Wegner Family Foundation is a private foundation focused on Education, based in SHELBURNE, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $215K in total assets. In 2024, it awarded 5 grants totaling $100K. Net investment income was $3K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$215K
+4.4% YoY
Annual Giving
$100K
-9.1% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$20K
+9.1% YoY
Under IRS private-foundation payout rules, Wegner Family Foundation reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.
About Wegner Family Foundation
Based on IRS filings
Wegner Family Foundation is a private foundation focused on Education, based in SHELBURNE, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $215K in total assets. In 2024, it awarded 5 grants totaling $100K. Net investment income was $3K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $215,395 | $206,332 | $212,859 |
| Revenue | $111,167 | $105,443 | $103,316 |
| Expenses | $102,104 | $111,970 | $91,892 |
| Qualifying Distributions | $100,000 | $110,000 | $90,000 |
| Net Investment Income | $3,373 | $3,473 | $2,284 |
| Distributable Amount | $11,960 | $10,836 | $10,818 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Humane Society ($25,000), Nature Conservancy in Kansas ($25,000), Audubon Vermont ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AUDUBON VERMONT HUNTINGTON, VT | GENERAL PURPOSE | $20,000 |
| HUMANE SOCIETY SOUTH BURLINGTON, VT | GENERAL PURPOSE | $25,000 |
| FIDELCO GUIDE DOG FOUNDATION BLOOMFIELD, CT | GENERAL PURPOSE | $15,000 |
| NATURE CONSERVANCY IN KANSAS TOPEKA, KS | GENERAL PURPOSE | $25,000 |
| KIDSAFE COLLABORATIVE BURLINGTON, VT | GENERAL PURPOSE | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PATRICIA WEGNER | TRUSTEE | — | — |
| MELEDA W LOWRY | TRUSTEE | — | — |
| ELISABETH WEGNER | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Wegner Family Foundation?
Wegner Family Foundation is a private foundation focused on Education, based in SHELBURNE, VT. It holds $215K in total assets as of 2024.
How large is Wegner Family Foundation?
As of 2024, Wegner Family Foundation holds $215K in total assets with $111K in annual revenue. It awarded 5 grants totaling $100K in 2024.
Where does Wegner Family Foundation operate?
Wegner Family Foundation has awarded grants in Connecticut, Kansas, Vermont.
What size grants does Wegner Family Foundation award?
In 2024, Wegner Family Foundation awarded 5 grants totaling $100K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Wegner Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wegner Family Foundation reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wegner Family Foundation's EIN?
Wegner Family Foundation's EIN (Employer Identification Number) is 22-6579803. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Wegner Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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