F J ZIMMERMANN FOUNDATION INC: Form 990PF, tax year 2019
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- Organization
- F J ZIMMERMANN FOUNDATION INC (EIN 39-1037432)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-04
- IRS object ID
- 202001259349102210
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-04T14:05:01-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 NO 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 | 2020-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK J MCKENNA | PreparerPersonNm |
| PTIN | P01222205 | PTIN |
| Phone | 3122555490 | PhoneNum |
| Preparation | 2020-05-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 3.209.37.0 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-04 | IPDt |
| IP Tm | 13:51:45 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 56596DAFF259D6EC01232312FC30BF5D5176D9D4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,374,591 | 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 | $700 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $184 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $184 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $114,823 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,823 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,879 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $866,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,879 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,271 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,271 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $127,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,157 | 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 | $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 |
| 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 | $3,040 | 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 | $147,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $147,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,513 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,767 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,644 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,394 | CashBOYAmt |
| Cash EOY | $27,813 | CashEOYAmt |
| Cash EOYFMV | $27,813 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,493 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $277,175 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $277,175 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,078,457 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,800,933 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,069,603 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,128,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,105,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,374,591 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,128,344 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,105,921 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,128,344 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,105,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,128,344 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,105,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,128,344 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,105,921 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,105,921 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY - 112847 | P | $303,995 | $321,825 | -$17,830 | -$17,830 |
| MORGAN STANLEY - 112847 | P | $430,813 | $457,561 | -$26,748 | -$26,748 |
| MORGAN STANLEY - 112847 | P | $71,079 | $28,563 | $42,516 | $42,516 |
| MORGAN STANLEY - 112847 | P | $50,416 | $49,290 | $1,126 | $1,126 |
| CAPITAL GAINS DIVIDENDS | P | $9,815 | $9,815 | $9,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,879 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$17,830 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $145,267 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,383,692 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060942 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $144,765 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,425,022 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059696 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $119,962 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,034,607 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058961 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $108,620 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,982,684 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054784 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $140,320 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,087,834 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067208 | DistributionYr5Rt |
| Total Distribution | 0.301591 | TotalDistributionRt |
| Average Distribution | 0.060318 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,327,531 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $140,392 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,256 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $141,648 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $148,767 | 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 | $1,256 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,256 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,256 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,535 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,535 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $279 | OverpaymentAmt |
| Applied To ES Tax | $279 | 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 | $2,145,686 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $217,290 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,362,976 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,362,976 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,445 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,327,531 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,256 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,256 | TotalTaxAmt |
| Distributable Before Adj | $115,121 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $115,121 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $115,121 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,767 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $148,767 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,256 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $147,511 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,121 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,573 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,620 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,842 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,028 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,532 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $126,595 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,767 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $115,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,646 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $160,241 | 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 | $34,573 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $125,668 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,620 | ExcessFromYear4Amt |
| Excess From Year3 | $21,842 | ExcessFromYear3Amt |
| Excess From Year2 | $29,028 | ExcessFromYear2Amt |
| Excess From Year1 | $28,532 | ExcessFromYear1Amt |
| Excess From Current Year | $33,646 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $1,500 |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY | |||||||
| 1 GRAND AVENUE | SAN LUIS OBISPO | CA | 93407 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $740 |
| CAMP MANITO WISH | |||||||
| 5650 CAMP MANITOWISH LN | BOULDER JUNCTION | WI | 54512 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $500 |
| CENTER FOR INDEPENDENT FUTURES | |||||||
| 1015 DAVIS ST | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $15,000 |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $300 |
| CHICAGO SHAKESPEARE THEATER | |||||||
| 800 E GRAND AVE | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $1,000 |
| EMMA WILLARD SCHOOL | |||||||
| 285 PAWLING AVE | TROY | NY | 12180 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $1,000 |
| FIELD MUSEUM | |||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $500 |
| GADS HILL CENTER | |||||||
| 1919 W CULLERTON ST | CHICAGO | IL | 60608 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $250 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA STREET | HONOLULU | HI | 96814 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $200 |
| HOKULOA UNITED CHURCH OF CHRIST | |||||||
| 1600 PUAKO BEACH DR | WAIMEA | HI | 96743 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $10,000 |
| LOYOLA HIGH SCHOOL | |||||||
| 1100 LARAMIE AVE | WILMETTE | IL | 60091 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $10,000 |
| OUR LADY OF TAHOE CHURCH | |||||||
| 1 ELKS POINT RD | ZEPHYR COVE | NV | 89448 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $10,000 |
| ST BRENDAN SCHOOL | |||||||
| 940 LAGUNA HONDA BLVD | SAN FRANCISCO | CA | 94127 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $5,000 |
| ST IGNATIUS COLLEGE PREP | |||||||
| 1076 W ROOSEVELT RD | CHICAGO | IL | 60608 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $20,000 |
| THE CHICAGO HISTORY MUSEUM | |||||||
| 1601 NORTH CLARK STREET | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $250 |
| UNIVERSITY OF NEVADA RENO | |||||||
| 1664 N VIRGINIA ST | RENO | NV | 89557 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $9,000 |
| V FOUNDATION | |||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $6,000 |
| WAIMEA OCEAN FILM FESTIVAL | |||||||
| PO BOX 6600 | KAMUELA | HI | 96743 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $1,000 |
| WTTW CHANNEL 11 | |||||||
| 5400 N SAINT LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $250 |
| BRADLEY UNIVERISTY | |||||||
| 1501 W BRADLEY AVE | PEORIA | IL | 61625 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $5,000 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 247 S STATE ST 700 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $500 |
| HISTORIC PRESERVATION FOUNDATION OF THE FORTNIGHTLY | |||||||
| 120 E BELLEVUE PL | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $500 |
| WBEZ 915 CHICAGO | |||||||
| 848 EAST GRAND AVE | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $250 |
| NORTHSHORE UNIVERSITY HEALTHSYSTEM | |||||||
| 5140 N CALIFORNIA AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $1,000 |
| SKOKIE CC EDUCATIONAL FOUNDATION | |||||||
| 500 WASHINGTON AVE | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $5,000 |
| NAPA COUNTY OFFICE OF EDUCATION | |||||||
| 2121 IMOLA AVE | NAPA | CA | 94559 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $5,000 |
| NAPA HIGHSCHOOL OF ROBOTICS | |||||||
| 2475 JEFFERSON ST | NAPA | CA | 94558 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $10,000 |
| ST JAMES CHURCH | |||||||
| 640 W 118TH ST | CHICAGO | IL | 60628 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $500 |
| HOKULANI MASSAGE ACADEMY | |||||||
| 65-1188 MAMALAHOA HWY | WAIMEA | HI | 96743 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $2,000 |
| SAN FRANCISCO STATE UNIVERSITY | |||||||
| 1600 HOLLOWAY AVE | SAN FRANCISCO | CA | 94132 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $5,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 100 ECK CENTER | NOTRE DAME | IN | 46556 | NONE | PUBLIC CHARITY | GENERAL SUPPORT OR SCHOLARSHIP FUND | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $147,240 | 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 | $184 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,823 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,271 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,879 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $127,157 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,157 | 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 | $1,800,933 | EOYBookValueAmt |
| EOYFMV | $2,069,603 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY PARTNERS LP - GUARANTEED PAYMENT | Desc |
| Revenue And Expenses Per Books | $3,271 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,271 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |