Robert and Adelaide May Zimmerman

PASADENA, CA EIN: 95-6809322

Robert and Adelaide May Zimmerman is a private foundation, based in PASADENA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 3 grants totaling $90K. Net investment income was $180K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

+5.0% YoY

Annual Giving

$90K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$30K

+0.0% YoY

Under IRS private-foundation payout rules, Robert and Adelaide May Zimmerman reported a distributable amount of $102K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert and Adelaide May Zimmerman

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $449K (100%)

States

California

Cities

PasadenaSan Marino

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,568,371	$1,494,023	$1,523,247
Revenue	$197,737	$88,229	$87,624
Expenses	$126,282	$123,776	$126,118
Qualifying Distributions	$108,140	$106,889	$108,015
Net Investment Income	$179,595	$71,342	$69,611
Distributable Amount	$101,675	$83,725	$99,658

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Huntington Library ($45,000), Pasadena Hospital Association ($22,500), Learning Works ($22,500).

Recipient	Purpose	Amount
HUNTINGTON LIBRARY SAN MARINO, CA	GENERAL	$45,000
PASADENA HOSPITAL ASSOCIATION PASADENA, CA	GENERAL	$22,500
LEARNING WORKS PASADENA, CA	GENERAL	$22,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PETER BOYLE	Trustee	1	$7,500
WALTER G FRANZ JR	Trustee	1	$7,500

Frequently Asked Questions

How large is Robert and Adelaide May Zimmerman?

As of 2024, Robert and Adelaide May Zimmerman holds $1.6M in total assets with $198K in annual revenue. It awarded 3 grants totaling $90K in 2024.

Where does Robert and Adelaide May Zimmerman operate?

Robert and Adelaide May Zimmerman has awarded grants in California.

What size grants does Robert and Adelaide May Zimmerman award?

In 2024, Robert and Adelaide May Zimmerman awarded 3 grants totaling $90K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is Robert and Adelaide May Zimmerman required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert and Adelaide May Zimmerman reported a distributable amount of $102K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert and Adelaide May Zimmerman's EIN?

Robert and Adelaide May Zimmerman's EIN (Employer Identification Number) is 95-6809322. IRS Form 990 filing data is available on this page for 2020–2024.