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

Organization representatives - add corrected or new information about William Zimmer Family Foundation »

Non-representatives - add comments about William Zimmer Family Foundation»

William Zimmer Family Foundation
Employer Identification Number (EIN)436887846
Name of OrganizationWilliam Zimmer Family Foundation
In Care of NameEdward Jones Trust Company
AddressPO BOX 66916, Saint Louis, MO 63166-6916
SubsectionCharitable Organization
Ruling Date12/2002
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period09/2014
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$492,170
Amount of Income$77,491
Form 990 Revenue Amount$80,041
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


Non-representatives - add comments:


CAPTCHA

Your IP address 54.81.6.103 will be logged.

Amount of income in 2014: $77,491 (it was $149,166 in 2013)
This organization: 

 $77,491
Other organizations performing similar types of work: 

 $103,138

Assets in 2014: $492,170 (it was $527,389 in 2013)
William Zimmer Family Foundation: 

 $492,170
Other organizations performing similar types of work: 

 $338,623

Expenses in 2014: $66,087
William Zimmer Family Foundation: 

 $66,087
Other organizations performing similar types of work: 

 $46,867

Income to expenses ratio in 2014: 1.2
This organization: 

 1.2
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2014: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 79.6%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$30,991$31,158$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$13,453
Gross rents$0
Gross sales price for all assets$64,038
Gross profit from sales of goods$0
Other income$0
Other$17,538
Total expenses and disbursements$66,087$10,568$0$55,615
Compensation of officers, directors, trustees, etc.$10,472
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$600
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$11,087$10,568$615
Contributions, gifts, grants paid$55,000
Excess of revenue over expenses and disbursements$-35,096
Net investment income$20,590
Adjusted net income$0
Balance Sheets
2011201220132014
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$553,516$609,742$556,317$625,285$527,389$635,637$492,170$626,928
Cash - non-interest-bearing$0$91$319$0
Investments-U.S. and state government obligations$0$0$0$0
Investments-corporate stock$0$0$0$0
Investments-corporate bonds$0$0$0$0
Investments-mortgage loans$0$0$0$0
Investments-other$531,189$550,001$506,075$475,525
Other assets$0$0
Total liabilities$0$0$0$0
Total liabilities and net assets/fund balances$553,516$556,317$527,389$492,170
Capital Gains and Losses for Tax on Investment Income
2011201220132014
Capital gain net income$23,088$63,430$24,954$17,538
Net capital loss$0$0$0$0
Excise Tax Based on Investment Income
2011201220132014
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNoNo
Tax based on investment income$982$1,404$553$412
Total credits and payments$0$984$1,404$556
Current year estimated tax payments and previous year's overpayment credited to current year$0$984$1,404$556
Exempt foreign organizations-tax withheld at source$0$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0$0
Backup withholding erroneously withheld$0$0$0$0
Any penalty for underpayment of estimated tax$3$0$0$0
Tax due$0$144
Overpayment$851$0
Amount to be credited to next year's estimated tax$0$0$556$144
Statements Regarding Activities
2011201220132014
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?NoNoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
2011201220132014
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNoNo
Agree to pay money or property to a government official?NoNoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNoNo
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)?NoNoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
2011201220132014
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$677,856$655,110$647,037$669,991
Net value of noncharitable-use assets$637,331$659,941
Minimum investment return$3,384$32,264$31,867$32,997
Distributable Amount
2011201220132014
Distributable amount$32,402$30,860$31,314$32,585
Undistributed Income
2011201220132014
Distributable amount for this year$32,402$30,860$31,314$32,585
Undistributed income for this year. This amount must be distributed in the next year$0$0$0$0
Private Operating Foundations (for 2011 - 2014)
2014201320122011Total
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
Supplementary Information (for 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$13,453$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend William Zimmer Family Foundation to others? (optional)
  
