Wardeberg Charitable Trust- UA Dtd 330
Wardeberg Charitable Trust- UA Dtd 330 is a private foundation, based in Naples, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $88K in total assets. In 2025, it awarded 5 grants totaling $344K. Net investment income was $17K.
Wardeberg Charitable Trust- UA Dtd 330 at a glance
In short: Wardeberg Charitable Trust- UA Dtd 330 gave $344K across 5 grants in 2025 (avg $69K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $343,900
- +38.6% vs 2024
- Grants made (2025)
- 5
- -28.6% vs 2024
- Average grant
- $68,780
- +94.0% vs 2024
- Median grant
- $1,700
- Total assets
- $87,649
- -79.0% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Wardeberg Charitable Trust- UA Dtd 330 funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Emmanuel Lutheran Church ($333K). Together the top 5 received $344K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 32 grants of 35 (91%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Wardeberg Charitable Trust- UA Dtd 330 gives
- Giving grew 709% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $43K (2022) to $344K (2025). In 2025 it made 5 grants totaling $344K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Emmanuel Lutheran Church Naples, FL | General Purpose Grant | $333,000 |
| FGCU Men's Golf Foundation Fort Myers, FL | General Purpose Grant | $7,500 |
| Moorings Park Foundation Naples, FL | General Purpose Grant | $1,700 |
| Gulfshore Playhouse Naples, FL | General Purpose Grant | $1,200 |
| Neighborhood Health Clinic Naples, FL | General Purpose Grant | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $87,649 | $21,117 | $350,760 | $343,900 | 5 | $346,350 | $16,707 | $8,923 |
| 2024 | $417,292 | $274,318 | $255,304 | $248,200 | 7 | $250,500 | $59,221 | $21,872 |
| 2023 | $431,452 | $6,553 | $50,295 | $43,550 | 6 | $45,750 | $7,776 | $20,617 |
| 2022 | $475,194 | $18,145 | $50,446 | $42,500 | 8 | $44,500 | $17,640 | $21,815 |
| 2021 | $507,495 | $39,736 | $106,173 | $95,850 | 9 | $97,450 | $34,911 | $28,143 |
| 2020 | $573,939 | $580,587 | $50,504 | $43,300 | 10 | — | $277,086 | $11,024 |
Under IRS private-foundation payout rules, Wardeberg Charitable Trust- UA Dtd 330 reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wardeberg Charitable Trust- UA Dtd 330's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
David Wardeberg
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Deanna J. Wardeberg
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Gregory Wardeberg
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Jeffrey Wardeberg
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Former officers (1)
- Former: George E. Wardeberg (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Wardeberg Charitable Trust- UA Dtd 330
How much does Wardeberg Charitable Trust- UA Dtd 330 give each year?
Wardeberg Charitable Trust- UA Dtd 330 gave $344K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $248K across 7 grants.
What is Wardeberg Charitable Trust- UA Dtd 330's typical grant size?
Wardeberg Charitable Trust- UA Dtd 330's median grant in 2025 was $1,700, and its average grant was $68,780, across 5 grants on its 2025 IRS Form 990-PF.
Where does Wardeberg Charitable Trust- UA Dtd 330 give grants?
Wardeberg Charitable Trust- UA Dtd 330 gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Naples, FL (4 grants).
Does Wardeberg Charitable Trust- UA Dtd 330 give general operating support?
Yes: 100% of Wardeberg Charitable Trust- UA Dtd 330's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Wardeberg Charitable Trust- UA Dtd 330's largest grantees?
Wardeberg Charitable Trust- UA Dtd 330's largest 2025 grantees include Emmanuel Lutheran Church ($333,000), FGCU Men's Golf Foundation ($7,500) and Moorings Park Foundation ($1,700), according to its 2025 IRS Form 990-PF.
How large is Wardeberg Charitable Trust- UA Dtd 330?
Wardeberg Charitable Trust- UA Dtd 330 reported $88K in total assets on its 2025 IRS Form 990-PF. It paid out $346K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 8, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 13, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Wardeberg Charitable Trust- UA Dtd 330's focus areas in our free grants database
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