Frances R Wertzberger Trust
Frances R Wertzberger Trust is a private foundation, based in Raleigh, NC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $692K in total assets. In 2025, it awarded 3 grants totaling $50K. Net investment income was $96K.
Frances R Wertzberger Trust at a glance
In short: Frances R Wertzberger Trust gave $50K across 3 grants in 2025 (avg $17K), top state Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $50,000
- +16.3% vs 2024
- Grants made (2025)
- 3
- -25.0% vs 2024
- Average grant
- $16,667
- +55.0% vs 2024
- Median grant
- $15,000
- Total assets
- $692,459
- +3.9% vs 2024
- Primary geography
- Virginia (46% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Frances R Wertzberger Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Liberty University - for Abigail Yi ($23K). Together the top 2 received $35K.
Organizations only. It also paid 1 individual scholarship ($15,000), which are not listed by name.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Frances R Wertzberger Trust gives
- Giving grew 72% from 2022 to 2025. Method
- In 2025 it paid out 122% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $27K (2019) to $60K (2023). In 2025 it made 3 grants totaling $50K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Liberty University - for Abigail Yi Lynchburg, VA | Tuition | $23,000 |
| 1 individual scholarship Recipients not named | — | $15,000 |
| University of North Carolina Wilmin Wilmington, NC | Tuition | $12,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $692,459 | $108,273 | $81,980 | $50,000 | 3 | $68,104 | $95,655 | $55,731 |
| 2024 | $666,166 | $106,235 | $67,291 | $43,000 | 4 | $58,527 | $97,515 | $51,831 |
| 2023 | $627,222 | $48,781 | $83,146 | $60,000 | 6 | $72,591 | $38,365 | $46,907 |
| 2022 | $661,587 | $34,710 | $53,371 | $29,000 | 5 | $45,022 | $26,745 | $47,802 |
| 2021 | $680,248 | $70,931 | $57,101 | $32,000 | 7 | $47,578 | $61,408 | $51,372 |
| 2020 | $666,418 | $18,938 | $57,725 | $33,500 | 7 | — | $15,090 | $42,665 |
| 2019 | $705,447 | $90,551 | $51,488 | $27,000 | 4 | — | $75,669 | $44,550 |
Under IRS private-foundation payout rules, Frances R Wertzberger Trust reported a distributable amount of $56K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Frances R Wertzberger Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Sharon M. Glenn M. Ed
Trustee
On filings since 2019
1 hr/week
$8K (2019) → $6K (2025)
Matthew Brook
Trustee
On filings since 2021
1 hr/week
$4K (2021) → $6K (2025)
Former officers (2)
- Former: Arthur J. Stites CPA (2019–2022) — Trustee
- Former: J. Eugene Glenn MD (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to Sharon M Glenn M Ed (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Frances R Wertzberger Trust
How much does Frances R Wertzberger Trust give each year?
Frances R Wertzberger Trust gave $50K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $43K across 4 grants.
What is Frances R Wertzberger Trust's typical grant size?
Frances R Wertzberger Trust's median grant in 2025 was $15,000, and its average grant was $16,667, across 3 grants on its 2025 IRS Form 990-PF.
Where does Frances R Wertzberger Trust give grants?
Frances R Wertzberger Trust's top state is Virginia, with 46% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Georgia (30%) and North Carolina (24%).
Does Frances R Wertzberger Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Frances R Wertzberger Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Tuition" (3 grants).
How large is Frances R Wertzberger Trust?
Frances R Wertzberger Trust reported $692K in total assets on its 2025 IRS Form 990-PF. It paid out $68K in qualifying distributions that year, against a required minimum of $56K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS August 24, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 23, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2025)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 6, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Frances R Wertzberger Trust funds
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