Woltz Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Woltz Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 23-7034704
Foundation Overview
Based in Mount Airy, NC, Woltz Charitable Trust has awarded 18 grants totaling $289,016 to organizations in North Carolina, Virginia and 4 other states across the US. Individual grants range from $5,866 to $35,030, with a median award of $13,329.
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 of 4 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
Grants are geographically diversified with 39% in North Carolina and funding distributed across 6 total locations. This foundation values broad geographic impact and diverse community partnerships. Within North Carolina, funding concentrates in Dobson (86%), Canton (14%).
Funding Trajectory
Declining funding trend with 28% decrease over 6 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
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 Woltz Charitable Trust'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 |
|---|---|---|---|---|
| Surry Community College Foundation | $13,329 | Dobson, NC, US | General Fund | 2023 |
| Wildlife Foundation Inc | $13,329 | Tampa, FL, US | General Fund | 2023 |
| Surry Community College Foundation | $13,329 | Dobson, NC, US | General Fund | 2023 |
| Wildlife Foundation Inc | $13,329 | Tampa, FL, US | General Fund | 2023 |
| Surry Community College Foundation | $35,030 | Dobson, NC, US | General Fund | 2022 |
| Surry Community College Foundation | $35,030 | Dobson, NC, US | General Fund | 2022 |
| Surry Community College Foundation | $35,030 | Dobson, NC, US | General Fund | 2022 |
| East Fork Baptist Church | $22,047 | Canton, NC, US | General Fund | 2021 |
| Foundation For Roanoke Valley Inc | $5,866 | Roanoke, VA, US | General Fund | 2020 |
| The Trust For Public Land | $11,732 | San Francisco, CA, US | General Fund | 2020 |
| Surry Community College Foundation | $18,503 | Dobson, NC, US | General Fund | 2020 |
| The School Of Architecture Foundation Center For Cultural Landscapes | $12,638 | Charlottesville, VA, US | Cultural Landscapes | 2020 |
| Austin Peay State University | $15,151 | Clarksville, TN, US | General Fund | 2018 |
| Foundation For Roanoke Valley Inc | $7,575 | Roanoke, VA, US | General Fund | 2018 |
| Cultural Landscape Foundation | $19,094 | Washington, DC, US | General Fund | 2017 |
| Mount Union Church Of The Brethren | $6,000 | Bent Mountain, VA, US | Building Fund | 2017 |
| North Cross School | $6,000 | Roanoke, VA, US | Restricted Fund | 2017 |
| Foundation For Roanoke Valley Inc | $6,004 | Roanoke, VA, US | General Fund | 2017 |
Foundations Similar to Woltz Charitable Trust
Discover 5 foundations with comparable assets ($622,915-$682,797), similar grant patterns, and geographic focus in NC 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 |
|---|---|---|---|---|
|
Purdy Family Foundation
EIN: 47-1533917 | 4 grants awarded |
$658,426
(≈ Similar) |
$8,733
median grant |
Charlotte, NC
Same state |
|
|
Massachusetts Health Decisions Inc
EIN: 20-8557066 | 13 grants awarded |
$638,372
(≈ Similar) |
$10,000
median grant |
Apex, NC
Same state |
|
|
Sue & John Irvin Foundation
EIN: 87-2704885 | 8 grants awarded |
$682,797
(≈ Similar) |
$22,500
median grant |
Greensboro, NC
Same state |
|
|
Shahid Afridi Foundation
EIN: 46-4818082 | 1 grants awarded |
$630,012
(≈ Similar) |
$10,000
median grant |
Matthews, NC
Same state |
|
|
Dale And Clarice Wolf Foundation
EIN: 51-0299241 | 194 grants awarded |
$622,915
(≈ Similar) |
$7,500
median grant |
Henderson, NC
Same state |
|
Related Foundation Resources in NC:
Contact Information
Official contact details for Woltz Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 23-7034704 |
| Website | N/A |
| Address | PO BOX 1707 Mount Airy, NC 27030-1707 |
Key People (2)
Board members, trustees, and key staff who oversee Woltz Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Director | James L Woltz |
|---|---|
| Trustee | J Samuel Gentry Jr Cpa |
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 Woltz Charitable Trust 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
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.