The Woltz Foundation

Foundation · Grantmaker Mount Airy, NC EIN: 26-6067379

The Woltz Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Mount Airy, NC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 11 grants totaling $166K. Net investment income was $110K.

Key facts about The Woltz Foundation

In short: The Woltz Foundation gave $166K across 11 grants in 2025 (avg $15K), mostly in North Carolina. 27% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
26-6067379
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$166,025
Grants made (2025)
11
Average grant
$15,093
Median grant
$10,055
New grantees (estimate)
27% first-time grantees (3 of 11, 2025)
Total assets
$2,104,701
Primary geography
North Carolina (82% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.1M

+0.8% YoY

Annual Giving

$166K

+13.5% YoY

Grant Count

11

+10.0% YoY

Avg Grant Size

$15K

+3.2% YoY

Under IRS private-foundation payout rules, The Woltz Foundation reported a distributable amount of $163K for 2025 — the minimum it must pay out in qualifying distributions.

Is The Woltz Foundation open to new grantees?

27%

first-time grantees, 2025

In 2025, 3 of 11 grantees (27%) were first-time recipients. First grants averaged $15K; repeat grants $15K. How we count

Medians: $15K first-time, $10K repeat.

  • 64% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−5%). Method
  • In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of all 11 itemized 2025 grant dollars.

Cities

Mount AiryGeorgetownWashingtonBooneColorado SpringsDobsonGrand Isle

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K9 grants201911 grants20208 grants20219 grants20227 grants202310 grants202411 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Samaritan's Purse: $45KSamaritan's Purse$45KCentral Uinited Metodist Church: $20KCentral Uinited MetodistChurch$20KMingo Creek Academy: $20KMingo Creek Academy$20KUnited Fund of Surry: $15KUnited Fund of Surry$15KMount Airy Museum of Reginal History: $11KMount Airy Museum of ReginalHistory$11KHabitat for Humanity: $10KHabitat for Humanity$10KSalvation Army: $10KSalvation Army$10KYoung Life: $10KYoung Life$10KSurry Arts Council: $10KSurry Arts Council$10KMount Airy Public Library: $10KMount Airy Public Library$10K

Grant Size Distribution

45 grants across all recorded years

44<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
SAMARITAN'S PURSE Boone, NCGENERAL FUND$45,300
CENTRAL UINITED METODIST CHURCH Mount Airy, NCGENERAL FUND$20,061
MINGO CREEK ACADEMY Georgetown, SCGENERAL FUND$20,061
UNITED FUND OF SURRY Mount Airy, NCSURRY COUNTY$15,019
MOUNT AIRY MUSEUM OF REGINAL HISTORY Mount Airy, NCGENERAL FUND$10,817
HABITAT FOR HUMANITY Mount Airy, NCSURRY COUNTY$10,055
SALVATION ARMY Mount Airy, NCSURRY COUNTY$10,055
YOUNG LIFE Colorado Springs, COSURRY COUNTY$10,055
SURRY ARTS COUNCIL Mount Airy, NCGENERAL FUND$10,013
MOUNT AIRY PUBLIC LIBRARY Mount Airy, NCGENERAL FUND$9,993

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019202020212022202320242025
Metric202520242023
Total Assets$2,104,701$2,087,757$2,062,878
Revenue$127,996$98,431$94,963
Expenses$186,217$172,902$170,818
Qualifying Distributions$168,125$149,796$152,740
Net Investment Income$109,904$75,325$167,655
Distributable Amount$162,516$163,490$148,556

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS July 15, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Woltz Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Edwin M. Woltz

    Trustee & Director

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Howard O. Woltz III

    Trustee & Director

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Joan W. Robbins

    Director

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Louise E. Woltz

    Director

    On filings since 2019

    0.5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Woltz Foundation

How much does The Woltz Foundation give each year?

The Woltz Foundation gave $166K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $146K across 10 grants.

What is The Woltz Foundation's typical grant size?

The Woltz Foundation's median grant in 2025 was $10,055, and its average grant was $15,093, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Woltz Foundation that year got $15K on average.

Where does The Woltz Foundation give grants?

The Woltz Foundation gives mostly in North Carolina: 82% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were South Carolina (12%) and Colorado (6%). The most frequent recipient cities were Mount Airy, NC (8 grants).

Does The Woltz Foundation give general operating support?

Yes: 64% of The Woltz Foundation's 2025 grants with a stated purpose (7 of 11) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Surry County" (4 grants).

Who are The Woltz Foundation's largest grantees?

The Woltz Foundation's largest 2025 grantees include Samaritan's Purse ($45,300), Central Uinited Metodist Church ($20,061) and Mingo Creek Academy ($20,061), according to its 2025 IRS Form 990-PF. Together they received 51% of its itemized 2025 grant dollars.

How large is The Woltz Foundation?

The Woltz Foundation reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $168K in qualifying distributions that year, against a required minimum of $163K (roughly 5% of its investment assets).

What is The Woltz Foundation?

The Woltz Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Mount Airy, NC. It holds $2.1M in total assets as of 2025.

What is The Woltz Foundation's EIN?

The Woltz Foundation's EIN (Employer Identification Number) is 26-6067379. IRS Form 990 filing data is available on this page for 2019–2025.

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

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