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EIN 93-6278855

Fred Waltz Trust Foundation

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Milwaukee
State
Wisconsin
Year formed
1995
Most recent tax filings
2023-06-01
NTEE code, primary
T20: Private Foundations
Description
The Fred Waltz Trust Foundation is a private foundation located in Milwaukee, WI that primarily funds general operating. They have granted organizations such as Shriners Hospital and others, and made two grants last year.
Total revenues
$10,852
2023
Total expenses
$26,326
2023
Total assets
$271,558
2023
Num. employees
n/a

Personnel at Fred Waltz Trust Foundation

NameTitle
U S Bank N A ByTrustee

Financials for Fred Waltz Trust Foundation

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Investment income and dividends$6,812
Net rental income$0
Net gain from sale of non-inventory assets$4,036
Gross sales of inventory$0
Miscellaneous revenues$4
Total revenues$10,852

Form 990s for Fred Waltz Trust Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-062022-10-27990PFView PDF
2021-062021-11-01990PFView PDF
2020-062021-06-11990PFView PDF
2019-062020-01-14990PFView PDF
2018-062018-12-22990PFView PDF
...and 6 more Form 990s
Data update history
July 2, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 19, 2021
Posted financials
Added Form 990PF for fiscal year 2020
June 9, 2020
Posted financials
Added Form 990PF for fiscal year 2019
May 1, 2020
Updated personnel
Identified 1 new personnel
November 20, 2018
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 0634
Milwaukee, WI 53201
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(503) 464-3580
IRS details
EIN
93-6278855
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
1995
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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