Goldberg Lee FBO Charities Tuw
Goldberg Lee FBO Charities Tuw is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.9M in total assets. In 2025, it awarded 4 grants totaling $206K. Net investment income was $168K.
Goldberg Lee FBO Charities Tuw at a glance
In short: Goldberg Lee FBO Charities Tuw gave $206K across 4 grants in 2025 (avg $52K), mostly in Arizona. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $206,163
- -1.8% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $51,541
- -1.8% vs 2024
- Median grant
- $36,079
- Total assets
- $3,863,342
- -1.2% vs 2024
- Primary geography
- Arizona (85% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Goldberg Lee FBO Charities Tuw funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Arizona Zoological Society ($103K). Together the top 4 received $206K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 15 grants of 20 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Goldberg Lee FBO Charities Tuw gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $206K (2025) to $240K (2022). In 2025 it made 4 grants totaling $206K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Arizona Zoological Society Phoenix, AZ | General Operating | $103,082 |
| Arizona Humane Society Phoenix, AZ | General Operating | $41,233 |
| Kivel Campus of Care Phoenix, AZ | General Oeprating | $30,924 |
| The Salvation Army a California Corp Rancho Palos Verdes, CA | General Operating | $30,924 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,863,342 | $228,066 | $276,237 | $206,163 | 4 | $213,811 | $167,842 | $243,121 |
| 2024 | $3,910,175 | $245,616 | $267,926 | $210,000 | 4 | $216,349 | $197,235 | $229,870 |
| 2023 | $3,930,829 | $284,592 | $281,593 | $230,000 | 4 | $235,985 | $236,152 | $211,083 |
| 2022 | $3,930,145 | $290,369 | $305,348 | $240,448 | 4 | $246,637 | $242,614 | $224,381 |
| 2021 | $3,945,588 | $746,534 | $296,097 | $220,412 | 4 | $226,973 | $691,146 | $244,773 |
| 2020 | $3,494,898 | $637,765 | $278,004 | $217,000 | 4 | — | $584,605 | $219,862 |
| 2019 | $3,134,622 | $279,158 | $265,499 | $208,000 | 4 | — | $228,402 | $219,735 |
Under IRS private-foundation payout rules, Goldberg Lee FBO Charities Tuw reported a distributable amount of $243K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Goldberg Lee FBO Charities Tuw's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$50K (2019) → $65K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $65K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Goldberg Lee FBO Charities Tuw
How much does Goldberg Lee FBO Charities Tuw give each year?
Goldberg Lee FBO Charities Tuw gave $206K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $210K across 4 grants.
What is Goldberg Lee FBO Charities Tuw's typical grant size?
Goldberg Lee FBO Charities Tuw's median grant in 2025 was $36,079, and its average grant was $51,541, across 4 grants on its 2025 IRS Form 990-PF.
Where does Goldberg Lee FBO Charities Tuw give grants?
Goldberg Lee FBO Charities Tuw gives mostly in Arizona: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (15%). The most frequent recipient cities were Phoenix, AZ (3 grants).
Does Goldberg Lee FBO Charities Tuw give general operating support?
Yes: 100% of Goldberg Lee FBO Charities Tuw's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Goldberg Lee FBO Charities Tuw?
Goldberg Lee FBO Charities Tuw reported $3.9M in total assets on its 2025 IRS Form 990-PF. It paid out $214K in qualifying distributions that year, against a required minimum of $243K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
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