//
Also known as: CHARITABLE TRUST
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Joseph G & Helen I Zimmerman Charitable Trust is a private trust based in TRAVERSE CITY, MI. The foundation received its IRS ruling in 2019. The principal officer is Tcf National Bank. It holds total assets of $6.1M. Annual income is reported at $2M. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2021 to 2023. According to available records, Joseph G & Helen I Zimmerman Charitable Trust has made 6 grants totaling $1.3M, with a median grant of $220K. Annual giving has grown from $440K in 2021 to $880K in 2022. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Michigan. Contributions to this foundation are tax-deductible.
No specific application information is available for this foundation. Check the 990-PF filings below for application guidelines, or visit the foundation's website if listed above.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Joseph G & Helen I Zimmerman Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in MI.
Joseph G & Helen I Zimmerman Charitable Trust has distributed a total of $1.3M across 6 grants. The median grant size is $220K, with an average of $220K. Individual grants have ranged from $220K to $220K.
Joseph G & Helen I Zimmerman Charitable Trust is a private foundation. To inquire about grants, you can look up the foundation using their EIN (831163711) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Joseph G & Helen I Zimmerman Charitable Trust is headquartered in TRAVERSE CITY, MI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Huntington National Bank | CO-TRUSTEE | $76K | $0 | $76K |
| Philip E Rodgers Jr | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$490K
Total Assets
$6.9M
Fair Market Value
$9.2M
Net Worth
$6.9M
Grants Paid
$410K
Contributions
N/A
Net Investment Income
$149K
Distribution Amount
$430K
Total: $6.4M
Total Grants
6
Total Giving
$1.3M
Average Grant
$220K
Median Grant
$220K
Unique Recipients
2
Most Common Grant
$220K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Cherryland Humane SocietyGENERAL FUND | Traverse City, MI | $220K | 2022 |
| Alma CollegeGENERAL FUND | Alma, MI | $220K | 2022 |