Fred Waltz Trust Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$271K
+0.6% YoY
Annual Giving
$15K
+5.9% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$7K
+5.9% YoY
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.
About Fred Waltz Trust Foundation
Based on IRS filings
Fred Waltz Trust Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $270,688 | $269,070 | $271,558 |
| Revenue | $23,234 | $18,062 | $10,852 |
| Expenses | $21,616 | $20,549 | $26,326 |
| Qualifying Distributions | $16,746 | $15,925 | $21,443 |
| Net Investment Income | $18,638 | $13,309 | $6,253 |
| Distributable Amount | $15,348 | $14,414 | $17,081 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Shriners Hospitals for Children ($10,375), The Oregon Community Foundation ($4,323).
| Recipient | Purpose | Amount |
|---|---|---|
| THE OREGON COMMUNITY FOUNDATION PORTLAND, OR | GENERAL OPERATING | $4,323 |
| SHRINERS HOSPITALS FOR CHILDREN ATLANTA, GA | GENERAL OPERATING | $10,375 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $5,006 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Fred Waltz Trust Foundation?
Fred Waltz Trust Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $271K in total assets as of 2025.
How large is Fred Waltz Trust Foundation?
As of 2025, Fred Waltz Trust Foundation holds $271K in total assets with $23K in annual revenue. It awarded 2 grants totaling $15K in 2025.
Where does Fred Waltz Trust Foundation operate?
Fred Waltz Trust Foundation has awarded grants in Florida, Georgia, Oregon.
What size grants does Fred Waltz Trust Foundation award?
In 2025, Fred Waltz Trust Foundation awarded 2 grants totaling $15K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Fred Waltz Trust Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Fred Waltz Trust Foundation reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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