F J ZIMMERMANN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- F J ZIMMERMANN FOUNDATION INC (EIN 39-1037432)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202311359349100346
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T08:23:19-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364379428 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOSAIC FINANCIAL GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 EAST WACKER DRIVE SUITE 1675 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391037432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | F J ZIMMERMANN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FJZI | BusinessNameControlTxt |
| Phone | 3127059003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 737 N MICHIGAN AVENUE 1570 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK G EGAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3127059003 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | EGAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK J MCKENNA | PreparerPersonNm |
| PTIN | P01222205 | PTIN |
| Phone | 3122555490 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,952,664 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,914 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,849 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $803,896 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,014 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,014 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $10,014 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $133,116 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,965 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,014 | 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 | $3,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,513 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,512 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,266 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,306 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,513 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,527 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,513 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $157,327 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $134,452 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,014 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,932 | CashBOYAmt |
| Cash EOY | $91,827 | CashEOYAmt |
| Cash EOYFMV | $91,827 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $174,500 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $226,611 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $226,611 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,860,787 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,701,791 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,634,226 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,054,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,020,229 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,952,664 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,054,219 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,020,229 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,054,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,020,229 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,054,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,020,229 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,054,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,990 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,020,229 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,020,229 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY - 112847 | P | $268,708 | $296,387 | -$27,679 | -$27,679 |
| MORGAN STANLEY - 112847 | P | $533,646 | $510,358 | $23,288 | $23,288 |
| CAPITAL GAINS DIVIDENDS | P | $1,542 | $1,542 | $1,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,849 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$27,679 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,869 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,869 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,869 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,851 | OverpaymentAmt |
| Applied To ES Tax | $2,851 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | MARK EGAN | IndividualWithBooksNm |
| Phone | 3127059003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 737 N MICHIGAN AVE SUITE 1570 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606116750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARK EGAN | ||||||||
| PO BOX 33 20 CAMPBELL CREEK ROAD | OAKVILLE | CA | 94562 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KATHARINE Z EGAN | ||||||||
| 1420 SHERIDAN ROAD APT 8G | WILMETTE | IL | 60091 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| BRIDGET EGAN WELLS | ||||||||
| 628 N JUNE ST | LOS ANGELES | CA | 90004 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARK CHARLES EGAN | ||||||||
| 1143 ASBURY | WINNETKA | IL | 60093 | DIRECTOR | 0.00 | $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 | $1,954,949 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $241,088 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,196,037 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,196,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,941 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,163,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,869 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,869 | TotalTaxAmt |
| Distributable Before Adj | $106,286 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $106,286 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $106,286 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $157,327 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $157,327 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,286 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $29,028 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,532 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $33,646 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,343 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,387 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $177,936 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $157,327 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,286 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,041 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $228,977 | 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 | $29,028 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $199,949 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,532 | ExcessFromYear4Amt |
| Excess From Year3 | $33,646 | ExcessFromYear3Amt |
| Excess From Year2 | $41,343 | ExcessFromYear2Amt |
| Excess From Year1 | $45,387 | ExcessFromYear1Amt |
| Excess From Current Year | $51,041 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK EGAN | ContributingManagerNm |
| Contributing Manager | KATHARINE Z EGAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK EGAN THE F J ZIMMERMANN FOUNDA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 737 N MICHIGAN AVE 1570 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3127059003 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CRAFT EXPOSITION | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $200 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $150 |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $500 |
| CHICAGO HISTORY MUSEUM | |||||||
| 1601 N CLARK STREET | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $250 |
| CHICAGO SHAKESPEARE THEATER | |||||||
| 800 E GRAND AVE | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $2,000 |
| EMMA WILLARD SCHOOL | |||||||
| 285 PAWLING AVE | TROY | NY | 12180 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $5,000 |
| FIELD MUSEUM | |||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $1,500 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA STREET | HONOLULU | HI | 96814 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $200 |
| HISTORIC PRESERVATION FOUNDATION OF THE FORTNIGHTLY | |||||||
| 120 E BELLEVUE PL | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $500 |
| KAHILUE THEATER FOUNDATION | |||||||
| 67-1186 LINDSEY RD | WAIMEA | HI | 96743 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $1,000 |
| MARBOROUGH SCHOOL | |||||||
| 250 SOUTH ROSSMORE AVE | LOS ANGELAS | CA | 90004 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $10,000 |
| MASSACHUSETTS COLLEGE OF PHARMACY AND HEALTH SCIENCES | |||||||
| 179 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $10,000 |
| OUR LADY OF TAHOE | |||||||
| 1 ELKS POINT RD | ZEPHYR COVE | NV | 89448 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $20,000 |
| ST JAMES CHURCH | |||||||
| 640 W 118TH ST | CHICAGO | IL | 60628 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $5,000 |
| THAT MAN MAY SEE | |||||||
| 490 ILLINOIS STREET | SAN FRANCISCO | CA | 94158 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $2,000 |
| UNIVERSITY OF NEVADA RENO | |||||||
| 1664 N VIRGINIA ST | RENO | NV | 89557 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $10,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1220 E ANGELA BLVD | SOUTH BEND | IN | 46617 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $35,000 |
| UNIVERSITY OF SANTA CLARA | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $45,000 |
| WBEZ 915 CHICAGO | |||||||
| 848 EAST GRAND AVE | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $250 |
| WTTW CHANNEL 11 | |||||||
| 5400 N SAINT LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $250 |
| YMCA | |||||||
| 101 N UPPER WACKER DR | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $2,000 |
| ST JAMES EPISCOPAL PARISH | |||||||
| 5757 SOLOMONS ISLAND RD | LOTHIAN | MD | 20711 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,800 | 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 | $37 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,914 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,014 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,849 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $133,116 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $133,116 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,025 | Amt |
| Net Investment Income | $1,513 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,512 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,701,791 | EOYBookValueAmt |
| EOYFMV | $1,634,226 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENERGY PARTNERS LP - GUARANTEED PAYMENT | $8,514 | $8,514 | $8,514 |
| FORTRESS - GUARANTEED PAYMENT | $1,500 | $1,500 | $1,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $8,266 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |