Fred Waltz Trust Foundation
EIN 936278855 Private FoundationTotal Given 2017–2025
$107K
14 grants · $12K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$7K
typical small grants · $4K–$11K
grant size
50%
supporter · 2/4 multi-year
repeat
$326K
Assets (2025)
4
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(503) 464-3580
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $16K | $312K | $-13K | 2 |
| 2018 | $15K | $309K | $7K | 2 |
| 2019 | $14K | $312K | $9K | 2 |
| 2020 | N/A | $309K | $31K | N/A |
| 2021 | $15K | $361K | $15K | 2 |
| 2023 | $19K | $292K | $11K | 2 |
| 2024 | $14K | $308K | $18K | 2 |
| 2025 | $15K | $326K | $23K | 2 |
Grant Size Distribution
Based on 14 grants on record
Minimum
$4K
25th Pctl
$4K
Median
$7K
Average
$8K
75th Pctl
$11K
Maximum
$15K
Geographic Distribution
Officers & Directors
UA
Us Bank N a
3 yrs
Trustee
UA
Us Bank N a
3 yrs
Trustee
UA
Us Bank N a
3 yrs
Trustee
UB
Us Bank
4 yrs
Trustee
UB
Us Bank
4 yrs
Trustee
UB
Us Bank
4 yrs
Trustee
UB
Us Bank
4 yrs
Trustee
UN
Us Bank Na
Trustee
Grants Awarded (14 total)
| Purpose | ||||
|---|---|---|---|---|
| Shriners Hospitals for Children | Tampa, FL | $14,569 | GENERAL OPERATING | 2023 |
| Shriners Hospital | Orlando, FL | $10,960 | GENERAL OPERATING | 2017 |
| Shriners Hospital | Orlando, FL | $10,848 | GENERAL OPERATING | 2018 |
| Shriners Hospital | Orlando, FL | $10,589 | GENERAL OPERATING | 2021 |
| Shriners Hospitals for Children | Atlanta, GA | $10,375 | GENERAL OPERATING | 2025 |
| Shriners Hospital | Orlando, FL | $9,796 | GENERAL OPERATING | 2024 |
| Shriners Hospital | Orlando, FL | $9,541 | GENERAL OPERATING | 2019 |
| The Oregon Community Foundation | Portland, OR | $4,827 | GENERAL OPERATING | 2023 |
| The Oregon Community Foundation | Portland, OR | $4,567 | GENERAL OPERATING | 2017 |
| The Oregon Community Foundation | Portland, OR | $4,520 | GENERAL OPERATING | 2018 |
| The Oregon Community Foundation | Portland, OR | $4,412 | GENERAL OPERATING | 2021 |
| The Oregon Community Foundation | Portland, OR | $4,323 | GENERAL OPERATING | 2025 |
| The Oregon Community Foundation | Portland, OR | $4,082 | GENERAL OPERATING | 2024 |
| The Oregon Community Foundation | Portland, OR | $3,976 | GENERAL OPERATING | 2019 |
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