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Florida · Private foundation

Wert Family Foundation

Its FY2021 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$78k
Granted FY2020
15
Grants FY2020
15
Organizations funded FY2020
47%
First-time grantees FY2020
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Read this first · the figures below need context

100% of Wert Family Foundation’s FY2021 grant dollars went to National Philanthropic Trust, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2021 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2020, the last year Wert Family Foundation named its own grantees at scale: 8 organizations, $78k. It is dated, not current.

Organizations named directly on the return

6
’17
8
’18
10
’19
8
’20
0
’21

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

Median grant, FY2020
$300
Largest grant, FY2020
$25,000
Organizations funded a year
15 to 17
FY2017 to FY2020
States reached, FY2020
1
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2020, 47% of the organizations Wert Family Foundation funded were first-time grantees, receiving 27% of its grant dollars.

New vs renewed · share of each year

In FY2020, 73% of grant dollars renewed an existing relationship; $21k went to new ones.

50%100%’18’19’20
RenewedFirst-time

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

’18’19’20
HealthHuman ServicesRecreation & SportsArts & CultureYouth DevelopmentEnvironmentOther
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
FY202015$78k47%
FY201915$67k33%
FY201817$67k47%
FY201716$92kn/a
78% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2021.

Philanthropy$67kReligion$62kHealth$18kHuman Services$13kEducation$3kPublic Safety & Disaster$2kEnvironment$1kArts & Culture$1kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

MN
IL
WI
NY
PA
CA
MO
VA
TX
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2020, and the share of each one’s budget the grants supplied at peak.

Show all 19 grantees

Plus 17 recipients with no EIN on record ($218k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Wert Family Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetHennepin Health Foundation: $10,000 over 1y, 0.1% of budgetChildren's Cancer Research Fund: $4,200 over 4y, 0.0% of budgetThe Blake School: $2,500 over 3y, 0.0% of budgetSt David's Center: $1,500 over 2y, 0.0% of budgetAppetite for Change Inc: $1,000 over 2y, 0.0% of budgetMinnesota Public Radio American Public Media: $800 over 4y, 0.0% of budgetGirls Leadership Institute Inc dba Girls Leadership: $500 over 1y, 0.0% of budgetGreater Minneapolis Crisis Nursery: $500 over 1y, 0.0% of budgetNAMI National: $275 over 1y, 0.0% of budgetAmpersand Families: $250 over 1y, 0.0% of budgetInterfaith Outreach and Community Partners: $250 over 1y, 0.0% of budgetCrohn's & Colitis Foundation Inc: $250 over 1y, 0.0% of budgetLake Minnetonka Association: $250 over 1y, 0.1% of budgetGulfshore Playhouse Inc: $250 over 1y, 0.0% of budgetTwin Cities Public Television Inc: $200 over 1y, 0.0% of budgetHerzl Camp Association Inc: $200 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 16.

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.

The Minneapolis FoundationMN16.9× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Minneapolis Foundation · Mike & Linda Fiterman Family Foundation · Saint Paul & Minnesota Foundation · Tankenoff Families Foundation · Minnesota Community Foundation · Otto Bremer Trust · The Richard M Schulze Family Foundation · American Endowment Foundation · Jpmorgan Chase Foundation · National Philanthropic Trust · Vanguard Charitable Endowment Program · The Blackbaud Giving Fund

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 Wert Family Foundation with peer funders

About Wert Family Foundation

How much does Wert Family Foundation give?
Wert Family Foundation reported 15 grants totaling $78,020 in its FY2020 IRS filing. It funded between 15 and 17 organizations a year over FY2017 to FY2020.
What does Wert Family Foundation fund?
By grant dollars over FY2017 to FY2020, its largest causes are Philanthropy (18%), Religion (17%), Health (5%).
Who are Wert Family Foundation's largest grantees?
By total granted over FY2017 to FY2020: Temple Israel ($62k), Hennepin Health Foundation ($10k), Children's Cancer Research Fund ($4k).
Does Wert Family Foundation fund new organizations?
In FY2020, 47% of the organizations it funded were first-time grantees.
Does Wert Family 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 Wert Family Foundation?
Its strongest co-funders, measured against what their size predicts, include The Minneapolis Foundation, Mike & Linda Fiterman Family Foundation, Saint Paul & Minnesota Foundation.
Where is Wert Family Foundation based?
Wert Family Foundation is based in FL.

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 37 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 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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