Haldeman S Wertz Ta
Haldeman S Wertz Ta is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BUFFALO, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $314K in total assets. In 2024, it awarded 9 grants totaling $17K. Net investment income was $18K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$314K
-0.4% YoY
Annual Giving
$17K
-6.9% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$2K
-6.9% YoY
Under IRS private-foundation payout rules, Haldeman S Wertz Ta reported a distributable amount of $18K for 2024 — the minimum it must pay out in qualifying distributions.
About Haldeman S Wertz Ta
Based on IRS filings
Haldeman S Wertz Ta is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BUFFALO, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $314K in total assets. In 2024, it awarded 9 grants totaling $17K. Net investment income was $18K.
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 | $313,699 | $315,067 | $326,043 |
| Revenue | $24,570 | $16,040 | $18,632 |
| Expenses | $25,730 | $26,803 | $30,173 |
| Qualifying Distributions | $18,982 | $20,275 | $22,843 |
| Net Investment Income | $17,899 | $9,562 | $11,531 |
| Distributable Amount | $18,242 | $17,482 | $18,775 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Martin Memorial Library ($3,278), York College of Pennsylvania ($3,278), The Margaret E Moul Home ($3,278).
| Recipient | Purpose | Amount |
|---|---|---|
| MARTIN MEMORIAL LIBRARY YORK, PA | SUPPORT | $3,278 |
| ST PAUL'S LUTHERAN CHURCH YORK, PA | SUPPORT | $874 |
| YORK COLLEGE OF PENNSYLVANIA YORK, PA | SUPPORT | $3,278 |
| YORK COUNTY SPCA YORK, PA | SUPPORT | $874 |
| THE MARGARET E MOUL HOME YORK, PA | SUPPORT | $3,278 |
| STRAND-CAPITOL PERFORMING ARTS CTR YORK, PA | PERFORMING ARTS SUPPORT | $3,278 |
| ST PAUL LUTHERAN CHURCH NEWPORT, PA | SOCIAL MINISTRIES SUPPORT | $874 |
| TRINITY LUTHERAN CHURCH WRIGHTSVILLE, PA | SOCIAL MINISTRIES SUPPORT | $874 |
| YORK COUNTY COMMUNITY FOUNDATION YORK, PA | SUPPORT | $874 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Haldeman S Wertz Ta?
Haldeman S Wertz Ta is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BUFFALO, NY. It holds $314K in total assets as of 2024.
How large is Haldeman S Wertz Ta?
As of 2024, Haldeman S Wertz Ta holds $314K in total assets with $25K in annual revenue. It awarded 9 grants totaling $17K in 2024.
Where does Haldeman S Wertz Ta operate?
Haldeman S Wertz Ta has awarded grants in Pennsylvania.
What size grants does Haldeman S Wertz Ta award?
In 2024, Haldeman S Wertz Ta awarded 9 grants totaling $17K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Haldeman S Wertz Ta required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Haldeman S Wertz Ta reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Haldeman S Wertz Ta's EIN?
Haldeman S Wertz Ta's EIN (Employer Identification Number) is 23-6923977. 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.