Joseph G & Helen I Zimmerman Charitable Trust

EIN 83-1163711 · MI · NTEE T22

Invitation only Typical grant ~$10K Funds in MI
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Giving Profile

In 2025, Joseph G & Helen I Zimmerman Charitable Trust based in MI paid 16 grants totaling $1.8M to 15 organizations. Individual grants ranged from $5K to $1.5M, with a median of $10K. Its largest recipients included ALMA COLLEGE, CITY OPERA HOUSE, and CADILLAC ROTARY CHARITIES. The foundation does not accept unsolicited applications — giving is by invitation only.

Foundation at a Glance

Total assets
$5,092,229
Giving (latest yr)
$1,772,662
Filing year
2025
Itemized grants
16
Median grant
$10K
Recipients
15
States reached
1
Officers/trustees
2
Unsolicited applications
No — invitation only

Where the Money Goes

Top recipients

  • Alma College$1,600,000
  • City Opera House$67,662
  • Cadillac Rotary Charities$10,000
  • Cherryland Humane Society$10,000
  • Elk Rapids District Library$10,000

Where grants went

  • Michigan$1,772,662 · 16 grants

Grants Paid (16)

Alma College
Alma, MI
Charitable Gift Match
$1,500,000
Alma College
Alma, MI
General Fund
$100,000
City Opera House
Traverse City, MI
General Fund
$67,662
Elk Rapids District Library
Elk Rapids, MI
General Fund
$10,000
Women's Resource Center
Traverse City, MI
General Fund
$10,000
Cadillac Rotary Charities
Cadillac, MI
General Fund
$10,000
Cherryland Humane Society
Traverse City, MI
General Fund
$10,000
Little Rascals Cat Sanctuary Inc
Manistee, MI
General Fund
$10,000
Oasis Family Resource Center
Cadillac, MI
General Fund
$10,000
Traverse City Philharmonic
Traverse City, MI
General Fund
$10,000
Wcmu Public Media
MT Pleasant, MI
General Fund
$10,000
Interlochen Public Radio
Interlochen, MI
General Fund
$5,000

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FAQFrequently Asked Questions

No. Joseph G & Helen I Zimmerman Charitable Trust does not accept unsolicited applications — its grantmaking is by invitation only. Cultivating a relationship or securing an introduction is typically required.

In its most recent filing, Joseph G & Helen I Zimmerman Charitable Trust reported 16 itemized grants totaling $1.8M. Individual grants ranged from $5K to $1.5M (median $10K).

Recent recipients include ALMA COLLEGE, CITY OPERA HOUSE, CADILLAC ROTARY CHARITIES, among 15 organizations in total. The full grant list is on this page.

Joseph G & Helen I Zimmerman Charitable Trust is a private foundation based in Michigan, per its IRS 990-PF filing.

Joseph G & Helen I Zimmerman Charitable Trust gives by invitation only, so there is no open application. Officer and address details from its 990-PF are the best starting point for an introduction.

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