Private foundation (trust)EIN 236923977Est. 2010-01
HALDEMAN S WERTZ TA
AMHERST, NY 14228
Total Assets
$359K
FY 2023
Annual Giving
$19K
FY 2023
Grants Made
9
FY 2023
Avg Grant
$2K
FY 2023
Grant Range
$939–$4K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$16K
Total Expenses
$27K
Qualifying Distributions
$20K
Distributable Amount
$17K
Min. Investment Return
$18K
Undistributed Income
$945
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
9 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
45 grants
Grant Size Distribution
45 grants
Geographic Focus
1 states
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