Woltz Foundation

Howard O Woltz Iii Ttee

Mount Airy, NC
Tax-exempt since Jan. 2008
EIN: 26-6067379

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$98.4k (2024)

Expenses

$173k (2024)

Total Assets

$2.09M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$98,431

Expenses

$172,902

Net Income

-$74,471

Net Assets

$2,087,757

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$847	0.9%
Dividends	$95,265	96.8%
Sales of Assets	$2,319	2.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,796	86.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,087,757
Total Liabilities	$0
Net Assets	$2,087,757

Compensation

Key Employees and Officers	Compensation	Other
Edwin M Woltz (Trustee, Director)	$0	$0
Howard O Woltz Iii (Trustee, Director)	$0	$0
Joan W Robbins (Director)	$0	$0
Louise E Woltz (Director)	$0	$0

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990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$94,963

Expenses

$170,818

Net Income

-$75,855

Net Assets

$2,062,878

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$289	0.3%
Dividends	$185,444	> 100%
Sales of Assets	-$90,770
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,740	89.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,062,878
Total Liabilities	$0
Net Assets	$2,062,878

Compensation

Key Employees and Officers	Compensation	Other
Edwin M Woltz (Trustee, Director)	$0	$0
Howard O Woltz Iii (Trustee, Director)	$0	$0
Joan W Robbins (Director)	$0	$0
Louise E Woltz (Director)	$0	$0

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990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$142,695

Expenses

$195,723

Net Income

-$53,028

Net Assets

$2,069,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$157,612	> 100%
Sales of Assets	-$14,930
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,206	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,069,246
Total Liabilities	$0
Net Assets	$2,069,246

Compensation

Key Employees and Officers	Compensation	Other
Edwin M Woltz (Trustee, Director)	$0	$0
Howard O Woltz Iii (Trustee, Director)	$0	$0
Joan W Robbins (Director)	$0	$0
Louise E Woltz (Director)	$0	$0

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990-PF

Filed on July 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$234,416

Expenses

$127,382

Net Income

$107,034

Net Assets

$2,122,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$155,658	66.4%
Sales of Assets	$78,754	33.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,502	85.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,122,274
Total Liabilities	$0
Net Assets	$2,122,274

Compensation

Key Employees and Officers	Compensation	Other
Edwin M Woltz (Trustee, Director)	$0	$0
Howard O Woltz Iii (Trustee, Director)	$0	$0
Joan W Robbins (Director)	$0	$0
Louise E Woltz (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$160,188

Expenses

$130,290

Net Income

$29,898

Net Assets

$1,935,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$127,390	79.5%
Sales of Assets	$32,794	20.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,633	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,935,407
Total Liabilities	$1
Net Assets	$1,935,406

Compensation

Key Employees and Officers	Compensation	Other
Edwin M Woltz (Trustee, Director)	$0	$0
Howard O Woltz Iii (Trustee, Director)	$0	$0
Joan W Robbins (Director)	$0	$0
Louise E Woltz (Director)	$0	$0

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990-PF

Filed on July 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

-$7,073

Expenses

$171,180

Net Income

-$178,253

Net Assets

$1,852,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18
Dividends	$48,247
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,646	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,852,722
Total Liabilities	$1
Net Assets	$1,852,721

Compensation

Key Employees and Officers	Compensation	Other
Edwin M Woltz (Trustee, Director)	$0	$0
Howard O Woltz Iii (Trustee, Director)	$0	$0
Joan W Robbins (Director)	$0	$0
Louise E Woltz (Director)	$0	$0

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990-PF

Filed on July 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$85,395

Expenses

$158,016

Net Income

-$72,621

Net Assets

$1,968,193

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22	0.0%
Dividends	$108,168	> 100%
Sales of Assets	-$33,532
Other Income	$10,737	12.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,006	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,968,193
Total Liabilities	$0
Net Assets	$1,968,193

Compensation

Key Employees and Officers	Compensation	Other
Edwin M Woltz (Trustee, Director)	$0	$0
Howard O Woltz Iii (Trustee, Director)	$0	$0
Joan W Robbins (Director)	$0	$0
Louise E Woltz (Director)	$0	$0

