Fred Waltz Trust Foundation
Fred Waltz Trust Foundation is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $271K in total assets. In 2025, it awarded 2 grants totaling $15K. Net investment income was $19K.
Fred Waltz Trust Foundation at a glance
In short: Fred Waltz Trust Foundation gave $15K across 2 grants in 2025 (avg $7K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $14,698
- +5.9% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $7,349
- +5.9% vs 2024
- Median grant
- $7,349
- Total assets
- $270,688
- +0.6% vs 2024
- Primary geography
- Georgia (71% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Fred Waltz Trust Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Shriners Hospitals for Children ($10K). Together the top 2 received $15K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Fred Waltz Trust Foundation gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $14K (2024) to $19K (2023). In 2025 it made 2 grants totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners Hospitals for Children Atlanta, GA | General Operating | $10,375 |
| The Oregon Community Foundation Portland, OR | General Operating | $4,323 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $270,688 | $23,234 | $21,616 | $14,698 | 2 | $16,746 | $18,638 | $15,348 |
| 2024 | $269,070 | $18,062 | $20,549 | $13,878 | 2 | $15,925 | $13,309 | $14,414 |
| 2023 | $271,558 | $10,852 | $26,326 | $19,396 | 2 | $21,443 | $6,253 | $17,081 |
| 2022 | $284,047 | $22,721 | $24,472 | $16,908 | 2 | $19,052 | $16,988 | $16,824 |
| 2021 | $285,815 | $14,742 | $23,318 | $15,001 | 2 | — | $9,389 | $16,623 |
Under IRS private-foundation payout rules, Fred Waltz Trust Foundation reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Fred Waltz Trust Foundation's only listed officer is US Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2023
1 hr/week
$5K (2023) → $5K (2025)
Former officers (1)
- Former: US Bank (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to US Bank N a (Trustee).
Frequently asked questions about Fred Waltz Trust Foundation
How much does Fred Waltz Trust Foundation give each year?
Fred Waltz Trust Foundation gave $15K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 2 grants.
How large is Fred Waltz Trust Foundation?
Fred Waltz Trust Foundation reported $271K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).
Where does Fred Waltz Trust Foundation operate?
Fred Waltz Trust Foundation has awarded grants in Florida, Georgia, Oregon.
What is Fred Waltz Trust Foundation's EIN?
Fred Waltz Trust Foundation's EIN (Employer Identification Number) is 93-6278855. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Fred Waltz Trust Foundation funds
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