Z Foundation Trust
Z Foundation Trust is a private foundation, based in Onalaska, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.9M in total assets. In 2025, it awarded 7 grants totaling $223K. Net investment income was $404K.
Z Foundation Trust at a glance
In short: Z Foundation Trust gave $223K across 7 grants in 2025 (avg $32K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $223,000
- +58.7% vs 2024
- Grants made (2025)
- 7
- -12.5% vs 2024
- Average grant
- $31,857
- +81.4% vs 2024
- Median grant
- $12,500
- Total assets
- $4,892,175
- +15.1% vs 2024
- Primary geography
- Minnesota (93% 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 Z Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Resurrection & Life Lutheran Church ($138K). Together the top 7 received $223K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 34 grants of 39 (87%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Z Foundation Trust gives
- Giving grew 82% from 2022 to 2025. Method
- In 2025 it paid out 86% 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 2020 to 2025, annual grant giving ranged from $120K (2023) to $223K (2025). In 2025 it made 7 grants totaling $223K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Resurrection & Life Lutheran Church Rochester, MN | Program Support | $138,000 |
| Good Samaritan Clinic Rochester, MN | Program Support | $25,000 |
| Salvation Army Lacrosse La Crosse, WI | Program Support | $15,000 |
| Folds of Honor Wayzata, MN | Program Support | $12,500 |
| Tee It up for the Troops Burnsville, MN | Program Support | $12,500 |
| Gift of Life Transplant House Rochester, MN | Program Support | $10,000 |
| Ronald McDonald House - Se MN & Western WI Rochester, MN | Program Support | $10,000 |
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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 | $4,892,175 | $895,252 | $254,049 | $223,000 | 7 | $225,388 | $403,741 | $262,827 |
| 2024 | $4,250,972 | $601,826 | $168,750 | $140,500 | 8 | $142,732 | $296,804 | $230,506 |
| 2023 | $3,817,896 | $496,736 | $144,081 | $120,000 | 7 | $122,074 | $189,433 | $175,045 |
| 2022 | $3,464,051 | $-104,698 | $162,739 | $122,500 | 8 | $125,125 | $27,603 | $169,399 |
| 2021 | $3,731,488 | $1,110,263 | $152,141 | $123,000 | 9 | $125,025 | $697,395 | $165,541 |
| 2020 | $2,852,242 | $864,272 | $135,205 | $123,000 | 7 | — | $255,458 | $118,342 |
Under IRS private-foundation payout rules, Z Foundation Trust reported a distributable amount of $263K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Z Foundation Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jill Zietlow
Trustee
On filings since 2020
1 hr/week
No compensation reported
Scott Zietlow
Trustee
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Trust Point INC (2020) — Agent
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Z Foundation Trust
How much does Z Foundation Trust give each year?
Z Foundation Trust gave $223K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $141K across 8 grants.
What is Z Foundation Trust's typical grant size?
Z Foundation Trust's median grant in 2025 was $12,500, and its average grant was $31,857, across 7 grants on its 2025 IRS Form 990-PF.
Where does Z Foundation Trust give grants?
Z Foundation Trust gives mostly in Minnesota: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Wisconsin (7%). The most frequent recipient cities were Rochester, MN (4 grants).
Does Z Foundation Trust give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on Z Foundation Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (7 grants).
Who are Z Foundation Trust's largest grantees?
Z Foundation Trust's largest 2025 grantees include Resurrection & Life Lutheran Church ($138,000), Good Samaritan Clinic ($25,000) and Salvation Army Lacrosse ($15,000), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.
How large is Z Foundation Trust?
Z Foundation Trust reported $4.9M in total assets on its 2025 IRS Form 990-PF. It paid out $225K in qualifying distributions that year, against a required minimum of $263K (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 Z Foundation Trust's EIN?
Z Foundation Trust's EIN (Employer Identification Number) is 83-6584655. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
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