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990-PF

Filed on July 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$172,590

Expenses

$165,336

Net Income

$7,254

Net Assets

$1,965,257

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$133,991	77.6%
Sales of Assets	$47,800	27.7%
Other Income	-$9,212

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,987	81.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,965,257
Total Liabilities	$0
Net Assets	$1,965,257

Compensation

Key Employees and Officers	Compensation	Other
Edwin M Woltz (Trustee, Director)	$0	$0
Howard O Woltz Iii (Trustee, Director)	$0	$0
Joan W Robbins (Director)	$0	$0
Louise E Woltz (Director)	$0	$0

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990-PF

Filed on May 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$550,792

Expenses

$108,827

Net Income

$441,965

Net Assets

$1,958,003

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$135	0.0%
Dividends	$103,531	18.8%
Sales of Assets	$447,126	81.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,150	93.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,958,003
Total Liabilities	$0
Net Assets	$1,958,003

Compensation

Key Employees and Officers	Compensation	Other
Edwin M Woltz (Trustee, Director)	$0	$0
Howard O Woltz Iii (Trustee, Director)	$0	$0
Joan W Robbins (Director)	$0	$0
Louise E Woltz (Director)	$0	$0

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990-PF

Filed on May 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$99,055

Expenses

$120,464

Net Income

-$21,409

Net Assets

$1,516,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$19,851	20.0%
Sales of Assets	$79,199	80.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,418	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,516,038
Total Liabilities	$0
Net Assets	$1,516,038

Compensation

Key Employees and Officers	Compensation	Other
Edwin M Woltz (Trustee, Director)	$0	$0
Howard O Woltz Iii (Trustee, Director)	$0	$0
Joan W Robbins (Director)	$0	$0
Louise E Woltz (Director)	$0	$0

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990-PF

Filed on Oct. 28, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$39,858

Expenses

$98,477

Net Income

-$58,619

Net Assets

$1,537,447

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$19,143	48.0%
Sales of Assets	$20,706	51.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,227	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,537,447
Total Liabilities	$0
Net Assets	$1,537,447

Compensation

Key Employees and Officers	Compensation	Other
Edwin M Woltz (Trustee, Director)	$0	$0
Howard O Woltz Iii (Trustee, Director)	$0	$0
Joan W Robbins (Director)	$0	$0
Louise E Woltz (Director)	$0	$0

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990-PF

Filed on Aug. 3, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$17,779

Expenses

$75,172

Net Income

-$57,393

Net Assets

$1,562,167

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$17,230	96.9%
Sales of Assets	$543	3.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,192	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,562,167
Total Liabilities	$0
Net Assets	$1,562,167

Compensation

Key Employees and Officers	Compensation	Other
Edwin M Woltz (Trustee, Director)	$0	$0
Howard O Woltz Iii (Trustee, Director)	$0	$0
Joan W Robbins (Director)	$0	$0
Louise E Woltz (Director)	$0	$0

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990-PF

Filed on Aug. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$9,689

Expenses

$60,475

Net Income

-$50,786

Net Assets

$1,612,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$260	2.7%
Interest Revenue	$17	0.2%
Dividends	$39,928	> 100%
Sales of Assets	$0
Other Income	$3,428	35.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,677	92.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,612,747
Total Liabilities	$1
Net Assets	$1,612,746

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,324,384

Expenses

$23,382

Net Income

$1,301,002

Net Assets

$1,663,533

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,290,443	97.4%
Interest Revenue	$0
Dividends	$14,031	1.1%
Sales of Assets	$20,272	1.5%
Other Income	-$362

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,325	78.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,663,794
Total Liabilities	$261
Net Assets	$1,663,533

990-PF

Primary tax return for a private foundation's activities, finances, and governance

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Woltz Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $98.4k (2024)

Expenses $173k (2024)

Total Assets $2.09M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Revenue

$98.4k (2024)

Expenses

$173k (2024)

Total Assets

$2.09M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007