Robert J Werra Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Robert J Werra Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 84-4073145

Foundation Overview

Based in Plano, TX, Robert J Werra Foundation has awarded 15 grants totaling $2,470,000 to organizations in Michigan, Colorado and 3 other states across the US. Individual grants range from $50,000 to $1,100,000, with a median award of $60,000.

Latest Tax Year
2024
Total Giving (all years)
$2,470,000
Total Assets
$28,912,572
Median Grant (all grants)
$60,000

Latest Form 990-PF Snapshot

Total Grants
1
Median Grant
$1,100,000
% Median Grant Growth
+746% (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
Limited Sample: 0%

1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Michigan

Grants are geographically diversified with 33% in Michigan and funding distributed across 5 total locations. This foundation values broad geographic impact and diverse community partnerships. Within Michigan, funding concentrates in Hillsdale (100%).

Funding Trajectory
+1000%

Strong 1000% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Education + General Purposes

Dual focus on education (56%) and general purposes, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Robert J Werra Foundation'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
The Heritage Foundation $1,100,000 Washington, DC, US Providing Solutions, Researching, Training Leaders And Fututre Generations. 2024
Hillsdale College $200,000 Hillsdale, MI, US K-12 Initiatives Endowment 2023
The Heritage Foundation $200,000 Washington, DC, US Providing Solutions, Researching, Training Leaders And Fututre Generations. 2023
The Epoch Times $60,000 New York, NY, US General Fund 2023
Leadership Institute $60,000 Arlington, VA, US General Fund 2023
Hillsdale College $150,000 Hillsdale, MI, US Liberal Arts Education, Western Heritage Education. 2022
Mountain States Legal Foundation $50,000 Lakewood, CO, US Litigation Service Help For Underserved Communities. 2022
The Heritage Foundation $50,000 Washington, DC, US Providing Solutions, Researching, Training Leaders And Fututre Generations. 2022
Hillsdale College $150,000 Hillsdale, MI, US Liberal Arts Education, Western Heritage Education. 2022
Mountain States Legal Foundation $50,000 Lakewood, CO, US Litigation Service Help For Underserved Communities. 2022
The Heritage Foundation $50,000 Washington, DC, US Providing Solutions, Researching, Training Leaders And Fututre Generations. 2022
Hillsdale College $150,000 Hillsdale, MI, US Liberal Arts Education, Western Heritage Education. 2022
Mountain States Legal Foundation $50,000 Lakewood, CO, US Litigation Service Help For Underserved Communities. 2022
The Heritage Foundation $50,000 Washington, DC, US Providing Solutions, Researching, Training Leaders And Fututre Generations. 2022
Hillsdale College $100,000 Hillsdale, MI, US General Fund 2021

Foundations Similar to Robert J Werra Foundation

Discover 5 foundations with comparable assets ($27,978,387-$29,927,239), similar grant patterns, and geographic focus in TX 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: 85-6294584 | 12 grants awarded
$29,403,368
(≈ Similar)
$59,060
median grant
Orange, TX
Same state
99%
Excellent match

EIN: 74-6038681 | 54 grants awarded
$28,190,700
(≈ Similar)
$50,000
median grant
San Antonio, TX
Same state
99%
Excellent match

EIN: 65-6128544 | 90 grants awarded
$29,843,435
(≈ Similar)
$81,687.5
median grant
Lindale, TX
Same state
98%
Excellent match

EIN: 54-6069447 | 139 grants awarded
$27,978,387
(≈ Similar)
$50,000
median grant
Dallas, TX
Same state
98%
Excellent match

EIN: 45-3970456 | 84 grants awarded
$29,927,239
(≈ Similar)
$70,000
median grant
Dallas, TX
Same state
98%
Excellent match

Contact Information

Official contact details for Robert J Werra Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 84-4073145
Website N/A
Address 2800 DALLAS PKWY STE 100 Plano, TX 75093-5994

Key People (5)

Board members, trustees, and key staff who oversee Robert J Werra Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Chairman Nancy L Werra
President David R Bower Cpa
Vice-chairman John Werra
Treasurer Paul M Ivanoff
Secretary Shawna Mitchell

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 Robert J Werra Foundation 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.