ZIMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ZIMMERMAN FAMILY FOUNDATION (EIN 83-0322568)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-15
- IRS object ID
- 201101669349100100
- Schema version
- 2010v3.2
- 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 Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-15T07:48:37-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENHART MASON & ASSOCIATES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 NORTH ASH STREET | AddressLine1 |
| City | CASPER | City |
| State | WY | State |
| ZIP Code | 82601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830322568 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZIMMERMAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ZIMM | NameControl |
| Phone | 3074738975 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST 1ST STREET SUITE 201 | AddressLine1 |
| City | CASPER | City |
| State | WY | State |
| ZIP Code | 826012560 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GAIL ZIMMERMAN | Name |
| Title | PRESIDENT | Title |
| Phone | 3044138975 | Phone |
| Date Signed | 2011-06-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICK REIMANN | Name |
| Phone | 3072347800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2473628 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 750900 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 62 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 62 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 41552 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 41552 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 27910 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 753056 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 27910 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1113 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1113 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 821537 | TotalRevenueAndExpenses |
| Total Net Investment Income | 70637 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4591 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1962 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2629 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2101 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1658 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 818 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 23 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 691 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9168 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1985 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3320 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 626375 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 626375 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 635543 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1985 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 629695 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 185994 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 68652 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8459 | CashBOY |
| Cash EOY | 46119 | CashEOY |
| Cash EOYFMV | 46119 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 589190 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 319896 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 319896 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 1128 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 794 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 794 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 350640 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 469035 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 524531 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1236605 | InvestmentsOtherBOY |
| Investments Other EOY | 1323713 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1571038 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 11250 | OtherAssetsEOY |
| Other Assets EOYFMV | 11250 | OtherAssetsEOYFMV |
| Total Assets BOY | 2186022 | TotalAssetsBOY |
| Total Assets EOY | 2170807 | TotalAssetsEOY |
| Total Assets EOYFMV | 2473628 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2186022 | RetainedEarningsBOY |
| Retained Earnings EOY | 2170807 | RetainedEarningsEOY |
| Total Net Assets BOY | 2186022 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2170807 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2186022 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2170807 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2186022 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 185994 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2372016 | Subtotal |
