Wert Family Foundation
Wert Family Foundation is a private foundation, based in Naples, FL. IRS filing data is available from 2019 through 2021. In 2021, it awarded 1 grant totaling $67K. Net investment income was $698.
Wert Family Foundation at a glance
In short: Wert Family Foundation gave $67K across 1 grant in 2021 (avg $67K), mostly in Pennsylvania. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $67,229
- -13.8% vs 2020
- Grants made (2021)
- 1
- -93.3% vs 2020
- Average grant
- $67,229
- +1192.5% vs 2020
- Median grant
- $67,229
- Primary geography
- Pennsylvania (100% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated September 2026.
Who Wert Family Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient 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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2021 grant dollars on its one itemized grant.
Cities
How Wert Family Foundation gives
- In 2021 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 2019 to 2021, annual grant giving ranged from $67K (2019) to $78K (2020). In 2021 it made 1 grant totaling $67K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Philanthropic Trust Jenkintown, PA | Charitable | $67,229 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2021 | — | $1,486 | $68,804 | $67,229 | 1 | $68,016 | $698 | $1,090 |
| 2020 | $67,318 | $27,612 | $80,759 | $78,020 | 15 | — | $26,424 | $7,861 |
| 2019 | $120,442 | $43,156 | $69,098 | $66,725 | 15 | — | $41,555 | $10,947 |
Under IRS private-foundation payout rules, Wert Family Foundation reported a distributable amount of $1K for 2021 — the minimum it must pay out in qualifying distributions.
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-PF. 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.
How much is Wert Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, Wert Family Foundation reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 21, 2022)
- IRS filings on file for fiscal years 2019–2021
Live grants for the work Wert Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Wert Family Foundation's focus areas in our free grants database
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