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Massachusetts · Private foundation

Werler Family Charitable Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$143k
Granted FY2024(still arriving)
33
Grants FY2024
37
Organizations funded FY2023
22%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$4,000
Largest grant, FY2024
$13,000
Organizations funded a year
3 to 37
FY2017 to FY2023
States reached, FY2024
8
Total assets, FY2024
$2.2M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 22% of the organizations Werler Family Charitable Foundation funded were first-time grantees, receiving 15% of its grant dollars.

New vs renewed · share of each year

In FY2023, 85% of grant dollars renewed an existing relationship; $23k went to new ones.

50%100%’18’20’21’22’23
RenewedFirst-time

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

’18’20’21’22’23
Human ServicesEnvironmentEducationAnimalsRecreation & SportsFood & NutritionOther
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
FY2024still arriving33$143k6%
FY202337$150k22%
FY202231$125k19%
FY202126$105k27%
FY202030$92k77%
FY201813$25k100%
FY20173$107kn/a
93% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Human Services$148kHealth$148kEducation$83kEnvironment$69kRecreation & Sports$62kCivil Rights$40kFood & Nutrition$38kReligion$28kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

ME
NH
MT
MN
IL
MI
MA
CA
DC
TX

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 42 grantees
All grantees of Werler Family Charitable Foundation by total granted
GranteeTotal grantedYearsShare of their budget
University of Michigan$100,000148%
Summit Academy Oic$48,80060%
Ceres Inc$37,00050%
The Arc Minnesota Inc$29,50050%
Trustees of Boston University$28,00020%
Boston Health Care for the Homeless Program Inc$23,50050%
Sharing and Caring Hands Inc$21,85060%
Confidence Learning Center Inc$17,00040%
Union Gospel Mission Inc$15,85060%
Dunwoody College of Technology$15,35050%
Missoula Food Bank & Community Center$15,25050%
Mission of Deeds Inc$14,00030%
Friendshipworks Inc$13,00030%
Animal Humane Society$11,50050%
Greater Boston Food Bank Inc$11,00030%
Bridgton Community Center$11,00041%
Childrens Oncology Camp Foundation$10,25050%
Benevolent Fraternity of Unitarian Churches$10,00030%
Catie's Closet Inc$9,00030%
Montana Environmental Information Center$9,00040%
International Fellowship of Christians & Jews Inc$8,00020%
Five Valleys Land Trust$7,75020%
American National Red Cross & Its Constituent Chapters and Branches$7,00010%
Cystinosis Research Foundation$5,00010%
Haley House Inc & Affiliates$5,00020%
Youth Homes$5,00020%
Casa Jojo Foundation$5,0001n/a
Community Action Partnership$5,00020%
Minnesota Twins Community Fund$3,00010%
Gavin Foundation Inc$3,00010%
Piers Park Sailing Center Inc$3,00010%
Montana Abortion Access Program$2,25011%
Economic Mobility Pathways Inc$2,0001n/a
Lakes Environmental Association$2,00010%
Jhamtse International Incorporated$2,0001n/a
Mountain Home Montana Inc$2,00010%
Watson Children's Shelter Inc$1,25010%
Social and Environmental Entrepreneurs (See) Inc$1,25010%
Humane Society of Western Montana$1,25010%
Wikimedia Foundation Inc$1,00010%
Missoula Nordic Ski Club Inc$50011%
Greater Missoula Family YMCA$5010%

What it could do for these grantees

Plus 20 recipients with no EIN on record ($224k), not named here.

