Civic Intelligence

Herbert Zimmerman Charitable Trust

990PF • Fiscal year 2019 • EIN 13-6168977

Nov 01, 2018 to Oct 31, 2019 • Filed on Oct 20, 2020

Organization Profile
J Zimmerman 1110 Willa Vista TrailMaitland, FL 32751

(706) 473-1189

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-46%

Higher net margin than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

29th percentile

-9.0%

Faster asset growth than 29% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$207,753

Down $20,524 (-9.0%) from 2018

Net Assets

Down

$207,753

Down $12,006 (-5.5%) from 2018

Liabilities

Down

$0

Down $8,518 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Up

$26,299

Up $26,500 (+13184%) from 2018

Expenses

Down

$38,305

Down $2,287 (-5.6%) from 2018

Net Income

Up

-$12,006

Up $28,787 (+71%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $452,476Liabilities 2011: $1,7922011Assets 2012: $443,255Liabilities 2012: $1,7922012Assets 2013: $428,286Liabilities 2013: $1,7922013Assets 2014: $376,237Liabilities 2014: $0Net Assets 2014: $376,2372014Assets 2015: $353,471Liabilities 2015: $02015Assets 2017: $273,279Liabilities 2017: $12,727Net Assets 2017: $260,5522017Assets 2018: $228,277Liabilities 2018: $8,518Net Assets 2018: $219,7592018Assets 2019: $207,753Liabilities 2019: $0Net Assets 2019: $207,7532019Assets 2020: $157,728Liabilities 2020: $0Net Assets 2020: $157,7282020Assets 2021: $150,874Liabilities 2021: $11,896Net Assets 2021: $138,9782021Assets 2022: $119,145Liabilities 2022: $0Net Assets 2022: $119,1452022Assets 2023: $111,762Liabilities 2023: $12023

Highlighted filing

2019

Assets$207,753
Liabilities$0
Net Assets$207,753
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $23,741Expenses 2011: $28,937Net Income 2011: -$5,1962011Revenue 2012: $23,801Expenses 2012: $33,022Net Income 2012: -$9,2212012Revenue 2013: $18,293Expenses 2013: $33,262Net Income 2013: -$14,9692013Revenue 2014: $18,469Expenses 2014: $68,726Net Income 2014: -$50,2572014Revenue 2015: $25,061Expenses 2015: $47,827Net Income 2015: -$22,7662015Revenue 2017: $10,712Expenses 2017: $45,593Net Income 2017: -$34,8812017Revenue 2018: -$201Expenses 2018: $40,592Net Income 2018: -$40,7932018Revenue 2019: $26,299Expenses 2019: $38,305Net Income 2019: -$12,0062019Revenue 2020: -$8,854Expenses 2020: $41,171Net Income 2020: -$50,0252020Revenue 2021: $30,777Expenses 2021: $49,527Net Income 2021: -$18,7502021Revenue 2022: $26,895Expenses 2022: $46,728Net Income 2022: -$19,8332022Revenue 2023: $37,568Expenses 2023: $45,051Net Income 2023: -$7,4832023

Highlighted filing

2019

Revenue$26,299
Expenses$38,305
Net Income-$12,006
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Oct 20, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH ZIMMERMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Herbert Zimmerman Charitable Trust
EIN
13-6168977
Phone
7064731189
Address
J ZIMMERMAN 1110 WILLA VISTA TRAIL, MAITLAND, FL 32751

