Haldeman S Wertz Ta | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Haldeman S Wertz Ta. Data shown is extracted from Form 990-PF filings.

EIN: 23-6923977

Foundation Overview

Based in Amherst, NY, Haldeman S Wertz Ta has awarded 81 grants totaling $189,929 to organizations in Pennsylvania. Individual grants range from $939 to $4,198, with a median award of $1,120.

Latest Tax Year
2023
Total Giving (all years)
$189,929
Total Assets
$359,221
Median Grant (all grants)
$1,120

Latest Form 990-PF Snapshot

Total Grants
9
Median Grant
$939
% Median Grant Decline
-12% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 9 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Pennsylvania

100% of all grants are concentrated in Pennsylvania, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Pennsylvania, funding concentrates in York (78%), Newport (11%), Wrightsville (11%).

Funding Trajectory
-11%

Declining funding trend with 11% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Community Projects

Highly focused on community projects with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Haldeman S Wertz Ta's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Martin Memorial Library $3,520 York, PA, US Support 2023
St Paul's Lutheran Church $939 York, PA, US Support 2023
York College Of Pennsylvania $3,520 York, PA, US Support 2023
York County Spca $939 York, PA, US Support 2023
The Margaret E Moul Home $3,520 York, PA, US Support 2023
Strand-capitol Performing Arts Ctr $3,520 York, PA, US Performing Arts Support 2023
St Paul Lutheran Church $939 Newport, PA, US Social Ministries Support 2023
Trinity Lutheran Church $939 Wrightsville, PA, US Social Ministries Support 2023
York County Community Foundation $939 York, PA, US Support 2023
Martin Memorial Library $4,002 York, PA, US Support 2022
St Paul's Lutheran Church $1,067 York, PA, US Support 2022
York College Of Pennsylvania $4,002 York, PA, US Support 2022
York County Spca $1,067 York, PA, US Support 2022
The Margaret E Moul Home $4,002 York, PA, US Support 2022
Strand-capitol Performing Arts Ctr $4,002 York, PA, US Performing Arts Support 2022
St Paul Lutheran Church $1,067 Newport, PA, US Social Ministries Support 2022
Trinity Lutheran Church $1,067 Wrightsville, PA, US Social Ministries Support 2022
York County Community Foundation $1,067 York, PA, US Support 2022
Martin Memorial Library $4,002 York, PA, US Support 2022
St Paul's Lutheran Church $1,067 York, PA, US Support 2022
York College Of Pennsylvania $4,002 York, PA, US Support 2022
York County Spca $1,067 York, PA, US Support 2022
The Margaret E Moul Home $4,002 York, PA, US Support 2022
Strand-capitol Performing Arts Ctr $4,002 York, PA, US Performing Arts Support 2022
St Paul Lutheran Church $1,067 Newport, PA, US Social Ministries Support 2022
Trinity Lutheran Church $1,067 Wrightsville, PA, US Social Ministries Support 2022
York County Community Foundation $1,067 York, PA, US Support 2022
Martin Memorial Library $4,002 York, PA, US Support 2022
St Paul's Lutheran Church $1,067 York, PA, US Support 2022
York College Of Pennsylvania $4,002 York, PA, US Support 2022
York County Spca $1,067 York, PA, US Support 2022
The Margaret E Moul Home $4,002 York, PA, US Support 2022
Strand-capitol Performing Arts Ctr $4,002 York, PA, US Performing Arts Support 2022
St Paul Lutheran Church $1,067 Newport, PA, US Social Ministries Support 2022
Trinity Lutheran Church $1,067 Wrightsville, PA, US Social Ministries Support 2022
York County Community Foundation $1,067 York, PA, US Support 2022
Martin Memorial Library $4,139 York, PA, US Support 2021
St Paul's Lutheran Church $1,104 York, PA, US Support 2021
York College Of Pennsylvania $4,139 York, PA, US Support 2021
York County Spca $1,104 York, PA, US Support 2021
The Margaret E Moul Home $4,139 York, PA, US Support 2021
Strand-capitol Performing Arts Ctr $4,139 York, PA, US Performing Arts Support 2021
