Funder DirectoryWERT FAMILY FOUNDATION
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EIN 411956034

WERT FAMILY FOUNDATION

NAPLES, FL 34108

Total Assets

FY 2021

Annual Giving

$67K

FY 2021

Grants Made

1

FY 2021

Avg Grant

$67K

FY 2021

Grant Range

$67K–$67K

Typical

Deadlines

Applications

Financial Snapshot

2021 filing

Total Revenue

$1K

Total Expenses

$69K

Qualifying Distributions

$68K

Distributable Amount

$1K

Min. Investment Return

$1K

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.

Giving Over Time

3 years

Giving over time from 2018 to 2021. Peak $78K in 2020. Hover bars for details.

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

Top Recipients

33 grants

NATIONAL PHILANTHROPIC TRUST
$67K
1 grant
ABBOTT NORTHWESTERN
$50K
2 grants
SABES JCC
$35K
2 grants
TEMPLE ISRAEL
$30K
2 grants
SHOLOM HOME
$10K
1 grant
HENNEPIN HEALTHCARE FOUNDATION
$10K
1 grant
CHILDREN'S CANCER RESEARCH FUND
$2K
2 grants
APPETITE FOR CHANGE
$1K
2 grants

Grant Size Distribution

33 grants

<$10K
26
grants
$10–50K
6
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Minnesota
$144K
68% of total
Pennsylvania
$67K
32% of total
Florida
$750
0% of total
Illinois
$250
0% of total

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