McKenzie Memorial Fund Eva L Tua

Private foundation · Grantmaker Saint Louis, MO EIN: 94-6072422

McKenzie Memorial Fund Eva L 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 $915K in total assets. In 2025, it awarded 6 grants totaling $55K. Net investment income was $39K.

Key facts about McKenzie Memorial Fund Eva L Tua

In short: McKenzie Memorial Fund Eva L Tua gave $55K across 6 grants in 2025 (avg $9K), mostly in California. Source: 2025 IRS Form 990-PF.

EIN
94-6072422
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$55,000
Grants made (2025)
6
Average grant
$9,167
Median grant
$10,000
Total assets
$915,137
Primary geography
California (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

$915K

-2.7% YoY

Annual Giving

$55K

+0.0% YoY

Grant Count

6

-14.3% YoY

Avg Grant Size

$9K

+16.7% YoY

Under IRS private-foundation payout rules, McKenzie Memorial Fund Eva L Tua reported a distributable amount of $59K for 2025 — the minimum it must pay out in qualifying distributions.

How McKenzie Memorial Fund Eva L Tua gives

  • Giving held roughly steady from 2022 to 2025 (−1%). Method
  • In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Open Grants

1 open opportunity from McKenzie Memorial Fund Eva L Tua

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 6 itemized grants.

States

Cities

San DiegoLos AngelesPetalumaSanta AnaSanta CruzAnaheimLong BeachWatsonvilleCamarilloFresnoHuntington BeachIrvineOaklandPalm DesertPalm SpringsRiversideSan RafaelSanta ClaraSanta MonicaStudio City

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K5 grants2019 6 grants2020 6 grants2021 6 grants2022 6 grants2023 7 grants2024 6 grants2025

From 2019 to 2025, annual grant giving ranged from $45K (2021) to $56K (2022). In 2025 it made 6 grants totaling $55K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Breast Cancer Angels: $15KBreast Cancer Angels$15KGuide Dogs of the Desert: $10KGuide Dogs of the Desert$10KJacobs Heart Childrens Cancer Sup Servic: $10KJacobs Heart Childrens CancerSup Servic$10KCancer Hope Foundation: $10KCancer Hope Foundation$10KGiant Steps Therapeutic Equestrian Ctr: $5KGiant Steps TherapeuticEquestrian Ctr$5KAngel Flight West Inc: $5KAngel Flight West Inc$5K

The largest 2025 recipient was Breast Cancer Angels ($15K). Together the top 6 received $55K.

Grant Size Distribution

31 grants across all recorded years

31<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 31 grants of 31 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Breast Cancer Angels Huntington Beach, CAGeneral Operating$15,000
Guide Dogs of the Desert Palm Springs, CAGeneral Operating$10,000
Jacobs Heart Childrens Cancer Sup Servic Watsonville, CAGeneral Operating$10,000
Cancer Hope Foundation Camarillo, CAGeneral Operating$10,000
Giant Steps Therapeutic Equestrian Ctr Petaluma, CAGeneral Operating$5,000
Angel Flight West Inc Santa Monica, CAGeneral Operating$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$915,137$940,089$849,047
Revenue$53,079$165,431$68,052
Expenses$78,311$74,460$68,228
Qualifying Distributions$60,870$60,548$55,057
Net Investment Income$39,100$152,399$55,798
Distributable Amount$58,955$54,459$51,645

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

McKenzie Memorial Fund Eva L 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

    $16K (2019) → $18K (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

Wells Fargo Bank N a — Trustee: $18KWells Fargo Bank N aTrustee$18K

The highest reported compensation on the 2025 filing was $18K, to Wells Fargo Bank N a (Trustee).

Frequently asked questions about McKenzie Memorial Fund Eva L Tua

How much does McKenzie Memorial Fund Eva L Tua give each year?

McKenzie Memorial Fund Eva L Tua gave $55K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $55K across 7 grants.

What is McKenzie Memorial Fund Eva L Tua's typical grant size?

McKenzie Memorial Fund Eva L Tua's median grant in 2025 was $10,000, and its average grant was $9,167, across 6 grants on its 2025 IRS Form 990-PF.

Where does McKenzie Memorial Fund Eva L Tua give grants?

McKenzie Memorial Fund Eva L Tua gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does McKenzie Memorial Fund Eva L Tua give general operating support?

Yes: 100% of McKenzie Memorial Fund Eva L Tua's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are McKenzie Memorial Fund Eva L Tua's largest grantees?

McKenzie Memorial Fund Eva L Tua's largest 2025 grantees include Breast Cancer Angels ($15,000), Guide Dogs of the Desert ($10,000) and Jacobs Heart Childrens Cancer Sup Servic ($10,000), according to its 2025 IRS Form 990-PF. Together they received 64% of its itemized 2025 grant dollars.

How large is McKenzie Memorial Fund Eva L Tua?

McKenzie Memorial Fund Eva L Tua reported $915K in total assets on its 2025 IRS Form 990-PF. It paid out $61K in qualifying distributions that year, against a required minimum of $59K (roughly 5% of its investment assets).

What is McKenzie Memorial Fund Eva L Tua's EIN?

McKenzie Memorial Fund Eva L Tua's EIN (Employer Identification Number) is 94-6072422. 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.

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