Nonprofit · EIN 83-1163711
JOSEPH G & HELEN I ZIMMERMAN CHARITABLE TRUST
Tax-exempt · TRAVERSE CITY, MI 49686
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF (amended) | $865,049 | $1,849,353 | -$984,304 | $5,092,229 | $0 | $5,092,229 |
| December 31, 2024 | 990-PF | $263,910 | $1,080,955 | -$817,045 | $6,076,533 | $0 | $6,076,533 |
| December 31, 2023 | 990-PF | $207,717 | $490,380 | -$282,663 | $6,893,578 | $0 | $6,893,578 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $174,223
- Net gain from sales of assets
- $690,826
Expenses
- Grants and similar amounts paid
- $1,772,662
- Compensation of officers, directors and key employees
- $68,387
- Disbursements for charitable purposes
- $1,792,166
- Excise tax on investment income
- $11,278
Balance sheet and other
- Total assets, start of year
- $6,076,533
- Total assets, end of year
- $5,092,229
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,092,229
- Fair market value of assets
- $8,447,863
- Qualifying distributions
- $1,792,166
- Net investment income
- $865,049
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK 625 S GARFIELD AVE, TRAVERSE CITY, MI 49686 | CO-TRUSTEE | 5 | $68,387 |
| PHILIP E RODGERS JR 5112 ARROWHEAD CIRCLE, WILLIAMSBURG, MI 49690 | CO-TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK 625 S GARFIELD AVE, TRAVERSE CITY, MI 49686 | CO-TRUSTEE | 5 | $80,913 |
| PHILIP E RODGERS JR 5112 ARROWHEAD CIRCLE, WILLIAMSBURG, MI 49690 | CO-TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK 625 S GARFIELD AVE, TRAVERSE CITY, MI 49686 | CO-TRUSTEE | 5 | $72,534 |
| PHILIP E RODGERS JR 5112 ARROWHEAD CIRCLE, WILLIAMSBURG, MI 49690 | CO-TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 625 S GARFIELD AVE, TRAVERSE CITY, MI 49686-3425
- In care of
- % TCF NATIONAL BANK
- Signed the 990-PF
- PHILIP RODGERS JR, TRUSTEE
- Phone
- (231) 941-6198
- Return prepared by
- BROWN & COMPANY PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-1163711
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,092,229
- Income (IRS master file)
- $2,277,636
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $865,049 | $1,849,353 | $5,092,229 | XML |
| 990-PF | December 2024 | $263,910 | $1,080,955 | $6,076,533 | IRS |
| 990-PF | December 2023 | $207,717 | $490,380 | $6,893,578 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 83-1163711).
Questions about JOSEPH G & HELEN I ZIMMERMAN CHARITABLE TRUST
- What is the EIN of JOSEPH G & HELEN I ZIMMERMAN CHARITABLE TRUST?
- The employer identification number (EIN) of JOSEPH G & HELEN I ZIMMERMAN CHARITABLE TRUST is 83-1163711.
- Is JOSEPH G & HELEN I ZIMMERMAN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to JOSEPH G & HELEN I ZIMMERMAN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH G & HELEN I ZIMMERMAN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH G & HELEN I ZIMMERMAN CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH G & HELEN I ZIMMERMAN CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOSEPH G & HELEN I ZIMMERMAN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $68,387 (HUNTINGTON NATIONAL BANK, CO-TRUSTEE).
- How much revenue does JOSEPH G & HELEN I ZIMMERMAN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $865,049, expenses of $1,849,353 and total assets of $5,092,229 at year end.
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