Wert Family Foundation

Grantmaker Naples, FL EIN: 41-1956034

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

5states

Share of all 1 itemized 2021 grant dollars.

Cities

MinneapolisSt. PaulChaskaOronoWayzataArlingtonJenkintownMinnetonkaNew YorkOaklandPlymouthSt Louis Park

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K15 grants201915 grants20201 grants2021

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

National Philanthropic Trust: $67KNational Philanthropic Trust$67K

The largest 2021 recipient was National Philanthropic Trust ($67K).

Grant Size Distribution

31 grants across all recorded years

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

The most common grant size was under $50K: 30 grants of 31 (97%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
National Philanthropic Trust Jenkintown, PACharitable$67,229

Financial History

Multi-year comparison from IRS filings

$0$0.5$1$1.5201920202021
Metric202120202019
Total Assets———
Revenue———
Expenses———
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. 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.

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