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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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