The Werner Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONROE, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 3 grants totaling $30K. Net investment income was $1.2M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
+179.9% YoY
Annual Giving
$30K
+115.8% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$10K
+43.9% YoY
Under IRS private-foundation payout rules, The Werner Family Foundation reported a distributable amount of $73K for 2024 — 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 focused on Philanthropy, Voluntarism & Grantmaking, based in MONROE, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 3 grants totaling $30K. Net investment income was $1.2M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,774,810 | $634,132 | $558,276 |
| Revenue | $1,170,496 | $66,111 | $1,810,677 |
| Expenses | $41,160 | $22,421 | $756,931 |
| Qualifying Distributions | $32,751 | $17,892 | $755,316 |
| Net Investment Income | $1,163,187 | $62,152 | $30,971 |
| Distributable Amount | $73,388 | $73,714 | $43,216 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
11 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lakeside Foundation ($15,000), Rossford High School ($10,427), Community Foundation of Monroe ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| COMMUNITY FOUNDATION OF MONROE MONROE, MI | EDUCATIONAL SCHOLARSHIP | $5,000 |
| LAKESIDE FOUNDATION LAKESIDE, OH | GENERAL SUPPORT | $15,000 |
| ROSSFORD HIGH SCHOOL ROSSFORD, OH | EDUCATIONAL SCHOLARSHIP | $10,427 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HENRY G WERNER JR | PRESIDENT | 1 | — |
| MARSHA L WOFTER | TRUSTEE | 1 | — |
| ROBIN S DEAN | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Werner Family Foundation?
The Werner Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONROE, MI. It holds $1.8M in total assets as of 2024.
How large is The Werner Family Foundation?
As of 2024, The Werner Family Foundation holds $1.8M in total assets with $1.2M in annual revenue. It awarded 3 grants totaling $30K in 2024.
Where does The Werner Family Foundation operate?
The Werner Family Foundation has awarded grants in Michigan, Ohio, Tennessee.
What size grants does The Werner Family Foundation award?
In 2024, The Werner Family Foundation awarded 3 grants totaling $30K — an average of about $10K 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 2024, The Werner Family Foundation reported a distributable amount of $73K 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 31-1500300. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Werner Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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