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· 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 FY2024still arriving
33
Grants FY2024still arriving
8
States reached
$13k
Largest
01What it funds
0193% 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
02FY2024 · 33 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k30 grants · $110k
  • $10k–50k3 grants · $33k
$4,000
Median grant
8
States reached
$2.2M
Total assets
Largest grants
RecipientAmount
SUMMIT ACADEMY$13,000
Individual grant recipient$10,000
MINNEAPOLIS SKI JUMPING CLUB$10,000
CERES$8,500
THE ARC MINNESOTA$6,000
CAMP CONFIDENCE$5,000
SHARING & CARING HANDS$5,000
BOSTON HEALTHCARE FOR THE HOMELESS$5,000
CATHOLIC CHARITIES$5,000
MISSION OF DEEDS$5,000
FRIENDSHIPWORKS$5,000
CYSTINOSIS RESEARCH FOUNDATION$5,000
YWCA$4,000
FIVE VALLEYS LAND TRUST$4,000
INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS$4,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $84k) land where the poverty rate runs at 12%, against an area that typically sits at 9%. 73% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%MISSION OF DEEDS: $5k → 8%MOUNTAIN HOME MONTANA: $2k → 9%MISSION OF DEEDS: $5k → 8%BOSTON HEALTHCARE FOR THE HOMELESS: $8k → 16%WATSON CHILDREN'S SHELTER: $1k → 9%MISSION OF DEEDS: $4k → 8%YOUTH HOMES: $3k → 9%AMERICAN RED CROSS: $7k → 14%BOSTON HEALTHCARE FOR THE HOMELESS: $5k → 16%YOUTH HOMES: $3k → 9%BOSTON HEALTHCARE FOR THE HOMELESS: $5k → 16%SHARING & CARING HANDS: $5k → 11%SHARING & CARING HANDS: $5k → 11%BOSTON HEALTHCARE FOR THE HOMELESS: $3k → 16%SHARING & CARING HANDS: $3k → 11%BOSTON HEALTHCARE FOR THE HOMELESS: $3k → 16%SHARING & CARING HANDS: $3k → 11%SHARING & CARING HANDS: $3k → 11%CATIE'S CLOSET: $5k → 8%SHARING & CARING HANDS: $2k → 11%CATIE'S CLOSET: $2k → 8%SHARING AND CARING HANDS: $1k → 11%CATIE'S CLOSET: $2k → 8%MISSOULA FAMILY YMCA: $50 → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

ME
NH
MT
MN
IL
MI
MA
CA
DC
TX
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

80%of every dollar goes to organizations it has funded before.
$597k · 37 repeat orgs$150k to everyone else

37 repeat relationships: 31 still active in FY2024, 6 since wound down; 2 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

37
23

Total granted

$597k
$143k

Median revenue growth · since first grant

+24%
+51%

Still filing today

65%
65%

New vs renewed · share of each year

In FY2024, 95% of grant dollars renewed an existing relationship; $7k went to new ones.

50%100%’17’18’20’21’22’23’24
RenewedFirst-time

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

’17’18’20’21’22’23’24
Human ServicesEnvironmentEducationRecreation & SportsHealthAnimalsOther
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.

Backed again, and grew

  • SA
    SUMMIT ACADEMY OIC
    6× · 2018–2024 · $49k · revenue +22%
  • CI
    CERES INC
    5× · 2020–2024 · $37k · revenue +37%
  • TA
    THE ARC MINNESOTA INC
    5× · 2020–2024 · $30k · revenue +13%

Funded once

  • UO
    University of Michigangraduated
    one grant, 2017 · $100k · revenue +202% · 48% of their budget
  • AN
    American National Red Cross & Its Constituent Chapters and Branchesgraduated
    one grant, 2017 · $7k · revenue +46%
  • CJ
    CASA JOJO FOUNDATIONgraduated
    one grant, 2021 · $5k · revenue +557%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
2
Minnesota Medical Association

To be the leading voice of medicine to make minnesota the healthiest state and the best place to practice.

—
3
Minnesota Business Partnership

The minnesota business partnership's mission is to maintain a high quality of life for all minnesotans by ensuring that the state's economy remains strong, globally competitive and its prospects for growth bright by working with elected…

—
4
Montana Chamber of Commerce

To create and sustain an optimal business climate, business prosperity and a strong montana economy through advocacy, education and collaboration, working to provide an empowered and educated workforce, reduce business growth obstacles,…

—
5
Massachusetts Council of Human Services Providers Inc

To advance the interests of the human services sector and providers through advocacy, education, and engagement of diverse stakeholders for collective impact.

—
6
The Montana Land Reliance

The mission of the montana land reliance (mlr) is to partner with landowners to provide permanent protection for private lands that are significant for agricultural production, fish and wildlife habitat, and open space.

Environment
7
Mass General Brigham Health Plan Inc

Mass general brigham health plan's mission is to promote the health and wellness of our members, and to help ensure equitable, affordbale health care for the diverse communities we serve.

Health
8
Metropolitan Boston Housing Partnership Inc D/B/a Metro Housing Boston

Metro housing boston mobilizes wide-ranging resources to provide innovative and personalized services that lead families and individuals to housing stability, economic security, and an improved quality of life.

Housing & Shelter
9
Central Maine Medical Center

To provide exceptional healthcare services in a safe and trustfulenvironment through the expertise, commitment and compassion of ourfamily of caregivers.

