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
Under IRS private-foundation payout rules, The Werner Family Foundation reported a distributable amount of $1.3M for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Temple Emanu-el ($200,000), University School of Milwaukee ($142,630), After-school All-stars ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AFTER-SCHOOL ALL-STARS LOS ANGELES, CA | PROVIDE COMPREHENSIVE AFTER-SCHOOL PROGRAMS THAT KEEP CHILDREN SAFE AND HELP THEM ACHIEVE IN SCHOOL AND LIFE | $100,000 |
| HARMONY PROJECT LOS ANGELES, CA | MUSIC PROGRAMS FOR YOUTH FROM LOW-INCOME FAMILIES AND UNDER-RESOURCED COMMUNITIES | $7,500 |
| YALE UNIVERSITY NEW HAVEN, CT | EDUCATIONAL SUPPORT & SCHOLARSHIPS | $50,000 |
| FROEDTERT HOSPITAL FOUNDATION MILWAUKEE, WI | support health care related services, research and educational programs | $35,000 |
| UNIVERSITY SCHOOL OF MILWAUKEE MILWAUKEE, WI | EDUCATIONAL SUPPORT & SCHOLARSHIPS | $142,630 |
| BOSTON CHILDREN'S MUSEUM BOSTON, MA | PIONEERING INTERACTIVE LEARNING CONCEPTS, AND EXHIBITS TO CREATE UNIQUE AND ENLIGHTENING EXPERIENCES FOR CHILDREN AND THEIR FAMILIES | $10,000 |
| BOSTON CHILDREN'S HOSPITAL TRUST BOSTON, MA | PROVIDE HOPE TO HELP CURE MORE CHILDREN, EASE SUFFERING, AND RESTORE FAMILIES. | $25,000 |
| MILWAUKEE INSTITUTE OF ART & DESIGN MILWAUKEE, WI | SUPPORTING AN EQUITABLE AND INCLUSIVE LEARNING ENVIRONMENT | $20,000 |
| ST ANDREW'S EPISCOPAL SCHOOL AUSTIN, TX | EDUCATIONAL SUPPORT & SCHOLARSHIPS | $50,000 |
| CAMP HARBOR VIEW BOSTON, MA | EDUCATIONAL SUPPORT & SCHOLARSHIPS | $30,000 |
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 | — | — |
Frequently Asked Questions
What does The Werner Family Foundation fund?
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**…
How do I apply for a grant from The Werner Family Foundation?
**Grant Activity:** • Made 31-36 grants in recent fiscal years • Grant range: $500–$515,000 • Median grant amount: $10,000–$20,000 • Average grant amount varies by program area, ranging from approximately $15,000 to $383,000 **Recent Grant Examples (2023):** • Wilshire Boulevard Temple: $250,000 (to support the temple and community) • After-School All-Stars (ASAS): $200,000 (comprehensive after-school programs) • University School of Milwaukee (USM): $93,579 (educational support and scholarship…
Where does The Werner Family Foundation make grants?
The foundation's grantmaking extends across multiple states, with primary activity in: • California • Massachusetts • Wisconsin
What size grants does The Werner Family Foundation award?
In 2024, The Werner Family Foundation awarded 31 grants totaling $1.1M — an average of about $37K 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 $1.3M 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 95-4139253. 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 June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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