Frances R Wertzberger Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Frances R Wertzberger Trust. Data shown is extracted from Form 990-PF filings.
EIN: 59-7158689
Foundation Overview
Based in Raleigh, NC, Frances R Wertzberger Trust has awarded 63 grants totaling $322,500 to organizations in Georgia, Florida and 3 other states across the US. Individual grants range from $500 to $23,000, with a median award of $4,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
3 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
68% of grants are awarded in North Carolina, with additional funding distributed across 4 other locations. The foundation balances regional focus with broader geographic diversity. Within North Carolina, funding concentrates in Raleigh (77%), Asheville (12%), Chapel Hill (9%).
Funding Trajectory
Moderate 45% growth trend over 9 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Frances R Wertzberger Trust'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 |
|---|---|---|---|---|
| Liberty University - For Abigail Yi | $23,000 | Lynchburg, VA, US | Tuition | 2025 |
| University Of North Carolina Wilmin | $12,000 | Wilmington, NC, US | Tuition | 2025 |
| Georgia State University - For Coll | $15,000 | Atlanta, GA, US | Tuition | 2025 |
| Georgia State University - For Coleen Ceron-martinez | $6,000 | Atlanta, GA, US | Tuition | 2022 |
| University Of Central Florida - For Normand Garza | $4,000 | Orlando, FL, US | Tuition | 2022 |
| University Of North Carolina At Chapel Hill - For Jillian Grier | $6,000 | Chapel Hill, NC, US | Tuition | 2022 |
| University Of Texas - For Charlie Goodson | $6,000 | Austin, TX, US | Tuition | 2022 |
| Warren Wilson College - For Rain Larson | $7,000 | Asheville, NC, US | Tuition | 2022 |
| Georgia State University - For Coleen Ceron-martinez | $6,000 | Atlanta, GA, US | Tuition | 2022 |
| University Of Central Florida - For Normand Garza | $4,000 | Orlando, FL, US | Tuition | 2022 |
| University Of North Carolina At Chapel Hill - For Jillian Grier | $6,000 | Chapel Hill, NC, US | Tuition | 2022 |
| University Of Texas - For Charlie Goodson | $6,000 | Austin, TX, US | Tuition | 2022 |
| Warren Wilson College - For Rain Larson | $7,000 | Asheville, NC, US | Tuition | 2022 |
| Georgia State University - For Coleen Ceron-martinez | $6,000 | Atlanta, GA, US | Tuition | 2022 |
| University Of Central Florida - For Normand Garza | $4,000 | Orlando, FL, US | Tuition | 2022 |
| University Of North Carolina At Chapel Hill - For Jillian Grier | $6,000 | Chapel Hill, NC, US | Tuition | 2022 |
| University Of Texas - For Charlie Goodson | $6,000 | Austin, TX, US | Tuition | 2022 |
| Warren Wilson College - For Rain Larson | $7,000 | Asheville, NC, US | Tuition | 2022 |
| Georgia State University - For Coleen Ceron-martinez | $6,000 | Atlanta, GA, US | Tuition | 2021 |
| North Carolina State University - For Lane Baggett | $2,000 | Raleigh, NC, US | Tuition | 2021 |
| Oglethorpe University - For Valeria Hernandez | $1,000 | Atlanta, GA, US | Tuition | 2021 |
| University Of Central Florida - For Normand Garza | $4,000 | Orlando, FL, US | Tuition | 2021 |
| University Of North Carolina At Chapel Hill - For Jillian Grier | $6,000 | Chapel Hill, NC, US | Tuition | 2021 |
| University Of Texas - For Charlie Goodson | $6,000 | Austin, TX, US | Tuition | 2021 |
| Warren Wilson College - For Rain Larson | $7,000 | Asheville, NC, US | Tuition | 2021 |
| Jacksonville University - For Delia Hernandez | $16,500 | Jacksonville, FL, US | Tuition | 2020 |
| North Carolina State University - For Lane Baggett | $2,000 | Raleigh, NC, US | Tuition | 2020 |
| Warren Wilson College - For Rain Larson | $7,000 | Asheville, NC, US | Tuition | 2020 |
| University Of Central Florida - For Normand Garza | $1,000 | Orlando, FL, US | Tuituin | 2020 |
| Georgia State University - For Coleen Ceron-martinez | $2,000 | Atlanta, GA, US | Tuition | 2020 |
| Oglethorpe University - For Valeria Hernandez | $3,000 | Atlanta, GA, US | Tuition | 2020 |
| Tyler Junior Community College - For Agustin Rodriguez | $2,000 | Tyler, TX, US | Tuition | 2020 |
| Guiford Technical Community College - For Elija Griffin-roman | $1,500 | Raleigh, NC, US | Tuition | 2019 |
| Warren Wilson College - For Rain Larson | $7,000 | Raleigh, NC, US | Room & Board | 2019 |