Health
10
Massachusetts Higher Education Assistance Corporation

The organization's primary exempt purpose is to provide access to and conduct activities in furtherance of higher education.

—
11
Minnesota Chamber of Commerce and Industry

The minnesota chamber of commerce proactively leads the business community statewide to: advance pro-business, responsible minnesota public policy that creates jobs and grows the econony; provde member services to address evolving business…

—
12
Michigan Enviromental Council

Informing and educating the public and decision makers about environmental issues.

Environment
How this is measured
The grantee most central to the portfolio’s shape is Social and Environmental Entrepreneurs (See) Inc; the most unlike its peers is Casa Jojo Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

41 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 41 of the 62 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
11
Early backer (in before they grew)
41/41
Grantees still filing
32/41
Grew since first funded

Where the money sits, by cause and then by grantee

University of Michigan: $100,000 · OtherUniversity of MichiganMINNEAPOLIS SKI JUMPING CLUB: $41,000 · OtherMINNEAPOLIS SKI JUMPING CLUBIndividual grant recipient: $37,250 · OtherIndividual grant recipientTHE ARC MINNESOTA INC: $29,500 · OtherTHE ARC MINNESOTA INCTRUSTEES OF BOSTON UNIVERSITY: $28,000 · OtherTRUSTEES OF BOSTON UNIVERSITYCATHOLIC CHARITIES: $17,600 · OtherCONFIDENCE LEARNING CENTER INC: $17,000 · OtherTHE BABINSKY FOUNDATION: $16,500 · Other+32 more: $207,700 · Other+32 moreBOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC: $23,500 · Human ServicesBOSTON HEALT…SHARING AND CARING HANDS INC: $21,850 · Human ServicesSHARING AND …Mission of Deeds Inc: $14,000 · Human ServicesMission of D…Catie's Closet Inc: $9,000 · Human ServicesCatie's Clos…American National Red Cross & Its Constituent Chapters and Branches: $7,000 · Human ServicesAmerican Nat…YOUTH HOMES: $5,000 · Human ServicesYOUTH HOMES+3 more: $3,300 · Human ServicesSUMMIT ACADEMY OIC: $48,800 · EducationSUMMIT ACA…DUNWOODY COLLEGE OF TECHNOLOGY: $15,350 · EducationDUNWOODY C…CASA JOJO FOUNDATION: $5,000 · EducationCASA JOJO …+1 more: $1,000 · EducationCERES INC: $37,000 · EnvironmentMontana Environmental Information Center: $9,000 · EnvironmentFIVE VALLEYS LAND TRUST: $7,750 · EnvironmentLAKES ENVIRONMENTAL ASSOCIATION: $2,000 · Environment+1 more: $1,250 · EnvironmentMISSOULA FOOD BANK & COMMUNITY CENTER: $15,250 · Food & NutritionCHILDRENS ONCOLOGY CAMP FOUNDATION: $10,250 · Recreation & SportsPiers Park Sailing Center Inc: $3,000 · Recreation & SportsFRIENDSHIPWORKS INC: $13,000 · Religion
Other$494,550Human Services$83,650Education$70,150Environment$57,000Food & Nutrition$15,250Recreation & Sports$13,250Religion$13,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds University of Michigan ↗
  • Who funds SUMMIT ACADEMY OIC ↗
  • Who funds CERES INC ↗
  • Who funds THE ARC MINNESOTA INC ↗
  • Who funds TRUSTEES OF BOSTON UNIVERSITY ↗
  • Who funds BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC ↗
  • Who funds SHARING AND CARING HANDS INC ↗
  • Who funds CONFIDENCE LEARNING CENTER INC ↗
  • Who funds UNION GOSPEL MISSION INC ↗
  • Who funds DUNWOODY COLLEGE OF TECHNOLOGY ↗
  • Who funds MISSOULA FOOD BANK & COMMUNITY CENTER ↗
  • Who funds Mission of Deeds Inc ↗
  • Who funds FRIENDSHIPWORKS INC ↗
  • Who funds Animal Humane Society ↗
  • Who funds GREATER BOSTON FOOD BANK INC ↗
  • Who funds BRIDGTON COMMUNITY CENTER ↗
  • Who funds CHILDRENS ONCOLOGY CAMP FOUNDATION ↗
  • Who funds BENEVOLENT FRATERNITY OF UNITARIAN CHURCHES ↗
  • Who funds Catie's Closet Inc ↗
  • Who funds Montana Environmental Information Center ↗
  • Who funds INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS INC ↗
  • Who funds FIVE VALLEYS LAND TRUST ↗
  • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
  • Who funds CYSTINOSIS RESEARCH FOUNDATION ↗
  • Who funds HALEY HOUSE INC & AFFILIATES ↗
  • Who funds YOUTH HOMES ↗
  • Who funds CASA JOJO FOUNDATION ↗

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.

How much its grantees rely on government

Each dot is one organization Werler Family Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Werler Family Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 8%
  • Greater Boston Food Bank Inc: 22% of income from government
  • Gavin Foundation Inc: 12% of income from government
  • Trustees of Boston University: 12% of income from government
  • Piers Park Sailing Center Inc: 8% of income from government
  • Boston Health Care for the Homeless Program Inc: 8% of income from government
  • Economic Mobility Pathways Inc: 6% of income from government
  • Catie's Closet Inc: 4% of income from government
  • Ceres Inc: 0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
10report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

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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