Private foundation (trust)EIN 597158689Est. 1999-12
FRANCES R WERTZBERGER TRUST
JACKSONVILLE, FL 32207
Accepts unsolicited proposalsTotal Assets
$960K
FY 2022
Annual Giving
$29K
FY 2022
Grants Made
5
FY 2022
Avg Grant
$6K
FY 2022
Grant Range
$4K–$7K
Typical
Deadlines
December 1 preceding the scholarship a…
Applications
Focus Areas
Financial Snapshot
2022 filing
Total Revenue
$35K
Total Expenses
$53K
Qualifying Distributions
$45K
Distributable Amount
$48K
Min. Investment Return
$48K
Undistributed Income
$47K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
5 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
23 grants
Grant Size Distribution
23 grants
Geographic Focus
4 states
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