Raymond R & Martha G Wernig

Private foundation · Grantmaker Palm Desert, CA EIN: 52-2254658

RAYMOND R & MARTHA G WERNIG is a private foundation based in Palm Desert, California. Its 2024 filing reports grants to charitable organizations in several states, including organizations addressing homelessness, education, literacy, emergency assistance, and military-family needs.

Key facts about Raymond R & Martha G Wernig

In short: Raymond R & Martha G Wernig gave $154K across 22 grants in 2024 (avg $7K), mostly in Florida. 32% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
52-2254658
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$154,000
Grants made (2024)
22
Average grant
$7,000
Median grant
$3,500
New grantees (estimate)
32% first-time grantees (7 of 22, 2024)
Total assets
$694,372
Primary geography
Florida (58% of itemized 2024 grant dollars)
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. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$694K

-5.1% YoY

Annual Giving

$154K

-25.2% YoY

Grant Count

22

-12.0% YoY

Avg Grant Size

$7K

-15.0% YoY

Under IRS private-foundation payout rules, Raymond R & Martha G Wernig reported a distributable amount of $51K for 2024 — the minimum it must pay out in qualifying distributions.

Is Raymond R & Martha G Wernig open to new grantees?

32%

first-time grantees, 2024

In 2024, 7 of 22 grantees (32%) were first-time recipients. First grants averaged $2K; repeat grants $9K. How we count

Medians: $2K first-time, $5K repeat.

  • 68% of 2024 grantees were also funded in 2023. Method
  • Giving grew 33% from 2021 to 2024. Method
  • In 2024 it paid out 306% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants show support for organizations working in areas including homelessness, education, literacy, food assistance, and cultural enrichment. Guadalupe Center, a 2024 grantee, describes its mission as breaking the cycle of poverty through education for children in Immokalee. Another 2024 grantee, Shoes That Fit, says it provides new athletic shoes to children in need so they can attend school with dignity and be prepared to learn, play, and thrive.

Grantmaking

In filing year 2024, the foundation reported 22 grants totaling $154,000. Grant amounts ranged from $250 to $50,000, with a median grant of $3,500. In 2023 it reported 25 grants totaling $206,000; in 2022, it reported 28 grants totaling $155,000.

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Geographic Focus

Where this funder awards grants

For 2024, the shares of grant dollars by recipient state were Florida 58%, Ohio 19%, California 11%, Missouri 6%, and Montana 3%.

Grant Distribution by State

16states

Share of 2024 grant dollars across all 22 itemized grants.

Cities

AkronNaplesChagrin FallsClevelandOmahaWarrentonDenverIndioNorthfieldImmokaleeUniontownCamp PendletonAlexandriaClintonFairlawnMapleswoodMaplewoodMemphisNewtonRancho Mirage

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K11 grants2020 52 grants2021 28 grants2022 25 grants2023 22 grants2024

From 2020 to 2024, annual grant giving ranged from $95K (2020) to $206K (2023). In 2024 it made 22 grants totaling $154K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Habitat for Humanity: $50KHabitat for Humanity$50KGuadalupe Center: $30KGuadalupe Center$30KAgape Ministry: $10KAgape Ministry$10KStan Hywet Gardens: $10KStan Hywet Gardens$10KSt John Neumann HS: $8KSt John Neumann HS$8KValley Lutheran Church: $6KValley Lutheran Church$6KMartha's Village & Kitchen: $5KMartha's Village & Kitchen$5KRead with ME: $5KRead with ME$5KArmed Services YMCA Pendleton: $5KArmed Services YMCA Pendleton$5KHoly Rosary: $5KHoly Rosary$5K

The largest 2024 recipient was Habitat for Humanity ($50K). Together the top 10 received $133K.

