The Werner Family Foundation
The Werner Family Foundation is a private foundation, based in Monroe, MI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 3 grants totaling $45K. Net investment income was $78K.
The Werner Family Foundation at a glance
In short: The Werner Family Foundation gave $45K across 3 grants in 2025 (avg $15K), top state Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $44,548
- +46.4% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $14,849
- +46.4% vs 2024
- Median grant
- $14,548
- Total assets
- $1,805,715
- +1.7% vs 2024
- Primary geography
- Pennsylvania (45% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Werner Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was GBS Cidp Foundation International ($20K). Together the top 3 received $45K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 10 grants of 12 (83%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How The Werner Family Foundation gives
- Giving fell 94% from 2022 to 2025. Method
- In 2025 it paid out 49% 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 2020 to 2025, annual grant giving ranged from $14K (2023) to $754K (2022). In 2025 it made 3 grants totaling $45K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| GBS Cidp Foundation International Conshohocken, PA | Medical Support | $20,000 |
| Rossford High School Rossford, OH | Educational Scholarship | $14,548 |
| Community Foundation of Monroe Monroe, MI | Educational Scholarship | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,805,715 | $89,241 | $58,336 | $44,548 | 3 | $47,448 | $78,353 | $96,010 |
| 2024 | $1,774,810 | $1,170,496 | $41,160 | $30,427 | 3 | $32,751 | $1,163,187 | $73,388 |
| 2023 | $634,132 | $66,111 | $22,421 | $14,100 | 2 | $17,892 | $62,152 | $73,714 |
| 2022 | $558,276 | $1,810,677 | $756,931 | $754,000 | 2 | $755,316 | $30,971 | $43,216 |
| 2021 | $153,138 | $396,487 | $437,346 | $435,000 | 2 | $436,081 | $8,669 | $15,721 |
| 2020 | $193,350 | $13,128 | $32,281 | $30,000 | 2 | — | $8,436 | $15,002 |
Under IRS private-foundation payout rules, The Werner Family Foundation reported a distributable amount of $96K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Werner Family Foundation is led by Henry G. Werner Jr., President since 2022 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Henry G. Werner Jr.
President
Trustee → President, 2022
On filings since 2020
1 hr/week
No compensation reported
Marsha L. Wofter
Trustee
On filings since 2022
1 hr/week
No compensation reported
Robin S. Dean
Trustee
On filings since 2022
1 hr/week
No compensation reported
Former officers (1)
- Former: Marsha McDonald (2020–2021) — Trustee
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 Werner Family Foundation
How much does The Werner Family Foundation give each year?
The Werner Family Foundation gave $45K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 3 grants.
What is The Werner Family Foundation's typical grant size?
The Werner Family Foundation's median grant in 2025 was $14,548, and its average grant was $14,849, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Werner Family Foundation give grants?
The Werner Family Foundation's top state is Pennsylvania, with 45% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Ohio (33%) and Michigan (22%).
Does The Werner Family Foundation give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on The Werner Family Foundation's 2025 IRS Form 990-PF were described as general or operating support.
How large is The Werner Family Foundation?
The Werner Family Foundation reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $96K (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.
What is The Werner Family Foundation's EIN?
The Werner Family Foundation's EIN (Employer Identification Number) is 31-1500300. 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 30, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
Live grants for the work The Werner Family Foundation funds
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