F J ZIMMERMANN FOUNDATION INC: Form 990PF, tax year 2013
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- Organization
- F J ZIMMERMANN FOUNDATION INC (EIN 39-1037432)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201411329349102056
- Schema version
- 2013v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T13:12:16-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 NORTH WABASH AVENUE SUITE 1650 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK G EGAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3127059003 | PhoneNum |
| Signature | 2014-05-12 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,003,567 | 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 | $2,100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $200,033 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,033 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,864 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,520 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,087,936 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,520 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $736 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $736 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $221,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $219,293 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,864 | 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 |
| Legal Fees Rev And Expnss | $669 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $335 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $334 | LegalFeesDsbrsChrtblAmt |
| 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 Prof Fees Rev And Expnss | $5,074 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,074 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,756 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $641 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,593 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,563 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,915 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,843 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,563 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $97,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $211,730 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,864 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,140 | CashBOYAmt |
| Cash EOY | $75,112 | CashEOYAmt |
| Cash EOYFMV | $75,112 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $94,478 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,231 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,232 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,581,463 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,672,193 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,886,223 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,682,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,789,536 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,003,567 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,905 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,905 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,682,081 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,779,631 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,682,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,779,631 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,682,081 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,789,536 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,682,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $97,550 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,779,631 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,779,631 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| AMERICAN CAP AGY CORP | P | $116,435 | $123,898 | -$7,463 | -$7,463 |
| ATLAS ENERGY LP | P | $44,062 | $44,510 | -$448 | -$448 |
| BEAZER HOMES USA INC | P | $3,064 | $3,724 | -$660 | -$660 |
| C&F FINL CORP | P | $42,506 | $20,402 | $22,104 | $22,104 |
| CHARTER FINL CORP MD | P | $8 | $5 | $3 | $3 |
| COMMONWEALTH REIT | P | $22,280 | $24,770 | -$2,490 | -$2,490 |
| DIVERSICARE HEALTHCARE SVCS INC | P | $2,360 | $3,600 | -$1,240 | -$1,240 |
| FISHER COMMUNICATIONS INC | P | $33,449 | $36,200 | -$2,751 | -$2,751 |
| HERSHA HOSPITALITY TR | P | $50,000 | $40,600 | $9,400 | $9,400 |
| LINNCO LLC | P | $51,259 | $76,100 | -$24,841 | -$24,841 |
| MFA FINL INC | P | $100,000 | $84,554 | $15,446 | $15,446 |
| NEW CENTY FINL CORP MD | P | $66 | $66 | $66 | |
| NORTHSTAR RLTY FIN CORP | P | $39,749 | $27,853 | $11,896 | $11,896 |
| NORTHSTAR RLTY FIN CORP | P | $75,090 | $66,399 | $8,691 | $8,691 |
| OMEGA HEALTHCARE INVS INC | P | $74,623 | $51,695 | $22,928 | $22,928 |
| RAIT FINL TR | P | $22,098 | $74,868 | -$52,770 | -$52,770 |
| SABRA HEALTH CARE REIT INC | P | $24,938 | $10,350 | $14,588 | $14,588 |
| STARWOOD PPRY TR INC | P | $122,848 | $121,140 | $1,708 | $1,708 |
| RAIT FINL TR | P | $50,955 | $38,625 | $12,330 | $12,330 |
| UNIVERSAL AMERN SPIN CORP | P | $32,401 | $38,200 | -$5,799 | -$5,799 |
| UNIVERSAL INS HLDGS | P | $15,174 | $11,250 | $3,924 | $3,924 |
| ZWEIG TOTAL RETURN FUND INC | P | $81,899 | $87,160 | -$5,261 | -$5,261 |
| LINNCO LLC | P | $29,178 | $37,805 | -$8,627 | -$8,627 |
| NORTHSTAR RLTY FIN CORP | P | $50,054 | $44,092 | $5,962 | $5,962 |
| C&F FINL CORP | P | $3,440 | $1,616 | $1,824 | $1,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,520 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,415 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,716 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,621,993 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.025102 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,797 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,372,020 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036295 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $61,115 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,285,707 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047534 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,164 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,057,329 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071089 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $61,475 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,341,399 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045829 | DistributionYr5Rt |
| Total Distribution | 0.225849 | TotalDistributionRt |
| Average Distribution | 0.045170 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,914,141 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $86,462 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,117 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $88,579 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,165 | 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 | $2,117 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,117 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,117 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,283 | OverpaymentAmt |
