ZENTMEYER FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ZENTMEYER FAMILY FOUNDATION (EIN 84-1472937)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-06
- IRS object ID
- 201342189349100319
- Schema version
- 2012v2.0
- 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 Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-06T14:34:57-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HDA Accounting Group PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7350 E Progress Pl Ste 106 | AddressLine1 |
| City | Greenwood Village | City |
| State | CO | State |
| ZIP Code | 801112130 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841472937 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Zentmeyer Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ZENT | NameControl |
| Phone | 9702496388 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14799 6130 Road | AddressLine1 |
| City | Montrose | City |
| State | CO | State |
| ZIP Code | 81403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Donald L Zentmeyer | Name |
| Title | Trustee | Title |
| Date Signed | 2013-08-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mary D Polson CPA | Name |
| PTIN | P00077007 | PTIN |
| Phone | 9702491628 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 308856 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1224 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1224 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 1224 | InterestOnSavingsAdjNetIncm |
| Gross Sales Price | 36560 | GrossSalesPrice |
| Total Revenue And Expenses | 3224 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1224 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1224 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 965 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 965 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 43 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 43 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 43 | TaxesAdjNetIncm |
| Other Expenses Rev And Expnss | 462 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 462 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1470 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 43 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 43 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1427 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 15400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 15400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 16870 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 43 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 43 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 16827 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -13646 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1181 | NetInvestmentIncome |
| Adjusted Net Income | 1181 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 306943 | CashBOY |
| Cash EOY | 256737 | CashEOY |
| Cash EOYFMV | 256737 | CashEOYFMV |
| Investments Land Etc Basis | 15559 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 15559 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 15559 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 15559 | InvestmentsLandEtcEOYFMV |
| Investments Other EOY | 36560 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 36560 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 322502 | TotalAssetsBOY |
| Total Assets EOY | 308856 | TotalAssetsEOY |
| Total Assets EOYFMV | 308856 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 322502 | UnrestrictedBOY |
| Unrestricted EOY | 308856 | UnrestrictedEOY |
| Total Net Assets BOY | 322502 | TotalNetAssetsBOY |
| Total Net Assets EOY | 308856 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 322502 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 308856 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 322502 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -13646 | ExcessOfRevenueOverExpenses |
| Subtotal | 308856 | Subtotal |
| Total Net Assets Fund Balances EOY | 308856 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Silver | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2012-09-18 | DateAcquired |
| Date Sold | 2012-09-18 | DateSold |
| Gross Sales Price | 36560 | GrossSalesPrice |
| Cost Or Other Basis | 36560 | CostOrOtherBasis |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 24 | InvestmentIncomeExciseTax |
| Subtotal | 24 | Subtotal |
| Tax Based On Investment Income | 24 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 50 | TaxPaidWithExtension |
| Total Credits And Payments | 50 | TotalCreditsAndPayments |
| Overpayment | 26 | Overpayment |
| Amount To Be Refunded | 26 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CO | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Zentmeyer Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9702496388 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14799 6130 Road | AddressLine1 |
| City | Montrose | City |
| State | CO | State |
| ZIP Code | 81403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| John C Zentmeyer | ||||||
| 443 1800 Road | Delta | CO | 81416 | Trustee | 0.00 | 0 |
| Suzanne B Zentmeyer | ||||||
| 14799 6130 Road | Montrose | CO | 81403 | Trustee | 0.00 | 0 |
| Donald L Zentmeyer | ||||||
| 14799 6130 Road | Montrose | CO | 81403 | Trustee | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Direct Donations to Qualified Organizations | Description1 |
| Expenses1 | 15400 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 294808 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 294808 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 294808 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4422 | CashDeemedCharitable |
| Net Noncharitable Assets | 290386 | NetNoncharitableAssets |
| Minimum Investment Return | 14519 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 16827 | ExpensesAndContributions |
| Qualifying Distributions | 16827 | QualifyingDistributions |
| Adj Qualifying Distributions | 16827 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1181 | CurrentYear |
| Year1 | 2151 | Year1 |
| Year2 | 3451 | Year2 |
| Year3 | 3237 | Year3 |
| Total | 10020 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1004 | CurrentYear |
| Year1 | 1828 | Year1 |
| Year2 | 2933 | Year2 |
| Year3 | 2751 | Year3 |
| Total | 8516 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 16827 | CurrentYear |
| Year1 | 15245 | Year1 |
| Year2 | 15846 | Year2 |
| Year3 | 26843 | Year3 |
| Total | 74761 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 16827 | CurrentYear |
| Year1 | 15245 | Year1 |
| Year2 | 15846 | Year2 |
| Year3 | 26843 | Year3 |
| Total | 74761 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 9679 | CurrentYear |
| Year1 | 9441 | Year1 |
| Year2 | 8939 | Year2 |
| Year3 | 8221 | Year3 |
| Total | 36280 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Grace Community Church | |||||||
| 16731 Woodgate Rd | Montrose | CO | 81401 | None | 501C3 | To support operations | $500 |
| The Navigators | |||||||
| PO Box 6000 | Colorado Springs | CO | 80934 | None | 501C3 | To Support Operations | $100 |
| Camp Redcloud | |||||||
| 6000 County Road 30 | Lake City | CO | 81235 | None | 501C3 | To Support Operations | $2,800 |
| All the King's Horses Children's Ra | |||||||
| 543 S Grapevine Loop | Benson | AZ | 85602 | None | 501C3 | To Support Operations | $5,500 |
| The Journey Common Ground | |||||||
| 511 E Main Street | Montrose | CO | 81401 | None | 501C3 | To Support Operations | $6,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 15400 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,224 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,224 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1224 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | Category |
| Amount | $965 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 965 | DisbursementsCharitablePrps |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItem |
| Cost Or Other Basis | 15559 | CostOrOtherBasis |
| Book Value | 15559 | BookValue |
| EOYFMV | 15559 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Silver Investment | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 36560 | BookValue |
| EOYFMV | 36560 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Administrative Expense | Description |
| Revenue And Expenses Per Books | 462 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 462 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Paid on Net Investment Income | Category |
| Amount | $43 | Amount |
| Net Investment Income | 43 | NetInvestmentIncome |
| Adjusted Net Income | 43 | AdjustedNetIncome |