Richard L & Lois S Werner Family
The Richard L & Lois S Werner Family is a private foundation based in Boca Raton, Florida. In 2025, it reported 69 grants totaling $248,914, supporting organizations including Jewish community organizations, educational institutions, healthcare and medical research organizations, and arts groups.
Key facts about Richard L & Lois S Werner Family
In short: Richard L & Lois S Werner Family gave $249K across 69 grants in 2025 (avg $4K), mostly in Florida. 12% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 23-7911213
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $248,914
- Grants made (2025)
- 69
- Average grant
- $3,607
- Median grant
- $1,000
- New grantees (estimate)
- 12% first-time grantees (8 of 69, 2025)
- Total assets
- $664,810
- Primary geography
- Florida (63% of itemized 2025 grant dollars)
- How to apply
- The foundation states that applications should be submitted in writing to Richard L. Full details ↓
- Deadline
- January 1; the 2026 date has passed.
Data from IRS Form 990-PF, 2025; 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 2025 IRS Form 990-PF · View filing
Total Assets
$665K
-20.2% YoY
Annual Giving
$249K
-4.5% YoY
Grant Count
69
+4.5% YoY
Avg Grant Size
$4K
-8.7% YoY
Under IRS private-foundation payout rules, Richard L & Lois S Werner Family reported a distributable amount of $34K for 2025 — the minimum it must pay out in qualifying distributions.
Is Richard L & Lois S Werner Family open to new grantees?
12%
first-time grantees, 2025
In 2025, 8 of 69 grantees (12%) were first-time recipients. First grants averaged $1K; repeat grants $4K. How we count
Medians: $1K first-time, $1K repeat.
- 81% of 2025 grantees were also funded in 2024. Method
- Giving grew 42% from 2022 to 2025. Method
- In 2025 it paid out 736% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations. For example, Lynn University describes its mission as providing an innovative, global, personalized education, while Rensselaer Polytechnic Institute says it educates leaders for technologically based careers. The Diabetes Research Institute Foundation says it funds research toward curing diabetes; the Victory Center says it provides educational services to people with autism and related disabilities. Other supported organizations describe work in healthcare, Holocaust education and remembrance, emergency medical services in Israel, and assistance for veterans.
Grantmaking
In 2025, the foundation made 69 grants totaling $248,914. Grants ranged from $188 to $50,000, with a median of $1,000. The largest awards included two $50,000 grants to the Jewish Federation of South Palm Beach County—one for its general fund and one for its Israel Emergency Relief Fund. Other notable grants were $15,000 to Physical Theater Festival, $12,500 to Lynn University, $10,600 to Congregation B’nai Israel, and $10,000 each to Jewish National Fund and Rensselaer Polytechnic Institute. The listed purposes for these grants were general support.
Review Cycle
January 1; the 2026 date has passed.
How to Apply
The foundation states that applications should be submitted in writing to Richard L. Werner. It does not restrict giving to preselected organizations, and its filing lists no restrictions on awards.
Ready to take the next step with Richard L & Lois S Werner Family?
Geographic Focus
Where this funder awards grants
In 2025, Florida recipients received 63% of grant dollars, New York recipients 16%, Illinois recipients 11%, Washington, DC recipients 4%, and Pennsylvania recipients 3%.
Grant Distribution by State
Share of 2025 grant dollars across all 69 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $144K (2019) to $269K (2023). In 2025 it made 69 grants totaling $249K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Jewish Federation of South Palm Beach County - General Fund ($50K). Together the top 10 received $173K.