| Jacksonville University - For Delia Hernandez | $16,500 | Raleigh, NC, US | Tuition | 2019 |
| North Carolina State University - For Lane Baggett | $2,000 | Raleigh, NC, US | Tuition | 2019 |
| East Carolina University - For Antonio Blake | $4,000 | Raleigh, NC, US | Tuition | 2018 |
| East Carolina University - For Sarah Wieland | $2,000 | Raleigh, NC, US | Tuition | 2018 |
| Alabama A&m - For Aria Cauthen | $3,000 | Raleigh, NC, US | Tuition | 2018 |
| Jacksonville University - For Delia Hernandez | $12,500 | Raleigh, NC, US | Tuition | 2018 |
| North Carolina State University - For Lane Baggett | $2,000 | Raleigh, NC, US | Tuition | 2018 |
| North Carolina Wesleyan - For Chris Washington | $7,500 | Raleigh, NC, US | Tuition | 2018 |
| East Carolina- For Antonio Blake | $4,000 | Raleigh, NC, US | Tuition | 2017 |
| East Carolina University- For Sarah Wieland | $2,000 | Raleigh, NC, US | Tuition | 2017 |
| Alabama A&m - For Aria Cauthen | $3,000 | Raleigh, NC, US | Tuition | 2017 |
| University Of Mount Olive- For Ben Rodriguez | $3,000 | Raleigh, NC, US | Tuition | 2017 |
| Jacksonville University- For Delia Hernandez | $3,000 | Raleigh, NC, US | Tuition | 2017 |
| Jacksonville University- For Sydney Reynolds | $3,000 | Raleigh, NC, US | Tuition | 2017 |
| University Of North Carolina- Wilmington- For William Baggett | $2,000 | Raleigh, NC, US | Tuition | 2017 |
| North Carolina Wesleyan- For Chris Washington | $7,500 | Raleigh, NC, US | Tuition | 2017 |
| East Carolina- For Antonio Blake | $4,000 | Raleigh, NC, US | Tuition | 2016 |
| East Carolina University- For Sarah Wieland | $2,000 | Raleigh, NC, US | Tuition | 2016 |
| University Of Mount Olive- For Ben Rodriguez | $3,000 | Raleigh, NC, US | Tuition | 2016 |
| Campbell University- For Erica Thomas | $500 | Raleigh, NC, US | Tuition | 2016 |
| Jacksonville University- For Sydney Reynolds | $3,000 | Raleigh, NC, US | Tuition | 2016 |
| University Of North Carolina- Wilmington- For William Baggett | $2,000 | Raleigh, NC, US | Tuition | 2016 |
| Lee University- For Christina Jarman | $2,000 | Raleigh, NC, US | Tuition | 2016 |
| Meredith College- For Emily Edwards | $2,000 | Raleigh, NC, US | Tuition | 2016 |
| North Carolina State University- For Garrett Massengill | $3,000 | Raleigh, NC, US | Tuition | 2016 |
| University Of Maine- For Zoe Quick | $2,000 | Raleigh, NC, US | Tuition | 2016 |
| Universirty Of North Carolina- Wilmington- For Anna Grubbs | $500 | Raleigh, NC, US | Tuition | 2016 |
| North Carolina- Wesleyan- For Aria Cauthen | $3,000 | Raleigh, NC, US | Tuition | 2016 |
| North Carolina- Wesleyan- For Chris Washington | $7,500 | Raleigh, NC, US | Tuition | 2016 |
Foundations Similar to Frances R Wertzberger Trust
Discover 5 foundations with comparable assets ($1,161,068-$1,213,636), similar grant patterns, and geographic focus in NC 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 |
|---|---|---|---|---|
|
Fa Furniture Foundation
EIN: 56-6044941 | 126 grants awarded |
$1,202,783
(≈ Similar) |
$2,500
median grant |
High Point, NC
Same state |
|
|
Puffin Foundation West Ltd
EIN: 27-2753994 | 271 grants awarded |
$1,161,984
(≈ Similar) |
$2,500
median grant |
Raleigh, NC
Same state |
|
|
Christian Corps International
EIN: 58-1757973 | 2 grants awarded |
$1,161,068
(≈ Similar) |
$5,175
median grant |
Wake Forest, NC
Same state |
|
|
The Copen Family Foundation
EIN: 55-0779472 | 52 grants awarded |
$1,213,502
(≈ Similar) |
$4,000
median grant |
Charlotte, NC
Same state |
|
|
The Stephens Endowment
EIN: 56-0633355 | 82 grants awarded |
$1,213,636
(≈ Similar) |
$5,000
median grant |
Morganton, NC
Same state |
|
Related Foundation Resources in NC:
Contact Information
Official contact details for Frances R Wertzberger Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 59-7158689 |
| Website | N/A |
| Address | 1910 SAN MARCO BLVD Jacksonville, FL 32207-3204 |
Key People (2)
Board members, trustees, and key staff who oversee Frances R Wertzberger Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Sharon M Glenn M Ed |
|---|---|
| Trustee | Matthew Brook |
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 Frances R Wertzberger Trust 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
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