Robert J Werra Foundation
Robert J Werra Foundation is a private foundation, 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 grant totaling $1.1M. Net investment income was $287K.
Robert J Werra Foundation at a glance
In short: Robert J Werra Foundation gave $1.1M across 1 grant in 2024 (avg $1.1M), mostly in District of Columbia. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,100,000
- +111.5% vs 2023
- Grants made (2024)
- 1
- -75.0% vs 2023
- Average grant
- $1,100,000
- +746.2% vs 2023
- Median grant
- $1,100,000
- Total assets
- $21,813,919
- -4.2% vs 2023
- Primary geography
- District of Columbia (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Robert J Werra Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was The Heritage Foundation ($1.1M).
Grant Size Distribution
9 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 9 (44%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
How Robert J Werra Foundation gives
- Giving grew 1000% from 2021 to 2024. Method
- In 2024 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $100K (2021) to $1.1M (2024). In 2024 it made 1 grant totaling $1.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Heritage Foundation Washington, DC | Providing Solutions, Researching, Training Leaders and Fututre Generations. | $1,100,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $21,813,919 | $586,695 | $1,488,813 | $1,100,000 | 1 | $1,259,519 | $287,431 | $1,339,122 |
| 2023 | $22,761,305 | $3,504,286 | $927,569 | $520,000 | 4 | $688,895 | $136,082 | $992,599 |
| 2022 | $20,181,972 | $4,678,792 | $640,733 | $250,000 | 3 | $408,770 | $60,538 | $940,085 |
| 2021 | $16,143,913 | $16,391,463 | $247,550 | $100,000 | 1 | $221,547 | $43,496 | $259,883 |
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.
Leadership & Key People
Officers and directors from IRS filings
Robert J Werra Foundation is led by David R. Bower CPA, President since 2022 (on filings since 2020); all 5 officers listed in 2024 are compensated.
Officers on the 2024 filing
David R. Bower CPA
President
Director → President, 2022
On filings since 2020
20 hrs/week
$50K (2021) → $100K (2024)
Nancy L. Werra
Chairman
Director → Chairman, 2022
On filings since 2020
4 hrs/week
$13K (2021) → $25K (2024)
John Werra
Vice Chairman
Director → Vice Chairman, 2022
On filings since 2020
4 hrs/week
$13K (2021) → $25K (2024)
Paul M. Ivanoff
Treasurer
On filings since 2022
20 hrs/week
$75K (2022) → $75K (2024)
Shawna Mitchell
Secretary
On filings since 2022
1 hr/week
$5K (2023) → $11K (2024)
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $100K, to David R Bower CPA (President). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Robert J Werra Foundation
How much does Robert J Werra Foundation give each year?
Robert J Werra Foundation gave $1.1M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $520K across 4 grants.
How large is Robert J Werra Foundation?
Robert J Werra Foundation reported $21.8M in total assets on its 2024 IRS Form 990-PF. It paid out $1.3M in qualifying distributions that year, against a required minimum of $1.3M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Robert J Werra Foundation operate?
Robert J Werra Foundation has awarded grants in Colorado, District of Columbia, Michigan, New York, Virginia.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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