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California · Private foundation

Richard & Ursula Wertz Foundation

Its FY2018 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$84k
Granted FY2018
1
Grants FY2018
2
Organizations funded FY2017
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Read this first · the figures below need context

100% of Richard & Ursula Wertz Foundation’s FY2018 grant dollars went to Sacramento Region Community Foundation, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2018 names 0 organizations directly, so a portfolio cannot be read from it.

Organizations named directly on the return

2
’17
0
’18

Amber years are those where most dollars went to a sponsor.

Median grant, FY2018
$83,843
Largest grant, FY2018
$83,843
States reached, FY2018
1
Applications
Preselected organizations only
Per its most recent filing; check its own site
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2018.

Philanthropy$84kArts & Culture$6kEducation$1k

Top grantees

Largest recipients by total granted, FY2017 to FY2017, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Sacramento Ballet Association$6,20010%
The University Foundation at Sacramento State$1,00010%

Compare Richard & Ursula Wertz Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Richard & Ursula Wertz Foundation?

Find your warmest path to Richard & Ursula Wertz Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Richard & Ursula Wertz Foundation

How much does Richard & Ursula Wertz Foundation give?
Richard & Ursula Wertz Foundation reported 1 grants totaling $83,843 in its FY2018 IRS filing.
What does Richard & Ursula Wertz Foundation fund?
By grant dollars over FY2017 to FY2017, its largest causes are Philanthropy (92%), Arts & Culture (7%), Education (1%).
Who are Richard & Ursula Wertz Foundation's largest grantees?
By total granted over FY2017 to FY2017: Sacramento Ballet Association ($6k), The University Foundation at Sacramento State ($1k).
Does Richard & Ursula Wertz Foundation 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.
Where is Richard & Ursula Wertz Foundation based?
Richard & Ursula Wertz Foundation is based in CA.

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 3 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 2018, released 2018. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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