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.
L & Z Charitable Tua at a glance
In short: L & Z Charitable Tua gave $70K across 2 grants in 2025 (avg $35K), mostly in Utah. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $70,000
- +12.9% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $35,000
- +12.9% vs 2024
- Median grant
- $35,000
- Total assets
- $1,176,890
- +0.5% vs 2024
- Primary geography
- Utah (100% 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 L & Z Charitable Tua funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
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.
Giving History
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.
Grants by year
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 |
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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 | $1,176,890 | $103,685 | $98,025 | $70,000 | 2 | $73,489 | $79,800 | $78,226 |
| 2024 | $1,171,053 | $100,618 | $88,024 | $62,000 | 2 | $65,232 | $79,431 | $73,226 |
| 2023 | $1,158,498 | $89,846 | $85,131 | $63,000 | 2 | $65,976 | $69,377 | $64,695 |
| 2022 | $1,154,777 | $19,344 | $89,204 | $65,000 | 2 | $67,972 | $5,505 | $66,914 |
| 2021 | $1,224,082 | $126,310 | $95,127 | $71,250 | 2 | $74,451 | $105,768 | $77,032 |
| 2020 | $1,193,359 | $36,185 | $82,386 | $62,000 | 2 | — | $13,819 | $65,178 |
| 2019 | $1,240,805 | $16,828 | $69,440 | $39,750 | 2 | — | $10,950 | $63,409 |
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.
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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data update history
(7)
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)
Live grants for the work L & Z Charitable Tua funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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