Joseph G and Helen I Zimmerman
Joseph G and Helen I Zimmerman is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TRAVERSE CITY, MI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $6.1M in total assets. In 2024, it awarded 10 grants totaling $990K. Net investment income was $199K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.1M
-11.9% YoY
Annual Giving
$990K
+141.5% YoY
Grant Count
10
+150.0% YoY
Avg Grant Size
$99K
-3.4% YoY
Under IRS private-foundation payout rules, Joseph G and Helen I Zimmerman reported a distributable amount of $462K for 2024 — the minimum it must pay out in qualifying distributions.
About Joseph G and Helen I Zimmerman
Based on IRS filings
Joseph G and Helen I Zimmerman is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TRAVERSE CITY, MI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $6.1M in total assets. In 2024, it awarded 10 grants totaling $990K. Net investment income was $199K.
Focus Areas
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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 | $6,076,533 | $6,893,578 | $7,176,241 |
| Revenue | $263,910 | $207,717 | $28,239 |
| Expenses | $1,080,955 | $490,380 | $526,343 |
| Qualifying Distributions | $1,013,945 | $431,346 | $461,641 |
| Net Investment Income | $199,344 | $148,683 | $107,677 |
| Distributable Amount | $461,853 | $430,380 | $442,676 |
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
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Cherryland Humane Society ($600,000), Alma College ($200,000), Cherryland Humane Society ($150,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALMA COLLEGE ALMA, MI | GENERAL FUND | $200,000 |
| CHERRYLAND HUMANE SOCIETY TRAVERSE CITY, MI | GENERAL FUND | $150,000 |
| CHERRYLAND HUMANE SOCIETY TRAVERSE CITY, MI | CHARITABLE GIFT MATCH | $600,000 |
| WOMEN'S RESOURCE CENTER TRAVERSE CITY, MI | GENERAL FUND | $10,000 |
| VOUGE THEATRE MANISTEE, MI | GENERAL FUND | $5,000 |
| CHILD & FAMILY SERVICES OF NW MICHIGAN TRAVERSE CITY, MI | GENERAL FUND | $5,000 |
| LITTLE TRAVERSE BAY HUMANE SOCIETY HARBOR SPRINGS, MI | GENERAL FUND | $5,000 |
| SKEGEMOG RAPTOR CENTER TRAVERSE CITY, MI | GENERAL FUND | $5,000 |
| PARAKLESIS INC (PEACE RANCH) TRAVERSE CITY, MI | GENERAL FUND | $5,000 |
| HORSE NORTH RESCUE TRAVERSE CITY, MI | GENERAL FUND | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK | CO-TRUSTEE | 5 | $80,913 |
| PHILIP E RODGERS JR | CO-TRUSTEE | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joseph G and Helen I Zimmerman?
Joseph G and Helen I Zimmerman is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TRAVERSE CITY, MI. It holds $6.1M in total assets as of 2024.
How large is Joseph G and Helen I Zimmerman?
As of 2024, Joseph G and Helen I Zimmerman holds $6.1M in total assets with $264K in annual revenue. It awarded 10 grants totaling $990K in 2024.
Where does Joseph G and Helen I Zimmerman operate?
Joseph G and Helen I Zimmerman has awarded grants in Michigan.
What size grants does Joseph G and Helen I Zimmerman award?
In 2024, Joseph G and Helen I Zimmerman awarded 10 grants totaling $990K — an average of about $99K per grant, based on its IRS Form 990 filings.
How much is Joseph G and Helen I Zimmerman required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph G and Helen I Zimmerman reported a distributable amount of $462K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joseph G and Helen I Zimmerman's EIN?
Joseph G and Helen I Zimmerman's EIN (Employer Identification Number) is 83-1163711. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Joseph G and Helen I Zimmerman's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.