Helen V Werner and John M Werner Charitable Foundation Trust
The Helen V Werner and John M Werner Charitable Foundation Trust is a private foundation based in Sheboygan, Wisconsin. Its 2025 filing reports 15 grants totaling $9,500 to charitable organizations, mostly in Wisconsin.
Helen V Werner and John M Werner Charitable Foundation Trust at a glance
In short: Helen V Werner and John M Werner Charitable Foundation Trust gave $10K across 15 grants in 2025 (avg $633.333), mostly in Wisconsin. 40% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $9,500
- +25.0% vs 2024
- Grants made (2025)
- 15
- +7.1% vs 2024
- Average grant
- $633
- +16.7% vs 2024
- Median grant
- $400
- Total assets
- $89,898
- -3.4% vs 2024
- New grantees (estimate)
- 40% first-time grantees (6 of 15, 2025; small sample)
- Primary geography
- Wisconsin (96% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Helen V Werner and John M Werner Charitable Foundation Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 2724 N 40Th St, Sheboygan, WI 53083
Phone: (920) 889-5961
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Helen V Werner and John M Werner Charitable Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Camp Anikijig ($4K). Together the top 10 received $8K.
Grant Size Distribution
70 grants across all recorded years
The most common grant size was under $50K: 70 grants of 70 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 96% of grant dollars went to recipients in Wisconsin and 4% to recipients in Colorado.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
Cities
Is Helen V Werner and John M Werner Charitable Foundation Trust open to new grantees?
40%
first-time grantees, 2025
In 2025, 6 of 15 grantees (40%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $378; repeat grants $803. How we count
Medians: $360 first-time, $500 repeat.
- 60% of 2025 grantees were also funded in 2024. Method
- Giving grew 27% from 2022 to 2025. Method
- In 2025 it paid out 198% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $6K (2021) to $10K (2025). In 2025 it made 15 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Camp Anikijig Plymouth, WI | Donation | $3,860 |
| The Calumet Club New Holstein, WI | Help club repair roof | $500 |
| Weill Center Sheboygan, WI | Donation | $500 |
| Northside Food Pantry Sheboygan, WI | Donation | $500 |
| Sheboygan Humane Society Sheboygan, WI | Donation | $500 |
| Making Spirits Bright Sheboygan, WI | Donation | $500 |
| NKMNSC Greenbush, WI | Donation | $500 |
| Safe Harbor Sheboygan, WI | Donation | $400 |
| Make A Wish Wisconsin Appleton, WI | Donation | $360 |
| Wounded Warriors United of Wisconsi Gleason, WI | Donation | $360 |
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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 | $89,898 | $4,607 | $10,333 | $9,500 | 15 | $10,333 | $5,096 | $5,213 |
| 2024 | $93,021 | $13,781 | $8,453 | $7,600 | 14 | $8,453 | $12,928 | $5,035 |
| 2023 | $72,778 | $-23,343 | $8,660 | $7,900 | 13 | $8,660 | $5,976 | $4,766 |
| 2022 | $115,568 | $7,267 | $8,261 | $7,500 | 14 | $8,261 | $6,506 | $5,317 |
| 2021 | $116,631 | $7,228 | $6,691 | $6,000 | 14 | $6,691 | $6,537 | $6,138 |
| 2020 | $116,254 | $7,035 | $8,315 | $7,750 | 13 | — | $6,470 | $4,908 |
Under IRS private-foundation payout rules, Helen V Werner and John M Werner Charitable Foundation Trust reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include donations to organizations with varied purposes. Making Spirits Bright Inc. describes its mission as collecting pantry items for Sheboygan County food pantries and providing an affordable family event. Project Angel Hugs says it nurtures youth service and supports the emotional needs of children touched by cancer and their families.
Grantmaking
In 2025, the foundation gave 15 grants totaling $9,500. Grants ranged from $200 to $3,860, with a median grant of $400. The largest listed grant was $3,860 to Camp Anikijig in Plymouth, Wisconsin. Other listed grants included $500 each to The Calumet Club, Weill Center, Northside Food Pantry, Sheboygan Humane Society, and Making Spirits Bright; Project Angel Hugs received $360.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists MICHAEL WERNER, JOHN WERNER, and THOMAS WERNER as trustees.
Helen V Werner and John M Werner Charitable Foundation Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
John Werner
Trustee
On filings since 2020
No compensation reported
Michael Werner
Trustee
On filings since 2020
No compensation reported
Thomas Werner
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Helen V Werner and John M Werner Charitable Foundation Trust
How much does Helen V Werner and John M Werner Charitable Foundation Trust give each year?
Helen V Werner and John M Werner Charitable Foundation Trust gave $10K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 14 grants.
What is Helen V Werner and John M Werner Charitable Foundation Trust's typical grant size?
Helen V Werner and John M Werner Charitable Foundation Trust's median grant in 2025 was $400, and its average grant was $633, across 15 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Helen V Werner and John M Werner Charitable Foundation Trust that year got $378 on average.
Where does Helen V Werner and John M Werner Charitable Foundation Trust give grants?
Helen V Werner and John M Werner Charitable Foundation Trust gives mostly in Wisconsin: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Sheboygan, WI (7 grants) and Plymouth, WI (2 grants).
Does Helen V Werner and John M Werner Charitable Foundation Trust give general operating support?
Not in 2025: none of the 15 grants with a stated purpose on Helen V Werner and John M Werner Charitable Foundation Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (14 grants).
Who are Helen V Werner and John M Werner Charitable Foundation Trust's largest grantees?
Helen V Werner and John M Werner Charitable Foundation Trust's largest 2025 grantees include Camp Anikijig ($3,860), The Calumet Club ($500) and Weill Center ($500), according to its 2025 IRS Form 990-PF. Together they received 51% of its itemized 2025 grant dollars.
How large is Helen V Werner and John M Werner Charitable Foundation Trust?
Helen V Werner and John M Werner Charitable Foundation Trust reported $90K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
What does Helen V Werner and John M Werner Charitable Foundation Trust fund?
No mission statement for the foundation is provided. Its 2025 grants include donations to organizations with varied purposes. Making Spirits Bright Inc. describes its mission as collecting pantry items for Sheboygan County food pantries and providing an affordable family event. See mission & focus areas ↑
How do I apply for a grant from Helen V Werner and John M Werner Charitable Foundation Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Helen V Werner and John M Werner Charitable Foundation Trust's EIN?
Helen V Werner and John M Werner Charitable Foundation Trust's EIN (Employer Identification Number) is 39-1572825. IRS Form 990 filing data is available on this page for 2020–2025.
Does Helen V Werner and John M Werner Charitable Foundation Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 20, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 28, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
- IRS filings on file for fiscal years 2020–2025
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Figures come from Helen V Werner and John M Werner Charitable Foundation Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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