Waltz of Alabama

Foundation · Grantmaker MONTGOMERY, AL EIN: 87-4201688

Waltz of Alabama is a private foundation focused on Religion Related, based in MONTGOMERY, AL. IRS filing data is available from 2023 through 2024. In 2024, it awarded 2 grants totaling $16K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$16K

+944.9% YoY

Grant Count

2

+100.0% YoY

Avg Grant Size

$8K

+422.5% YoY

Under IRS private-foundation payout rules, Waltz of Alabama reported a distributable amount of $216 for 2024 — the minimum it must pay out in qualifying distributions.

About Waltz of Alabama

Based on IRS filings

Waltz of Alabama is a private foundation focused on Religion Related, based in MONTGOMERY, AL. IRS filing data is available from 2023 through 2024. In 2024, it awarded 2 grants totaling $16K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

HooverMontgomery

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$8K$15K$23K$30K20232024
Metric20242023
Total Assets$19,840
Revenue$4,799$27,322
Expenses$24,639$12,018
Qualifying Distributions$15,674$1,500
Net Investment Income
Distributable Amount$216$377

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$12K$16K1 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Rest in Grace Ministries$14KMercy House$2K

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$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 Rest in Grace Ministries ($14,174), Mercy House ($1,500).

RecipientPurposeAmount
Mercy House Montgomery, ALTo fund the spiritual social and educational mission of Mercy House.$1,500
Rest in Grace Ministries Hoover, ALTransferring of assets upon WALTZs dissolution.$14,174

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Edith RoperCEO and Director1
Dale WilliamsCOO and Director1
Angela MorrisetteDirector1
Claudia ManningDirector1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Waltz of Alabama?

Waltz of Alabama is a private foundation focused on Religion Related, based in MONTGOMERY, AL. It holds — in total assets as of 2024.

Where does Waltz of Alabama operate?

Waltz of Alabama has awarded grants in Alabama.

What size grants does Waltz of Alabama award?

In 2024, Waltz of Alabama awarded 2 grants totaling $16K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Waltz of Alabama required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Waltz of Alabama reported a distributable amount of $216 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Waltz of Alabama's EIN?

Waltz of Alabama's EIN (Employer Identification Number) is 87-4201688. IRS Form 990 filing data is available on this page for 2023–2024.

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

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