Z Foundation Trust

ROCHESTER, MN EIN: 83-6584655

Z Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROCHESTER, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.3M in total assets. In 2024, it awarded 8 grants totaling $141K. Net investment income was $297K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.3M

+11.3% YoY

Annual Giving

$141K

+17.1% YoY

Grant Count

8

+14.3% YoY

Avg Grant Size

$18K

+2.4% YoY

Under IRS private-foundation payout rules, Z Foundation Trust reported a distributable amount of $231K for 2024 — the minimum it must pay out in qualifying distributions.

About Z Foundation Trust

Based on IRS filings

Z Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROCHESTER, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.3M in total assets. In 2024, it awarded 8 grants totaling $141K. Net investment income was $297K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BloomingtonBurnsvilleLa CrescentLa CrosseMadisonMilwaukeeMinneapolisNorthfieldOnalaskaRochester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$305K$611K$916K$1M20202021202220232024
Metric202420232022
Total Assets$4,250,972$3,817,896$3,464,051
Revenue$601,826$496,736$-104,698
Expenses$168,750$144,081$162,739
Qualifying Distributions$142,732$122,074$125,125
Net Investment Income$296,804$189,433$27,603
Distributable Amount$230,506$175,045$169,399

Giving Over Time

Total grant dollars and number of grants per year

$0$35K$70K$105K$141K7 grants20209 grants20218 grants20227 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

RESURRECTION & LIFE LUTH…$93KGOOD SAMARITAN CLINIC$12KGIFT OF LIFE TRANSPLANT …$7KBOLDER OPTIONS$6KJEREMIAH PROGRAM$6KNEXT 18$6KTEE IT UP FOR THE TROOPS$6KREACH OUT AND READ MINNE…$5K

Grant Size Distribution

39 grants across all recorded years

34<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Resurrection & Life Lutheran ($92,500), Good Samaritan Clinic ($12,000), Gift of Life Transplant House ($7,000).

RecipientPurposeAmount
BOLDER OPTIONS MINNEAPOLIS, MNPROGRAM SUPPORT$6,000
GIFT OF LIFE TRANSPLANT HOUSE ROCHESTER, MNPROGRAM SUPPORT$7,000
GOOD SAMARITAN CLINIC ROCHESTER, MNPROGRAM SUPPORT$12,000
JEREMIAH PROGRAM ROCHESTER, MNPROGRAM SUPPORT$6,000
NEXT 18 MILWAUKEE, WIPROGRAM SUPPORT$6,000
REACH OUT AND READ MINNESOTA BLOOMINGTON, MNPROGRAM SUPPORT$5,000
RESURRECTION & LIFE LUTHERAN ROCHESTER, MNPROGRAM SUPPORT$92,500
TEE IT UP FOR THE TROOPS BURNSVILLE, MNPROGRAM SUPPORT$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SCOTT ZIETLOWTRUSTEE1
JILL ZIETLOWTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Z Foundation Trust?

Z Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROCHESTER, MN. It holds $4.3M in total assets as of 2024.

How large is Z Foundation Trust?

As of 2024, Z Foundation Trust holds $4.3M in total assets with $602K in annual revenue. It awarded 8 grants totaling $141K in 2024.

Where does Z Foundation Trust operate?

Z Foundation Trust has awarded grants in Minnesota, Wisconsin.

What size grants does Z Foundation Trust award?

In 2024, Z Foundation Trust awarded 8 grants totaling $141K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Z Foundation Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Z Foundation Trust reported a distributable amount of $231K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

Explore Open Grants

Browse active grant opportunities in Z Foundation Trust's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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