Herbert Zimmerman Charitable Trust
Herbert Zimmerman Charitable Trust is a private foundation, based in Maitland, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $102K in total assets. In 2024, it awarded 12 grants totaling $31K. Net investment income was $21K.
Key facts about Herbert Zimmerman Charitable Trust
- EIN
- 13-6168977
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $30,603
- Grants made (2024)
- 12
- Average grant
- $2,550
- Median grant
- $1,000
- New grantees (estimate)
- 33% first-time grantees (4 of 12, 2024)
- Total assets
- $102,099
- Primary geography
- Connecticut (49% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Herbert Zimmerman Charitable Trust funds
By grant dollars, the top recipient states for Herbert Zimmerman Charitable Trust's 12 itemized 2024 grants were Connecticut (49%), Colorado (18%) and Florida (15%). None of its 12 grants with a stated purpose were described as general or operating support. Recurring purposes include "Donation" (12 grants).
Is Herbert Zimmerman Charitable Trust open to new grantees?
33%
first-time grantees, 2024
In 2024, 4 of 12 grantees (33%) were first-time recipients. First grants averaged $4K; repeat grants $2K. How we count
Medians: $750 first-time, $2K repeat.
- 58% of 2024 grantees were also funded in 2023. Method
- Giving fell 26% from 2021 to 2024. Method
- In 2024 it paid out 146% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Herbert Zimmerman Charitable Trust
- How to evaluate Herbert Zimmerman Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Herbert Zimmerman Charitable Trust with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$102K
-8.6% YoY
Annual Giving
$31K
-23.5% YoY
Grant Count
12
+20.0% YoY
Avg Grant Size
$3K
-36.2% YoY
Under IRS private-foundation payout rules, Herbert Zimmerman Charitable Trust reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.
About Herbert Zimmerman Charitable Trust
Based on IRS filings
Herbert Zimmerman Charitable Trust is a private foundation, based in Maitland, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $102K in total assets. In 2024, it awarded 12 grants totaling $31K. Net investment income was $21K.
Ready to take the next step with Herbert Zimmerman Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 12 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $102,099 | $111,762 | $119,145 |
| Revenue | $27,064 | $37,568 | $26,895 |
| Expenses | $36,827 | $45,051 | $46,728 |
| Qualifying Distributions | $30,603 | $40,000 | $41,150 |
| Net Investment Income | $21,282 | $31,381 | $22,950 |
| Distributable Amount | $20,966 | $18,470 | $19,858 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
56 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include We Want More ($15,000), A Light to the Nations ($5,000), Ronald McDonald House ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WE WANT MORE Bridgeport, CT | DONATION | $15,000 |
| A LIGHT TO THE NATIONS Centennial, CO | DONATION | $5,000 |
| RONALD MCDONALD HOUSE Orlando, FL | DONATION | $2,000 |
| CORP CHARITY GIVING Charleston, SC | DONATION | $2,000 |
| CHILDRENS DREAM FUND St Petersburg, FL | DONATION | $2,000 |
| NATIONAL MS SOCIETY New York, NY | DONATION | $1,000 |
| REDEEMING AFRICA'S HOPE Deerfield, MI | DONATION | $1,000 |
| LOUDOUN SERENITY HOUSE Leesburg, VA | DONATION | $1,000 |
| CHEERFUL HEART MINISTRIES Eatonton, GA | DONATION | $500 |
| NEW HOPE FOR KIDS Maitland, FL | DONATION | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Judith Zimmerman | Trustee | — | — |
Frequently Asked Questions
How large is Herbert Zimmerman Charitable Trust?
As of 2024, Herbert Zimmerman Charitable Trust holds $102K in total assets with $27K in annual revenue. It awarded 12 grants totaling $31K in 2024.
Where does Herbert Zimmerman Charitable Trust operate?
Herbert Zimmerman Charitable Trust has awarded grants in California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Maryland, Michigan, Missouri, New York, South Carolina, Virginia.
What size grants does Herbert Zimmerman Charitable Trust award?
In 2024, Herbert Zimmerman Charitable Trust awarded 12 grants totaling $31K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Herbert Zimmerman Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Herbert Zimmerman Charitable Trust reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Herbert Zimmerman Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Richard M Schulze Family Foundation
Minneapolis, MN
Assets
—
Grants
1,431
Total Given
$47.9M
Synchrony Foundation
Stamford, CT
Assets
$72.3M
Grants
394
Total Given
$20.5M
Regal Foundation
Knoxville, TN
Assets
$10.0M
Grants
343
Total Given
$3.0M
Texas Instruments Foundation
Dallas, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
Farallon Foundation
Pleasanton, CA
Assets
$8.0M
Grants
160
Total Given
$576K
Publix Super Markets Charities Inc
Lakeland, FL
Assets
$233.8M
Grants
3,269
Total Given
$52.5M
The Community Foundation for
Jacksonville, FL
Assets
$708.7M
Grants
2,470
Total Given
$78.0M
The Miami Foundation Inc
Miami, FL
Assets
$525.0M
Grants
879
Total Given
$57.2M
Early Learning Coalition of Broward
Fort Lauderdale, FL
Assets
$15.9M
Grants
636
Total Given
$152.2M
Enterprise Holdings Foundation
Saint Louis, MO
Assets
—
Grants
9,499
Total Given
$73.1M
Jpmorgan Chase Foundation
New York, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
The Pfizer Foundation Inc
New York, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
More Funders in Florida
Data last updated September 2026. Sourced from IRS Form 990-PF filings.