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Wisconsin · Private foundation

Helen V Werner and John M Werner Charitable Foundation Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$10k
Granted FY2025(still arriving)
15
Grants FY2025
14
Organizations funded FY2024
36%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$400
Largest grant, FY2025
$3,860
Organizations funded a year
13 to 14
FY2020 to FY2024
States reached, FY2025
2
Total assets, FY2025
$90k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 36% of the organizations Helen V Werner and John M Werner Charitable Foundation Trust funded were first-time grantees, receiving 8% of its grant dollars.

New vs renewed · share of each year

In FY2024, 92% of grant dollars renewed an existing relationship; $600 went to new ones.

50%100%’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24
HealthHuman ServicesFood & NutritionRecreation & SportsPublic BenefitOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving15$10k40%
FY202414$8k36%
FY202313$8k31%
FY202214$8k43%
FY202114$6k71%
FY202013$8kn/a
73% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Food & Nutrition$8kHuman Services$5kAnimals$4kHousing & Shelter$2kCrime & Legal$2kHealth$1kReligion$1kRecreation & Sports$1kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 15 grantees
All grantees of Helen V Werner and John M Werner Charitable Foundation Trust by total granted
GranteeTotal grantedYearsShare of their budget
Making Spirits Bright Inc$3,50060%
Nourish Farms Inc$1,60010%
Make-A-Wish Foundation of Wisconsin Inc$1,11040%
Dun-Good Riders Inc$1,00040%
Wounded Warriors United of Wisconsin Inc$61020%
Bookworm Gardens Inc$50010%
Eastshore Humane Association Inc$50010%
Aspen Center for Environmental Studies$36010%
Project Angel Hugs$3601n/a
Wounded Warrior Project Inc$25010%
The Deland Receiving Home Inc$25010%
Meals on Wheels of Sheboygan County Inc$25010%
Salvatorian Mission Warehouse Inc$2001n/a
New Holstein Historical Society Inc$1001n/a
Sharon S Richardson Community Hospice Inc$5010%

Plus 29 recipients with no EIN on record ($36k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Helen V Werner and John M Werner Charitable Foundation Trust supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMaking Spirits Bright Inc: $3,500 over 6y, 0.4% of budgetNourish Farms Inc: $1,600 over 1y, 0.2% of budgetMake-A-Wish Foundation of Wisconsin Inc: $1,110 over 4y, 0.0% of budgetDun-Good Riders Inc: $1,000 over 4y, 0.2% of budgetWounded Warriors United of Wisconsin Inc: $610 over 2y, 0.1% of budgetBookworm Gardens Inc: $500 over 1y, 0.1% of budgetEastshore Humane Association Inc: $500 over 1y, 0.3% of budgetAspen Center for Environmental Studies: $360 over 1y, 0.0% of budgetWounded Warrior Project Inc: $250 over 1y, 0.0% of budgetThe Deland Receiving Home Inc: $250 over 1y, 0.1% of budgetMeals on Wheels of Sheboygan County Inc: $250 over 1y, 0.0% of budgetSharon S Richardson Community Hospice Inc: $50 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 12.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Alliant Energy Foundation IncWI17.2× affinity6 shared granteesties to 10 of 10Hover any node to trace its alignments.Compare side by side →

Open a dossier: Alliant Energy Foundation Inc · Frank G & Frieda K Brotz Family Foundation Inc · Merkel Foundation Inc · The Sartori Family Foundation Inc · Wm Collins Kohler Foundation Inc · Lakeshore Community Foundation Inc · Green Bay Packers Foundation · Baird Foundation Inc · Raymond James Charitable Endowment Fund · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Helen V Werner and John M Werner Charitable Foundation Trust with peer funders

About Helen V Werner and John M Werner Charitable Foundation Trust

How much does Helen V Werner and John M Werner Charitable Foundation Trust give?
Helen V Werner and John M Werner Charitable Foundation Trust reported 15 grants totaling $9,500 in its FY2025 IRS filing. It funded between 13 and 14 organizations a year over FY2020 to FY2024.
What does Helen V Werner and John M Werner Charitable Foundation Trust fund?
By grant dollars over FY2020 to FY2025, its largest causes are Food & Nutrition (18%), Human Services (12%), Animals (8%).
Who are Helen V Werner and John M Werner Charitable Foundation Trust's largest grantees?
By total granted over FY2020 to FY2025: Making Spirits Bright Inc ($4k), Nourish Farms Inc ($2k), Make-A-Wish Foundation of Wisconsin Inc ($1k).
Does Helen V Werner and John M Werner Charitable Foundation Trust fund new organizations?
In FY2024, 36% of the organizations it funded were first-time grantees.
Does Helen V Werner and John M Werner Charitable Foundation Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Helen V Werner and John M Werner Charitable Foundation Trust?
Its strongest co-funders, measured against what their size predicts, include Alliant Energy Foundation Inc, Frank G & Frieda K Brotz Family Foundation Inc, Merkel Foundation Inc.
Where is Helen V Werner and John M Werner Charitable Foundation Trust based?
Helen V Werner and John M Werner Charitable Foundation Trust is based in WI.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 44 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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