Woltz Charitable Trust
Woltz Charitable Trust is a private foundation, based in Mount Airy, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $282K in total assets. In 2025, it awarded 2 grants totaling $32K. Net investment income was $26K.
Woltz Charitable Trust at a glance
In short: Woltz Charitable Trust gave $32K across 2 grants in 2025 (avg $16K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $32,134
- +18.3% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $16,067
- +18.3% vs 2024
- Median grant
- $16,067
- Total assets
- $281,914
- -2.7% vs 2024
- Primary geography
- North Carolina (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 Woltz Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was East Fork Baptist Church ($16K). Together the top 2 received $32K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Woltz Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2025, annual grant giving ranged from $22K (2021) to $49K (2020). In 2025 it made 2 grants totaling $32K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| East Fork Baptist Church Canton, NC | General Fund | $16,067 |
| Mainspring Conservation Trust Franklin, NC | General Fund | $16,067 |
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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 | $281,914 | $35,095 | $42,973 | $32,134 | 2 | $33,971 | $26,093 | $35,860 |
| 2024 | $289,792 | $13,680 | $39,479 | $27,166 | 2 | $29,726 | $3,927 | $34,693 |
| 2023 | $315,591 | $34,713 | $39,427 | $26,658 | 2 | $30,000 | $25,286 | $30,541 |
| 2022 | $320,305 | $9,569 | $53,754 | $35,030 | 1 | $40,802 | $35 | $32,397 |
| 2021 | $364,490 | $55,841 | $30,970 | $22,047 | 1 | $22,047 | $48,916 | $35,030 |
| 2020 | $339,619 | $150,756 | $58,320 | $48,739 | 4 | — | $143,518 | $24,247 |
Under IRS private-foundation payout rules, Woltz Charitable Trust reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Woltz Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
J. Samuel Gentry Jr. CPA
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
James L. Woltz
Director
On filings since 2020
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Woltz Charitable Trust
How much does Woltz Charitable Trust give each year?
Woltz Charitable Trust gave $32K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $27K across 2 grants.
How large is Woltz Charitable Trust?
Woltz Charitable Trust reported $282K in total assets on its 2025 IRS Form 990-PF. It paid out $34K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Woltz Charitable Trust operate?
Woltz Charitable Trust has awarded grants in California, Florida, North Carolina, Virginia.
What is Woltz Charitable Trust's EIN?
Woltz Charitable Trust's EIN (Employer Identification Number) is 23-7034704. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 4, 2026)
- IRS filings on file for fiscal years 2020–2024
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