Richard L & Lois S Werner Family
The Richard L & Lois S Werner Family Foundation is a private grantmaking foundation established in 1997 in Pennsylvania and based in Boca Raton, Florida. Designated as a 501(c)(3) organization, it has been tax-exempt since February 2000. The foundation operates as a family foundation with limited staffing, relying on volunteer trustees to direct its philanthropic activities.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$833K
-19.1% YoY
Annual Giving
$261K
-3.1% YoY
Grant Count
66
-7.0% YoY
Avg Grant Size
$4K
+4.2% YoY
Under IRS private-foundation payout rules, Richard L & Lois S Werner Family reported a distributable amount of $41K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation does not maintain a published mission statement. However, based on recent grant activity, primary funding focuses on:
- Education
- Science and STEM education
- Human services
- Philanthropy and grantmaking support
Grantmaking
The foundation primarily funds general support and capital campaigns for various organizations.
Grant Range
$125 to $50,000
Average Grant
amounts reported between $100–$75,000
Grant Types
How to Apply
**
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- Florida
- New York
- Illinois
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Fiscal Year (2024):
- Total Assets: $833,135
- Total Revenues: $76,335
- Total Expenses: $268,722
- Total Giving: $260,650
- Total Liabilities: $0
Prior Year (2023):
- Total Assets: $1.03 million
- Total Revenues: $76.7 thousand
- Total Expenses: $276 thousand
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $833,135 | $1,030,256 | $1,218,506 |
| Revenue | $76,335 | $76,669 | $52,112 |
| Expenses | $268,722 | $276,082 | $185,072 |
| Qualifying Distributions | $263,729 | $272,050 | $178,649 |
| Net Investment Income | $72,715 | $72,900 | $47,728 |
| Distributable Amount | $41,325 | $52,412 | $61,812 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Federation of South Palm Beach County - General Fund ($50,000), Jewish Federation of South Palm Beach County - Israel Emergency Relief Fund ($25,000), Congregation B'nai Israel ($22,900).
| Recipient | Purpose | Amount |
|---|---|---|
| ADELPHI UNIVERSITY GARDEN CITY, NY | GENERAL SUPPORT | $250 |
| ALEXANDER MUSS INSTITUTE OF ISRAEL EDUCATION NEW YORK, NY | GENERAL SUPPORT | $1,200 |
| ALZHEIMER'S ASSOCIATION FT LAUDERDALE, FL | PUBLIC CHARITY | $125 |
| AMERICAN CANCER SOCIETY TAMPA, FL | GENERAL SUPPORT | $250 |
| AMERICAN COMMITTEE FOR WEIZMAN INSTITUTE OF SCIENCE NEW YORK, NY | GENERAL SUPPORT | $500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM NEW YORK, NY | GENERAL SUPPORT | $1,875 |
| AMERICAN HEART ASSOCIATION - PALM BEACH COUNTY WEST PALM BEACH, FL | GENERAL SUPPORT | $250 |
| AMERICAN JEWISH COMMITTEE NEW YORK, NY | GENERAL SUPPORT | $875 |
| AMERICAN JEWISH CONGRESS NEW YORK, NY | GENERAL SUPPORT | $500 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE-UKRANIAN JEWISH RELIEF FUND NEW YORK, NY | GENERAL SUPPORT | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is governed by seven trustees, all serving without compensation:
- Richard L Werner (Trustee)
- Lois S Werner (Trustee)
- Elise W Frost (Trustee)
- Mindy H Werner (Trustee)
- Bruce D Werner (Trustee)
- Daniel M Alter (Trustee)
- Ira M Frost (Trustee)
All trustees dedicate approximately 2 hours per week to foundation activities.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICHARD L WERNER | TRUSTEE | 2 | — |
| LOIS S WERNER | TRUSTEE | 2 | — |
| ELISE W FROST | TRUSTEE | 2 | — |
| MINDY H WERNER | TRUSTEE | 2 | — |
| BRUCE D WERNER | TRUSTEE | 2 | — |
| DANIEL M ALTER | TRUSTEE | 2 | — |
| IRA M FROST | TRUSTEE | 2 | — |
Contact Information
Address: 21048 95th Ave S Unit D302 Boca Raton, FL 33428-1573
Phone: 561-994-8890
EIN: 23-7911213
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Richard L & Lois S Werner Family fund?
The foundation does not maintain a published mission statement. However, based on recent grant activity, primary funding focuses on: • Education • Science and STEM education • Human services • Philanthropy and grantmaking support
How do I apply for a grant from Richard L & Lois S Werner Family?
**Grant Activity & Amounts:** • Made 71 grants in the most recent fiscal year • Typical grant range: $125 to $50,000 • Median grant amount: $1,000 • Average grant amounts reported between $100–$75,000 **Recent Grants (2024):** • Physical Theater Festival Incorporated: $20,000 (General Support) • Spertus Institute for Jewish Learning and Leadership: $11,250 (General Support) • Lynn University: $10,000 (General Support) **Grant Types:** The foundation primarily funds general support and capital c…
Where does Richard L & Lois S Werner Family make grants?
The foundation primarily funds organizations in: • Florida • New York • Illinois
What size grants does Richard L & Lois S Werner Family award?
In 2024, Richard L & Lois S Werner Family awarded 66 grants totaling $261K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Richard L & Lois S Werner Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Richard L & Lois S Werner Family reported a distributable amount of $41K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.