| Other Decreases | 201209 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2170807 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2010-03-10 | 2009-02-15 | 750497 | 725146 | 25351 | 25351 | |
| CAPITAL GAINS DIVIDENDS | 2559 | 2559 | 2559 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 27910 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 184240 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1505961 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.122340 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 72392 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1256914 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057595 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 356114 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1812990 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.196424 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 156708 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1639511 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.095582 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 260875 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1581080 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.164998 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.636939 | TotalDistributionRatio |
| Average Distribution Ratio | 0.127388 | AverageDistributionRatio |
| Net Noncharitable Assets | 2002242 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 255062 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 687 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 255749 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 629695 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 687 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 687 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 687 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 794 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 794 | TotalCreditsAndPayments |
| Overpayment | 107 | Overpayment |
| Amount Credited To Next Year | 107 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | ZFAMILYFOUNDATION.COM | WebsiteAddress |
| Books In Care Of Person Name | GAIL D ZIMMERMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3074738975 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST 1ST STREET SUITE 201 | AddressLine1 |
| City | CASPER | City |
| State | WY | State |
| ZIP Code | 826012560 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| GAIL D ZIMMERMAN | ||||||||
| 2361 TROJAN DRIVE | CASPER | WY | 82609 | PRESIDENT/DIRECTOR | 1.00 | 0 | 0 | 0 |
| RHONDA S ZIMMERMAN | ||||||||
| 1240 MORADO DRIVE | CASPER | WY | 82609 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MITCHEL D ZIMMERMAN | ||||||||
| 11880 BESSEMER BEND ROAD | CASPER | WY | 82604 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MICHAEL D ZIMMERMAN | ||||||||
| 7777 ALEXANDER ROAD | EVANSVILLE | WY | 82636 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| RENEE D STIRLING | ||||||||
| 3740 ASPEN PLACE | CASPER | WY | 82604 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| LILY ZIMMERMAN | ||||||||
| 11880 BESSEMER BEND ROAD | CASPER | WY | 82604 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| EVA M ZIMMERMAN | ||||||||
| 7777 ALEXANDER ROAD | EVANSVILLE | WY | 82636 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| CORY STIRLING | ||||||||
| 3740 ASPEN PLACE | CASPER | WY | 82604 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| REX HARTFORD | ||||||||
| 1240 MORADO DRIVE | CASPER | WY | 82609 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| GREG CARROLL | ||||||||
| 1447 HEATHROW | CASPER | WY | 82609 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1566997 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 465736 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2032733 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2032733 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 30491 | CashDeemedCharitable |
| Net Noncharitable Assets | 2002242 | NetNoncharitableAssets |
| Minimum Investment Return | 100112 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 100112 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 687 | TaxBasedOnInvestmentIncome |
| Total Tax | 687 | TotalTax |
