Nonprofit · EIN 23-7848279
THE FLOYD AND ARLENE ZIMMERMAN CHARITABLE TRUST
Also known as ZIMMERMAN FLOYD D ET AL TTEES
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $114,677 | $176,808 | -$62,131 | $1,125,996 | $0 | $1,125,996 |
| May 31, 2025 | 990-PF | $74,495 | $179,543 | -$105,048 | $1,187,913 | $0 | $1,187,913 |
| May 31, 2024 | 990-PF | $185,753 | $79,276 | $106,477 | $1,292,261 | $0 | $1,292,261 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $42,219
- Net gain from sales of assets
- $71,652
- Other income
- $806
Expenses
- Grants and similar amounts paid
- $155,000
- Compensation of officers, directors and key employees
- $20,561
- Disbursements for charitable purposes
- $155,600
- Excise tax on investment income
- $1,285
Balance sheet and other
- Total assets, start of year
- $1,187,913
- Total assets, end of year
- $1,125,996
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,125,996
- Fair market value of assets
- $1,606,683
- Qualifying distributions
- $155,600
- Net investment income
- $113,651
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD JONES TRUST COMPANY 12555 MANCHESTER ROAD, ST LOUIS, MO 63131 | TRUSTEE | 0 | $20,561 |
990-PF for the year ended May 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD JONES TRUST COMPANY 12555 MANCHESTER ROAD, ST LOUIS, MO 63131 | TRUSTEE | 0 | $18,926 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD JONES TRUST COMPANY 12555 MANCHESTER ROAD, ST LOUIS, MO 63131 | TRUSTEE | 0 | $17,028 |
Address and contacts
- Address (IRS master file)
- PO BOX 66916, SAINT LOUIS, MO 63166-6916
- In care of
- % FLOYD R ZIMMERMAN
- Signed the 990-PF
- GREG SMALL, TRUST TAX LEADE
- Phone
- (314) 515-4948
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7848279
- 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
- 1996
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,125,996
- Income (IRS master file)
- $272,028
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $114,677 | $176,808 | $1,125,996 | XML |
| 990-PF | May 2025 | $74,495 | $179,543 | $1,187,913 | XML |
| 990-PF | May 2024 | $185,753 | $79,276 | $1,292,261 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 23-7848279).
Questions about THE FLOYD AND ARLENE ZIMMERMAN CHARITABLE TRUST
- What is the EIN of THE FLOYD AND ARLENE ZIMMERMAN CHARITABLE TRUST?
- The employer identification number (EIN) of THE FLOYD AND ARLENE ZIMMERMAN CHARITABLE TRUST is 23-7848279.
- Is THE FLOYD AND ARLENE ZIMMERMAN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to THE FLOYD AND ARLENE ZIMMERMAN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE FLOYD AND ARLENE ZIMMERMAN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE FLOYD AND ARLENE ZIMMERMAN CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE FLOYD AND ARLENE ZIMMERMAN CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of THE FLOYD AND ARLENE ZIMMERMAN CHARITABLE TRUST?
- The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $20,561 (EDWARD JONES TRUST COMPANY, TRUSTEE).
- How much revenue does THE FLOYD AND ARLENE ZIMMERMAN CHARITABLE TRUST have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $114,677, expenses of $176,808 and total assets of $1,125,996 at year end.
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All nonprofits in SAINT LOUIS · Missouri · Philanthropy, voluntarism and grantmaking foundations