Thomas and Michelle Wermers Family

GARDEN CITY, NY EIN: 47-5552647

Thomas and Michelle Wermers Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GARDEN CITY, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.4M in total assets. In 2024, it awarded 9 grants totaling $235K. Net investment income was $505K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.4M

+4.1% YoY

Annual Giving

$235K

-4.7% YoY

Grant Count

9

+0.0% YoY

Avg Grant Size

$26K

-4.7% YoY

Under IRS private-foundation payout rules, Thomas and Michelle Wermers Family reported a distributable amount of $370K for 2024 — the minimum it must pay out in qualifying distributions.

About Thomas and Michelle Wermers Family

Based on IRS filings

Thomas and Michelle Wermers Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GARDEN CITY, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.4M in total assets. In 2024, it awarded 9 grants totaling $235K. Net investment income was $505K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AlpineBorrego SpringsCarlsbadChula VistaEl CajonEncinitasLa JollaNew YorkOceansidePeostaSan DiegoSan Francisco

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$637K$1M$2M$3M20202021202220232024
Metric202420232022
Total Assets$6,402,400$6,151,172$4,724,891
Revenue$508,994$1,679,493$14,715
Expenses$261,332$249,641$213,286
Qualifying Distributions$236,991$247,560$185,242
Net Investment Income$505,391$1,379,319$31,332
Distributable Amount$370,060$235,171$249,219

Giving Over Time

Total grant dollars and number of grants per year

$0$62K$123K$185K$247K12 grants202011 grants20216 grants20229 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

CUREBOUND$110KYOUTH WITH A MISSION$40KGROSSMONT UNION HIGH SCH…$30KRADY CHILDREN'S HOSPITAL…$15KRADY CHILDREN'S HOSPITAL$15KSCRIPPS HEALTH FOUNDATION$10KGREEK ORTHODOX LADIES PH…$5KLA JOLLA COUNTRY DAY SCH…$5KMARANATHA CHRISTIAN SCHO…$5K

Grant Size Distribution

47 grants across all recorded years

42<$50K2$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Curebound ($110,000), Youth With a Mission ($40,000), Grossmont Union High School District ($30,000).

RecipientPurposeAmount
CUREBOUND SAN DIEGO, CAGENERAL SUPPORT$110,000
GREEK ORTHODOX LADIES PHILOPTOCHOS SOCIETY INC NEW YORK, NYGENERAL PURPOSE$5,000
GROSSMONT UNION HIGH SCHOOL DISTRICT EL CAJON, CAGENERAL PURPOSE$30,000
LA JOLLA COUNTRY DAY SCHOOL LA JOLLA, CAGENERAL PURPOSE$5,000
MARANATHA CHRISTIAN SCHOOLS SAN DIEGO, CAGENERAL PURPOSE$5,000
RADY CHILDREN'S HOSPITAL - SAN DIEGO SAN DIEGO, CAGENERAL PURPOSE$15,000
RADY CHILDREN'S HOSPITAL SAN DIEGO, CAGENERAL PURPOSE$15,000
SCRIPPS HEALTH FOUNDATION SAN DIEGO, CAGENERAL PURPOSE$10,000
YOUTH WITH A MISSION CHULA VISTA, CAGENERAL PURPOSE$40,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
THOMAS WERMERSCHAIRMAN, PRESIDENT1
MICHELLE WERMERSTREASURER, SECRETARY1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Thomas and Michelle Wermers Family?

Thomas and Michelle Wermers Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GARDEN CITY, NY. It holds $6.4M in total assets as of 2024.

How large is Thomas and Michelle Wermers Family?

As of 2024, Thomas and Michelle Wermers Family holds $6.4M in total assets with $509K in annual revenue. It awarded 9 grants totaling $235K in 2024.

Where does Thomas and Michelle Wermers Family operate?

Thomas and Michelle Wermers Family has awarded grants in California, Iowa, New York.

What size grants does Thomas and Michelle Wermers Family award?

In 2024, Thomas and Michelle Wermers Family awarded 9 grants totaling $235K — an average of about $26K per grant, based on its IRS Form 990 filings.

How much is Thomas and Michelle Wermers Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Thomas and Michelle Wermers Family reported a distributable amount of $370K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Thomas and Michelle Wermers Family's EIN?

Thomas and Michelle Wermers Family's EIN (Employer Identification Number) is 47-5552647. IRS Form 990 filing data is available on this page for 2020–2024.

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

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