Signing Officer

Name
Judith Zimmerman
Title
Trustee
Phone
4078624388
Signed
2020-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Feldman Holtzman & Company LLC
Address
760 HAMBURG TURNPIKE, POMPTON LAKES, NJ 07442
Preparer
David L Feldman CPA
Phone
9738359200
Raw XML Appendix338 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES/TAX PREP
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01800
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CHARLES SCHWAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0156337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0307211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CHARLES SCHWAB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt023685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ENTERPRISE PRODUCTS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt031236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06876
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-646
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01377
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ENTERPRISE PRODUCTS PARTNER
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt018692
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt026945
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-646
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt026299
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt033360
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt033360
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06876
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06876
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12006
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt049470
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0322
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01377
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01377
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0322
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-646
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03308
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02580
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02580
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt018692
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0243
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0243
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt033360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04945
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt038305
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt026299
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04945
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt024984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMERICAN EXPRESS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TEVA PHARMACEUTICALS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-646
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12006
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0207753
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0219759
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0207753
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017252
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017252
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017252
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017318
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt066
IRS990PF/DistributableAmountGrp/TotalTaxAmt066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt066
IRS990PF/FMVAssetsEOYAmt0366178
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt013338
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt017935
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt017935
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt050221
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0156337
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0156337
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0307211
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt08381
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt023685
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt031236
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt08518
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0219759
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0207753
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09796
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09796
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0228277
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0207753
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0366178
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt08518
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0228277
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0207753
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0219759
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0207753
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0351632
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014773
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0336859
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05274
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017318
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0346358
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0351632
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JUDITH ZIMMERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01110 WILLA VISTA TRAIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MAITLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032751
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt033360
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt033360
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt033360
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JUDITH ZIMMERMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01110 WILLA VISTA TRAIL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MAITLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032751
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07064731189
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0A LIGHT TO THE NATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOYS TOWN OF JERUSALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHEERFUL HEART MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BITE ME CANCER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4STARTING RIGHT NOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5POTTERS INN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MONTESSORI DEL MAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CASA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8LEADERCAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0A LIGHT TO THE NATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1BOYS TOWN OF JERUSALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2CHEERFUL HEART MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt3BITE ME CANCER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt4STARTING RIGHT NOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt5POTTERS INN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt6MONTESSORI DEL MAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt7CASA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt8LEADERCAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02284 PANAMA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 PENN PLAZA SUITE 6250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2951 HARMONY RD SUITE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt310467 WHITE GRANITE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41212 W CASS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 35
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt622850 N HIGHWAY 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt777 CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8702 OLD PEACHTREE RD NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CENTENNIAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EATONTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OAKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DIVIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6FORT BRAGG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW BRUNSWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SUWANEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd231024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd322124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580814
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd695437
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd708901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd830024
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033360
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017252
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017252
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023703
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021590
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt038416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt038416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt098581
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016108
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023703
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015042
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt021590
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033360
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016108
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0136997
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0120889
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1174
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22381
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22381
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENTERPRISE PRODUCTS PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt018692
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt07118
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt11400
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CHARLES SCHWAB MARGIN ACCOUNT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1DUE TO E ZIMMERMAN IRREVOCABLE FUND
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt1143
TaxesSchedule/TaxesDetail/CategoryTxt0NYS FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1143
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH ZIMMERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04078624388
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERBERT ZIMMERMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0136168977
ReturnHeader/Filer/PhoneNum07064731189
ReturnHeader/Filer/USAddress/AddressLine1Txt0J ZIMMERMAN 1110 WILLA VISTA TRAIL
ReturnHeader/Filer/USAddress/CityNm0MAITLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032751
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01577CE77AE6E466C781F436236A01B33AB16DF85
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId046530D10891C2903E7EBD1446FB85734AAF771EA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.22.74.126
ReturnHeader/FilingSecurityInformation/IPDt02020-10-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:12:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272813372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FELDMAN HOLTZMAN & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0760 HAMBURG TURNPIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POMPTON LAKES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007442
ReturnHeader/PreparerPersonGrp/PhoneNum09738359200
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L FELDMAN CPA
ReturnHeader/ReturnTs02020-10-29T08:12:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$207,753
Liabilities
$0
Net assets
$207,753
Revenue
$26,299
Expenses
$38,305
Net income
-$12,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.12$0.00$0.38$0.45$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.27$0.47$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.12$1.39$0.31$0.50$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.09$0.41$0.50
2019Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.26$0.38$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.09$2.20$0.00$0.41$0.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.13$2.61$0.11$0.46$0.35
2015Summary only. Only limited summary data is available for this year.$3.53$0.00$0.25$0.48$0.23
2014Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.18$0.69$0.50
2013Summary only. Only limited summary data is available for this year.$4.28$0.02$0.18$0.33$0.15
2012Summary only. Only limited summary data is available for this year.$4.43$0.02$0.24$0.33$0.09
2011Summary only. Only limited summary data is available for this year.$4.52$0.02$0.24$0.29$0.05