Nonprofit · EIN 13-6168977
HERBERT ZIMMERMAN CHARITABLE TRUST
Tax-exempt · MAITLAND, FL 32751
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $15,948 | $56,773 | -$40,825 | $79,077 | $17,407 | $61,670 |
| October 31, 2024 | 990-PF | $27,064 | $36,827 | -$9,763 | $102,099 | $0 | $102,099 |
| October 31, 2023 | 990-PF | $37,568 | $45,051 | -$7,483 | $111,762 | $0 | $111,762 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $6,035
- Interest
- $2
- Net gain from sales of assets
- $10,858
- Other income
- -$947
Expenses
- Grants and similar amounts paid
- $51,500
- Disbursements for charitable purposes
- $51,500
- Excise tax on investment income
- $162
Balance sheet and other
- Total assets, start of year
- $102,099
- Total assets, end of year
- $79,077
- Total liabilities, end of year
- $17,407
- Net assets, end of year
- $61,670
- Fair market value of assets
- $435,905
- Qualifying distributions
- $51,500
- Net investment income
- $16,895
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDITH ZIMMERMAN 1110 WILLA VISTA TRAIL, MAITLAND, FL 32751 | TRUSTEE | 0 | $0 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDITH ZIMMERMAN 1110 WILLA VISTA TRAIL, MAITLAND, FL 32751 | TRUSTEE | 0 | $0 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDITH ZIMMERMAN 1110 WILLA VISTA TRAIL, MAITLAND, FL 32751 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- J ZIMMERMAN 1110 WILLA VISTA TRAIL, MAITLAND, FL 32751-0000
- In care of
- % B WERTHER
- Signed the 990-PF
- JUDITH ZIMMERMAN, TRUSTEE
- Phone
- (706) 473-1189
- Return prepared by
- FELDMAN HOLTZMAN & COMPANY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6168977
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1965
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $79,077
- Income (IRS master file)
- $34,391
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $15,948 | $56,773 | $79,077 | XML |
| 990-PF | October 2024 | $27,064 | $36,827 | $102,099 | IRS |
| 990-PF | October 2023 | $37,568 | $45,051 | $111,762 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6168977).
Questions about HERBERT ZIMMERMAN CHARITABLE TRUST
- What is the EIN of HERBERT ZIMMERMAN CHARITABLE TRUST?
- The employer identification number (EIN) of HERBERT ZIMMERMAN CHARITABLE TRUST is 13-6168977.
- Is HERBERT ZIMMERMAN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to HERBERT ZIMMERMAN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT ZIMMERMAN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT ZIMMERMAN CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERBERT ZIMMERMAN CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of HERBERT ZIMMERMAN CHARITABLE TRUST?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does HERBERT ZIMMERMAN CHARITABLE TRUST have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $15,948, expenses of $56,773 and total assets of $79,077 at year end.
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