William D Zimmerman Charitable Trust
The William D Zimmerman Charitable Trust is a private foundation based in Beatrice, Nebraska. It reported 20 grants totaling $141,386 in filing year 2025, with listed recipients including Nebraska churches, educational institutions, community organizations, and service providers.
William D Zimmerman Charitable Trust at a glance
In short: William D Zimmerman Charitable Trust gave $141K across 20 grants in 2025 (avg $7K), mostly in Nebraska. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $141,386
- +627.4% vs 2024
- Grants made (2025)
- 20
- +100.0% vs 2024
- Average grant
- $7,069
- +263.7% vs 2024
- Median grant
- $3,073
- Total assets
- $481,168
- -5.0% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2025; small sample)
- Primary geography
- Nebraska (100% 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 William D 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: 523 Court Street, Beatrice, NE 68310
Phone: (402) 228-2995
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who William D Zimmerman Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Elca Evangelical Lutheran Church ($71K across 2 grants). Together the top 10 received $141K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 39 grants of 40 (98%).
Geographic Focus
Where this funder awards grants
All grant dollars in filing year 2025 went to recipients in Nebraska.
Grant Distribution by State
Share of 2025 grant dollars across all 20 itemized grants.
States
Cities
Is William D Zimmerman Charitable Trust open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 10 grantees (0%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- In 2025 it paid out 280% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2023–2025). 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
From 2023 to 2025, annual grant giving ranged from $19K (2023) to $141K (2025). In 2025 it made 20 grants totaling $141K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Elca Evangelical Lutheran Church - 2020 - 2024 Makeup Distribution Beatrice, NE | Charitable Activities | $58,403 |
| Concordia Univeristy - 2020 - 2024 Makeup Distribution Seward, NE | Charitable Activities | $14,601 |
| University of Nebraska Foundation - 2020 - 2024 Makeup Distribution Lincoln, NE | Charitable Activities | $14,601 |
| Elca Evangelical Lutheran Church Beatrice, NE | Charitable Activities | $12,290 |
| Beatrice Public Library Foundation - 2020 - 2024 Makeup Distribution Beatrice, NE | Charitable Activities | $4,672 |
| YMCA Foundation - 2020 - 2024 Makeup Distribution Beatrice, NE | Charitable Activities | $4,672 |
| Beatrice Community Hospital - 2020 - 2024 Makeup Distribution Beatrice, NE | Charitable Activities | $4,672 |
| Beatrice Educational Foundation - 2020 - 2024 Makeup Distribution Beatrice, NE | Charitable Activities | $4,672 |
| The Salvation Army - 2020 - 2024 Makeup Distribution Beatrice, NE | Charitable Activities | $4,672 |
| Concordia Univeristy Seward, NE | Charitable Activities | $3,073 |
Ready to take the next step with William D Zimmerman Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $481,168 | $132,841 | $158,158 | $141,386 | 20 | $141,386 | $122,864 | $50,430 |
| 2024 | $506,485 | $37,564 | $28,490 | $19,438 | 10 | $19,438 | $28,580 | $48,778 |
| 2023 | $497,045 | $31,684 | $30,340 | $18,942 | 10 | $18,942 | $23,932 | $44,584 |
Under IRS private-foundation payout rules, William D Zimmerman Charitable Trust reported a distributable amount of $50K 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
No mission statement for the trust is provided. Its 2025 grants went to organizations whose stated missions include supporting education, libraries, health care, community services, and the University of Nebraska. For example, the University of Nebraska Foundation says it grows relationships and resources that enable the university to change lives and save lives. The Beatrice Educational Foundation says it supports Beatrice Public Schools and provides scholarships for graduates.
Grantmaking
In filing year 2025, the trust made 20 grants totaling $141,386. Grant amounts ranged from $615 to $58,403, with a median of $3,073.
Among the largest reported grants were $58,403 to ELCA Evangelical Lutheran Church in Beatrice; $14,601 each to Concordia University in Seward and the University of Nebraska Foundation in Lincoln; and $12,290 to ELCA Evangelical Lutheran Church in Beatrice. These grants were listed for charitable activities. The University of Nebraska Foundation also reported receiving $3,073 from the trust in 2025. The Beatrice Educational Foundation and Beatrice Public Library Foundation each reported receiving $983, and the Gage County Foundation reported receiving $615.
Leadership & Key People
Leadership team and compensation from IRS filings
Pinnacle Bank was listed as trustee on the 2025 filing.
William D Zimmerman Charitable Trust's only listed officer is Pinnacle Bank, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
Pinnacle Bank
Trustee
On filings since 2023
1 hr/week
$8K (2023) → $9K (2025)
Data from IRS Form 990 filings, 2023–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $9K, to Pinnacle Bank (Trustee).
Frequently asked questions about William D Zimmerman Charitable Trust
How much does William D Zimmerman Charitable Trust give each year?
William D Zimmerman Charitable Trust gave $141K across 20 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 10 grants.
What is William D Zimmerman Charitable Trust's typical grant size?
William D Zimmerman Charitable Trust's median grant in 2025 was $3,073, and its average grant was $7,069, across 20 grants on its 2025 IRS Form 990-PF.
Where does William D Zimmerman Charitable Trust give grants?
William D Zimmerman Charitable Trust gives mostly in Nebraska: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Beatrice, NE (14 grants), Lincoln, NE (4 grants) and Seward, NE (2 grants).
Does William D Zimmerman Charitable Trust give general operating support?
Not in 2025: none of the 20 grants with a stated purpose on William D Zimmerman Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Activities" (20 grants).
Who are William D Zimmerman Charitable Trust's largest grantees?
William D Zimmerman Charitable Trust's largest 2025 grantees include Elca Evangelical Lutheran Church ($70,693 across 2 grants), Concordia Univeristy ($17,674 across 2 grants) and University of Nebraska Foundation ($17,674 across 2 grants), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is William D Zimmerman Charitable Trust?
William D Zimmerman Charitable Trust reported $481K in total assets on its 2025 IRS Form 990-PF. It paid out $141K in qualifying distributions that year, against a required minimum of $50K (roughly 5% of its investment assets).
What does William D Zimmerman Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants went to organizations whose stated missions include supporting education, libraries, health care, community services, and the University of Nebraska. See mission & focus areas ↑
How do I apply for a grant from William D 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 William D Zimmerman Charitable Trust's EIN?
William D Zimmerman Charitable Trust's EIN (Employer Identification Number) is 20-6221977. IRS Form 990 filing data is available on this page for 2023–2025.
Does William D 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
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- Added Form 990-PF for fiscal year 2023 (received by the IRS May 29, 2026)
- Added Form 990-PF for fiscal year 2024 (received by the IRS May 29, 2026)
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Cite this profile
Grantable. (2026). William D Zimmerman Charitable Trust funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/william-d-zimmerman-charitable-trust-morg_365d7336697c469f9045d78d8c9693c3
BibTeX
@misc{grantable_206221977_2026,
author = {{Grantable}},
title = {{William D Zimmerman Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/william-d-zimmerman-charitable-trust-morg_365d7336697c469f9045d78d8c9693c3},
note = {Accessed 2026-10-18. 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 William D 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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