Private Foundation · WI
Fred Waltz Trust Foundation
Milwaukee, WI · EIN 936278855 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$271K
Total Giving
$65K
Grants on File
8
Average Grant
$8K
Giving Radius
Where Fred Waltz Trust Foundation Has Given
Section I
How to Apply
No application guidelines on file — check the foundation's website directly.
On Unsolicited Proposals no
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Portland, OR | $4K | 2021 |
| Orlando, FL | $11K | 2021 |
| Portland, OR | $5K | 2022 |
| Orlando, FL | $12K | 2022 |
| Portland, OR | $5K | 2023 |
| Tampa, FL | $15K | 2023 |
| Portland, OR | $4K | 2024 |
| Orlando, FL | $10K | 2024 |
8 grants total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2024 | $269K | $14K | $18K | $21K |
| 2023 | $272K | $17K | $11K | $26K |
| 2022 | $284K | $17K | $23K | $24K |
| 2021 | $286K | $17K | $15K | $23K |
| 2020 | $294K | $15K | $31K | $20K |
| 2016 | $345K | $16K | $12K | $25K |
| 2015 | $358K | $18K | $13K | $32K |
| 2014 | $377K | $19K | $14K | $32K |
| 2013 | $395K | $20K | $17K | $29K |
| 2012 | $406K | $19K | $39K | $28K |
Section VII
Foundations Like This One
Similar in focus area, location, and asset size. Worth researching as part of the same campaign.