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,076 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,271 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,271 | TotalTaxAmt |
| Distributable Before Adj | $71,805 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,805 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,805 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,330,844 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,330,844 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,271 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,326,573 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,805 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $530,270 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $308,510 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $664,949 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $631,519 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $887,281 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,022,529 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,330,844 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,805 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,259,039 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,281,568 | 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 | $530,270 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,751,298 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $308,510 | ExcessFromYear4Amt |
| Excess From Year3 | $664,949 | ExcessFromYear3Amt |
| Excess From Year2 | $631,519 | ExcessFromYear2Amt |
| Excess From Year1 | $887,281 | ExcessFromYear1Amt |
| Excess From Current Year | $1,259,039 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A PLACE FOR GRACE | |||||||
| 2700 S COLLEGE 165 | FT COLLINS | CO | 80525 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 |
| BOYS & GIRLS CLUBCNTRL WYO | |||||||
| 1701 E K STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $172,824 |
| BOYS SCOUTS OF AMERICA GREATER WYO COUNCIL | |||||||
| 3939 CASPER MT ROAD | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | PROGRAM ASSISTANCE | $4,680 |
| CADOMA FOUNDATION | |||||||
| 220 EAST MIDWEST B | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN | $4,000 |
| CAF AMERICA | |||||||
| 1800 DIAGONAL ROAD 150 | ALEXANDRIA | VA | 22314 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPEMNT | $5,000 |
| CASA OF NATRONA COUNTY | |||||||
| 1701 EAST E STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $1,500 |
| CASPER CHILDREN'S THEATRE | |||||||
| P O BOX 723 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $2,000 |
| CASPER FAMILY CONNECTIONS | |||||||
| 2345 E 2ND STREET | CASPER | WY | 82609 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $249,237 |
| CASPER POLICE DEPT METH CONFERENCE | |||||||
| 201 N DAVID STREET | CASPER | WY | 82601 | N/A | GOVERNMENT AGENCY | PROGRAM ASSISTANCE | $2,000 |
| CASPER YOUTH FOR CHRIST | |||||||
| 353 WEST A STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $25,000 |
| CENTRAL WY RESCUE MISSION | |||||||
| P O BOX 2030 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $25,000 |
| CHILDREN'S ADVOCACY PROJECT | |||||||
| 350 N ASH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $2,500 |
| CHURCH OF GOD MINISTRIES | |||||||
| P O BOX 2420 | ANDERSON | IN | 46018 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPEMNT | $50,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 100015004 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $5,000 |
| EJ HOOPS | |||||||
| P O BOX 631192 | HIGHLANDS RANCH | CO | 801631192 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $7,500 |
| HAVEN ON THE ROCK | |||||||
| 560 RIM ROCK ROAD | FT LARAMIE | WY | 82212 | N/A | PUBLIC CHARITY | CAPITAL FUND CAMPAIGN | $10,000 |
| HIGHLAND PARK COMMUNITY CHURCH | |||||||
| 5725 HIGHLAND DRIVE | CASPER | WY | 82609 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN | $613,377 |
| HUNGER RELIEF INTERNATIONAL | |||||||
| P O BOX 300093 | OKLAHOMA CITY | OK | 73140 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $55,000 |
| I REACH 2 INC | |||||||
| P O BOX 1060 | EVANSVILLE | WY | 82636 | N/A | PUBLIC CHARITY | RESEARCH DEVELOPMENT | $2,500 |
| IMITATE THE IMAGE | |||||||
| 813 N WASHINGTON | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $1,000 |
| JASON'S FREINDS FOUNDATION | |||||||
| 340 W B STREET 101 | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $600 |
| MOTHER HEALTH INTERNATIONAL | |||||||
| 8004 TREVOR PLACE | VIENNA | VA | 22182 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $1,000 |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1730 M STREET NWSUITE 601 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $1,000 |
| POVERTY RESISTANCE | |||||||
| P O BOX 50165 | CASPER | WY | 82605 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT & CAPITAL IMPROVEMENT | $2,500 |
| PROJECT HEALING WATERS | |||||||
| P O BOX 695 | LA PLATA | MD | 20646 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $8,000 |
| SELF HELP CENTER INC | |||||||
| 918 EAST 2ND STREET | CASPER | WY | 82601 | N/A | EDUCATIONAL PROGRAM | EDUCATIONAL DEVELOPMENT | $7,500 |
| SPECIAL OLYMPICS OF WYOMING | |||||||
