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Haldeman S Wertz 12-30-1988 is a private trust based in BUFFALO, NY. The foundation received its IRS ruling in 2010. The principal officer is Manufacturers And Traders Trust C. It holds total assets of $314K. Annual income is reported at $76K. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Pennsylvania. According to available records, Haldeman S Wertz 12-30-1988 has made 18 grants totaling $40K, with a median grant of $1K. The foundation has distributed between $19K and $21K annually from 2022 to 2023. Individual grants have ranged from $939 to $4K, with an average award of $2K. The foundation has supported 9 unique organizations. Grant recipients are concentrated in Pennsylvania. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$1K
Average Grant
$2K
Largest Grant
$4K
Based on 9 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.
Haldeman S Wertz 12-30-1988 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 18 grants. Its grantmaking reaches organizations primarily in PA.
Haldeman S Wertz 12-30-1988 has distributed a total of $40K across 18 grants. The median grant size is $1K, with an average of $2K. Individual grants have ranged from $939 to $4K.
Haldeman S Wertz 12-30-1988 typically selects its grantees rather than accepting unsolicited proposals.
Haldeman S Wertz 12-30-1988 is headquartered in BUFFALO, NY.
Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$27K
Total Assets
$315K
Fair Market Value
$359K
Net Worth
$315K
Grants Paid
$19K
Contributions
N/A
Net Investment Income
$10K
Distribution Amount
$17K
Total: $309K
Total Grants
18
Total Giving
$40K
Average Grant
$2K
Median Grant
$1K
Unique Recipients
9
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Trinity Lutheran ChurchSOCIAL MINISTRIES SUPPORT | Wrightsville, PA | $939 | 2023 |
| St Paul Lutheran ChurchSOCIAL MINISTRIES SUPPORT | Newport, PA | $939 | 2023 |
| Martin Memorial LibrarySUPPORT | York, PA | $4K | 2023 |
| The Margaret E Moul HomeSUPPORT | York, PA | $4K | 2023 |
| Strand-Capitol Performing Arts CtrPERFORMING ARTS SUPPORT | York, PA | $4K | 2023 |
| York College Of PennsylvaniaSUPPORT | York, PA | $4K | 2023 |
| York County Community FoundationSUPPORT | York, PA | $939 | 2023 |
| York County SpcaSUPPORT | York, PA | $939 | 2023 |
| St Paul'S Lutheran ChurchSUPPORT | York, PA | $939 | 2023 |