Grant Size Distribution

138 grants across all recorded years

135<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 135 grants of 138 (98%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Habitat for Humanity Naples, FLSupports Homeless in Collier Cty$50,000
Guadalupe Center Immokalee, FLEducation$30,000
Agape Ministry Warrenton, MOFood Pantry for Homeless$10,000
Stan Hywet Gardens Akron, OHEducational/Cultural Enrichment$10,000
St John Neumann HS Naples, FLRoman Catholic HS in Naples$7,500
Valley Lutheran Church Chagrin Falls, OHLutheran Parish in Chagrin Falls$6,000
Martha's Village & Kitchen Indio, CASupports Homeless/Coachello Valley$5,000
Read with ME Rancho Mirage, CATutoring Literacy Skills$5,000
Armed Services YMCA Pendleton Camp Pendleton, CAMilitary Family Assistance$4,500
Holy Rosary Miles City, MTHealth-Related Projects$4,500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2024 $694,372 $119,592 $158,203 $154,000 22
2023 $731,890 $87,348 $209,562 $206,000 25
2022 $852,900 $77,263 $159,959 $155,000 28
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$694,372$731,890$852,900
Revenue$119,592$87,348$77,263
Expenses$158,203$209,562$159,959
Qualifying Distributions$155,400$206,000$155,000
Net Investment Income$118,122$84,405$73,301
Distributable Amount$50,767$47,264$55,888

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Stephanie R Wernig as Chairman, Charles M Wernig as Vice Chairma, Maria W Elfrink as Secretary, and R Mark Wernig as Board Member.

Raymond R & Martha G Wernig is led by Stephanie R. Wernig, Chairman on every filing since 2020; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Stephanie R. Wernig

    Chairman

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Charles M. Wernig

    Vice Chairman

    On filings since 2020

    0.2 hrs/week

    No compensation reported

  • Maria W. Elfrink

    Secretary

    On filings since 2020

    0.2 hrs/week

    No compensation reported

  • R. Mark Wernig

    Board Member

    On filings since 2020

    0.2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: Stephanie R Wernig
Mailing address: 42270 Liolios Dr, Palm Desert, CA 92211
Phone: (402) 689-7231
Email: srwernig@gmail.com

Frequently asked questions about Raymond R & Martha G Wernig

How much does Raymond R & Martha G Wernig give each year?

Raymond R & Martha G Wernig gave $154K across 22 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $206K across 25 grants.

What is Raymond R & Martha G Wernig's typical grant size?

Raymond R & Martha G Wernig's median grant in 2024 was $3,500, and its average grant was $7,000, across 22 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Raymond R & Martha G Wernig that year got $2K on average.

Where does Raymond R & Martha G Wernig give grants?

Raymond R & Martha G Wernig gives mostly in Florida: 58% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Ohio (19%) and California (11%). The most frequent recipient cities were Akron, OH (3 grants), Naples, FL (2 grants) and Camp Pendleton, CA (2 grants).

Does Raymond R & Martha G Wernig give general operating support?

Not in 2024: none of the 22 grants with a stated purpose on Raymond R & Martha G Wernig's 2024 IRS Form 990-PF were described as general or operating support.

Who are Raymond R & Martha G Wernig's largest grantees?

Raymond R & Martha G Wernig's largest 2024 grantees include Habitat for Humanity ($50,000), Guadalupe Center ($30,000) and Agape Ministry ($10,000), according to its 2024 IRS Form 990-PF. Together they received 58% of its itemized 2024 grant dollars.

How large is Raymond R & Martha G Wernig?

Raymond R & Martha G Wernig reported $694K in total assets on its 2024 IRS Form 990-PF. It paid out $155K in qualifying distributions that year, against a required minimum of $51K (roughly 5% of its investment assets).

What does Raymond R & Martha G Wernig fund?

No mission statement for the foundation is provided. Its 2024 grants show support for organizations working in areas including homelessness, education, literacy, food assistance, and cultural enrichment. See mission & focus areas ↑

How do I apply for a grant from Raymond R & Martha G Wernig?

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 Raymond R & Martha G Wernig's EIN?

Raymond R & Martha G Wernig's EIN (Employer Identification Number) is 52-2254658. IRS Form 990 filing data is available on this page for 2020–2024.

Does Raymond R & Martha G Wernig accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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