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Filing year 2024

JOSEPH G AND HELEN I ZIMMERMAN CHARITABLE TRUST

Traverse City, Michigan·EIN 83-1163711·NTEE T22 · Philanthropy, Voluntarism & Grantmaking Foundations·501(c)(3)
Total revenue
$264k
Total assets
$6.1M
Total expenses
$1.1M
Reported officers
2

Executive compensation

Form 990-PF · Part VIII · 1 reported individual · Filing year 2024

Co-trustee
Unclassified
$81k
$87k

Teal figures restate each filed amount in 2026 dollars.

Estimated with BLS CPI-U for the Midwest region, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Plus 1 unpaid individual.

Browse compensation in Philanthropy, Voluntarism & Grantmaking

Pay in context

Top pay as a share of expenses

In 2024, the highest total compensation at JOSEPH G AND HELEN I ZIMMERMAN CHARITABLE TRUST equaled 7% of the organization's total expenses. The median for philanthropy, voluntarism & grantmaking organizations is 15%.

This organization (2024)
7%
Sector median
15%
Middle half of sector
5% to 24%

Based on 35,946 philanthropy, voluntarism & grantmaking organizations, each measured at its most recent filing year with reported expenses and compensation.

Grants paid

Itemized grants reported on this foundation's 2024 Form 990-PF, Part XV.

Total granted

$990k

Itemized grants

10

Median grant

$5k

RecipientLocationPurposeAmount
CHERRYLAND HUMANE SOCIETYTRAVERSE CITY, MICHARITABLE GIFT MATCH$600k
ALMA COLLEGEALMA, MIGENERAL FUND$200k
CHERRYLAND HUMANE SOCIETYTRAVERSE CITY, MIGENERAL FUND$150k
WOMEN'S RESOURCE CENTERTRAVERSE CITY, MIGENERAL FUND$10k
VOUGE THEATREMANISTEE, MIGENERAL FUND$5k
CHILD & FAMILY SERVICES OF NW MICHIGANTRAVERSE CITY, MIGENERAL FUND$5k
LITTLE TRAVERSE BAY HUMANE SOCIETYHARBOR SPRINGS, MIGENERAL FUND$5k
SKEGEMOG RAPTOR CENTERTRAVERSE CITY, MIGENERAL FUND$5k
PARAKLESIS INC (PEACE RANCH)TRAVERSE CITY, MIGENERAL FUND$5k
HORSE NORTH RESCUETRAVERSE CITY, MIGENERAL FUND$5k
Compare this foundation's grantees

Up 12%
from 2023

From $73k in 2023 to $81k in 2024.

$73k
2023
$81k
2024
In today's dollarsEst.
Up 9% in real terms$80k to $87k

Estimated with BLS CPI-U for the Midwest region, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Highest reported compensation in each year. Volunteer board members and partial-year payouts are filtered out.

This is a private foundation. Peers are foundations of similar asset size ($1M - $10M), because foundation pay scales with assets under management, not revenue.

Among peers

Revenue and top compensation, plotted against similar organizations. This organization is highlighted in cyan.

FAQ

Common questions about JOSEPH G AND HELEN I ZIMMERMAN CHARITABLE TRUST

What are JOSEPH G AND HELEN I ZIMMERMAN CHARITABLE TRUST's revenue and expenses?

In 2024, JOSEPH G AND HELEN I ZIMMERMAN CHARITABLE TRUST reported $264k in total revenue and $1.1M in total expenses on its IRS Form 990.

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This is a private foundation. Peers are foundations of similar asset size ($1M - $10M), because foundation pay scales with assets under management, not revenue.