Funder DirectoryTHE WOLTZ FOUNDATION
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Private foundation (trust)EIN 266067379Est. 2008-01

THE WOLTZ FOUNDATION

MOUNT AIRY, NC 27030

Total Assets

$3.6M

FY 2023

Annual Giving

$149K

FY 2023

Grants Made

7

FY 2023

Avg Grant

$21K

FY 2023

Grant Range

$5K–$55K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$95K

Total Expenses

$171K

Qualifying Distributions

$153K

Distributable Amount

$149K

Min. Investment Return

$151K

Undistributed Income

$143K

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.

Grant Range

7 grants

Grant sizes from minimum $5K through median $10K to maximum $55K, 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 2018 to 2023. Peak $174K in 2022. Hover bars for details.

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

Top Recipients

37 grants

CENTRAL UNITED METHODIST CHURCH
$110K
5 grants
TARA HALL HOME FOR BOYS
$90K
5 grants
SURRY MEDICAL MINISTRIES
$81K
4 grants
AMERICAN RED CROSS
$73K
3 grants
MOUNTAIN VALLEY HOSPICE
$69K
4 grants
MOUNT AIRY MUSEUM OF REGIONAL HISTORY
$65K
4 grants
MINGO CREEK ACADEMY
$26K
1 grant
SURRY ARTS COUNCIL
$25K
4 grants

Grant Size Distribution

37 grants

<$10K
15
grants
$10–50K
21
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

North Carolina
$393K
67% of total
South Carolina
$117K
20% of total
District of Columbia
$73K
12% of total

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