Woltcheck Charitable Trust Tai | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Woltcheck Charitable Trust Tai. Data shown is extracted from Form 990-PF filings.

EIN: 30-6545598

Foundation Overview

Based in Milwaukee, WI, Woltcheck Charitable Trust Tai has awarded 28 grants totaling $1,340,608 to organizations in California. Individual grants range from $28,861 to $73,002, with a median award of $41,119.

Latest Tax Year
2023
Total Giving (all years)
$1,340,608
Total Assets
$1,851,398
Median Grant (all grants)
$41,119

Latest Form 990-PF Snapshot

Total Grants
8
Median Grant
$67,224
% Median Grant Growth
+133% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 8 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
California

100% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Santa Barbara (75%), Rancho Palos Verdes (25%).

Funding Trajectory
+63%

Strong 63% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

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?

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Grants & Funding

Analyzing past grantees provides valuable insights into Woltcheck Charitable Trust Tai'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
Therapy Dogs Of Santa Barbara $67,224 Santa Barbara, CA, US General Operating 2023
The Salvation Army Western Ter Hq $67,224 Rancho Palos Verdes, CA, US General Operating 2023
Path Santa Barbara $67,224 Santa Barbara, CA, US General Operating 2023
Santa Barbara Rescue Mission $67,224 Santa Barbara, CA, US General Operating 2023
Therapy Dogs Of Santa Barbara $67,224 Santa Barbara, CA, US General Operating 2023
The Salvation Army Western Ter Hq $67,224 Rancho Palos Verdes, CA, US General Operating 2023
Path Santa Barbara $67,224 Santa Barbara, CA, US General Operating 2023
Santa Barbara Rescue Mission $67,224 Santa Barbara, CA, US General Operating 2023
Therapy Dogs Of Santa Barbara $28,861 Santa Barbara, CA, US Charitable 2022
The Salvation Army Western Ter Hq $28,861 Rancho Palos Verdes, CA, US Charitable 2022
Path Santa Barbara $28,861 Santa Barbara, CA, US Charitable 2022
Santa Barbara Rescue Mission $28,861 Santa Barbara, CA, US Charitable 2022
Therapy Dogs Of Santa Barbara $28,861 Santa Barbara, CA, US Charitable 2022
The Salvation Army Western Ter Hq $28,861 Rancho Palos Verdes, CA, US Charitable 2022
Path Santa Barbara $28,861 Santa Barbara, CA, US Charitable 2022
Santa Barbara Rescue Mission $28,861 Santa Barbara, CA, US Charitable 2022
Therapy Dogs Of Santa Barbara $28,861 Santa Barbara, CA, US Charitable 2022
The Salvation Army Western Ter Hq $28,861 Rancho Palos Verdes, CA, US Charitable 2022
Path Santa Barbara $28,861 Santa Barbara, CA, US Charitable 2022
Santa Barbara Rescue Mission $28,861 Santa Barbara, CA, US Charitable 2022
Therapy Dogs Of Santa Barbara $73,002 Santa Barbara, CA, US Charitable 2021
The Salvation Army Western Ter Hq $73,002 Rancho Palos Verdes, CA, US Charitable 2021
Path Santa Barbara $73,002 Santa Barbara, CA, US Charitable 2021
Santa Barbara Rescue Mission $73,002 Santa Barbara, CA, US Charitable 2021
Therapy Dogs Of Santa Barbara $41,119 Santa Barbara, CA, US Charitable 2020
The Salvation Army Western Ter Hq $41,119 Rancho Palos Verdes, CA, US Charitable 2020
Path Santa Barbara $41,119 Santa Barbara, CA, US Charitable 2020
Santa Barbara Rescue Mission $41,119 Santa Barbara, CA, US Charitable 2020

Foundations Similar to Woltcheck Charitable Trust Tai

Discover 5 foundations with comparable assets ($1,787,581-$1,888,029), 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

EIN: 39-6652513 | 36 grants awarded
$1,847,375
(≈ Similar)
$29,416
median grant
Milwaukee, WI
Same state
100%
Excellent match

EIN: 39-6035684 | 11 grants awarded
$1,857,677
(≈ Similar)
$78,677
median grant
Milwaukee, WI
Same state
100%
Excellent match

EIN: 36-6897033 | 18 grants awarded
$1,857,767
(≈ Similar)
$47,352
median grant
Milwaukee, WI
Same state
100%
Excellent match

EIN: 82-1416313 | 14 grants awarded
$1,888,029
(≈ Similar)
$30,000
median grant
Whitefish Bay, WI
Same state
99%
Excellent match

EIN: 37-6223216 | 39 grants awarded
$1,787,581
(≈ Similar)
$25,677
median grant
Milwaukee, WI
Same state
98%
Excellent match

Contact Information

Official contact details for Woltcheck Charitable Trust Tai as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 30-6545598
Website N/A
Address PO BOX 2343 Milwaukee, WI 53201-0000

Key People (1)

Board members, trustees, and key staff who oversee Woltcheck Charitable Trust Tai'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 Woltcheck Charitable Trust Tai 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.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.