Add photo of William Zimmer Family Foundation (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The@hagan TrustPO BOX 1225, Columbia, MO 65205-1225MO2008-04$36,277,251
2Sidney R Baer Jr FoundationPO BOX 387, St Louis, MO 63166-0387MO2000-05$12,049,191
3D&n Ross Family FoundationPO BOX 16550, Clayton, MO 63105-1050MO2013-09$6,667,448
4The Vivian And Hymie J Sosland Charitable TrustPO BOX 30067, Kansas City, MO 64112-0667MO2008-04$5,765,316
5Barbara And Helen Brown Family Foundation1052 S Kirkwood Rd, Saint Louis, MO 63122-7200MO2009-12$5,324,960
6Jmg FoundationPO BOX 775280, Saint Louis, MO 63177-5280MO2011-09$4,583,137
7The Roetheli - Lil Red - Foundation1906 Swift Ave, N Kansas City, MO 64116-3422MO2006-11$3,074,766
8H Tony And Marti Oppenheimer Foundation132 Westwoods Dr, Liberty, MO 64068-1181MO2013-02$2,815,350
9World Wide Technology Foundation60 Weldon Pkwy, Maryland Hts, MO 63043-3202MO2009-02$2,667,655
10Shanahan Family Foundation, Shanahan Michael F Sr Et Al Ttee424 S Woods Mill Rd Ste 325, Chesterfield, MO 63017-3479MO2004-07$2,626,701
11Louis W Riethmann Jr FoundationPO BOX 11356, Clayton, MO 63105-0156MO2013-08$2,308,706
12Leon And Mary Strauss Charitable Foundation Tr, Mary Strauss Ttee17 Westmoreland Pl, Saint Louis, MO 63108-1227MO2010-03$2,212,007
13William Edgar Charitable FoundationPO BOX 387, Saint Louis, MO 63166-0387MO1999-12$2,183,540
14Chapman Family Foundation, Robert Hall Chapman Ttee8020 Forsyth Blvd, St Louis, MO 63105-1707MO2009-06$1,799,537
15Milton Gaebler Charitable FoundationPO BOX 387, Saint Louis, MO 63166-0387MO2011-02$1,727,562
16Rubin Family Foundation7711 Bonhomme Ave Ste 400, Clayton, MO 63105-1908MO2003-04$1,565,905
17Larson Financial Foundation, Co Paul D Larson1015 Corporate Square Dr Ste 300, Saint Louis, MO 63132-2938MO2012-01$1,397,377
18Tella Nalluri Family Foundation16900 S Stonehaven Dr, Vlg Loch Loyd, MO 64012-4100MO2007-03$1,333,591
19The Larry And Nancy Oreilly Family Foundation, Oreilly Larry Ttee2831 S Ingram Mill Rd, Springfield, MO 65804-4043MO2000-08$1,306,905
20William F And Mary Louise Wischmeyer Family Foundation4501 Lindell Blvd Apt 16b, Saint Louis, MO 63108-2039MO2002-10$1,301,074
Number of organizations performing similar types of work
Alaska9
Alabama199
Arkansas82
Arizona267
California2,351
Colorado400
Connecticut391
District of Columbia107
Delaware405
Florida1,490
Georgia455
Hawaii86
Iowa147
Idaho73
Illinois1,069
Indiana261
Kansas152
Kentucky147
Louisiana127
Massachusetts713
Maryland422
Maine67
Michigan549
Minnesota327
Missouri308
Mississippi56
Montana59
North Carolina649
North Dakota15
Nebraska126
New Hampshire66
New Jersey849
New Mexico78
Nevada194
New York2,454
Ohio628
Oklahoma223
Oregon179
Pennsylvania935
Rhode Island181
South Carolina141
South Dakota32
Tennessee192
Texas1,225
Utah217
Virginia452
Vermont36
Washington375
Wisconsin334
West Virginia49
Wyoming61
International38
Total20,448

NonProfitFacts.com is not associated with, endorsed by, or sponsored by William Zimmer Family Foundation and has no official or unofficial affiliation with William Zimmer Family Foundation