Wert Family Foundation
Wert Family Foundation is a nonprofit organization, based in Naples, FL. IRS filing data is available from 2019 through 2021. In 2021, it awarded 1 grant totaling $67K.
Key facts about Wert Family Foundation
In short: Wert Family Foundation gave $67K across 1 grant in 2021 (avg $67K), mostly in Pennsylvania. Source: 2021 IRS Form 990 filing.
- EIN
- 41-1956034
- Latest 990 filing
- Form 990 filing, 2021
- Annual giving (2021)
- $67,229
- Grants made (2021)
- 1
- Average grant
- $67,229
- Median grant
- $67,229
- Primary geography
- Pennsylvania (100% of itemized 2021 grant dollars)
Data from IRS Form 990 filing, 2021; updated September 2026.
Financial Overview
From 2021 IRS Form 990 filing · View filing
Total Assets
—
Annual Giving
$67K
-13.8% YoY
Grant Count
1
-93.3% YoY
Avg Grant Size
$67K
+1192.5% YoY
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2021 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2021, annual grant giving ranged from $67K (2019) to $78K (2020). In 2021 it made 1 grant totaling $67K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2021
The largest 2021 recipient was National Philanthropic Trust ($67K).
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 30 grants of 31 (97%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Philanthropic Trust Jenkintown, PA | Charitable | $67,229 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 | 2019 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2021
Leadership & Key People
Officers and directors from IRS filings
Wert Family Foundation is led by Jean Wert, Director on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2021 filing
Jean Wert
Director
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2021. "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 Wert Family Foundation
How much does Wert Family Foundation give each year?
Wert Family Foundation gave $67K across 1 grant in 2021, according to its 2021 IRS Form 990 filing. In 2020 it gave $78K across 15 grants.
Where does Wert Family Foundation operate?
Wert Family Foundation has awarded grants in California, Minnesota, New York, Pennsylvania, Virginia.
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.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Wert Family Foundation by hand.
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