Josephine Beam Educational Fund Co ZB NA
Josephine Beam Educational Fund Co ZB NA is a private foundation, based in Salt Lake City, UT. IRS filing data is available from 2020 through 2023. In 2023, it awarded 2 grants totaling $712K. Net investment income was $26K.
Josephine Beam Educational Fund Co ZB NA at a glance
In short: Josephine Beam Educational Fund Co ZB NA gave $712K across 2 grants in 2023 (avg $356K), mostly in Utah. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $712,024
- +1974.7% vs 2022
- Grants made (2023)
- 2
- +0.0% vs 2022
- Average grant
- $356,012
- +1974.7% vs 2022
- Median grant
- $356,012
- Primary geography
- Utah (50% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Josephine Beam Educational Fund Co ZB NA funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2023
The largest 2023 recipient was University of Utah ($356K). Together the top 2 received $712K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 6 grants of 8 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 2 itemized grants.
Cities
How Josephine Beam Educational Fund Co ZB NA gives
- Giving grew 2151% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). 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 2020 to 2023, annual grant giving ranged from $32K (2020) to $712K (2023). In 2023 it made 2 grants totaling $712K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Utah Salt Lake City, UT | Support of Charitable | $356,012 |
| University of Nevada Reno Foundation Reno, NV | Support of Charitable | $356,012 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $32,814 | $726,569 | $712,024 | 2 | $719,162 | $25,591 | $28,403 |
| 2022 | $693,817 | $34,596 | $47,838 | $34,320 | 2 | $38,896 | $26,470 | $36,414 |
| 2021 | $706,422 | $71,716 | $45,538 | $32,100 | 2 | — | $65,277 | $40,632 |
| 2020 | $712,074 | $47,746 | $43,385 | $31,634 | 2 | — | $41,809 | $37,915 |
Under IRS private-foundation payout rules, Josephine Beam Educational Fund Co ZB NA reported a distributable amount of $28K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Josephine Beam Educational Fund Co ZB NA is led by Zions Bancorporation, Trustee on every filing since 2021 — the only officer listed, and compensated.
Officers on the 2023 filing
Zions Bancorporation
Trustee
On filings since 2021
1 hr/week
$13K (2021) → $10K (2023)
Former officers (1)
- Former: Zions Trust (2020) — Trustee
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $10K, to Zions Bancorporation (Trustee).
Frequently asked questions about Josephine Beam Educational Fund Co ZB NA
How much does Josephine Beam Educational Fund Co ZB NA give each year?
Josephine Beam Educational Fund Co ZB NA gave $712K across 2 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $34K across 2 grants.
Where does Josephine Beam Educational Fund Co ZB NA operate?
Josephine Beam Educational Fund Co ZB NA has awarded grants in Nevada, Utah.
How much is Josephine Beam Educational Fund Co ZB NA required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Josephine Beam Educational Fund Co ZB NA reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Josephine Beam Educational Fund Co ZB NA's EIN?
Josephine Beam Educational Fund Co ZB NA's EIN (Employer Identification Number) is 87-6116116. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
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