Wardeberg Charitable Trust- Ua Dtd 330

Foundation · Grantmaker NAPLES, FL EIN: 39-6732622

Wardeberg Charitable Trust- Ua Dtd 330 is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. In 2024, it awarded 7 grants totaling $248K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$248K

+469.9% YoY

Grant Count

7

+16.7% YoY

Avg Grant Size

$35K

+388.5% YoY

About Wardeberg Charitable Trust- Ua Dtd 330

Based on IRS filings

Wardeberg Charitable Trust- Ua Dtd 330 is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. In 2024, it awarded 7 grants totaling $248K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

FORT MYERSMILWAUKEENAPLESROCHESTER

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$62K$124K$186K$248K10 grants20209 grants20218 grants20226 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

EMMANUEL LUTHERAN CHURCH$233KFGCU MEN'S GOLF FOUNDATION$8KNCH HEALTHCARE SYSTEM CE…$5KGULFSHORE PLAYHOUSE$2KCOLLIER SENIOR CENTER - …$750NEIGHBORHOOD HEALTH CLINIC$500COLLIER COMMUNITY FOUNDA…$200

Grant Size Distribution

40 grants across all recorded years

38<$50K1$50–100K1$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 Emmanuel Lutheran Church ($232,500), Fgcu Men's Golf Foundation ($7,500), Nch Healthcare System Center for Philanthropy ($5,000).

RecipientPurposeAmount
EMMANUEL LUTHERAN CHURCH NAPLES, FLGENERAL PURPOSE GRANT$232,500
FGCU MEN'S GOLF FOUNDATION FORT MYERS, FLGENERAL PURPOSE GRANT$7,500
NCH HEALTHCARE SYSTEM CENTER FOR PHILANTHROPY NAPLES, FLGENERAL PURPOSE GRANT$5,000
NEIGHBORHOOD HEALTH CLINIC NAPLES, FLGENERAL PURPOSE GRANT$500
GULFSHORE PLAYHOUSE NAPLES, FLGENERAL PURPOSE GRANT$1,750
COLLIER COMMUNITY FOUNDATION NAPLES, FLGENERAL PURPOSE GRANT$200
COLLIER SENIOR CENTER - GOLDEN GATE NAPLES, FLGENERAL PURPOSE GRANT$750

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DEANNA J WARDEBERGTRUSTEE0.1
JEFFREY WARDEBERGTRUSTEE0.1
GREGORY WARDEBERGTRUSTEE0.1
DAVID WARDEBERGTRUSTEE0.1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Wardeberg Charitable Trust- Ua Dtd 330?

Wardeberg Charitable Trust- Ua Dtd 330 is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds — in total assets as of 2024.

Where does Wardeberg Charitable Trust- Ua Dtd 330 operate?

Wardeberg Charitable Trust- Ua Dtd 330 has awarded grants in Florida, Minnesota, Wisconsin.

What size grants does Wardeberg Charitable Trust- Ua Dtd 330 award?

In 2024, Wardeberg Charitable Trust- Ua Dtd 330 awarded 7 grants totaling $248K — an average of about $35K per grant, based on its IRS Form 990 filings.

What is Wardeberg Charitable Trust- Ua Dtd 330's EIN?

Wardeberg Charitable Trust- Ua Dtd 330's EIN (Employer Identification Number) is 39-6732622. 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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