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Also known as: C/O AJ STITES
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Frances R Wertzberger Charitable Trust is a private trust based in RALEIGH, NC. The foundation received its IRS ruling in 1999. The principal officer is J Eugene Glenn Md. It holds total assets of $692K. Annual income is reported at $197K. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2022. Funding is distributed across 4 states, including Florida, North Carolina, Georgia. According to available records, Frances R Wertzberger Charitable Trust has made 17 grants totaling $92K, with a median grant of $6K. Annual giving has grown from $34K in 2020 to $58K in 2022. Individual grants have ranged from $1K to $17K, with an average award of $5K. The foundation has supported 9 unique organizations. The foundation primarily supports organizations in North Carolina, Florida, Georgia, which account for 82% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$2K
Average Grant
$5K
Largest Grant
$17K
Based on 7 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Frances R Wertzberger Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 17 grants. Its grantmaking reaches organizations primarily in NC, FL, GA.
Frances R Wertzberger Charitable Trust has distributed a total of $92K across 17 grants. The median grant size is $6K, with an average of $5K. Individual grants have ranged from $1K to $17K.
The application deadline is DECEMBER 1 PRECEDING THE SCHOLARSHIP ACADEMIC YEAR. AVAILABLE UPON REQUEST.. College, university or graduate schools located within u.s.
Frances R Wertzberger Charitable Trust is headquartered in RALEIGH, NC. While based in NC, the foundation distributes grants to organizations across 4 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Matthew Brook | TRUSTEE | $4K | $0 | $4K |
| Sharon M Glenn M Ed | TRUSTEE | $4K | $0 | $4K |
| Arthur J Stites Cpa | TRUSTEE | $2K | $0 | $2K |
Total Giving
$53K
Total Assets
$662K
Fair Market Value
$960K
Net Worth
$662K
Grants Paid
$29K
Contributions
$100
Net Investment Income
$27K
Distribution Amount
$48K
Total: $644K
Total Grants
17
Total Giving
$92K
Average Grant
$5K
Median Grant
$6K
Unique Recipients
9
Most Common Grant
$6K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Warren Wilson College - For Rain LarsonTUITION | Asheville, NC | $7K | 2022 |
| University Of Texas - For Charlie GoodsonTUITION | Austin, TX | $6K | 2022 |
| Georgia State University - For Coleen Ceron-MartinezTUITION | Atlanta, GA | $6K | 2022 |
| University Of North Carolina At Chapel Hill - For Jillian GrierTUITION | Chapel Hill, NC | $6K | 2022 |
| University Of Central Florida - For Normand GarzaTUITION | Orlando, FL | $4K | 2022 |
| Jacksonville University - For Delia HernandezTUITION | Jacksonville, FL | $17K | 2020 |
| Oglethorpe University - For Valeria HernandezTUITION | Atlanta, GA | $3K | 2020 |
| North Carolina State University - For Lane BaggettTUITION | Raleigh, NC | $2K | 2020 |
| Tyler Junior Community College - For Agustin RodriguezTUITION | Tyler, TX | $2K | 2020 |