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Nonprofit · EIN 99-6006669

HANS & CLARA DAVIS ZIMMERMAN FDTN

Tax-exempt · HONOLULU, HI 96802

Financials

$639K$979K2023$1.4M$841K2024$2.5M$1M2025
Revenue Expenses · by fiscal year end
Financials of HANS & CLARA DAVIS ZIMMERMAN FDTN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,480,385$1,026,735$1,453,650$13,356,893$0$13,356,893
December 31, 2024990-PF$1,418,221$840,767$577,454$11,891,590$0$11,891,590
December 31, 2023990-PF$638,928$978,524-$339,596$11,298,153$0$11,298,153
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$450,916
Net gain from sales of assets
$2,029,430
Other income
$39

Expenses

Grants and similar amounts paid
$777,983
Compensation of officers, directors and key employees
$109,052
Disbursements for charitable purposes
$873,996
Excise tax on investment income
$32,972

Balance sheet and other

Total assets, start of year
$11,891,590
Total assets, end of year
$13,356,893
Total liabilities, end of year
$0
Net assets, end of year
$13,356,893
Fair market value of assets
$19,985,762
Qualifying distributions
$873,996
Net investment income
$2,480,385

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.

NameTitleHours / weekCompensation
BANK OF HAWAII
PO BOX 3170, HONOLULU, HI 96802
TRUSTEE1$109,052
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF HAWAII
PO BOX 3170, HONOLULU, HI 96802
TRUSTEE1$102,017
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF HAWAII
PO BOX 3170, HONOLULU, HI 96802
TRUSTEE1$93,798

Address and contacts

Address (IRS master file)
PO BOX 3170, HONOLULU, HI 96802-3170
In care of
% HAWAIIAN TRUST CO LTD
Signed the 990-PF
MARCO ABBRUZZESE, TRUSTEE
Phone
(888) 643-3888
Return prepared by
KPMG LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
99-6006669
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
1964
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$13,356,893
Income (IRS master file)
$6,071,980

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,480,385$1,026,735$13,356,893IRS
990-PFDecember 2024$1,418,221$840,767$11,891,590IRS
990-PFDecember 2023$638,928$978,524$11,298,153XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 99-6006669).

Questions about HANS & CLARA DAVIS ZIMMERMAN FDTN

What is the EIN of HANS & CLARA DAVIS ZIMMERMAN FDTN?
The employer identification number (EIN) of HANS & CLARA DAVIS ZIMMERMAN FDTN is 99-6006669.
Is HANS & CLARA DAVIS ZIMMERMAN FDTN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to HANS & CLARA DAVIS ZIMMERMAN FDTN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HANS & CLARA DAVIS ZIMMERMAN FDTN file?
Form 990-PF. Private foundations file every year.
When is the next return of HANS & CLARA DAVIS ZIMMERMAN FDTN 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 HANS & CLARA DAVIS ZIMMERMAN FDTN 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 HANS & CLARA DAVIS ZIMMERMAN FDTN?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $109,052 (BANK OF HAWAII, TRUSTEE).
How much revenue does HANS & CLARA DAVIS ZIMMERMAN FDTN have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,480,385, expenses of $1,026,735 and total assets of $13,356,893 at year end.

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