Herbert Zimmerman Charitable Trust

Private foundation · Grantmaker Maitland, FL EIN: 13-6168977

Herbert Zimmerman Charitable Trust is a private foundation based in Maitland, Florida. Its 2025 filing reports 13 grants totaling $51,500 to charitable organizations.

Herbert Zimmerman Charitable Trust at a glance

In short: Herbert Zimmerman Charitable Trust gave $52K across 13 grants in 2025 (avg $4K), mostly in Connecticut. 38% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$51,500
+68.3% vs 2024
Grants made (2025)
13
+8.3% vs 2024
Average grant
$3,962
+55.3% vs 2024
Median grant
$2,000
Total assets
$79,077
-22.5% vs 2024
New grantees (estimate)
38% first-time grantees (5 of 13, 2025; small sample)
Primary geography
Connecticut (58% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Herbert Zimmerman Charitable Trust

Accepts unsolicited proposals
No
How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: J Zimmerman 1110 Willa Vista Trail, Maitland, FL 32751
Phone: (706) 473-1189

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Herbert Zimmerman Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

We Want More: $30KWe Want More$30KWarwick Hope Assembly of God Church: $5KWarwick Hope Assembly of GodChurch$5KRonald McDonald House: $3KRonald McDonald House$3KCorp Charity Giving: $3KCorp Charity Giving$3KNational Ms Society: $3KNational Ms Society$3KLoudoun Serenity House: $2KLoudoun Serenity House$2KTurning Point USA: $2KTurning Point USA$2KCheerful Heart Ministries: $1KCheerful Heart Ministries$1KLeukemia & Lymphoma Society: $1KLeukemia & Lymphoma Society$1KNew Hope for Kids: $500New Hope for Kids$500

The largest 2025 recipient was We Want More ($30K). Together the top 10 received $50K.

Grant Size Distribution

60 grants across all recorded years

60<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 60 grants of 60 (100%).

Geographic Focus

Where this funder awards grants

In 2025, the largest reported shares of grant dollars went to recipients in Connecticut (58%), Rhode Island (10%), Florida (7%), New York (7%), and South Carolina (6%). Listed grantees also included organizations in Virginia, Arizona, Georgia, Texas, and Washington, D.C.

Grant Distribution by State

15states

Share of 2025 grant dollars across all 13 itemized grants.

Cities

New YorkEatontonCentennialCharlestonOrlandoColorado SpringsMaitlandSt PetersburgBridgeportDeerfieldLargoLeesburgWashingtonAtlantaBethesdaCharlstonChuluotaEast RockawayFort BraggKennesaw

Is Herbert Zimmerman Charitable Trust open to new grantees?

38%

first-time grantees, 2025

In 2025, 5 of 13 grantees (38%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $2K; repeat grants $5K. How we count

Medians: $500 first-time, $2K repeat.

  • 54% of 2025 grantees were also funded in 2024. Method
  • Giving grew 25% from 2022 to 2025. Method
  • In 2025 it paid out 245% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K9 grants2020 14 grants2021 11 grants2022 10 grants2023 12 grants2024 13 grants2025

From 2020 to 2025, annual grant giving ranged from $31K (2024) to $52K (2025). In 2025 it made 13 grants totaling $52K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
We Want More Bridgeport, CTDonation$30,000
Warwick Hope Assembly of God Church Warwick, RIDonation$5,000
Ronald McDonald House Orlando, FLDonation$3,000
Corp Charity Giving Charleston, SCDonation$3,000
National Ms Society New York, NYDonation$2,500
Loudoun Serenity House Leesburg, VADonation$2,000
Turning Point USA Phoenix, AZDonation$2,000
Cheerful Heart Ministries Eatonton, GADonation$1,000
Leukemia & Lymphoma Society New York, NYDonation$1,000
New Hope for Kids Maitland, FLDonation$500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$79,077$15,948$56,773$51,50013$51,500$11,622$21,038
2024$102,099$27,064$36,827$30,60312$30,603$21,282$20,966
2023$111,762$37,568$45,051$40,00010$40,000$31,381$18,470
2022$119,145$26,895$46,728$41,15011$41,150$22,950$19,858
2021$150,874$30,777$49,527$41,50014—$25,472$20,215
2020$157,728$-8,854$41,171$38,5009—$3,810$17,177

