Nonprofit · EIN 13-6168977
HERBERT ZIMMERMAN CHARITABLE TRUST
Tax-exempt · MAITLAND, FL 32751
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $15,948 | $56,773 | -$40,825 | $79,077 | $17,407 | $61,670 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $6,035
- Interest
- $2
- Net gain from sales of assets
- $10,858
- Other income
- -$947
Expenses
- Grants and similar amounts paid
- $51,500
- Disbursements for charitable purposes
- $51,500
- Excise tax on investment income
- $162
Balance sheet and other
- Total assets, start of year
- $102,099
- Total assets, end of year
- $79,077
- Total liabilities, end of year
- $17,407
- Net assets, end of year
- $61,670
- Fair market value of assets
- $435,905
- Qualifying distributions
- $51,500
- Net investment income
- $16,895
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDITH ZIMMERMAN 1110 WILLA VISTA TRAIL, MAITLAND, FL 32751 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- J ZIMMERMAN 1110 WILLA VISTA TRAIL, MAITLAND, FL 32751-0000
- In care of
- % B WERTHER
- Signed the 990-PF
- JUDITH ZIMMERMAN, TRUSTEE
- Phone
- (706) 473-1189
- Return prepared by
- FELDMAN HOLTZMAN & COMPANY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6168977
- 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
- 1965
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $79,077
- Income (IRS master file)
- $34,391
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | – | – | – | IRS |
| 990-PF | October 2024 | – | – | – | IRS |
| 990-PF | October 2023 | $37,568 | $45,051 | $111,762 | IRS |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about HERBERT ZIMMERMAN CHARITABLE TRUST
- What is the EIN of HERBERT ZIMMERMAN CHARITABLE TRUST?
- The employer identification number (EIN) of HERBERT ZIMMERMAN CHARITABLE TRUST is 13-6168977.
- Is HERBERT ZIMMERMAN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to HERBERT ZIMMERMAN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT ZIMMERMAN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT ZIMMERMAN CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERBERT ZIMMERMAN CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of HERBERT ZIMMERMAN CHARITABLE TRUST?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does HERBERT ZIMMERMAN CHARITABLE TRUST have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $15,948, expenses of $56,773 and total assets of $79,077 at year end.
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