Private foundation (trust)EIN 831163711Est. 2019-03
JOSEPH G AND HELEN I ZIMMERMAN
TRAVERSE CITY, MI 49686
Accepts unsolicited proposalsTotal Assets
$9.2M
FY 2023
Annual Giving
$410K
FY 2023
Grants Made
4
FY 2023
Avg Grant
$103K
FY 2023
Grant Range
$5K–$200K
Typical
Deadlines
Open / rolling
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$208K
Total Expenses
$490K
Qualifying Distributions
$431K
Distributable Amount
$430K
Min. Investment Return
$432K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
4 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
3 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
8 grants
Grant Size Distribution
8 grants
Geographic Focus
1 states
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