Woltz Charitable Trust
Woltz Charitable Trust is a private foundation, based in MOUNT AIRY, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $290K in total assets. In 2024, it awarded 2 grants totaling $27K. Net investment income was $4K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$290K
-8.2% YoY
Annual Giving
$27K
+1.9% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$14K
+1.9% YoY
Under IRS private-foundation payout rules, Woltz Charitable Trust reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.
About Woltz Charitable Trust
Based on IRS filings
Woltz Charitable Trust is a private foundation, based in MOUNT AIRY, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $290K in total assets. In 2024, it awarded 2 grants totaling $27K. Net investment income was $4K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $289,792 | $315,591 | $320,305 |
| Revenue | $13,680 | $34,713 | $9,569 |
| Expenses | $39,479 | $39,427 | $53,754 |
| Qualifying Distributions | $29,726 | $30,000 | $40,802 |
| Net Investment Income | $3,927 | $25,286 | $35 |
| Distributable Amount | $34,693 | $30,541 | $32,397 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include East Fork Baptist Church ($13,583), Mainspring Conservation Trust ($13,583).
| Recipient | Purpose | Amount |
|---|---|---|
| EAST FORK BAPTIST CHURCH CANTON, NC | GENERAL FUND | $13,583 |
| MAINSPRING CONSERVATION TRUST FRANKLIN, NC | GENERAL FUND | $13,583 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES L WOLTZ | DIRECTOR | 0.1 | — |
| J SAMUEL GENTRY JR CPA | TRUSTEE | 0.1 | — |
Frequently Asked Questions
How large is Woltz Charitable Trust?
As of 2024, Woltz Charitable Trust holds $290K in total assets with $14K in annual revenue. It awarded 2 grants totaling $27K in 2024.
Where does Woltz Charitable Trust operate?
Woltz Charitable Trust has awarded grants in California, Florida, North Carolina, Virginia.
What size grants does Woltz Charitable Trust award?
In 2024, Woltz Charitable Trust awarded 2 grants totaling $27K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Woltz Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Woltz Charitable Trust reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Woltz Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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