Robert J Werra Foundation
Robert J Werra Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PLANO, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $21.8M in total assets. In 2024, it awarded 1 grants totaling $1.1M. Net investment income was $287K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$21.8M
-4.2% YoY
Annual Giving
$1.1M
+111.5% YoY
Grant Count
1
-75.0% YoY
Avg Grant Size
$1.1M
+746.2% YoY
Under IRS private-foundation payout rules, Robert J Werra Foundation reported a distributable amount of $1.3M for 2024 — the minimum it must pay out in qualifying distributions.
About Robert J Werra Foundation
Based on IRS filings
Robert J Werra Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PLANO, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $21.8M in total assets. In 2024, it awarded 1 grants totaling $1.1M. Net investment income was $287K.
Focus Areas
Ready to take the next step with Robert J Werra Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $21,813,919 | $22,761,305 | $20,181,972 |
| Revenue | $586,695 | $3,504,286 | $4,678,792 |
| Expenses | $1,488,813 | $927,569 | $640,733 |
| Qualifying Distributions | $1,259,519 | $688,895 | $408,770 |
| Net Investment Income | $287,431 | $136,082 | $60,538 |
| Distributable Amount | $1,339,122 | $992,599 | $940,085 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
9 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Heritage Foundation ($1,100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE HERITAGE FOUNDATION WASHINGTON, DC | PROVIDING SOLUTIONS, RESEARCHING, TRAINING LEADERS AND FUTUTRE GENERATIONS. | $1,100,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NANCY L WERRA | CHAIRMAN | 4 | $25,000 |
| DAVID R BOWER CPA | PRESIDENT | 20 | $100,000 |
| JOHN WERRA | VICE-CHAIRMAN | 4 | $25,000 |
| PAUL M IVANOFF | TREASURER | 20 | $75,000 |
| SHAWNA MITCHELL | SECRETARY | 1 | $11,250 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert J Werra Foundation?
Robert J Werra Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PLANO, TX. It holds $21.8M in total assets as of 2024.
How large is Robert J Werra Foundation?
As of 2024, Robert J Werra Foundation holds $21.8M in total assets with $587K in annual revenue. It awarded 1 grants totaling $1.1M in 2024.
Where does Robert J Werra Foundation operate?
Robert J Werra Foundation has awarded grants in Colorado, District of Columbia, Michigan, New York, Virginia.
What size grants does Robert J Werra Foundation award?
In 2024, Robert J Werra Foundation awarded 1 grants totaling $1.1M — an average of about $1.1M per grant, based on its IRS Form 990 filings.
How much is Robert J Werra Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert J Werra Foundation reported a distributable amount of $1.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert J Werra Foundation's EIN?
Robert J Werra Foundation's EIN (Employer Identification Number) is 84-4073145. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Robert J Werra Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.