The Wayne and Roberta Musser Foundation

Private foundation · Grantmaker Lafayette, CA EIN: 68-0422083

The Wayne and Roberta Musser Foundation is a private foundation, based in Lafayette, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.5M in total assets. In 2025, it awarded 8 grants totaling $250K. Net investment income was $109K.

Key facts about The Wayne and Roberta Musser Foundation

In short: The Wayne and Roberta Musser Foundation gave $250K across 8 grants in 2025 (avg $31K), mostly in California. Source: 2025 IRS Form 990-PF.

EIN
68-0422083
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$250,000
Grants made (2025)
8
Average grant
$31,250
Median grant
$32,500
Total assets
$2,529,592
Primary geography
California (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.5M

-5.4% YoY

Annual Giving

$250K

+108.3% YoY

Grant Count

8

+33.3% YoY

Avg Grant Size

$31K

+56.3% YoY

Under IRS private-foundation payout rules, The Wayne and Roberta Musser Foundation reported a distributable amount of $134K for 2025 — the minimum it must pay out in qualifying distributions.

How The Wayne and Roberta Musser Foundation gives

  • Giving grew 72% from 2022 to 2025. Method
  • In 2025 it paid out 187% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 8 itemized 2025 grant dollars.

Cities

PetalumaSanta RosaRohnert ParkConcordHonolulu

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K5 grants20206 grants20218 grants20228 grants20236 grants20248 grants2025

From 2020 to 2025, annual grant giving ranged from $28K (2020) to $250K (2025). In 2025 it made 8 grants totaling $250K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Petaluma Boys and Girls Club: $50KPetaluma Boys and Girls Club$50KRedwood Empire Food Bank: $50KRedwood Empire Food Bank$50KCouncil on Aging: $50KCouncil on Aging$50KPetaluma Educational Foundation: $40KPetaluma EducationalFoundation$40KPetaluma People Services Center: $25KPetaluma People ServicesCenter$25KSalvation Army: $20KSalvation Army$20KContra Costa and Solano Food Bank: $10KContra Costa and Solano FoodBank$10KCanine Companions: $5KCanine Companions$5K

The largest 2025 recipient was Petaluma Boys and Girls Club ($50K). Together the top 8 received $250K.

Grant Size Distribution

36 grants across all recorded years

33<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 33 grants of 36 (92%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Petaluma Boys and Girls Club Petaluma, CAOperational Assistance$50,000
Redwood Empire Food Bank Santa Rosa, CAOperational Assistance$50,000
Council on Aging Santa Rosa, CAOperational Assistance$50,000
Petaluma Educational Foundation Petaluma, CAOperational Assistance$40,000
Petaluma People Services Center Petaluma, CAOperational Assistance$25,000
Salvation Army Rohnert Park, CAOperational Assistance$20,000
Contra Costa and Solano Food Bank Concord, CAOperational Assistance$10,000
Canine Companions Santa Rosa, CAOperational Assistance$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M202020212022202320242025
Metric202520242023
Total Assets$2,529,592$2,674,079$2,693,400
Revenue$139,009$129,403$37,834
Expenses$282,075$149,023$197,116
Qualifying Distributions$250,000$120,000$145,000
Net Investment Income$109,213$91,981$30,842
Distributable Amount$133,789$129,173$130,675

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 11, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 1, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 6, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 29, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 4, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)

Leadership & Key People

Officers and directors from IRS filings

The Wayne and Roberta Musser Foundation is led by Wayne Eugene Musser Jr., President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Wayne Eugene Musser Jr.

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Anne Schroeder

    Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

  • Janet Govan

    CFO

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Wayne and Roberta Musser Foundation

How much does The Wayne and Roberta Musser Foundation give each year?

The Wayne and Roberta Musser Foundation gave $250K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $120K across 6 grants.

What is The Wayne and Roberta Musser Foundation's typical grant size?

The Wayne and Roberta Musser Foundation's median grant in 2025 was $32,500, and its average grant was $31,250, across 8 grants on its 2025 IRS Form 990-PF.

Where does The Wayne and Roberta Musser Foundation give grants?

The Wayne and Roberta Musser Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Petaluma, CA (3 grants) and Santa Rosa, CA (3 grants).

Does The Wayne and Roberta Musser Foundation give general operating support?

Yes: 100% of The Wayne and Roberta Musser Foundation's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The Wayne and Roberta Musser Foundation's largest grantees?

The Wayne and Roberta Musser Foundation's largest 2025 grantees include Petaluma Boys and Girls Club ($50,000), Redwood Empire Food Bank ($50,000) and Council on Aging ($50,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.

How large is The Wayne and Roberta Musser Foundation?

The Wayne and Roberta Musser Foundation reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $250K in qualifying distributions that year, against a required minimum of $134K (roughly 5% of its investment assets).

What is The Wayne and Roberta Musser Foundation's EIN?

The Wayne and Roberta Musser Foundation's EIN (Employer Identification Number) is 68-0422083. IRS Form 990 filing data is available on this page for 2020–2025.

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

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