Z Foundation Trust FY2023 filing

Tax-deductible

Onalaska, WI501(c)(3)Foundations & GrantmakersEIN 83-6584655Revenue $497K in FY2023

On file with the IRSPo Box 783, 54650-0783 · Onalaska, WITax-exempt since May 2019Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

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FY2023 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $474K a year · 74% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
4 mo
of spending, in cash
Looks good: 4.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$497K
+574% vs prior year
Spent
$144K
Net assets
$3.8M
By yearFY2020–FY2025
Revenue
$497K
FY2023▲ +574%
Tap a bar for its year
Revenue by fiscal year
FY2020$864K
FY2021$1.1M
FY2022−$105K
FY2023$497K
FY2024$602K
FY2025$895K
Expenses
$144K
FY2023▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2020$135K
FY2021$152K
FY2022$163K
FY2023$144K
FY2024$169K
FY2025$254K
Net assets
$3.8M
FY2023▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.9M
FY2021$3.7M
FY2022$3.5M
FY2023$3.8M
FY2024$4.3M
FY2025$4.9M

From the FY2023 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2019.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 83% · $120K Operating & administrative 17% · $24K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

2 people listed on the 990-PF.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
See Z Foundation Trust executive salaries →

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Programs and updates

A private foundation based in Onalaska, WI.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 7 grants · $223K · 2025–2025
Resurrection & Life Lutheran ChurchFY2025$138,000
Good Samaritan ClinicFY2025$25,000
Salvation Army LacrosseFY2025$15,000
Tee IT Up for the TroopsFY2025$12,500
Folds of HonorFY2025$12,500
Ronald McDonald House - Se MN & Western WIFY2025$10,000
Gift of Life Transplant HouseFY2025$10,000

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$32K
Median grantPart XV$12K
Largest grantPart XV$138K

By the numbers

The FY2023 990-PF, line by line.

1The main four
Money in
$497K
Gifts and grants$290K
Investment income$207K
Money out
$144K
Grants paid$120K
Running costs$24K
Owns and owes
$3.8M
net assets
Cash and savings$50K
Total assets$3.8M
Liabilities$0
People
2
listed
Paid0
2In more detail
Revenue in detail
Gifts and grants$290K
Investment income$207K
Total revenue$497K
Assets in detailEnd of year
Cash and savings together$50K
Total assets$3.8M
Liabilities$0
Net assets$3.8M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $895K$254K$641K$4.9M 990 PDF
FY2024 $602K$169K$433K$4.3M 990 PDF
FY2023 Viewing $497K$144K$353K$3.8M 990 PDF
FY2022 −$105K$163K−$267K$3.5M 990 PDF
FY2021 $1.1M$152K$958K$3.7M 990 PDF
FY2020 $864K$135K$729K$2.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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