Wert Family Foundation

NAPLES, FL EIN: 41-1956034

Wert Family Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2019 through 2021. In 2021, it awarded 1 grants totaling $67K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$67K

-13.8% YoY

Grant Count

1

-93.3% YoY

Avg Grant Size

$67K

+1192.5% YoY

About Wert Family Foundation

Based on IRS filings

Wert Family Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2019 through 2021. In 2021, it awarded 1 grants totaling $67K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

ARLINGTONCHASKAJENKINTOWNMINNEAPOLISMINNETONKANEW YORKOAKLANDORONOPLYMOUTHST LOUIS PARKST PAULWAYZATA

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920202021
Metric202120202019
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$39K$59K$78K15 grants201915 grants20201 grants2021

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2021

NATIONAL PHILANTHROPIC T…$67K

Grant Size Distribution

31 grants across all recorded years

30<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include National Philanthropic Trust ($67,229).

RecipientPurposeAmount
NATIONAL PHILANTHROPIC TRUST JENKINTOWN, PACHARITABLE$67,229

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

NameTitleHoursCompensation
JEAN WERTDIRECTOR

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Wert Family Foundation?

Wert Family Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds — in total assets as of 2021.

Where does Wert Family Foundation operate?

Wert Family Foundation has awarded grants in California, Minnesota, New York, Pennsylvania, Virginia.

What size grants does Wert Family Foundation award?

In 2021, Wert Family Foundation awarded 1 grants totaling $67K — an average of about $67K per grant, based on its IRS Form 990 filings.

What is Wert Family Foundation's EIN?

Wert Family Foundation's EIN (Employer Identification Number) is 41-1956034. IRS Form 990 filing data is available on this page for 2019–2021.

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

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