Waltmar Foundation
EIN 952371506Total Given 2016–2023
$3.4M
160 grants · $423K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$14K
typical small grants · $10K–$25K
grant size
67%
deep partner · 28/42 multi-year
repeat
$13.3M
Assets (2023)
42
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
INTERVAL HOUSE
Phone
(714) 628-7335
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $450K | $9.8M | $1.2M | 21 |
| 2017 | $513K | $10.4M | $556K | 23 |
| 2018 | $470K | $9.6M | $671K | 22 |
| 2019 | N/A | $10.8M | $696K | N/A |
| 2020 | $460K | $11.0M | $548K | 20 |
| 2021 | $498K | $13.0M | $1.1M | 21 |
| 2022 | $497K | $12.3M | $1.6M | 22 |
| 2023 | $499K | $13.3M | $952K | 31 |
Grant Size Distribution
Based on 160 grants on record
Minimum
$2K
25th Pctl
$10K
Median
$14K
Average
$21K
75th Pctl
$25K
Maximum
$80K
Geographic Distribution
Officers & Directors
DS
David W Schmid
8+ yrs
President
Leadership
LB
Lisa Beltramo
8+ yrs
Vice President
Leadership
LB
Larry Beltramo
8+ yrs
Treasurer
Leadership
DS
Daniel Schmid
4 yrs
Secretary
Leadership
RS
Richard R Schmid
8+ yrs
Director
CR
Catherine Reeder
2 yrs
Director
SB
Steven Beltramo
2 yrs
Director
LC
Laura Cook
8+ yrs
Director
MS
Melanie Shane
8+ yrs
Executive Dir
DS
David W Schmid
8+ yrs
President
Leadership
LB
Lisa Beltramo
8+ yrs
Vice President
Leadership
LB
Larry Beltramo
8+ yrs
Treasurer
Leadership
DS
Daniel Schmid
4 yrs
Secretary
Leadership
SB
Steven Beltramo
2 yrs
Director
CR
Catherine Reeder
2 yrs
Director
RS
Richard R Schmid
8+ yrs
Director
LC
Laura Cook
8+ yrs
Director
MS
Melanie Shane
8+ yrs
Executive Dir
RS
Richard R Schmid
8+ yrs
President
Leadership
DS
David W Schmid
8+ yrs
Vice President
Leadership
LB
Larry Beltramo
8+ yrs
Treasurer
Leadership
LC
Laura Cook
8+ yrs
Secretary
Leadership
DS
Daniel Schmid
4 yrs
Director
LB
Lisa Beltramo
8+ yrs
Director
MS
Melanie Shane
8+ yrs
Executive Dir
RS
Richard R Schmid
8+ yrs
President
Leadership
DS
David W Schmid
8+ yrs
Vice President
Leadership
LB
Larry Beltramo
8+ yrs
Treasurer
Leadership
LC
Laura Cook
8+ yrs
Secretary
Leadership
DS
Daniel Schmid
4 yrs
Director
BM
Bonnie McCormack
5 yrs
Director
LB
Lisa Beltramo
8+ yrs
Director
MS
Melanie Shane
8+ yrs
Executive Dir
RS
Richard R Schmid
8+ yrs
President
Leadership
DS
David W Schmid
8+ yrs
Vice President
Leadership
LB
Larry Beltramo
8+ yrs
Treasurer
Leadership
LC
Laura Cook
8+ yrs
Secretary
Leadership
BM
Bonnie McCormack
5 yrs
Director
LB
Lisa Beltramo
8+ yrs
Director
MS
Melanie Shane
8+ yrs
Executive Dir
RS
Richard R Schmid
8+ yrs
President
Leadership
DS
David W Schmid
8+ yrs
Vice President
Leadership
LB
Larry Beltramo
8+ yrs
Treasurer
Leadership
LC
Laura Cook
8+ yrs
Secretary
Leadership
BM
Bonnie McCormack
5 yrs
Director
LB
Lisa Beltramo
8+ yrs
Director
MS
Melanie Shane
8+ yrs
Executive Dir
RS
Richard R Schmid
8+ yrs
President
Leadership
DS
David W Schmid
8+ yrs
Vice President
Leadership
LB
Larry Beltramo
8+ yrs
Treasurer
Leadership
LC
Laura Cook
8+ yrs
Secretary
Leadership
LB
Lisa Beltramo
8+ yrs
Director
BM
Bonnie McCormack
5 yrs
Director
MS
Melanie Shane
8+ yrs
Executive Dir
RS
Richard R Schmid
8+ yrs
President
Leadership
DS
David W Schmid
8+ yrs
Vice President
Leadership
SF
Shauna Farley
Executive Director
Leadership
LB
Larry Beltramo
8+ yrs
Treasurer
Leadership
LC
Laura Cook
8+ yrs
Secretary
Leadership
LB
Lisa Beltramo
8+ yrs
Director
BM
Bonnie McCormack
5 yrs
Director
MS
Melanie Shane
8+ yrs
Executive Dir
Grants Awarded (160 total)
| Purpose | ||||
|---|---|---|---|---|
| Interval House | Seal Beach, CA | $80,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2018 |
| Interval House | Seal Beach, CA | $80,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2020 |
| Interval House | Seal Beach, CA | $80,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2021 |
| Interval House | Seal Beach, CA | $80,000 | SUPPORT FOR KEY LIFE-SAVING PROGRAMS TO SERVE THE MOST CULTURALLY UNDERSERVED, DISENFRANCHISED, AND DESTITUTE WOMEN,... | 2023 |
| Interval House | Seal Beach, CA | $80,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2016 |
| Interval House | Seal Beach, CA | $80,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2017 |
| Interval House | Seal Beach, CA | $80,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2022 |
| Chapman University | Orange, CA | $65,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2022 |
| Chapman University | Orange, CA | $60,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2018 |
| Chapman University | Orange, CA | $60,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2020 |
| Chapman University | Orange, CA | $60,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2021 |
| Chapman University | Orange, CA | $55,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2017 |
| Olive Crest | Santa Ana, CA | $51,700 | TO SUPPORT OLIVE CREST'S PRIVATE FOSTER/ADOPTION PROGRAM IN ORANGE COUNTY. | 2023 |
| Olive Crest | Santa Ana, CA | $50,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2018 |
| Olive Crest | Santa Ana, CA | $50,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2020 |
| Olive Crest | Santa Ana, CA | $50,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2021 |
| Chapman University | Orange, CA | $50,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2016 |
| Olive Crest | Santa Ana, CA | $50,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2016 |
| Olive Crest | Santa Ana, CA | $50,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2017 |
| Olive Crest | Santa Ana, CA | $50,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2022 |
| Salvation Army | Santa Ana, CA | $45,200 | TO PROVIDE WRAP-AROUND SERVICES FOR VICTIMS OF HUMAN TRAFFICKING. THE PROGRAM'S GOAL IS TO LOCATE, RESCUE, AND... | 2023 |
| Boy Scouts of Orange County | Costa Mesa, CA | $35,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2018 |
| Salvation Army | Santa Ana, CA | $35,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2018 |
| Boy Scouts of Orange County | Costa Mesa, CA | $35,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2021 |
| Salvation Army | Santa Ana, CA | $35,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2021 |