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.
Key facts about Woltz Charitable Trust
- EIN
- 23-7034704
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $27,166
- Grants made (2024)
- 2
- Average grant
- $13,583
- Median grant
- $13,583
- Total assets
- $289,792
- Primary geography
- North Carolina (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How Woltz Charitable Trust gives
- Giving grew 23% from 2021 to 2024. Method
- In 2024 it paid out 86% 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.
Next steps with Woltz Charitable Trust
- How to evaluate Woltz Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Woltz Charitable Trust with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
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.
Ready to take the next step with Woltz Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients 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
No officer or director reported compensation in the available filings.
From 2024 IRS 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
Similar Funders
Funders that support many of the same organizations
Foundation for the Carolinas
Charlotte, NC
Assets
$3.9B
Grants
1,605
Total Given
$609.1M
The Conservation Fund a Nonprofit
Arlington, VA
Assets
$919.4M
Grants
156
Total Given
$20.4M
Appalachian Trail Conservancy
Harpers Ferry, WV
Assets
$46.3M
Grants
8
Total Given
$1.5M
North Carolina Community Foundation
Raleigh, NC
Assets
$569.1M
Grants
732
Total Given
$30.6M
The Community Foundation for Greater
Atlanta, GA
Assets
$1.5B
Grants
1,414
Total Given
$152.3M
Duke Energy Foundation
Charlotte, NC
Assets
$1.9M
Grants
41
Total Given
$25.6M
Cross Charitable Foundation
Bozeman, MT
Assets
$58.2M
Grants
110
Total Given
$2.6M
M J Murdock Charitable Trust
Vancouver, WA
Assets
$2.0B
Grants
797
Total Given
$116.6M
Freedom Together Foundation
New York, NY
Assets
$3.4B
Grants
595
Total Given
$470.0M
Bella Vista Foundation
San Francisco, CA
Assets
$68.4M
Grants
105
Total Given
$3.8M
State Employees Credit Union Foundation
Raleigh, NC
Assets
—
Grants
1,806
Total Given
$17.4M
Dogwood Health Trust
Asheville, NC
Assets
$2.0B
Grants
835
Total Given
$148.2M
More Funders in North Carolina
Data last updated September 2026. Sourced from IRS Form 990-PF filings.