Funder DirectoryRICHARD L & LOIS S WERNER FAMILY
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Private foundation (trust)EIN 237911213Est. 2000-02

RICHARD L & LOIS S WERNER FAMILY

BOCA RATON, FL 33428

Accepts unsolicited proposals

Total Assets

$1.0M

FY 2023

Annual Giving

$269K

FY 2023

Grants Made

71

FY 2023

Avg Grant

$4K

FY 2023

Grant Range

$100–$75K

Typical

Deadlines

January 1

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$77K

Total Expenses

$276K

Qualifying Distributions

$272K

Distributable Amount

$52K

Min. Investment Return

$53K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

71 grants

Grant sizes from minimum $100 through median $1K to maximum $75K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $269K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

375 grants

JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY
$160K
5 grants
RENSSELAER POLYTECHNIC INSTITUTE
$50K
5 grants
CONGREGATION B'NAI ISRAEL
$47K
5 grants
DIABETES RESEARCH INSTITUTE FOUNDATION
$44K
5 grants
FRACTURED ATLAS
$40K
4 grants
JEWISH NATIONAL FUND
$33K
5 grants
BOCA RATON COMMUNITY HOSPITAL FOUNDATION
$30K
2 grants
NORTH SHORE FOUNDATION COVID 19 FUND
$25K
3 grants

Grant Size Distribution

375 grants

<$10K
360
grants
$10–50K
14
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

18 states

Florida
$475K
52% of total
New York
$217K
24% of total
Illinois
$118K
13% of total
Pennsylvania
$30K
3% of total
Ohio
$29K
3% of total
District of Columbia
$23K
2% of total
Colorado
$9K
1% of total
Missouri
$3K
0% of total
Utah
$3K
0% of total
Massachusetts
$3K
0% of total

+8 more states

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RICHARD L & LOIS S WERNER FAMILY — Grants, Financials & Contact | Grantivo