Elmer J and Eva Werner 5 Total Return Trust
Elmer J and Eva Werner 5 Total Return Trust is a private foundation, based in MUNCIE, IN. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $676K in total assets. In 2024, it awarded 1 grants totaling $48K. Net investment income was $60K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$676K
-0.0% YoY
Annual Giving
$48K
-1.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$48K
-1.5% YoY
About Elmer J and Eva Werner 5 Total Return Trust
Based on IRS filings
Elmer J and Eva Werner 5 Total Return Trust is a private foundation, based in MUNCIE, IN. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $676K in total assets. In 2024, it awarded 1 grants totaling $48K. Net investment income was $60K.
Ready to take the next step with Elmer J and Eva Werner 5 Total Return Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $675,635 | $675,841 |
| Revenue | $64,200 | $56,625 |
| Expenses | $64,406 | $60,060 |
| Qualifying Distributions | $59,181 | $56,489 |
| Net Investment Income | $60,375 | $48,775 |
| Distributable Amount | $48,264 | $43,207 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Related Funders
Similar funders by location and focus area
Lupke Foundation Inc Agency
FORT WAYNE, IN
Assets
$1.4M
Grants
22
Total Given
$76K
Harold Ellison Tuw for Jones Cemetery 002189
MUNCIE, IN
Assets
$442K
Grants
1
Total Given
$9K
John Carroll Club of South Bend Inc
SOUTH BEND, IN
Assets
—
Grants
1
Total Given
$220K
Buchanan-clements Foundation Inc
COLUMBUS, IN
Assets
$261K
Grants
3
Total Given
$16K
Harold Ellison Scholarship Fund 002188
MUNCIE, IN
Assets
$1.1M
Grants
1
Total Given
$62K
Alatash Foundation Inc
DYER, IN
Assets
$15K
Grants
0
Total Given
—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Elmer J and Eva Werner 5 Total Return Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities