William B Butz Memorial Fund Inc

OLEY, PA EIN: 06-1784465

William B Butz Memorial Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OLEY, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 5 grants totaling $75K. Net investment income was $68K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

-1.6% YoY

Annual Giving

$75K

-25.0% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$15K

-25.0% YoY

Under IRS private-foundation payout rules, William B Butz Memorial Fund Inc reported a distributable amount of $66K for 2024 — the minimum it must pay out in qualifying distributions.

About William B Butz Memorial Fund Inc

Based on IRS filings

William B Butz Memorial Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OLEY, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 5 grants totaling $75K. Net investment income was $68K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AlburtisAllentownEmmausOleyPittsburghWescoesville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$61K$121K$182K$243K20202021202220232024
Metric202420232022
Total Assets$1,351,262$1,373,716$1,362,697
Revenue$108,658$74,675$80,201
Expenses$185,833$197,012$220,827
Qualifying Distributions$141,102$151,345$171,610
Net Investment Income$67,834$33,764$37,931
Distributable Amount$66,362$64,879$72,903

Giving Over Time

Total grant dollars and number of grants per year

$0$28K$56K$84K$113K5 grants20206 grants20217 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

ALBURTIS LOCKRIDGE HISTO…$30KPine Creek Valley Waters…$25KCIVIC THEATRE OF ALLENTOWN$13KFRIENDS OF EMMAUS PUBLIC…$5KBOROUGH OF ALBURTIS$3K

Grant Size Distribution

28 grants across all recorded years

25<$50K3$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 Alburtis Lockridge Historical Society ($30,000), Pine Creek Valley Watershed Association ($25,000), Civic Theatre of Allentown ($13,000).

RecipientPurposeAmount
FRIENDS OF EMMAUS PUBLIC LIBRARY EMMAUS, PAEDUCATION$4,500
CIVIC THEATRE OF ALLENTOWN ALLENTOWN, PAHISTORICAL$13,000
BOROUGH OF ALBURTIS ALBURTIS, PAHISTORICAL PRESERVATION$2,500
ALBURTIS LOCKRIDGE HISTORICAL SOCIETY WESCOESVILLE, PAHISTORICAL PRESERVATION$30,000
Pine Creek Valley Watershed Association Oley, PAOPERATING BUDGET$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

INGRID MORNINGTRUSTEE$48K

From 2024 filing

NameTitleHoursCompensation
INGRID MORNINGTRUSTEE$48,000
SCOTT R STONEBACKTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is William B Butz Memorial Fund Inc?

William B Butz Memorial Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OLEY, PA. It holds $1.4M in total assets as of 2024.

How large is William B Butz Memorial Fund Inc?

As of 2024, William B Butz Memorial Fund Inc holds $1.4M in total assets with $109K in annual revenue. It awarded 5 grants totaling $75K in 2024.

Where does William B Butz Memorial Fund Inc operate?

William B Butz Memorial Fund Inc has awarded grants in Pennsylvania.

What size grants does William B Butz Memorial Fund Inc award?

In 2024, William B Butz Memorial Fund Inc awarded 5 grants totaling $75K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is William B Butz Memorial Fund Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William B Butz Memorial Fund Inc reported a distributable amount of $66K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William B Butz Memorial Fund Inc's EIN?

William B Butz Memorial Fund Inc's EIN (Employer Identification Number) is 06-1784465. IRS Form 990 filing data is available on this page for 2020–2024.

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

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