Funder DirectoryWOLTZ CHARITABLE TRUST
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Private foundation (trust)EIN 237034704Est. 1969-08

WOLTZ CHARITABLE TRUST

MOUNT AIRY, NC 27030

Total Assets

$656K

FY 2023

Annual Giving

$27K

FY 2023

Grants Made

2

FY 2023

Avg Grant

$13K

FY 2023

Grant Range

$13K–$13K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$35K

Total Expenses

$39K

Qualifying Distributions

$30K

Distributable Amount

$31K

Min. Investment Return

$31K

Undistributed Income

$27K

Payout rate 98%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.98%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2018 to 2023. Peak $49K in 2020. Hover bars for details.

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

Top Recipients

9 grants

SURRY COMMUNITY COLLEGE FOUNDATION
$67K
3 grants
AUSTIN PEAY STATE UNIVERSITY
$15K
1 grant
FOUNDATION FOR ROANOKE VALLEY INC
$13K
2 grants
WILDLIFE FOUNDATION INC
$13K
1 grant
THE SCHOOL OF ARCHITECTURE FOUNDATION CENTER FOR CULTURAL LANDSCAPES
$13K
1 grant
THE TRUST FOR PUBLIC LAND
$12K
1 grant

Grant Size Distribution

9 grants

<$10K
2
grants
$10–50K
7
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

North Carolina
$67K
50% of total
Virginia
$26K
20% of total
Tennessee
$15K
11% of total
Florida
$13K
10% of total
California
$12K
9% of total

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WOLTZ CHARITABLE TRUST — Grants, Financials & Contact | Grantivo