Fred Waltz Trust Foundation
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.
Key facts about Fred Waltz Trust Foundation
- EIN
- 93-6278855
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $14,698
- Grants made (2025)
- 2
- Average grant
- $7,349
- Median grant
- $7,349
- Total assets
- $270,688
- Primary geography
- Georgia (71% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
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.
Next steps with Fred Waltz Trust Foundation
- How to evaluate Fred Waltz Trust Foundation as a funder
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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
Ready to take the next step with Fred Waltz Trust Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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 recipients include Shriners Hospitals for Children ($10,375), The Oregon Community Foundation ($4,323).
| Recipient | Purpose | Amount |
|---|---|---|
| SHRINERS HOSPITALS FOR CHILDREN Atlanta, GA | GENERAL OPERATING | $10,375 |
| THE OREGON COMMUNITY FOUNDATION Portland, OR | GENERAL OPERATING | $4,323 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.