| Distributable Amount Before Adj | 99425 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 99425 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 99425 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 629695 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 629695 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 687 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 629008 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 99425 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 183485 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 76300 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 269572 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 10518 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 109276 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 649151 | TotalExcessDistriCarryover |
| Qualifying Distributions | 629695 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 99425 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 530270 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1179421 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 183485 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 995936 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 76300 | ExcessFromYear4 |
| Excess From Year3 | 269572 | ExcessFromYear3 |
| Excess From Year2 | 10518 | ExcessFromYear2 |
| Excess From Year1 | 109276 | ExcessFromYear1 |
| Excess From Current Year | 530270 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GAIL D ZIMMERMAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ADVENTURES IN CHRISTIAN KAMPING | |||||||
| P O BOX 398 | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $5,000 |
| BOYS & GIRLS CLUBCNTRL WYO | |||||||
| 1701 E K STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $11,150 |
| CARE NET | |||||||
| P O BOX 2346 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $1,000 |
| CASPER FAMILY YMCA | |||||||
| 315 EAST 15TH STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $1,000 |
| CASPER HUMANE SOCIETY | |||||||
| 849 EAST E STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $2,500 |
| CASPER YOUTH FOR CHRIST | |||||||
| 353 WEST A STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $29,000 |
| CENTRAL WY RESCUE MISSION | |||||||
| P O BOX 3212 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $25,500 |
| CHURCH OF THE NAZARENE FOUNDATION | |||||||
| 17001 PRAIRIE STAR PARKWAY | LENEXA | KS | 66220 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPEMENT | $5,000 |
| CRAIG & SUSAN THOMAS FOUNDATION | |||||||
| 2780 OLIVE DRIVE | CHEYENNE | WY | 82001 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $500 |
| FREE THE SLAVES | |||||||
| P O BOX 34727 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $50,000 |
| HIGHLAND PARK CHURCH | |||||||
| 411 S WALSH DRIVE | CASPER | WY | 82609 | N/A | PUBLIC CHARITY | CHRISTIAN MINISTRIES | $412,000 |
| JASON'S FRIENDS FOUNDATION | |||||||
| 340 WEST B STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | FAMILY ASSISTANCE | $2,800 |
| LEAD GLOBAL | |||||||
| P O BOX 460333 | AURORA | CO | 80046 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $40,000 |
| MILLS VOLUNTEER FIRE DEPARTMENT | |||||||
| P O BOX 863 | MILLS | WY | 82644 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $50 |
| UNIVESITY OF WYOMINGCASPER COLLEGE | |||||||
| 125 COLLEGE DRIVE | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | EDUCATIONAL DEVELOPMENT | $30,000 |
| WYOMING CARES | |||||||
| P O BOX 2575 | CASPER | WY | 82602 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $7,500 |
| WYOMING FOOD BANK OF THE ROCKIES | |||||||
| 4976 PAIGE | CASPER | WY | 82604 | N/A | PUBLIC CHARITY | PROGRAM ASSISTANCE | $250 |
| WYOMING SYMPHONY ORCHESTRA | |||||||
| 225 S DAVID | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | PROGRAM DEVELOPMENT | $3,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 626375 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $62 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $41,552 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $27,910 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (14 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| ENERGY TRANSFER LP | 18 | -$843 |
| ENERGY TRANSFER LP | 18 | $1,400 |
| ENTERPRISE GP LP | 18 | -$896 |
| ENTERPRISE GP LP | 18 | $523 |
| ENTERPRISE PRODS LP | 18 | -$913 |
| ENTERPRISE PRODUCTS LP | 18 | $1,477 |
| KINDER MORGAN ENERGY LP | 18 | -$3,420 |
| KINDER MORGAN ENERGY LP | 18 | $3,227 |
| PLAINS ALL AM PIPELINE LP | 18 | -$616 |
| PLAINS ALL AM PIPELINE LP | 18 | $1,595 |
| DORCHESTER MINERALS LP | 15 | $723 |
| DORCHESTER MINERALS LP | 15 | -$1,070 |
| W P CAREY & CO LLC | 15 | $14 |
| KINDER MORGAN LP | 15 | -$88 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $70,637 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 70637 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | CORY RENEE STIRLING | 3470 ASPEN PLACE | CASPER | WY | 82604 | 225000 | X | |
