Alverda E Zimmer Charitable Trust

DALLAS, TX EIN: 54-6030260

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$522K

+4.8% YoY

Annual Giving

$25K

+39.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$25K

+39.6% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$33K$65K$98K$130K20202021202220232024
Metric202420232022
Total Assets$522,157$498,187$505,997
Revenue$53,359$14,705$-12,347
Expenses$28,837$22,340$41,371
Qualifying Distributions$26,638$19,914$32,595
Net Investment Income$49,476$12,083$4,080
Distributable Amount$29,287$26,393$27,148

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$14K$21K$28K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

PETERSBURG HOME FOR LADI…$25K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Alverda E Zimmer Charitable Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$605

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$605

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Petersburg

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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