Frances R Wertzberger Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $666K in total assets. In 2024, it awarded 4 grants totaling $43K. Net investment income was $98K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$666K
+6.2% YoY
Annual Giving
$43K
-28.3% YoY
Grant Count
4
-33.3% YoY
Avg Grant Size
$11K
+7.5% YoY
Under IRS private-foundation payout rules, Frances R Wertzberger Trust reported a distributable amount of $52K for 2024 — the minimum it must pay out in qualifying distributions.
About Frances R Wertzberger Trust
Based on IRS filings
Frances R Wertzberger Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $666K in total assets. In 2024, it awarded 4 grants totaling $43K. Net investment income was $98K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $666,166 | $627,222 | $661,587 |
| Revenue | $106,235 | $48,781 | $34,710 |
| Expenses | $67,291 | $83,146 | $53,371 |
| Qualifying Distributions | $58,527 | $72,591 | $45,022 |
| Net Investment Income | $97,515 | $38,365 | $26,745 |
| Distributable Amount | $51,831 | $46,907 | $47,802 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include East Tennessee State University - F ($13,000), Liberty University - for Abigail Yi ($12,000), Lees-mcrae University - Jeremy Grie ($12,000).
| Recipient | Purpose | Amount |
|---|---|---|
| EAST TENNESSEE STATE UNIVERSITY - F JOHNSON CITY, TN | TUITION | $13,000 |
| LIBERTY UNIVERSITY - FOR ABIGAIL YI LYNCHBURG, VA | TUITION | $12,000 |
| LEES-MCRAE UNIVERSITY - JEREMY GRIE BANNER ELK, NC | TUITION | $12,000 |
| UNIVERSITY OF TEXAS - FOR CHARLIE G AUSTIN, TX | TUITION | $6,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SHARON M GLENN M ED | TRUSTEE | 1 | $5,721 |
| MATTHEW BROOK | TRUSTEE | 1 | $5,721 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Frances R Wertzberger Trust?
Frances R Wertzberger Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. It holds $666K in total assets as of 2024.
How large is Frances R Wertzberger Trust?
As of 2024, Frances R Wertzberger Trust holds $666K in total assets with $106K in annual revenue. It awarded 4 grants totaling $43K in 2024.
Where does Frances R Wertzberger Trust operate?
Frances R Wertzberger Trust has awarded grants in Florida, Georgia, North Carolina, Tennessee, Texas, Virginia.
What size grants does Frances R Wertzberger Trust award?
In 2024, Frances R Wertzberger Trust awarded 4 grants totaling $43K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Frances R Wertzberger Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Frances R Wertzberger Trust reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Frances R Wertzberger Trust's EIN?
Frances R Wertzberger Trust's EIN (Employer Identification Number) is 59-7158689. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Frances R Wertzberger Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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