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EIN 83-1163711

Joseph G and Helen I Zimmerman Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Traverse City
State
Michigan
Year formed
2019
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Joseph G and Helen I Zimmerman Charitable Trust is a private foundation located in Traverse City, MI. It primarily funds the general fund and has granted funds to Alma College and other organizations. In the previous year, it made two grants.
Total revenues
$207,717
2023
Total expenses
$490,380
2023
Total assets
$6,893,578
2023
Num. employees
1
2023

Grants made by Joseph G and Helen I Zimmerman Charitable Trust

GranteeGrant descriptionAmount
Cherryland Humane SocietyGeneral Fund$200,000
Alma CollegeGeneral Fund$200,000
Leelanau ConservancyPalmer Woods Campaign$5,000

Personnel at Joseph G and Helen I Zimmerman Charitable Trust

NameTitleCompensation
Huntington National BankTrustee$72,534

Financials for Joseph G and Helen I Zimmerman Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$196,134
Net rental income$0
Net gain from sale of non-inventory assets$11,583
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$207,717

Form 990s for Joseph G and Helen I Zimmerman Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-28990PFView PDF
2022-122023-06-16990PFView PDF
2021-122022-05-13990PFView PDF
2019-122021-04-19990PFView PDF
2018-122019-06-24990PFView PDF
...and 1 more Form 990
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
August 2, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 23, 2023
Used new vendors
Identified 1 new vendor, including
May 20, 2023
Updated personnel
Identified 2 new personnel
May 12, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
625 S Garfield Ave
Traverse City, MI 49686
County
Grand Traverse County, MI
Phone
(231) 941-6198
IRS details
EIN
83-1163711
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2019
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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