Norman E & Marie L Walz Trust
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
Share of all 1 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ZION LUTHERAN CHURCH Sunbury, PA | GENERAL OPERATING | $26,581 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- 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
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.
Here's the math on researching Norman E & Marie L Walz Trust by hand.
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