Frances R Wertzberger Trust
RALEIGH, NC EIN: 59-7158689
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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
No grants recorded for .
Who else does Frances R Wertzberger Trust fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
North Carolina $79K (40%)
Florida $30K (15%)
Tennessee $26K (13%)
Texas $26K (13%)
Georgia $25K (13%)
Virginia $12K (6%)
Cities
AshevilleAtlantaAustinBanner ElkChapel HillJacksonvilleJohnson CityLynchburgOrlandoRaleighTyler
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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