Alverda E Zimmer Charitable Trust
Alverda E Zimmer Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $522K in total assets. In 2024, it awarded 1 grants totaling $25K. Net investment income was $49K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$522K
+4.8% YoY
Annual Giving
$25K
+39.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$25K
+39.6% YoY
About Alverda E Zimmer Charitable Trust
Based on IRS filings
Alverda E Zimmer Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $522K in total assets. In 2024, it awarded 1 grants totaling $25K. Net investment income was $49K.
Ready to take the next step with Alverda E Zimmer Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $522,157 | $498,187 | $505,997 |
| Revenue | $53,359 | $14,705 | $-12,347 |
| Expenses | $28,837 | $22,340 | $41,371 |
| Qualifying Distributions | $26,638 | $19,914 | $32,595 |
| Net Investment Income | $49,476 | $12,083 | $4,080 |
| Distributable Amount | $29,287 | $26,393 | $27,148 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $605 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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