Private foundation (trust)EIN 836584655Est. 2019-05

Z FOUNDATION TRUST

ROCHESTER, MN 55902

Total Assets

$4.1M

FY 2023

Annual Giving

$120K

FY 2023

Grants Made

7

FY 2023

Avg Grant

$17K

FY 2023

Grant Range

$5K–$80K

Typical

Deadlines

Applications

Focus Areas

Public Foundations

Financial Snapshot

2023 filing

Total Revenue

$497K

Total Expenses

$144K

Qualifying Distributions

$122K

Distributable Amount

$175K

Min. Investment Return

$178K

Undistributed Income

$130K

Payout rate 70%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.70%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

7 grants

Grant sizes from minimum $5K through median $5K to maximum $80K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $123K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

31 grants

RESURRECTION & LIFE LUTHERAN
$243K
3 grants
RESURRECTION AND LIFE LUTHERAN CHURCH
$88K
1 grant
GIFT OF LIFE TRANSPLANT HOUSE
$25K
2 grants
BOLDER OPTIONS
$23K
4 grants
GOOD SAMARITAN CLINIC
$19K
3 grants
RONALD MCDONALD HOUSE
$15K
2 grants
REACH OUT AND READ MINNESOTA
$15K
2 grants
GIFT OF LIFE TRANSPLANT HOUS
$13K
2 grants

Grant Size Distribution

31 grants

<$10K
25
grants
$10–50K
2
grants
$50–250K
4
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Minnesota
$475K
97% of total
Wisconsin
$14K
3% of total

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Z FOUNDATION TRUST — Grants, Financials & Contact | Grantivo