Grant Size Distribution
356 grants across all recorded years
The most common grant size was under $50K: 352 grants of 356 (99%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federation of South Palm Beach County - General Fund Boca Raton, FL | General Support | $50,000 |
| Jewish Federation of South Palm Beach County - Israel Emergency Relief Fund Boca Raton, FL | General Support | $50,000 |
| Physical Theater Festival Chicago, IL | General Support | $15,000 |
| Lynn University Boca Raton, FL | General Support | $12,500 |
| Congregation B'nai Israel Boca Raton, FL | General Support | $10,600 |
| Jewish National Fund - General Fund New York, NY | General Support | $10,000 |
| Rensselaer Polytechnic Institute Troy, NY | General Support | $10,000 |
| Boca Raton Regional Hospital Foundation - Keeping the Promise Fund Boca Raton, FL | General Support | $5,000 |
| Diabetes Research Institute Foundation Hollywood, FL | General Support | $5,000 |
| Jewish Federation of South Palm Beach County - Lion of Judah Campaign Boca Raton, FL | General Support | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $664,810 | $81,341 | $255,214 | $248,914 | 69 |
| 2024 | $833,135 | $76,335 | $268,722 | $260,650 | 66 |
| 2023 | $1,030,256 | $76,669 | $276,082 | $269,100 | 71 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $664,810 | $833,135 | $1,030,256 |
| Revenue | $81,341 | $76,335 | $76,669 |
| Expenses | $255,214 | $268,722 | $276,082 |
| Qualifying Distributions | $252,018 | $263,729 | $272,050 |
| Net Investment Income | $78,116 | $72,715 | $72,900 |
| Distributable Amount | $34,222 | $41,325 | $52,412 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 19, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 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 6, 2024)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists seven trustees: Richard L. Werner, Lois S. Werner, Elise W. Frost, Mindy H. Werner, Bruce D. Werner, Daniel M. Alter, and Ira M. Frost.
Richard L & Lois S Werner Family's 2025 filing lists 7 officers; none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Bruce D. Werner
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Daniel M. Alter
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Elise W. Frost
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Ira M. Frost
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Lois S. Werner
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Mindy H. Werner
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Richard L. Werner
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Former officers (1)
- Former: Tammy H. Werner (2019–2023) — 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.
Contact
Application contact: Richard L Werner
Mailing address: 21048 95Th Avenue South Apt D-302, Boca Raton, FL 33428
Phone: (561) 994-8890
Frequently asked questions about Richard L & Lois S Werner Family
How much does Richard L & Lois S Werner Family give each year?
Richard L & Lois S Werner Family gave $249K across 69 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $261K across 66 grants.
What is Richard L & Lois S Werner Family's typical grant size?
Richard L & Lois S Werner Family's median grant in 2025 was $1,000, and its average grant was $3,607, across 69 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Richard L & Lois S Werner Family that year got $1K on average.
Where does Richard L & Lois S Werner Family give grants?
Richard L & Lois S Werner Family gives mostly in Florida: 63% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (16%) and Illinois (11%). The most frequent recipient cities were New York, NY (13 grants), Boca Raton, FL (12 grants), Chicago, IL (6 grants) and Washington, DC (4 grants).
Does Richard L & Lois S Werner Family give general operating support?
Yes: 100% of Richard L & Lois S Werner Family's 2025 grants with a stated purpose (69 of 69) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Richard L & Lois S Werner Family's largest grantees?
Richard L & Lois S Werner Family's largest 2025 grantees include Jewish Federation of South Palm Beach County - General Fund ($50,000), Jewish Federation of South Palm Beach County - Israel Emergency Relief Fund ($50,000) and Physical Theater Festival ($15,000), according to its 2025 IRS Form 990-PF. Together they received 46% of its itemized 2025 grant dollars.
How large is Richard L & Lois S Werner Family?
Richard L & Lois S Werner Family reported $665K in total assets on its 2025 IRS Form 990-PF. It paid out $252K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets).
What does Richard L & Lois S Werner Family fund?
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations. See mission & focus areas ↑
How do I apply for a grant from Richard L & Lois S Werner Family?
The foundation states that applications should be submitted in writing to Richard L. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Richard L & Lois S Werner Family's EIN?
Richard L & Lois S Werner Family's EIN (Employer Identification Number) is 23-7911213. 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. Research dossier generated September 2026.
Here's the math on researching Richard L & Lois S Werner Family by hand.
Explore Open Grants
Browse active grant opportunities in Richard L & Lois S Werner Family's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Florida
The Chicago Community Trust
Chicago, IL
The Chicago Community Trust funds nonprofits addressing economic mobility, wealth gaps, and urgent community needs, with priorities including homeownership, small businesses, education, quality jobs, and investment in underinvested communities. Its 2025 itemized grants had a median of $26,500, though awards vary widely; grants generally benefit Chicago-region residents, and the Trust directs applicants to open opportunities but does not state whether it accepts unsolicited requests.