| 2 | MICHAEL EVA ZIMMERMAN | 7777 ALEXANDER ROAD | EVANSVILLE | WY | 82636 | 262000 | X | |
| 3 | MICHAEL EVA ZIMMERMAN | 7777 ALEXANDER ROAD | EVANSVILLE | WY | 82636 | 263900 | X | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 3 | ContributorNumberFromPartI |
| Noncash Property Description | TEMPLETON CHINA WORLD FUND MUTUAL FUNDS6,550 SHARES | NoncashPropertyDescription |
| Fair Market Value | 263900 | FairMarketValue |
| Date Received | 2010-12-13 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| LENHART, MASON & ASSOC, LLC | $4,341 | 1712 | 0 | 2629 |
| INVESTMENT FEES | $250 | 250 | 0 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (22 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| A SCHULMAN INC | 17339 | 22890 |
| CALAMOS ASSET MGMT INC | 11911 | 14000 |
| CENTURYTEL INC | 36074 | 46170 |
| CIT GROUP INC | 23338 | 23550 |
| CONOCOPHILLIPS | 24500 | 34050 |
| DEUTSCHE TELEKON AG | 12331 | 12910 |
| DORCHESTER MINERALS LP | 11517 | 13735 |
| ELI LILLY & CO | 11165 | 10512 |
| EXELON CORP | 19460 | 20820 |
| FRANCE TELECOM ADR | 10382 | 10540 |
| HUDSON CITY BANCORP INC | 13884 | 12740 |
| JOHNSON & JOHNSON CO | 29865 | 30925 |
| MICROSOFT CORP | 54203 | 55820 |
| MOSAIC CO | 29255 | 38180 |
| NATIONAL GRID PLC | 12633 | 13314 |
| PFIZER INC | 82182 | 87550 |
| PPL CORPORATION | 14230 | 13160 |
| ROCK TENN CO | 18431 | 21580 |
| VODAFOND GROUP PLC | 20985 | 26440 |
| KAYNE ANDERSON ENERGY | 0 | 0 |
| HUMBOLT INTRNL | 0 | 0 |
| W P CAREY & CO LLC | 15350 | 15645 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (30 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| AGIC CONV & INCOME FUND | AT COST | 9280 | 10240 |
| ALPINE TOTAL DYNAMIC | AT COST | 5156 | 5920 |
| BLACKROCK DIV ACHIEVERS | AT COST | 8575 | 10340 |
| BLACKROCK STR DIV ACHIEVERS | AT COST | 8649 | 10690 |
| CALAMOS CONV OPP INC | AT COST | 12573 | 13180 |
| CLOUGH GLOBAL OPP | AT COST | 12290 | 13450 |
| DWS HIGH INCOME OPP | AT COST | 11442 | 14080 |
| FIRST TRUST/SR INC | AT COST | 11764 | 13970 |
| FIRST TRUST/ABERDEEN EMRG FUND | AT COST | 21717 | 21310 |
| FRANKLIN DURATION INCOME TR | AT COST | 12111 | 13100 |
| FRANKLIN MUTUAL DISCOVERY FUND | AT COST | 9166 | 12515 |
| FRANKLIN MUTUAL SHARES FUND | AT COST | 80779 | 76429 |
| GLOBAL INCOME & CURRENCY | AT COST | 14710 | 14470 |
| GUGGENHEIM EQUITY INC | AT COST | 7632 | 9330 |
| MARKETS VECTORS | AT COST | 24626 | 30735 |
| MATTHEWS ASIA PACIFIC FUND | AT COST | 121479 | 136560 |
| MATTHEWS CHINA FUND | AT COST | 20230 | 23474 |
| MATTHEWS INDIA FUND | AT COST | 114707 | 186544 |
| MATHEWS ASIA SMALL CO FUND | AT COST | 120000 | 125900 |
| MEXICO FUND INC | AT COST | 11756 | 14145 |
| NUVEEN EQUITY PREMIUM OPP | AT COST | 12943 | 12880 |
| NUVEEN MULTI STR FUND | AT COST | 16613 | 17600 |
| NUVEEN EQUITY FUND | AT COST | 13047 | 12760 |
| S&P US ISHARES | AT COST | 20107 | 19400 |
| SPDR BRACLY HI YIELD BOND FUND | AT COST | 20110 | 19855 |
| TEMPLETON CHINA WORLD FUND | AT COST | 62690 | 262393 |
| TEMPLETON FRONTIER MARKETS FUND | AT COST | 10000 | 11463 |
| TEMPLETON FOREIGN FUND | AT COST | 16771 | 13524 |
| TEMPLETON WORLD FUND | AT COST | 503019 | 431981 |
| THAI FUND INC | AT COST | 9771 | 12800 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2011 WEBSITE | Description |
| EOY Book Value | 11250 | EOYBookValue |
| EOYFMV | 11250 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRIBUTION BASIS LESS THAN FMV | Description |
| Amount | $201,209 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INVESTMENT INTEREST | 23 | 23 | 0 | 0 |
| DUES & SUBSCRIPTIONS | 691 | 0 | 0 | 691 |
| INVESTMENT EXPENSES | 104 | 0 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (14 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ENERGY TRANSFER LP | -843 | -843 | 0 |
| ENERGY TRANSFER LP | 1400 | 1400 | 0 |
| ENTERPRISE GP LP | -896 | -896 | 0 |
| ENTERPRISE GP LP | 523 | 523 | 0 |
| ENTERPRISE PRODS LP | -913 | -913 | 0 |
| ENTERPRISE PRODUCTS LP | 1477 | 1477 | 0 |
| KINDER MORGAN ENERGY LP | -3420 | -3420 | 0 |
| KINDER MORGAN ENERGY LP | 3227 | 3227 | 0 |
| PLAINS ALL AM PIPELINE LP | -616 | -616 | 0 |
| PLAINS ALL AM PIPELINE LP | 1595 | 1595 | 0 |
| DORCHESTER MINERALS LP | 723 | 723 | 0 |
| DORCHESTER MINERALS LP | -1070 | -1070 | 0 |
| W P CAREY & CO LLC | 14 | 14 | 0 |
| KINDER MORGAN LP | -88 | -88 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $1,742 | 0 | 0 | 0 |
| EXCISE TAX | $334 | 0 | 0 | 0 |
| WYOMING ANNUAL FEE | $25 | 0 | 0 | 0 |
Comments