The Werner Family Foundation
The Werner Family Foundation is a private foundation based in Los Angeles, California, established in 1987. The foundation operates as a 501(c)(3) organization and functions as a grantmaking entity supporting various charitable causes.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$20.5M
+6.8% YoY
Annual Giving
$1.1M
+6.2% YoY
Grant Count
31
+24.0% YoY
Avg Grant Size
$37K
-14.4% YoY
Mission & Focus Areas
The foundation does not maintain a published mission statement. However, its grantmaking activities reflect support across several primary focus areas:
- Education — including educational support, scholarships, and academic programs
- Health & Medical Research — particularly cancer treatment and research, and Alzheimer's research
- Human Services — community development and support programs
- Philanthropy & Grantmaking — supporting charitable initiatives
- Religious Services — community support through religious institutions
Grantmaking
The foundation indicates "Preselected Only" status, suggesting grants are made to pre-identified organizations rather than through open application processes.
Grant Range
$500–$515,000
Average Grant
amount varies by program area, ranging from approximately $15,000 to $383,000
How to Apply
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking extends across multiple states, with primary activity in:
- California
- Massachusetts
- Wisconsin
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year Ending September 2024:
- Total Assets: $20,497,286
- Total Revenue: $3,154,488
- Total Expenses: $1,849,583
- Total Giving: $1,134,297
- Net Income: $1,304,905
- Total Liabilities: $0
As of Fiscal Year Ending September 2023:
- Total Assets: $19,192,868
- Total Revenue: $1,864,765
- Total Expenses: $1,600,946
- Total Giving: $1,108,251
- Giving Rate: 5.8%
Revenue Sources: Investment income and dividends represent a significant portion of revenue, with $335,351 reported in 2023 (representing a 110.9% increase from 2022's $159,025). The foundation receives no contributions from external donors.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $20,497,286 | $19,192,868 | $18,929,049 |
| Revenue | $3,154,488 | $1,864,765 | $1,747,073 |
| Expenses | $1,849,583 | $1,600,946 | $1,894,153 |
| Qualifying Distributions | $1,208,577 | $1,108,251 | $1,245,320 |
| Net Investment Income | $2,539,018 | $1,372,275 | $1,128,378 |
| Distributable Amount | $1,343,143 | $1,264,958 | $1,385,757 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
147 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is led by a five-member board of directors, all serving without compensation:
- Thomas Werner — President & Director
- Jill Werner — Vice President & Director
- Edward Werner — Secretary/Treasurer & Director
- Carolyn Werner Haney — Director
- Amanda Werner Wise — Director
The foundation operates with limited or no paid staff.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THOMAS WERNER | PRESIDENT & DIRECTOR | — | — |
| JILL WERNER | VICE PRESIDENT & DIR | — | — |
| EDWARD WERNER | SEC./TREAS & DIR | — | — |
| CAROLYN WERNER HANEY | DIRECTOR | — | — |
| AMANDA WERNER WISE | DIRECTOR | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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