Woltz Charitable Trust
MOUNT AIRY, NC EIN: 23-7034704
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$290K
-8.2% YoY
Annual Giving
$27K
+1.9% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$14K
+1.9% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $289,792 | $315,591 | $320,305 |
| Revenue | $13,680 | $34,713 | $9,569 |
| Expenses | $39,479 | $39,427 | $53,754 |
| Qualifying Distributions | $29,726 | $30,000 | $40,802 |
| Net Investment Income | $3,927 | $25,286 | $35 |
| Distributable Amount | $34,693 | $30,541 | $32,397 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Woltz Charitable Trust fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES L WOLTZ | DIRECTOR | 0.1 | — |
| J SAMUEL GENTRY JR CPA | TRUSTEE | 0.1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
North Carolina $116K (73%)
Virginia $19K (12%)
Florida $13K (8%)
California $12K (7%)
Cities
CantonCharlottesvilleDobsonFranklinRoanokeSan FranciscoTampa
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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