Private Foundation

JOSEPH G AND HELEN I ZIMMERMAN CHARITABLE TRUST

JOSEPH G AND HELEN I ZIMMERMAN CHARITABLE TRUST is a private foundation categorized as Private Foundation based in TRAVERSE CITY, MI. Its most recent IRS filing (2025) reports revenue of $865K, expenses of $1.8M, total assets of $5.1M. Imperigo tracks 34 reported grants from this foundation totaling approximately $4.1M.

EIN: 831163711 TRAVERSE CITY, MI Latest filing: 2025

Total Revenue$865K

Total Expenses$1.8M

Total Assets$5.1M

Grants Given34

Grant Total$4.1M

Filing Years2021–2025

Sample Grants Given

ALMA COLLEGE

ALMA, MI · 2025

CHARITABLE GIFT MATCH

$1,500,000

ALMA COLLEGE

ALMA, MI · 2025

GENERAL FUND

$100,000

CITY OPERA HOUSE

TRAVERSE CITY, MI · 2025

GENERAL FUND

$67,662

CADILLAC ROTARY CHARITIES

CADILLAC, MI · 2025

GENERAL FUND

$10,000

CHERRYLAND HUMANE SOCIETY

TRAVERSE CITY, MI · 2025

GENERAL FUND

$10,000

Showing up to 5 of 34 total records — full history available with membership.

Officers & Directors

CO-TRUSTEE Huntington National Bank

CO-TRUSTEE Philip E Rodgers Jr

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE GIFT MATCH

$2,100,000 2 grants

GENERAL FUND

$1,942,662 30 grants

FUNDRAISER

$5,000 1 grant

PALMER WOODS CAMPAIGN

$5,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$865K	$1.8M	$5.1M
2024	$264K	$1.1M	$6.1M
2023	$208K	$490K	$6.9M
2022	$28K	$526K	$7.2M
2021	$295K	$530K	$7.7M

Between 2021 and 2025, reported annual revenue grew from $295K to $865K (+193%), with total assets most recently reported at $5.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MI.

Full geographic grant map with state-by-state breakdown available with membership.

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