Where it is load-bearing

Werler Family Charitable Foundation supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 39 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUniversity of Michigan: $100,000 over 1y, 48% of budgetSummit Academy Oic: $48,800 over 6y, 0.1% of budgetCeres Inc: $37,000 over 5y, 0.0% of budgetThe Arc Minnesota Inc: $29,500 over 5y, 0.1% of budgetTrustees of Boston University: $28,000 over 2y, 0.0% of budgetBoston Health Care for the Homeless Program Inc: $23,500 over 5y, 0.0% of budgetSharing and Caring Hands Inc: $21,850 over 6y, 0.0% of budgetConfidence Learning Center Inc: $17,000 over 4y, 0.3% of budgetUnion Gospel Mission Inc: $15,850 over 6y, 0.3% of budgetDunwoody College of Technology: $15,350 over 5y, 0.0% of budgetMissoula Food Bank & Community Center: $15,250 over 5y, 0.1% of budgetMission of Deeds Inc: $14,000 over 3y, 0.3% of budgetFriendshipworks Inc: $13,000 over 3y, 0.4% of budgetAnimal Humane Society: $11,500 over 5y, 0.0% of budgetGreater Boston Food Bank Inc: $11,000 over 3y, 0.0% of budgetBridgton Community Center: $11,000 over 4y, 1.5% of budgetChildrens Oncology Camp Foundation: $10,250 over 5y, 0.3% of budgetBenevolent Fraternity of Unitarian Churches: $10,000 over 3y, 0.2% of budgetCatie's Closet Inc: $9,000 over 3y, 0.1% of budgetMontana Environmental Information Center: $9,000 over 4y, 0.3% of budgetInternational Fellowship of Christians & Jews Inc: $8,000 over 2y, 0.0% of budgetFive Valleys Land Trust: $7,750 over 2y, 0.1% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $7,000 over 1y, 0.0% of budgetCystinosis Research Foundation: $5,000 over 1y, 0.2% of budgetHaley House Inc & Affiliates: $5,000 over 2y, 0.1% of budgetYouth Homes: $5,000 over 2y, 0.0% of budgetCommunity Action Partnership: $5,000 over 2y, 0.0% of budgetMinnesota Twins Community Fund: $3,000 over 1y, 0.2% of budgetGavin Foundation Inc: $3,000 over 1y, 0.0% of budgetPiers Park Sailing Center Inc: $3,000 over 1y, 0.2% of budgetMontana Abortion Access Program: $2,250 over 1y, 1.2% of budgetLakes Environmental Association: $2,000 over 1y, 0.2% of budgetMountain Home Montana Inc: $2,000 over 1y, 0.0% of budgetWatson Children's Shelter Inc: $1,250 over 1y, 0.1% of budgetSocial and Environmental Entrepreneurs (See) Inc: $1,250 over 1y, 0.0% of budgetHumane Society of Western Montana: $1,250 over 1y, 0.1% of budgetWikimedia Foundation Inc: $1,000 over 1y, 0.0% of budgetMissoula Nordic Ski Club Inc: $500 over 1y, 0.6% of budgetGreater Missoula Family YMCA: $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 39.

Nonprofits that may fit its grantmaking

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.

Montana Community Foundation IncMT23.4× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Montana Community Foundation Inc · First Interstate BancSystem Foundation Inc · Max and Betty Swanson Foundation · The Llewellyn Foundation · Dennis & Phyllis Washington Foundation · Otto Bremer Trust · Muralt Family Foundation · The Ruth Pruitt Phillips Foundation Inc · Marshall and Mary Brondum Special Assistance Foundation Inc · The Bill & Rosemary Gallagher Foundation · Louis L Borick Foundation · Sample Foundation Inc

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 Werler Family Charitable Foundation with peer funders

About Werler Family Charitable Foundation

How much does Werler Family Charitable Foundation give?
Werler Family Charitable Foundation reported 33 grants totaling $143,000 in its FY2024 IRS filing. It funded between 3 and 37 organizations a year over FY2017 to FY2023.
What does Werler Family Charitable Foundation fund?
By grant dollars over FY2017 to FY2024, its largest causes are Human Services (20%), Health (20%), Education (11%).
Who are Werler Family Charitable Foundation's largest grantees?
By total granted over FY2017 to FY2024: University of Michigan ($100k), Summit Academy Oic ($49k), Ceres Inc ($37k).
Does Werler Family Charitable Foundation fund new organizations?
In FY2023, 22% of the organizations it funded were first-time grantees.
Does Werler Family Charitable 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.
Which funders back the same organizations as Werler Family Charitable Foundation?
Its strongest co-funders, measured against what their size predicts, include Montana Community Foundation Inc, First Interstate BancSystem Foundation Inc, Max and Betty Swanson Foundation.
Where is Werler Family Charitable Foundation based?
Werler Family Charitable Foundation is based in MA.

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 62 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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