Goldberg Lee Fbo Charities Tuw

SAINT LOUIS, MO EIN: 86-6162697

Goldberg Lee Fbo Charities Tuw is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 4 grants totaling $210K. Net investment income was $197K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.9M

-0.5% YoY

Annual Giving

$210K

-8.7% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$53K

-8.7% YoY

Under IRS private-foundation payout rules, Goldberg Lee Fbo Charities Tuw reported a distributable amount of $230K for 2024 — the minimum it must pay out in qualifying distributions.

About Goldberg Lee Fbo Charities Tuw

Based on IRS filings

Goldberg Lee Fbo Charities Tuw is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 4 grants totaling $210K. Net investment income was $197K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

PhoenixRancho Palos Verdes

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$205K$411K$616K$821K20202021202220232024
Metric202420232022
Total Assets$3,910,175$3,930,829$3,930,145
Revenue$245,616$284,592$290,369
Expenses$267,926$281,593$305,348
Qualifying Distributions$216,349$235,985$246,637
Net Investment Income$197,235$236,152$242,614
Distributable Amount$229,870$211,083$224,381

Giving Over Time

Total grant dollars and number of grants per year

$0$60K$120K$180K$240K4 grants20204 grants20214 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

ARIZONA ZOOLOGICAL SOCIETY$105KARIZONA HUMANE SOCIETY$42KKIVEL CAMPUS OF CARE$32KTHE SALVATION ARMY A CAL…$32K

Grant Size Distribution

20 grants across all recorded years

15<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Arizona Zoological Society ($105,000), Arizona Humane Society ($42,000), Kivel Campus of Care ($31,500).

RecipientPurposeAmount
ARIZONA HUMANE SOCIETY PHOENIX, AZGENERAL OPERATING$42,000
KIVEL CAMPUS OF CARE PHOENIX, AZGENERAL OEPRATING$31,500
ARIZONA ZOOLOGICAL SOCIETY PHOENIX, AZGENERAL OPERATING$105,000
THE SALVATION ARMY A CALIFORNIA CORP RANCHO PALOS VERDES, CAGENERAL OPERATING$31,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

WELLS FARGO BANK N ATRUSTEE$52K

From 2024 filing

NameTitleHoursCompensation
WELLS FARGO BANK N ATRUSTEE1$52,472

Frequently Asked Questions

How large is Goldberg Lee Fbo Charities Tuw?

As of 2024, Goldberg Lee Fbo Charities Tuw holds $3.9M in total assets with $246K in annual revenue. It awarded 4 grants totaling $210K in 2024.

Where does Goldberg Lee Fbo Charities Tuw operate?

Goldberg Lee Fbo Charities Tuw has awarded grants in Arizona, California.

What size grants does Goldberg Lee Fbo Charities Tuw award?

In 2024, Goldberg Lee Fbo Charities Tuw awarded 4 grants totaling $210K — an average of about $53K per grant, based on its IRS Form 990 filings.

How much is Goldberg Lee Fbo Charities Tuw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Goldberg Lee Fbo Charities Tuw reported a distributable amount of $230K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Goldberg Lee Fbo Charities Tuw's EIN?

Goldberg Lee Fbo Charities Tuw's EIN (Employer Identification Number) is 86-6162697. IRS Form 990 filing data is available on this page for 2020–2024.

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

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