Funder DirectoryFRED WALTZ TRUST FOUNDATION
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Private foundation (trust)EIN 936278855Est. 1995-04

FRED WALTZ TRUST FOUNDATION

MILWAUKEE, WI 532010634

Total Assets

$326K

FY 2024

Annual Giving

$15K

FY 2024

Grants Made

2

FY 2024

Avg Grant

$7K

FY 2024

Grant Range

$4K–$10K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$23K

Total Expenses

$22K

Qualifying Distributions

$17K

Distributable Amount

$15K

Min. Investment Return

$16K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $19K in 2022. Hover bars for details.

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

Top Recipients

8 grants

SHRINERS HOSPITALS FOR CHILDREN
$25K
2 grants
SHRINERS HOSPITAL
$20K
2 grants
THE OREGON COMMUNITY FOUNDATION
$18K
4 grants

Grant Size Distribution

8 grants

<$10K
5
grants
$10–50K
3
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Florida
$35K
56% of total
Oregon
$18K
28% of total
Georgia
$10K
16% of total

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FRED WALTZ TRUST FOUNDATION — Grants, Financials & Contact | Grantivo