Norman E & Marie L Walz Trust

Foundation · Grantmaker Orlando, FL EIN: 25-6741789
N/A

Norman E & Marie L Walz Trust is a private foundation focused on N/A, based in Orlando, FL. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $665K in total assets. In 2025, it awarded 1 grant totaling $27K. Net investment income was $168K.

Key facts about Norman E & Marie L Walz Trust

In short: Norman E & Marie L Walz Trust gave $27K across 1 grant in 2025 (avg $27K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
25-6741789
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$26,581
Grants made (2025)
1
Average grant
$26,581
Median grant
$26,581
Total assets
$664,928
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$665K

+25.5% YoY

Annual Giving

$27K

+49.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$27K

+49.8% YoY

Under IRS private-foundation payout rules, Norman E & Marie L Walz Trust reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.

How Norman E & Marie L Walz Trust gives

  • Giving grew 154% from 2022 to 2025. Method
  • In 2025 it paid out 110% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Sunbury

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Zion Lutheran Church: $27KZion Lutheran Church$27K

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
ZION LUTHERAN CHURCH Sunbury, PAGENERAL OPERATING$26,581

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2022202320242025
Metric202520242023
Total Assets$664,928$529,822$533,307
Revenue$172,381$22,702$30,995
Expenses$38,048$25,864$27,552
Qualifying Distributions$32,862$21,206$23,811
Net Investment Income$167,581$19,035$27,333
Distributable Amount$29,817$30,043$27,709

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 1, 2023)
  2. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
  3. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  4. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
  5. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 1, 2023)
  6. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
  7. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  8. Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
  9. IRS filings on file for fiscal years 2022–2024

Leadership & Key People

Officers and directors from IRS filings

Norman E & Marie L Walz Trust's only listed officer is Truist Bank, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • Truist Bank

    Trustee

    On filings since 2022

    1 hr/week

    $7K (2022) → $8K (2025)

Data from IRS Form 990 filings, 2022–2025. "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

Truist Bank — Trustee: $8KTruist BankTrustee$8K

Frequently asked questions about Norman E & Marie L Walz Trust

How much does Norman E & Marie L Walz Trust give each year?

Norman E & Marie L Walz Trust gave $27K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 1 grant.

How large is Norman E & Marie L Walz Trust?

Norman E & Marie L Walz Trust reported $665K in total assets on its 2025 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $30K (roughly 5% of its investment assets).

What is Norman E & Marie L Walz Trust?

Norman E & Marie L Walz Trust is a private foundation focused on N/A, based in Orlando, FL. It holds $665K in total assets as of 2025.

Where does Norman E & Marie L Walz Trust operate?

Norman E & Marie L Walz Trust has awarded grants in Pennsylvania.

What is Norman E & Marie L Walz Trust's EIN?

Norman E & Marie L Walz Trust's EIN (Employer Identification Number) is 25-6741789. IRS Form 990 filing data is available on this page for 2022–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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