St Paul Lutheran Church $1,104 Newport, PA, US Social Ministries Support 2021
Trinity Lutheran Church $1,104 Wrightsville, PA, US Social Ministries Support 2021
York County Community Foundation $1,104 York, PA, US Support 2021
Martin Memorial Library $3,922 York, PA, US Support 2020
St Paul's Lutheran Church $1,046 York, PA, US Support 2020
York College Of Pennsylvania $3,922 York, PA, US Support 2020
York County Spca $1,046 York, PA, US Support 2020
The Margaret E Moul Home $3,922 York, PA, US Support 2020
Strand-capitol Performing Arts Ctr $3,922 York, PA, US Performing Arts Support 2020
St Paul Lutheran Church $1,046 Newport, PA, US Social Ministries Support 2020
Trinity Lutheran Church $1,046 Wrightsville, PA, US Social Ministries Support 2020
York County Community Foundation $1,046 York, PA, US Support 2020
Martin Memorial Library $3,856 York, PA, US Support 2018
St Paul's Lutheran Church $1,028 York, PA, US Support 2018
York College Of Pennsylvania $3,856 York, PA, US Support 2018
York County Spca $1,028 York, PA, US Support 2018
The Margaret E Moul Home $3,856 York, PA, US Support 2018
Strand-capitol Performing Arts Ctr $3,856 York, PA, US Performing Arts Support 2018
St Paul Lutheran Church $1,028 Newport, PA, US Social Ministries Support 2018
Trinity Lutheran Church $1,028 Wrightsville, PA, US Social Ministries Support 2018
York County Community Foundation $1,028 York, PA, US Support 2018
Martin Memorial Library $4,198 York, PA, US Support 2017
St Paul's Lutheran Church $1,120 York, PA, US Support 2017
York College Of Pennsylvania $4,198 York, PA, US Support 2017
York County Spca $1,120 York, PA, US Support 2017
The Margaret E Moul Home $4,198 York, PA, US Support 2017
Strand-capitol Performing Arts Ctr $4,198 York, PA, US Performing Arts Support 2017
St Paul Lutheran Church $1,120 Newport, PA, US Social Ministries Support 2017
Trinity Lutheran Church $1,120 Wrightsville, PA, US Social Ministries Support 2017
York County Community Foundation $1,120 York, PA, US Support 2017
Martin Memorial Library $3,970 York, PA, US Support 2016
St Paul's Lutheran Church $1,059 York, PA, US Support 2016
York College Of Pennsylvania $3,970 York, PA, US Support 2016
York County Spca $1,059 York, PA, US Support 2016
The Margaret E Moul Home $3,970 York, PA, US Support 2016
Strand-capitol Performing Arts Ctr $3,970 York, PA, US Performing Arts Support 2016
St Paul Lutheran Church $1,059 Newport, PA, US Social Ministries Support 2016
Trinity Lutheran Church $1,059 Wrightsville, PA, US Social Ministries Support 2016
York County Community Foundation $1,059 York, PA, US Support 2016

Foundations Similar to Haldeman S Wertz Ta

Discover 5 foundations with comparable assets ($356,012-$361,061), similar grant patterns, and geographic focus in NY that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 23-2650705 | 94 grants awarded
$360,141
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$2,000
median grant
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Same state
100%
Excellent match

EIN: 81-7137839 | 499 grants awarded
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$2,200
median grant
Cedarhurst, NY
Same state
100%
Excellent match

EIN: 26-3249181 | 56 grants awarded
$357,486
(≈ Similar)
$1,500
median grant
Roslyn Heights, NY
Same state
100%
Excellent match

EIN: 13-6099447 | 153 grants awarded
$361,061
(≈ Similar)
$1,000
median grant
New York, NY
Same state
100%
Excellent match

EIN: 13-3911296 | 51 grants awarded
$356,012
(≈ Similar)
$1,500
median grant
New York, NY
Same state
100%
Excellent match

Contact Information

Official contact details for Haldeman S Wertz Ta as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 23-6923977
Website N/A
Address 626 COMMERCE DRIVE - 3RD FLOOR Amherst, NY 14228-2307

Key People (1)

Board members, trustees, and key staff who oversee Haldeman S Wertz Ta's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Haldeman S Wertz Ta is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.