| Applied To ES Tax | $2,283 | 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 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606116750 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK EGAN | ||||||||
| 730 VALLEY RD | GLENCOE | IL | 60022 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KATHARINE Z EGAN | ||||||||
| 2241 N BURLING ST | CHICAGO | IL | 60614 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| BRIDGET EGAN | ||||||||
| 730 VALLEY RD | GLENCOE | IL | 60022 | 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 | $1,772,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $171,131 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,943,290 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,943,290 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,149 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,914,141 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,707 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,707 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,117 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,117 | TotalTaxAmt |
| Distributable Before Adj | $93,590 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $93,590 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $93,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,165 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $111,165 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,117 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $109,048 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,624 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,165 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,624 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,541 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,049 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ART INSTITUTE OF CHICAGO | ||||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $1,000 | |
| CAMP MANITO WISH | ||||||||
| 5650 CAMP MANITOWISH LN | BOULDER JUNCTION | WI | 54512 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $200 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $250 | |
| CHICAGO HUMANITIES FESTIVAL | ||||||||
| 500 N DEARBORN SUITE 825 | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $500 | |
| CURE EPILEPSY | ||||||||
| 430 W ERIE SUITE 210 | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $1,500 | |
| EMMA WILLARD SCHOOL | ||||||||
| 285 PAWLING AVE | TROY | NY | 12180 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $1,000 | |
| FIELD MUSEUM | ||||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $500 | |
| FLORIDA SOUTHERN COLLEGE | ||||||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 33801 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $10,000 | |
| GADS HILL CENTER | ||||||||
| 1919 W CULLERTON ST | CHICAGO | IL | 60608 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $100 | |
| HAWAII PUBLIC RADIO | ||||||||
| 738 KAHEKA STREET | HONOLULU | HI | 96814 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $500 | |
| SACRED HEART NITE LITES | ||||||||
| 1095 GAGE STREE | WINNETKA | IL | 60093 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $11,500 | |
| ST PAUL'S UNITED CHURCH OF CHRIST | ||||||||
| 2335 N ORCHARD ST | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $15,000 | |
| WBEZ RADIO | ||||||||
| 848 EAST GRAND AVE NAVY PIER | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $500 | |
| WTTW CHANNEL 11 | ||||||||
| 5400 N SAINT LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $500 | |
| ST BRENDAN SCHOOL | ||||||||
| 940 LAGUNA HONDA BLVD | SAN FRANCISCO | CA | 94127 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $10,000 | |
| ST JOSAPHAT SCHOOL | ||||||||
| 2245 N SOUTHPORT AVE | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $10,000 | |
| CLINIC OLE FOUDNATION | ||||||||
| 1141 PEAR TREE LANE SUITE 100 | NAPA | CA | 94558 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $10,000 | |
| ST JOAN OF ARC CHURCH | ||||||||
| 820 DIVISION STREET | LISLE | IL | 60532 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $5,000 | |
| DISCALCED CARMELITE FATHERS | ||||||||
| 1628 RIDGE ROAD | MUNSTER | IN | 46321 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $5,000 | |
| ST PATRICK'S SCHOOL | ||||||||
| 787 CRANE ROAD | ST CHARLES | IL | 60175 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $4,000 | |
| HOKULOA UNITED CHURCH OF CHRIST | ||||||||
| 1600 PUAKO BEACH DR | WAIMEA | HI | 96743 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $5,000 | |
| MANA CHRISTIAN OHANA | ||||||||
| 67-1185 MAMALAHOA HWY | WAIMEA | HI | 96743 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $10,000 | |
| PAWS CHICAGO | ||||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $1,000 | |
| THE HISTORIC PRESERVATION FOUNDATION | ||||||||
| 131307 NEW HAMPSHIRE AVE NWTHIRD | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $200 | FLOOR |
| DUNELAND EDUCATION FOUNDATION | ||||||||
| POBOX 596 | CHESTERTON | IN | 46304 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $1,000 | |
| STSTEPHENS CHURCH | ||||||||
| 17500 SOUTH 84TH AVENUE | TINLEY PARK | IL | 60487 | NONE | PUBLIC CHARITY | GENERAL SUPPORT 0R SCHOLARSHIP FUND | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,250 | 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 | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,033 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $736 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,520 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $219,293 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $219,293 | 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 | $1,672,193 | EOYBookValueAmt |
| EOYFMV | $1,886,223 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $669 | LegalFeesAmt |
| Net Investment Income | $335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $334 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $10 | $0 | $0 | $10 |
| ASSOCIATIONS | $15 | $0 | $0 | $15 |
| WIRE FEES | $44 | $0 | $0 | $44 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 KKR - ORDINARY INCOME | $121 | $121 | $0 |
| FROM K-1 KKR - RENTAL REAL ESTATE | $18 | $18 | $0 |
| FROM K-1 KKR - ROYALTIES | $112 | $112 | $0 |
| FROM K-1 KKR - OTHER PORTFOLIO | $485 | $485 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS, DEPOSITS, AND INCOME IN TRANSIT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $9,905 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $5,074 | Amt |
| Net Investment Income | $5,074 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $641 | $641 | $0 | $0 |
| TAXES | $5,115 | $0 | $0 | $0 |