Under IRS private-foundation payout rules, Herbert Zimmerman Charitable Trust reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The available information does not state a mission for the foundation. Its 2025 grants included support for organizations with varied missions. For example, WE WANT MORE describes its mission as strengthening the church by helping people, particularly youth and families, awaken to their identity and purpose. Loudoun Serenity House says it provides peer-based mentoring, education, and advocacy for people and families affected by substance use disorder, as well as transitional housing. New Hope for Kids says it serves children and families experiencing grief, loss, or life-threatening illness through grief support and children’s wishes.

Grantmaking

In 2025, the foundation gave 13 grants totaling $51,500. Grants ranged from $500 to $30,000, with a median grant of $2,000. The largest grants included $30,000 to WE WANT MORE in Bridgeport, Connecticut; $5,000 to Warwick Hope Assembly of God Church in Warwick, Rhode Island; $3,000 to Ronald McDonald House in Orlando, Florida; $3,000 to Corp Charity Giving in Charleston, South Carolina; and $2,500 to National MS Society in New York, New York. Other listed recipients included Loudoun Serenity House ($2,000), Turning Point USA ($2,000), Cheerful Heart Ministries ($1,000), Leukemia & Lymphoma Society ($1,000), New Hope for Kids ($500), Community Foundation in Kerrville, Texas ($500), and PayPal Giving Fund ($500).

Leadership & Key People

Leadership team and compensation from IRS filings

Judith Zimmerman is listed as trustee on the 2025 filing.

Herbert Zimmerman Charitable Trust is led by Judith Zimmerman, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Judith Zimmerman

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Herbert Zimmerman Charitable Trust

How much does Herbert Zimmerman Charitable Trust give each year?

Herbert Zimmerman Charitable Trust gave $52K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $31K across 12 grants.

What is Herbert Zimmerman Charitable Trust's typical grant size?

Herbert Zimmerman Charitable Trust's median grant in 2025 was $2,000, and its average grant was $3,962, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Herbert Zimmerman Charitable Trust that year got $2K on average.

Where does Herbert Zimmerman Charitable Trust give grants?

Herbert Zimmerman Charitable Trust gives mostly in Connecticut: 58% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Rhode Island (10%) and Florida (7%). The most frequent recipient cities were New York, NY (2 grants).

Does Herbert Zimmerman Charitable Trust give general operating support?

Not in 2025: none of the 13 grants with a stated purpose on Herbert Zimmerman Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (13 grants).

Who are Herbert Zimmerman Charitable Trust's largest grantees?

Herbert Zimmerman Charitable Trust's largest 2025 grantees include We Want More ($30,000), Warwick Hope Assembly of God Church ($5,000) and Ronald McDonald House ($3,000), according to its 2025 IRS Form 990-PF. Together they received 74% of its itemized 2025 grant dollars.

How large is Herbert Zimmerman Charitable Trust?

Herbert Zimmerman Charitable Trust reported $79K in total assets on its 2025 IRS Form 990-PF. It paid out $52K in qualifying distributions that year, against a required minimum of $21K (roughly 5% of its investment assets).

What does Herbert Zimmerman Charitable Trust fund?

The available information does not state a mission for the foundation. Its 2025 grants included support for organizations with varied missions. See mission & focus areas ↑

How do I apply for a grant from Herbert Zimmerman Charitable Trust?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Herbert Zimmerman Charitable Trust's EIN?

Herbert Zimmerman Charitable Trust's EIN (Employer Identification Number) is 13-6168977. IRS Form 990 filing data is available on this page for 2020–2025.

Does Herbert Zimmerman Charitable Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS July 31, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Herbert Zimmerman Charitable Trust funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/herbert-zimmerman-charitable-trust-morg_be95ccdfdba04b15864b578279faf7e9

BibTeX
@misc{grantable_136168977_2026,
  author       = {{Grantable}},
  title        = {{Herbert Zimmerman Charitable Trust funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/herbert-zimmerman-charitable-trust-morg_be95ccdfdba04b15864b578279faf7e9},
  note         = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Herbert Zimmerman Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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