The Werner Family Foundation

BOCA RATON, FL EIN: 87-3951982

The Werner Family Foundation is a private foundation, based in BOCA RATON, FL. IRS filing data is available from 2021 through 2023. As of 2023, the organization holds $226K in total assets. In 2023, it awarded 9 grants totaling $12K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$226K

-6.2% YoY

Annual Giving

$12K

-2.4% YoY

Grant Count

9

+28.6% YoY

Avg Grant Size

$1K

-24.1% YoY

Under IRS private-foundation payout rules, The Werner Family Foundation reported a distributable amount of $11K for 2023 — the minimum it must pay out in qualifying distributions.

About The Werner Family Foundation

Based on IRS filings

The Werner Family Foundation is a private foundation, based in BOCA RATON, FL. IRS filing data is available from 2021 through 2023. As of 2023, the organization holds $226K in total assets. In 2023, it awarded 9 grants totaling $12K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BethesdaBoca RatonGainesvilleGainsvilleHollywoodNew YorkRock FallsSurfside

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$72K$143K$215K$286K202120222023
Metric202320222021
Total Assets$225,606$240,520$255,200
Revenue$260,000
Expenses$14,914$14,680$4,800
Qualifying Distributions$14,153$12,614$4,694
Net Investment Income
Distributable Amount$11,158$12,294$16

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$9K$13K4 grants20217 grants20229 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2023

BOCA JEWISH CENTER$4KALPHA EPSILON PI FOUNDAT…$3KTHE SHUL$2KUNIVERSITY OF FLORIDA HI…$1KCHABAD OF GAINSVILLE$1KALPHA EPSILON PI PHI GAM…$500THE JEWISH WOMAN ENTREPR…$112THE CLIMB FOR CANCER FOU…$106THE UNIVERSITY OF FLORID…$100

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Boca Jewish Center ($4,217), Alpha Epsilon Pi Foundation ($2,884), The Shul ($2,235).

RecipientPurposeAmount
ALPHA EPSILON PI FOUNDATION BETHESDA, MDTO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES.$2,884
ALPHA EPSILON PI PHI GAMMA CHAPTER GAINESVILLE, FLTO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES.$500
UNIVERSITY OF FLORIDA HILLEL GAINSVILLE, FLTO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES.$1,080
CHABAD OF GAINSVILLE GAINSVILLE, FLTO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES.$1,080
THE SHUL SURFSIDE, FLTO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES.$2,235
THE UNIVERSITY OF FLORIDA FOUNDATION INC GAINESVILLE, FLTO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES.$100
BOCA JEWISH CENTER BOCA RATON, FLTO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES.$4,217
THE JEWISH WOMAN ENTREPRENUER HOLLYWOOD, FLTO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES.$112
THE CLIMB FOR CANCER FOUNDATION GAINESVILLE, FLTO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES.$106

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
BERNARD WERNERCHAIRMAN2
ETHAN WERNERDIRECTOR1
CHASE WERNERDIRECTOR1
HAILEY WERNERDIRECTOR1

Frequently Asked Questions

How large is The Werner Family Foundation?

As of 2023, The Werner Family Foundation holds $226K in total assets. It awarded 9 grants totaling $12K in 2023.

Where does The Werner Family Foundation operate?

The Werner Family Foundation has awarded grants in Florida, Illinois, Maryland, New York.

What size grants does The Werner Family Foundation award?

In 2023, The Werner Family Foundation awarded 9 grants totaling $12K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is The Werner Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, The Werner Family Foundation reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Werner Family Foundation's EIN?

The Werner Family Foundation's EIN (Employer Identification Number) is 87-3951982. IRS Form 990 filing data is available on this page for 2021–2023.

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

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