Donald M & Barbara L Werner Family
Donald M & Barbara L Werner Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOCA RATON, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $24K in total assets. In 2024, it awarded 5 grants totaling $6K. Net investment income was $448.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$24K
-21.6% YoY
Annual Giving
$6K
-86.5% YoY
Grant Count
5
-76.2% YoY
Avg Grant Size
$1K
-43.2% YoY
Under IRS private-foundation payout rules, Donald M & Barbara L Werner Family reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.
About Donald M & Barbara L Werner Family
Based on IRS filings
Donald M & Barbara L Werner Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOCA RATON, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $24K in total assets. In 2024, it awarded 5 grants totaling $6K. Net investment income was $448.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $23,777 | $30,340 | $22,299 |
| Revenue | $448 | $89,107 | $60,529 |
| Expenses | $7,011 | $43,810 | $33,423 |
| Qualifying Distributions | $5,900 | $43,615 | $31,000 |
| Net Investment Income | $448 | $38,846 | $14,023 |
| Distributable Amount | $2,635 | $2,385 | $1,909 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
82 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Vets Helping Heroes ($5,200), St Jude Children's Research Hospital ($250), Temple Shalom ($250).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY BOCA RATON, FL | GENERAL SUPPORT | $100 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL MEMPHIS, TN | GENERAL SUPPORT | $250 |
| TEMPLE SHALOM WHEELING, WV | GENERAL SUPPORT | $250 |
| THE NATIONAL WWII MUSEUM TOPEKA, KS | GENERAL SUPPORT | $100 |
| VETS HELPING HEROES BOCA RATON, FL | GENERAL SUPPORT | $5,200 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DONALD M WERNER | TRUSTEE | — | — |
| BARBARA L WERNER | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Donald M & Barbara L Werner Family?
Donald M & Barbara L Werner Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOCA RATON, FL. It holds $24K in total assets as of 2024.
How large is Donald M & Barbara L Werner Family?
As of 2024, Donald M & Barbara L Werner Family holds $24K in total assets with $448 in annual revenue. It awarded 5 grants totaling $6K in 2024.
Where does Donald M & Barbara L Werner Family operate?
Donald M & Barbara L Werner Family has awarded grants in California, Connecticut, District of Columbia, Florida, Illinois, Kansas, Massachusetts, Maryland, New York, Ohio, Pennsylvania, Tennessee, Texas, West Virginia.
What size grants does Donald M & Barbara L Werner Family award?
In 2024, Donald M & Barbara L Werner Family awarded 5 grants totaling $6K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Donald M & Barbara L Werner Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Donald M & Barbara L Werner Family reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Donald M & Barbara L Werner Family's EIN?
Donald M & Barbara L Werner Family's EIN (Employer Identification Number) is 23-7933631. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.