Fred Waltz Trust Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Fred Waltz Trust Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 93-6278855
Foundation Overview
Based in Milwaukee, WI, Fred Waltz Trust Foundation has awarded 20 grants totaling $163,085 to organizations in Oregon, Florida and 1 other state across the US. Individual grants range from $3,976 to $14,569, with a median award of $7,257.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
50% of grants are awarded in Oregon, with additional funding distributed across 2 other locations. The foundation balances regional focus with broader geographic diversity. Within Oregon, funding concentrates in Portland (100%).
Funding Trajectory
Stable funding levels with 5% change over 8 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Fred Waltz Trust Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| The Oregon Community Foundation | $4,323 | Portland, OR, US | General Operating | 2024 |
| Shriners Hospitals For Children | $10,375 | Atlanta, GA, US | General Operating | 2024 |
| The Oregon Community Foundation | $4,082 | Portland, OR, US | General Operating | 2023 |
| Shriners Hospital | $9,796 | Orlando, FL, US | General Operating | 2023 |
| The Oregon Community Foundation | $4,827 | Portland, OR, US | General Operating | 2022 |
| Shriners Hospitals For Children | $14,569 | Tampa, FL, US | General Operating | 2022 |
| The Oregon Community Foundation | $4,827 | Portland, OR, US | General Operating | 2022 |
| Shriners Hospitals For Children | $14,569 | Tampa, FL, US | General Operating | 2022 |
| The Oregon Community Foundation | $4,827 | Portland, OR, US | General Operating | 2022 |
| Shriners Hospitals For Children | $14,569 | Tampa, FL, US | General Operating | 2022 |
| The Oregon Community Foundation | $4,973 | Portland, OR, US | General Operating | 2021 |
| Shriners Hospital | $11,935 | Orlando, FL, US | General Operating | 2021 |
| The Oregon Community Foundation | $4,412 | Portland, OR, US | General Operating | 2020 |
| Shriners Hospital | $10,589 | Orlando, FL, US | General Operating | 2020 |
| The Oregon Community Foundation | $3,976 | Portland, OR, US | General Operating | 2018 |
| Shriners Hospital | $9,541 | Orlando, FL, US | General Operating | 2018 |
| The Oregon Community Foundation | $4,520 | Portland, OR, US | General Operating | 2017 |
| Shriners Hospital | $10,848 | Orlando, FL, US | General Operating | 2017 |
| The Oregon Community Foundation | $4,567 | Portland, OR, US | General Operating | 2016 |
| Shriners Hospital | $10,960 | Orlando, FL, US | General Operating | 2016 |
Foundations Similar to Fred Waltz Trust Foundation
Discover 5 foundations with comparable assets ($321,111-$332,635), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
G Russell Morgan Scholarship Fund
EIN: 93-6262437 | 9 grants awarded |
$327,268
(≈ Similar) |
$11,500
median grant |
Milwaukee, WI
Same state |
|
|
Three Lakes - Edward U Demmer Memorial
EIN: 39-1393534 | 9 grants awarded |
$322,449
(≈ Similar) |
$13,834
median grant |
Milwaukee, WI
Same state |
|
|
Stader Family Foundation
EIN: 20-5311581 | 48 grants awarded |
$329,530
(≈ Similar) |
$4,975
median grant |
Plymouth, WI
Same state |
|
|
Virginia Hafford Tr
EIN: 43-6199152 | 9 grants awarded |
$321,111
(≈ Similar) |
$10,575
median grant |
Milwaukee, WI
Same state |
|
|
Stacey Elizabeth Mayer Foundation Inc
EIN: 26-1608957 | 34 grants awarded |
$332,635
(≈ Similar) |
$5,000
median grant |
Hartland, WI
Same state |
|
Related Foundation Resources in WI:
Contact Information
Official contact details for Fred Waltz Trust Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 93-6278855 |
| Website | N/A |
| Address | PO BOX 0634 Milwaukee, WI 53201-0000 |
Key People (1)
Board members, trustees, and key staff who oversee Fred Waltz Trust Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Us Bank N A |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Fred Waltz Trust Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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