| P O BOX 2281 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $3,350 |
| ST ANTHONY TRI-PARISH SCHOOL FOUNDATION | |||||||
| 1145 WEST 20TH STREET | CASPER | WY | 82604 | N/A | PUBLIC CHARITY | CAPITAL IMPROVEMENT CAMPAIGN | $18,928 |
| WARNER PACIFIC COLLEGE | |||||||
| 2219 SE 68TH AVENUE | PORTLAND | OR | 97215 | NONE | PUBLIC CHARITY | PROGRAM ASSISTANCE | $15,000 |
| WE READ | |||||||
| P O BOX 80 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $7,500 |
| WYOMING FOOD FOR THOUGHT | |||||||
| 900 SAINT JOHN STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $7,500 |
| WYOMING MEDICAL CENTER FOUNDATION | |||||||
| 1233 E 2ND STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | SPECIAL PROGRAM | $5,000 |
| WYOMING SYMPHONY ORCHESTRA | |||||||
| 225 S DAVID | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,325,996 | 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 | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,887 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $413,626 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $437,532 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $437,532 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| CORY STIRLING | ||||||
| 1 | 3740 ASPEN PLACE | CASPER | WY | 82604 | $124,352 | Yes (X) |
| RHONDA S ZIMMERMAN | ||||||
| 2 | 5340 NEWPORT STREET | GREENWOOD VILLAGE | CO | 80111 | $403,769 | Yes (X) |
| MITCHEL ZIMMERMAN | ||||||
| 3 | 11880 BESSEMER BEND ROAD | CASPER | WY | 82604 | $100,795 | Yes (X) |
| MICHAEL ZIMMERMAN | ||||||
| 4 | 7777 ALEXANDER ROAD | EVANSVILLE | WY | 82636 | $156,156 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (17 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STOCK - COMCAST484 SHARES | $26,770 | 2015-09-28 |
| 1 | STOCK - CELGENE CORP627 SHARES | $65,703 | 2015-09-28 |
| 1 | STOCK - NORTHROP G GRUMMAN196 SHARES | $31,879 | 2015-09-28 |
| 2 | STOCK - BAYER AG214 SHARES | $31,914 | 2015-07-17 |
| 2 | STOCK - RYOHIN KEIKAKU CO438 SHARES | $19,237 | 2015-07-17 |
| 2 | STOCK - TEMPLETON CHINA1,654 SHARES | $52,134 | 2015-07-17 |
| 2 | STOCK - AMAZON250 SHARES | $149,758 | 2015-10-08 |
| 2 | STOCK - AMAZON19 SHARES | $12,727 | 2015-12-07 |
| 2 | STOCK - MONSTER BEVERAGE887 SHARES | $137,999 | 2015-12-07 |
| 3 | STOCK - ASSOC BRIT FOODS153 SHARES | $7,962 | 2015-11-10 |
| 3 | STOCKS - ALPHABET INC68 SHARES | $51,562 | 2015-11-10 |
| 3 | STOCK - ASSA ABLOY1,491 SHARES | $14,865 | 2015-11-10 |
| 3 | STOCK - GLOBAL PMTS INC136 SHARES | $9,384 | 2015-11-10 |
| 3 | STOCK - MONOLITHIC POWER SYSTEMS123 SHARES | $7,824 | 2015-11-10 |
| 3 | STOCK - VALEO122 SHARES | $9,198 | 2015-11-10 |
| 4 | STOCK - AMAZON232 SHARES | $123,693 | 2015-10-08 |
| 4 | STOCK - COMCAST527 SHARES | $32,463 | 2015-10-08 |
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 | $3,161 | $2,055 | $0 | $1,106 |
| INVESTMENT FEES | $6,843 | $6,843 | $0 | $0 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WEBSITE | PropertyDesc |
| Acquired | 2011-02-15 | AcquiredDt |
| Cost Or Other Basis | $11,250 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $7,875 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $2,250 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $23,321 | $52,905 |
| ASSA ABLOY | $6,544 | $15,566 |
| ASSOC BRIT FOODS | $3,993 | $7,570 |
| GLOBAL PMTS INC | $3,859 | $8,773 |
| MONOLITHIC PWR SYSTEMS | $3,407 | $7,836 |
| VALEO SPONSORED ADR | $4,269 | $9,445 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMG YACKTMAN FUND | AT COST | $53,316 | $59,731 |
| FRANKLIN CONVERTIBLE SEC FUND | AT COST | $188,367 | $241,387 |
| FRANKLIN MUTUAL GLOBAL DISCOVERY FUND | AT COST | $9,166 | $12,439 |
| FRANKLIN MUTUAL SHARES FUND | AT COST | $80,779 | $95,583 |
| MATHEWS ASIA SMALL CO FUND | AT COST | $130,000 | $124,696 |
| MATTHEWS ASIA GROWTH FUND | AT COST | $121,479 | $160,270 |
| NEUBERGER BERMAN | AT COST | $63,189 | $83,738 |
| OPPENHEIMER DEV MARKETS | AT COST | $122,680 | $105,285 |
| ROYCE SPECIAL EQUITY FUND | AT COST | $60,909 | $51,405 |
| T ROWE PRICE DIV GROWTH FUND | AT COST | $49,710 | $66,792 |
| T ROWE PRICE NEW HORIZONS | AT COST | $14,868 | $17,697 |
| TEMPLETON CHINA WORLD FUND | AT COST | $31,154 | $65,661 |
| TEMPLETON FOREIGN FUND | AT COST | $16,771 | $12,301 |
| TEMPLETON FRONTIER MARKETS FUND | AT COST | $10,000 | $7,253 |
| TEMPLETON GLOBAL BOND FUND | AT COST | $71,077 | $62,084 |
| TEMPLETON WORLD FUND | AT COST | $61,215 | $68,800 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WEBSITE | CategoryOrItemTxt |
| Cost Or Other Basis | $11,250 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $10,125 | AccumulatedDepreciationAmt |
| Book Value | $1,125 | BookValueAmt |
| EOYFMV | $1,125 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST FUNDS RECEIVED - FMV OVER BASIS | Desc |
| Amt | $349,293 | 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 | $443 | $443 | $0 | $0 |
| SPORSHORSHIP | $492 | $0 | $0 | $492 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MARKETING FEES | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,250 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $1,060 | $1,060 | $0 | $0 |
| EXCISE TAX | $3,475 | $0 | $0 | $0 |
| WYOMING ANNUAL FEE | $25 | $0 | $0 | $0 |
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