Marie L Walz Trust Ud is a private foundation focused on N/A, based in ORLANDO, FL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $530K in total assets. In 2024, it awarded 1 grants totaling $18K. Net investment income was $19K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$530K
-0.7% YoY
Annual Giving
$18K
+28.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$18K
+28.2% YoY
Under IRS private-foundation payout rules, Marie L Walz Trust Ud reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.
About Marie L Walz Trust Ud
Based on IRS filings
Marie L Walz Trust Ud is a private foundation focused on N/A, based in ORLANDO, FL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $530K in total assets. In 2024, it awarded 1 grants totaling $18K. Net investment income was $19K.
Focus Areas
Ready to take the next step with Marie L Walz Trust Ud?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $529,822 | $533,307 | $530,323 |
| Revenue | $22,702 | $30,995 | $13,675 |
| Expenses | $25,864 | $27,552 | $17,523 |
| Qualifying Distributions | $21,206 | $23,811 | $13,894 |
| Net Investment Income | $19,035 | $27,333 | $9,806 |
| Distributable Amount | $30,043 | $27,709 | $27,740 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Zion Lutheran Church ($17,744).
| Recipient | Purpose | Amount |
|---|---|---|
| ZION LUTHERAN CHURCH SUNBURY, PA | GENERAL OPERATING | $17,744 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $6,924 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Marie L Walz Trust Ud?
Marie L Walz Trust Ud is a private foundation focused on N/A, based in ORLANDO, FL. It holds $530K in total assets as of 2024.
How large is Marie L Walz Trust Ud?
As of 2024, Marie L Walz Trust Ud holds $530K in total assets with $23K in annual revenue. It awarded 1 grants totaling $18K in 2024.
Where does Marie L Walz Trust Ud operate?
Marie L Walz Trust Ud has awarded grants in Pennsylvania.
What size grants does Marie L Walz Trust Ud award?
In 2024, Marie L Walz Trust Ud awarded 1 grants totaling $18K — an average of about $18K per grant, based on its IRS Form 990 filings.
How much is Marie L Walz Trust Ud required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Marie L Walz Trust Ud reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Marie L Walz Trust Ud's EIN?
Marie L Walz Trust Ud's EIN (Employer Identification Number) is 25-6741789. IRS Form 990 filing data is available on this page for 2022–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.