The Wisconsin State Capitol

Form 990-PFTax year 2024EIN 93-6278855

Fred Waltz Trust Foundation

A private foundation in Milwaukee, WI. Its return for tax year 2024 lists 2 grants and $14,698 paid in grants.

Tax year 2024 (period ending Jun 30, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $14,698

    Grants listed
    2
    Assets, end of year
    $270,688
  • Tax year 2023

    $13,878

    Grants listed
    2
    Assets, end of year
    $269,070
  • Tax year 2022

    $19,396

    Grants listed
    2
    Assets, end of year
    $271,558
  • Tax year 2021

    $16,908

    Grants listed
    2
    Assets, end of year
    $284,047
  • Tax year 2020

    $15,001

    Grants listed
    2
    Assets, end of year
    $285,815
  • Tax year 2019

    $12,992

    Grants listed
    2
    Assets, end of year
    $294,318
  • Tax year 2018

    $13,517

    Grants listed
    2
    Assets, end of year
    $283,570

Grants paid in 2024

2 grants, largest first

As listed on the return.

  1. Shriners Hospitals for ChildrenAtlanta, GA

    General operating

    $10,375
  2. The Oregon Community FoundationPortland, OR

    General operating

    $4,323

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Philanthropy and grantmaking1 grant $4,323100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Georgia1 grant $10,375
  2. Oregon1 grant $4,323

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • US Bank N ATRUSTEE Hours 1Pay $5,006

The return

More foundations

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Same main cause (philanthropy and grantmaking), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Growing Minds IncMilwaukee, WI 1 grant Preselected only $20,409 giving
  2. Joseph Desloge TrustMilwaukee, WI 1 grant Preselected only $23,160 giving
  3. Elbridge C Cooke TR UW EmployeesMilwaukee, WI 1 grant Accepts applications $28,862 giving
  4. Karen and Eric Dermond Foundation Co Eric DermondMilwaukee, WI 8 grants Preselected only $30,858 giving
  5. Thomas C Hickey & Gertrude CharMilwaukee, WI 4 grants Preselected only $39,884 giving