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Michigan · Private foundation

Joseph G and Helen I Zimmerman Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.8M
Granted FY2025(still arriving)
16
Grants FY2025
9
Organizations funded FY2024
78%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$10,000
Largest grant, FY2025
$1,500,000
Organizations funded a year
2 to 9
FY2021 to FY2024
States reached, FY2025
1
Total assets, FY2025
$5.1M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 78% of the organizations Joseph G and Helen I Zimmerman Charitable Trust funded were first-time grantees, receiving 4% of its grant dollars.

New vs renewed · share of each year

In FY2024, 96% of grant dollars renewed an existing relationship; $40k went to new ones.

50%100%’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’22’23’24
AnimalsEnvironmentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving15$1.8M73%
FY20249$990k78%
FY20234$410k50%
FY20222$440k0%
FY20212$440kn/a
94% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2025.

Education$2.5MAnimals$1.4MArts & Culture$103kHuman Services$35kReligion$10kPhilanthropy$10kEnvironment$5kCivil Rights$5kOther$0

Top grantees

Largest recipients by total granted, FY2021 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Alma College$2,440,00052%
Cherryland Humane Society$1,400,000519%
Elk Rapids District Library$10,0001n/a
Little Rascals Cat Sanctuary Inc$10,000111%
Central Michigan University$10,0001n/a
Traverse Symphony Orchestra D/B/A Traverse City Philharmonic$10,00011%
Child & Family Services of Northwestern Michigan Inc$5,00010%
Little Traverse Bay Humane Society$5,00010%
Fraternal Order of Eagles Aerie 383$5,00012%
Leelanau Conservancy$5,00010%
Show all 13 grantees
All grantees of Joseph G and Helen I Zimmerman Charitable Trust by total granted
GranteeTotal grantedYearsShare of their budget
Alma College$2,440,00052%
Cherryland Humane Society$1,400,000519%
Elk Rapids District Library$10,0001n/a
Little Rascals Cat Sanctuary Inc$10,000111%
Central Michigan University$10,0001n/a
Traverse Symphony Orchestra D/B/A Traverse City Philharmonic$10,00011%
Child & Family Services of Northwestern Michigan Inc$5,00010%
Little Traverse Bay Humane Society$5,00010%
Fraternal Order of Eagles Aerie 383$5,00012%
Leelanau Conservancy$5,00010%
Skegemog Raptor Center$5,0001n/a
Lake County Historical Society$5,0001n/a
Tc Paw Cat Rescue$5,00013%

Plus 9 recipients with no EIN on record ($138k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Joseph G and Helen I Zimmerman Charitable Trust supplied at peak.

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetAlma College: $2,440,000 over 5y, 1.9% of budgetCherryland Humane Society: $1,400,000 over 5y, 19% of budgetLittle Rascals Cat Sanctuary Inc: $10,000 over 1y, 11% of budgetTraverse Symphony Orchestra D/B/A Traverse City Philharmonic: $10,000 over 1y, 0.8% of budgetChild & Family Services of Northwestern Michigan Inc: $5,000 over 1y, 0.1% of budgetLittle Traverse Bay Humane Society: $5,000 over 1y, 0.1% of budgetFraternal Order of Eagles Aerie 383: $5,000 over 1y, 1.7% of budgetLeelanau Conservancy: $5,000 over 1y, 0.1% of budgetTc Paw Cat Rescue: $5,000 over 1y, 2.9% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 9.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Oleson FoundationMI15.7× affinity5 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

Open a dossier: Oleson Foundation · Grand Traverse Regional Community Foundation · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Joseph G and Helen I Zimmerman Charitable Trust with peer funders

About Joseph G and Helen I Zimmerman Charitable Trust

How much does Joseph G and Helen I Zimmerman Charitable Trust give?
Joseph G and Helen I Zimmerman Charitable Trust reported 16 grants totaling $1,772,662 in its FY2025 IRS filing. It funded between 2 and 9 organizations a year over FY2021 to FY2024.
What does Joseph G and Helen I Zimmerman Charitable Trust fund?
By grant dollars over FY2021 to FY2025, its largest causes are Education (60%), Animals (35%), Arts & Culture (3%).
Who are Joseph G and Helen I Zimmerman Charitable Trust's largest grantees?
By total granted over FY2021 to FY2025: Alma College ($2.4M), Cherryland Humane Society ($1.4M), Elk Rapids District Library ($10k).
Does Joseph G and Helen I Zimmerman Charitable Trust fund new organizations?
In FY2024, 78% of the organizations it funded were first-time grantees.
Does Joseph G and Helen I Zimmerman Charitable Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Joseph G and Helen I Zimmerman Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include Oleson Foundation, Grand Traverse Regional Community Foundation, Vanguard Charitable Endowment Program.
Where is Joseph G and Helen I Zimmerman Charitable Trust based?
Joseph G and Helen I Zimmerman Charitable Trust is based in MI.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 22 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Joseph G and Helen I Zimmerman’s filings →

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