L & Z Charitable Tua
L & Z Charitable Tua is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 2 grants totaling $70K. Net investment income was $80K.
Key facts about L & Z Charitable Tua
In short: L & Z Charitable Tua gave $70K across 2 grants in 2025 (avg $35K), mostly in Utah. Source: 2025 IRS Form 990-PF.
- EIN
- 87-6232674
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $70,000
- Grants made (2025)
- 2
- Average grant
- $35,000
- Median grant
- $35,000
- Total assets
- $1,176,890
- Primary geography
- Utah (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.2M
+0.5% YoY
Annual Giving
$70K
+12.9% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$35K
+12.9% YoY
Under IRS private-foundation payout rules, L & Z Charitable Tua reported a distributable amount of $78K for 2025 — the minimum it must pay out in qualifying distributions.
How L & Z Charitable Tua gives
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 94% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $40K (2019) to $71K (2021). In 2025 it made 2 grants totaling $70K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Intermountain Healthcare Foundation ($35K). Together the top 2 received $70K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Intermountain Healthcare Foundation Salt Lake City, UT | General Operating | $35,000 |
| The Church of Jesus Christ Salt Lake City, UT | General Operating | $35,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,176,890 | $1,171,053 | $1,158,498 |
| Revenue | $103,685 | $100,618 | $89,846 |
| Expenses | $98,025 | $88,024 | $85,131 |
| Qualifying Distributions | $73,489 | $65,232 | $65,976 |
| Net Investment Income | $79,800 | $79,431 | $69,377 |
| Distributable Amount | $78,226 | $73,226 | $64,695 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
Leadership & Key People
Officers and directors from IRS filings
L & Z Charitable Tua'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
$19K (2019) → $23K (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 $23K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about L & Z Charitable Tua
How much does L & Z Charitable Tua give each year?
L & Z Charitable Tua gave $70K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $62K across 2 grants.
How large is L & Z Charitable Tua?
L & Z Charitable Tua reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $73K in qualifying distributions that year, against a required minimum of $78K (roughly 5% of its investment assets).
Where does L & Z Charitable Tua operate?
L & Z Charitable Tua has awarded grants in Utah.
What is L & Z Charitable Tua's EIN?
L & Z Charitable Tua's EIN (Employer Identification Number) is 87-6232674. 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.
Here's the math on researching L & Z Charitable Tua by hand.
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