Ted and Norma H Warthen Foundation

ST GEORGE, UT EIN: 87-0621275

Ted and Norma H Warthen Foundation is a private foundation focused on Health, based in ST GEORGE, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 14 grants totaling $85K. Net investment income was $84K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.7M

+4.2% YoY

Annual Giving

$85K

+10.5% YoY

Grant Count

14

+133.3% YoY

Avg Grant Size

$6K

-52.6% YoY

Under IRS private-foundation payout rules, Ted and Norma H Warthen Foundation reported a distributable amount of $85K for 2024 — the minimum it must pay out in qualifying distributions.

About Ted and Norma H Warthen Foundation

Based on IRS filings

Ted and Norma H Warthen Foundation is a private foundation focused on Health, based in ST GEORGE, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 14 grants totaling $85K. Net investment income was $84K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

HurricaneLa VerkinSaint GeorgeSt GeorgeWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$323K$647K$970K$1M20202021202220232024
Metric202420232022
Total Assets$1,743,490$1,673,781$1,670,886
Revenue$100,514$325$1,175,939
Expenses$80,386$104,778$77,123
Qualifying Distributions$63,415$82,696$10,268
Net Investment Income$83,803$18,727
Distributable Amount$84,931$81,943$35,767

Giving Over Time

Total grant dollars and number of grants per year

$0$21K$43K$64K$85K2 grants20200 grants20213 grants20226 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

EDWARD EIZMAN$9KWILBA ROGERS$8KMARK YORK$8KPAULA GOUELEER$8KSHARON DELHOYO$8KWILLIAM MARTIN$8KMACK MOORE$8KTAN'S TREATS$8KMEMORY MATTERS$8KNORA ROBERTS$4K

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Edward Eizman ($9,000), Wilba Rogers ($8,250), Mark York ($7,950).

RecipientPurposeAmount
NORA ROBERTS ST GEORGE, UTSEASONS HEALTH & REHAB FOR BOARD AND CARE$3,640
HEATHER PERKINS ST GEORGE, UTRED CLIFFS HEALTH & REHAB FOR BOARD AND CARE$3,500
BRIAN WAH ST GEORGE, UTRED CLIFFS HEALTH & REHAB FOR BOARD AND CARE$3,500
SHARON DELHOYO ST GEORGE, UTRED CLIFFS HEALTH & REHAB FOR BOARD AND CARE$7,500
EDWARD EIZMAN ST GEORGE, UTBELLA TERRA REHAB FOR BOARD AND CARE$9,000
PAULA GOUELEER ST GEORGE, UTSEASONS HEALTH & REHAB FOR BOARD AND CARE$7,800
LOREN C ROGERS ST GEORGE, UTFUNERAL EXPENSES$2,500
WILLIAM MARTIN ST GEORGE, UTRED CLIFFS HEALTH & REHAB FOR BOARD AND CARE$7,500
MACK MOORE ST GEORGE, UTRED CLIFFS HEALTH & REHAB FOR BOARD AND CARE$7,500
SUSAN GAGE ST GEORGE, UTMEDICAL TRANSPORT$1,675

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JILYNNE HAFENTRUSTEE1
ROB CHRISTIETRUSTEE1
RYAN SHAFFERTREASURER1
WES WINSORTRUSTEE1
JUSTIN HOFERTRUSTEE1
REECE HEIDEMANPRESIDENT1
KIMI ENDTERTRUSTEE1
DEBBIE DRAPERTRUSTEE1
SANDIA HYERTRUSTEE1
JUDY WHITLOWSECRETARY1
JUD BURKETTTRUSTEE1
JEFF HUNTTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Ted and Norma H Warthen Foundation?

Ted and Norma H Warthen Foundation is a private foundation focused on Health, based in ST GEORGE, UT. It holds $1.7M in total assets as of 2024.

How large is Ted and Norma H Warthen Foundation?

As of 2024, Ted and Norma H Warthen Foundation holds $1.7M in total assets with $101K in annual revenue. It awarded 14 grants totaling $85K in 2024.

Where does Ted and Norma H Warthen Foundation operate?

Ted and Norma H Warthen Foundation has awarded grants in Utah.

What size grants does Ted and Norma H Warthen Foundation award?

In 2024, Ted and Norma H Warthen Foundation awarded 14 grants totaling $85K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Ted and Norma H Warthen Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ted and Norma H Warthen Foundation reported a distributable amount of $85K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ted and Norma H Warthen Foundation's EIN?

Ted and Norma H Warthen Foundation's EIN (Employer Identification Number) is 87-0621275. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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