William Zimmer Family Foundation 480003001 in Saint Louis, Missouri (MO)

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William Zimmer Family Foundation 480003001
Employer Identification Number (EIN)436887846
Name of OrganizationWilliam Zimmer Family Foundation 480003001
In Care of NameEdward Jones Trust Company
Address12555 Manchester Rd, Saint Louis, MO 63131-3710
SubsectionCharitable Organization
Ruling Date12/2002
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period09/2012
Assets$500,000 to $999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$556,317
Amount of Income$339,817
Form 990 Revenue Amount$80,041
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2012: $339,817 (it was $234,074 in 2011)
This organization: 

 $339,817
Other organizations performing similar types of work: 

 $90,224

Assets in 2012: $556,317 (it was $553,516 in 2011)
William Zimmer Family Foundation 480003001: 

 $556,317
Other organizations performing similar types of work: 

 $323,888

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$80,041$80,438$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$16,611
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$63,430
Total expenses and disbursements$77,240$10,225$0$65,115
Compensation of officers, directors, trustees, etc.$10,156
Total operating and administrative expenses$12,740$10,225$615
Contributions, gifts, grants paid$64,500
Excess of revenue over expenses and disbursements$2,801
Net investment income$70,213
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$556,317$625,285
Cash - non-interest-bearing$91
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$550,001
Other$6,225
Total liabilities$0
Total liabilities and net assets/fund balances$556,317
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$63,430
Net capital loss$0
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$1,404
Total credits and payments$984
2012 estimated tax payments and 2011 overpayment credited to 2012$984
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Tax due$420
Amount to be credited to 2013 estimated tax$0
Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?Yes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$655,110
Net value of noncharitable-use assets$645,280
Minimum investment return$32,264
Distributable Amount (for 2012)
Distributable amount$30,860
Undistributed Income (for 2012)
Distributable amount for 2012$30,860
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Sidney R Baer Jr FoundationPO BOX 387, St Louis, MO 63166-0387MO2000-05$20,956,812
2The@hagan TrustPO BOX 1225, Columbia, MO 65205-1225MO2008-04$11,952,381
3The Vivian And Hymie J Sosland Charitable TrustPO BOX 30067, Kansas City, MO 64112-0667MO2008-04$6,728,772
4The Linda And Harvey Saligman Charitable Foundation9 Carrswold Dr, St Louis, MO 63105-2914MO2010-08$5,000,103
5The Roetheli - Lil Red - Foundation110 W 26th Ave, N Kansas City, MO 64116-3196MO2006-11$3,938,989
6The Larry And Nancy Oreilly Family Foundation, Oreilly Larry Ttee2831 S Ingrm Mill Rd, Springfield, MO 65804-4043MO2000-08$3,280,623
7World Wide Technology Foundation60 Weldon Pkwy, Maryland Hts, MO 63043-3202MO2009-02$3,070,989
8William Edgar Charitable FoundationPO BOX 387, Saint Louis, MO 63166-0387MO1999-12$2,962,585
9Barbara And Helen Brown Family Foundation1052 S Kirkwood Rd, Saint Louis, MO 63122-7200MO2009-12$2,574,760
10Tella Nalluri Family Foundation16900 S Stonehaven Dr, Vlg Loch Loyd, MO 64012-4100MO2007-03$2,383,333
11Shanahan Family Foundation, Shanahan Michael F Sr Et Al Ttee424 S Woods Mill Rd Ste 325, Chesterfield, MO 63017-3479MO2004-07$2,110,211
12Tromblee Foundation1943 Highland Forest Ct, Chesterfield, MO 63017-5468MO2004-12$1,807,512
13Ryan Howard Family Foundation16543 Clayton Rd, Wildwood, MO 63011-1720MO2008-04$1,724,515
14Siteman Family Foundation, Siteman Alvin J Ttee7701 Forsyth Blvd Ste 325, Saint Louis, MO 63105-1831MO2001-08$1,487,351
15Mcclanathan Family Foundation3 Jaccard Ln, Saint Louis, MO 63131-2627MO2010-06$1,378,577
16Leon And Mary Strauss Charitable Foundation Tr, Mary Strauss Ttee17 Westmoreland Pl, Saint Louis, MO 63108-1227MO2010-03$1,147,984
17Tremain Family Foundation, Juanita Tremain Ttee1855 S Ingram Mill Rd Ste 204, Springfield, MO 65804-2100MO2009-09$1,088,115
18Westhead Family Foundation49 Ne Shoreview Dr, Lees Summit, MO 64064-3109MO2010-06$961,006
19Thomas H And Bonnie L Reese Family Foundation1200 E Woodhurst, Springfield, MO 65804-4261MO2000-10$871,721
20Rubin Family Foundation7711 Bonhomme Ave Ste 400, Clayton, MO 63105-1908MO2003-04$809,424
21Samuel And Justina Halley Charitable Foundation10805 Sunset Office Dr Ste 100, Saint Louis, MO 63127-1028MO2011-05$733,085
22Victor & Selene Deliniere Charitable FoundationPO BOX 11356, Clayton, MO 63105-0156MO2009-06$673,934
23Seiler Family Foundation443 Hidden Lake Dr, St Charles, MO 63304-8559MO2006-02$596,108
24Townley Culbertson And Nancy Townley Culbertson Memorial FundPO BOX 419248, Kansas City, MO 64141-6248MO2002-08$566,402
25W Basil & Nina Leach Charitable TrPO BOX 779, Jefferson Cty, MO 65102-0779MO2004-05$544,718
26Vassia Family Charitable Foundation8077 Maryland Ave, Saint Louis, MO 63105-3717MO2006-03$522,239
27Sinquefield Charitable Foundation540 Maryville Centre Drive Suite 1, St Louis, MO 63141-5828MO2006-02$455,374
28Vjs Charitable Private Foundation Tr, Beck Robert J Ttee21 River Trl, Saint Charles, MO 63303-6254MO2005-09$453,782
29Williams Childrens Foundation Inc9783 Reavis Park Dr, Saint Louis, MO 63123-5315MO2008-10$452,379
30Sue Weaver Charitablle Foundation502 Edgewood St, Saint Joseph, MO 64506-3181MO2004-05$385,377
Number of organizations performing similar types of work
Alaska8
Alabama189
Arkansas76
Arizona255
California2,264
Colorado383
Connecticut378
District of Columbia99
Delaware361
Florida1,391
Georgia433
Hawaii77
Iowa135
Idaho68
Illinois994
Indiana243
Kansas142
Kentucky137
Louisiana125
Massachusetts669
Maryland413
Maine64
Michigan535
Minnesota313
Missouri300
Mississippi54
Montana57
North Carolina473
North Dakota13
Nebraska122
New Hampshire63
New Jersey816
New Mexico71
Nevada180
New York2,349
Ohio614
Oklahoma216
Oregon176
Pennsylvania999
Rhode Island165
South Carolina127
South Dakota31
Tennessee177
Texas1,160
Utah208
Virginia430
Vermont32
Washington355
Wisconsin341
West Virginia44
Wyoming59
International32
Total19,416

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