Before you apply to Joseph G and Helen I Zimmerman Charitable Trust
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
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 50 reported grants from this foundation totaling approximately $5.8M.
EIN: 831163711
TRAVERSE CITY, MI
Private Independent Foundations
NTEE: T22
Latest filing: 2025
Total Revenue$865K
Total Expenses$1.8M
Total Assets$5.1M
Grants Given50
Grant Total$5.8M
Filing Years2021–2025
Sample Grants Given
ALMA COLLEGE
CHARITABLE GIFT MATCH
$1,500,000
ALMA COLLEGE
CHARITABLE GIFT MATCH
$1,500,000
ALMA COLLEGE
GENERAL FUND
$100,000
ALMA COLLEGE
GENERAL FUND
$100,000
ALMA COLLEGE
GENERAL FUND
$67,662
Showing up to 5 of 50 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
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.
MI
Full geographic grant map with state-by-state breakdown available with membership.