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.
Norman E & Marie L Walz Trust at a glance
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.
- Annual giving (2025)
- $26,581
- +49.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $26,581
- +49.8% vs 2024
- Median grant
- $26,581
- Total assets
- $664,928
- +25.5% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Norman E & Marie L Walz Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Zion Lutheran Church ($27K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $10K (2022) to $27K (2025). In 2025 it made 1 grant totaling $27K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Zion Lutheran Church Sunbury, PA | General Operating | $26,581 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $664,928 | $172,381 | $38,048 | $26,581 | 1 | $32,862 | $167,581 | $29,817 |
| 2024 | $529,822 | $22,702 | $25,864 | $17,744 | 1 | $21,206 | $19,035 | $30,043 |
| 2023 | $533,307 | $30,995 | $27,552 | $13,846 | 1 | $23,811 | $27,333 | $27,709 |
| 2022 | $530,323 | $13,675 | $17,523 | $10,474 | 1 | $13,894 | $9,806 | $27,740 |
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.
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
The highest reported compensation on the 2025 filing was $8K, to Truist Bank (Trustee).
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.
Data update history
(5)
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)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- IRS filings on file for fiscal years 2022–2024
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