Waltmar Foundation

IRVINE, CA EIN: 95-2371506

The Waltmar Foundation is a private foundation based in Irvine, California, established in 1965. It operates as a 501(c)(3) tax-exempt organization dedicated to grantmaking in support of charitable causes.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$10.2M

+8.7% YoY

Annual Giving

$670K

+34.2% YoY

Grant Count

32

+3.2% YoY

Avg Grant Size

$21K

+30.0% YoY

Under IRS private-foundation payout rules, Waltmar Foundation reported a distributable amount of $648K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's giving priorities include:

  • Higher education
  • Youth and social services
  • Human services
  • Education
  • Philanthropy and voluntarism

Grantmaking

The foundation made 20 grants in 2024, with total giving of $670,000.

Grant Range

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in California, Pennsylvania, and New Mexico.

Grant Distribution by State

5states

Cities

AtlantaBuena ParkCosta MesaCypressFullertonGarden GroveHuntington BeachIrvineMadisonOrangePhiladelphiaSan DiegoSan Juan CapistranoSanta AnaSanta FeSanta MonicaSeal BeachStantonTurlockTustin

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total Assets: $10,197,776
  • Total Revenues: $1,540,619
  • Total Expenses: $849,191

As of 2023:

  • Total Assets: $9.38M
  • Total Liabilities: $16.1k
  • Revenue: $952,425
  • Expenses: $703,654
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$437K$873K$1M$2M20202021202220232024
Metric202420232022
Total Assets$10,197,776$9,383,538$9,118,661
Revenue$1,540,619$952,425$1,587,359
Expenses$849,191$703,654$684,887
Qualifying Distributions$690,719$520,689$516,672
Net Investment Income$1,376,215$792,689$1,440,365
Distributable Amount$648,125$603,102$604,625

Giving Over Time

Total grant dollars and number of grants per year

$0$168K$335K$503K$670K20 grants202021 grants202122 grants202231 grants202332 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

INTERVAL HOUSE$109KOLIVE CREST$72KSALVATION ARMY$51KNOVA ACADEMY$42KBOY SCOUTS OF ORANGE COU…$42KCHOC CHILDREN'S FOUNDATION$25KBOYS AND GIRLS CLUB OF S…$25KSECOND HARVEST FOOD BANK…$22KTHE FRIENDLY CENTER$21KGOODWILL INDUSTRIES$20K

Grant Size Distribution

126 grants across all recorded years

112<$50K13$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Interval House ($109,000), Olive Crest ($72,000), Salvation Army ($51,000).

RecipientPurposeAmount
COMPREHENSIVE CONTINUM OF SERVICES TURLOCK, CATO PROVIDE SERVICES THAT ENHANCE THE QUALITY OF LIFE FOR THE DEVELOPMENTALLY DISABLED ADULTS IN STANISLAUS AND MERCED COUNTIES BY PROVIDING EDUCATIONAL AND RECREATIONAL OPPORTUNITIES.$4,000
HIGH SCHOOL INC ACADEMIES FOUNDATION SANTA ANA, CATO EMPOWER YOUTH AND STRENGTHEN COMMUNITIES THROUGH EDUCATION AND BUSINESS PARTNERSHIPS.$4,000
HUNTINGTON BEACH TREE SOCIETY HUNTINGTON BEACH, CATO PURCHASE PLANTS AND SUPPLIES OF NATIVE/DROUGHT TOLERANT PLANTS TO BE PLANTED IN THE URBAN FOREST BY VOLUNTEERS IN AN EFFORT TO ENLARGE THE GREEN ENVIRONMENT AND EDUCATE THE PUBLIC ABOUT THE BENEFITS AND IMPORTANCE OF CALIFORNIA FRIENDLY PLANTS.$5,000
SAINT JOHN'S HEALTH CENTER FOUNDATION SANTA MONICA, CAFOR CANCER RESEARCH.$5,000
PROJECT COMMUNITY CONNECTIONS INC ATLANTA, GATO SUPPORT THE PERMANENT REHOUSING OF INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS.$5,000
JF SHEA THERAPEUTIC RIDING CENTER SAN JUAN CAPISTRANO, CAIMPROVE THE LIVES OF PERSONS THROUGH THERAPEUTIC HORSE-RELATED PROGRAMS.$5,000
CHAPMAN UNIVERSITY ORANGE, CAFOR THE SCHMID SCHOOL OF SCIENCE AND ENGINEERING SPEAKERS SERIES.$5,000
BIG BROTHERSSISTERS OF OC TUSTIN, CATO SUPPORT MENTOR/MENTEE EVENTS, COLLEGE AND CAREER/FINANCIAL WORKSHOPS IN ADDITION TO WRAPAROUND SERVICES TO SUPPORT COMMUNITY EFFORTS TO STRENGTHEN AND REBUILD SOCIAL CONNECTIONS TO COMBAT THE CURRENT MENTAL HEALTH CRISIS.$7,000
VOICES FOR CHILDREN SAN DIEGO, CASUPPORT SOCIAL SERVICES AND YOUTH PROTECTION OF ABUSED, ABANDONED, OR NEGLECTED CHILDREN BY PROVIDING THEM WITH TRAINED, VOLUNTEER COURT APPOINTED SPECIAL ADVOCATES.$7,000
NDI NEW MEXICO SANTA FE, NMFUNDING TO SUPPORT SERVICES FOR CHILDREN THROUGHOUT NEW MEXICO THROUGH THE PUBLIC SCHOOL SYSTEM, OFFERING CHARACTER AND LIFE SKILLS AS WELL AS DANCE INSTRUCTION.$10,000

Leadership & Key People

Leadership team and compensation from IRS filings

Larry Beltramo is listed as a contact person for the foundation.

Compensation Overview

From 2024 IRS filing

MELANIE SHANEEXECUTIVE DIR.$24K

From 2024 filing

NameTitleHoursCompensation
RICHARD R SCHMIDDIRECTOR1
LARRY BELTRAMOTREASURER2
DAVID W SCHMIDPRESIDENT2
LAURA COOKDIRECTOR0.5
MELANIE SHANEEXECUTIVE DIR.10$23,910
DANIEL SCHMIDSECRETARY2
STEVEN BELTRAMODIRECTOR1
CATHERINE REEDERDIRECTOR1

Contact Information

Address: 20 Corporate Park, Suite 160, Irvine, CA 92606-5183

Telephone: 714-628-7335

Frequently Asked Questions

What does Waltmar Foundation fund?

The foundation's giving priorities include: • Higher education • Youth and social services • Human services • Education • Philanthropy and voluntarism

How do I apply for a grant from Waltmar Foundation?

**Grant Activity:** The foundation made 20 grants in 2024, with total giving of $670,000. **Grant Sizes:** Typical awards range from $2,500 to $109,000. **Recent Grants (2024):** • Interval House: $109,000 (support for life-saving programs serving women, children, and families affected by domestic violence) • Olive Crest: $72,000 (support for private foster/adoption program in Orange County) • Boys and Girls Club of Stanton: $25,000 (College Bound Initiative for grades 7-12)

Where does Waltmar Foundation make grants?

The foundation primarily funds organizations in California, Pennsylvania, and New Mexico.

What size grants does Waltmar Foundation award?

In 2024, Waltmar Foundation awarded 32 grants totaling $670K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is Waltmar Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Waltmar Foundation reported a distributable amount of $648K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Waltmar Foundation's EIN?

Waltmar Foundation's EIN (Employer Identification Number) is 95-2371506. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Waltmar Foundation's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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