Assets
$7.1B
Grants
4,316
Total Given
$1.2B
Publix Super Markets Charities Inc
Lakeland, FL
Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.
Assets
$233.8M
Grants
3,269
Total Given
$52.5M
The Community Foundation for Northeast Florida Inc
Jacksonville, FL
The Community Foundation for Northeast Florida supports nonprofits and civic work in Duval, St. Johns, Nassau, Baker, Clay, and Putnam counties, with interests including neighborhoods, education, aging adults, arts, women and girls, young children, and early literacy. Its 2024 grants had a median of $5,000, though amounts varied widely; most donor-advised grants are not open to applications, but eligible nonprofits can apply through competitive programs when application windows are open.
Assets
$708.7M
Grants
2,470
Total Given
$78.0M
Community Foundation of Tampa Bay Inc
Tampa, FL
The Community Foundation of Tampa Bay funds nonprofits addressing economic opportunity, environmental sustainability, health, education, and community vitality in Hillsborough, Pinellas, Pasco, Hernando, and Citrus counties. Its annual competitive grants are typically $10,000–$50,000; it also accepts year-round requests for urgent, unforeseen needs of up to $250,000. Apply through the relevant grant opportunity; the profile does not state whether general unsolicited requests are accepted.
Assets
$1.0B
Grants
698
Total Given
$54.3M
Gulf Coast Community Foundation Inc
Venice, FL
Gulf Coast Community Foundation supports nonprofits working in arts and culture, education, the environment, health and human services, civic and economic development, and disaster response, with priorities including affordable housing, water quality, and mental health. It focuses on Sarasota, Charlotte, and DeSoto counties and nearby Florida communities; 2025 grants had a median of $16,251, while Community Grants are capped at $25,000 per nonprofit annually across program and event funding. It accepts Community Grant requests through a letter of intent; Catalytic and Initiative Grants are by invitation only.
Assets
$533.7M
Grants
651
Total Given
$45.0M
Early Learning Coalition of Broward County Inc
Fort Lauderdale, FL
The Early Learning Coalition of Broward funds child care reimbursement and early-learning providers, including programs supporting child care and preschool, primarily in Broward County, Florida. Its 2025 grants ranged from $5,127 to $3,994,863, with a median of $158,921. The profile does not state whether it accepts unsolicited requests.
Assets
$15.9M
Grants
636
Total Given
$152.2M
Leslie L Alexander Foundation Inc
Delray Beach, FL
The Leslie L Alexander Foundation supports animal rescue, education, children’s services, and other charitable work. In 2024, grants ranged from $600 to $1 million, with a median of $35,000; giving was concentrated in Florida and Texas, with awards also made elsewhere. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$291.4M
Grants
622
Total Given
$28.4M
CSX Foundation Inc
Jacksonville, FL
Assets
$9.7M
Grants
607
Total Given
$13.7M
United Way Miami Inc
Miami, FL
United Way Miami funds education, economic mobility, health and wellbeing, and resilient-community programs, with its community focus in Miami-Dade County. Its 2025 grants ranged from $5,082 to $1,693,432, with a median of $18,410; published opportunities include selected awards of up to $153,000. It publishes specific grant opportunities and application details; whether it accepts unsolicited requests is not stated.
Assets
$157.2M
Grants
562
Total Given
$32.6M
The Community Foundation of Sarasota CO Inc
Sarasota, FL
The Community Foundation of Sarasota County funds nonprofits and community initiatives in areas including human services, education, animal welfare, the environment, arts, and disaster recovery, with local impact in Sarasota, Manatee, Charlotte, or DeSoto County. Its 2025 grants ranged from $5,100 to $4.1 million, with a median grant of about $18,800.
Assets
$518.5M
Grants
540
Total Given
$41.2M
Wayne M Densch Charities Inc
Orlando, FL
Assets
$19.2M
Grants
524
Total Given
$463K
More Funders in Florida
Richard L & Lois S Werner Family down — hundreds of funders to go?