Haldeman S Wertz 12 30 1988

Buffalo, NY
Tax-exempt since Jan. 2010
EIN: 23-6923977

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$24.6k (2024)

Expenses

$25.7k (2024)

Total Assets

$314k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$24,570

Expenses

$25,730

Net Income

-$1,160

Net Assets

$313,699

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,045	53.1%
Sales of Assets	$11,525	46.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,982	73.8%
Compensation of Officers*	$6,467	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$313,699
Total Liabilities	$0
Net Assets	$313,699

Compensation

Key Employees and Officers	Compensation	Other
M&T (Trustee)	$6,467	$0

990-PF

Filed on May 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$16,040

Expenses

$26,803

Net Income

-$10,763

Net Assets

$315,067

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,424	77.5%
Sales of Assets	$3,616	22.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,275	75.6%
Compensation of Officers*	$6,187	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$315,067
Total Liabilities	$0
Net Assets	$315,067

Compensation

Key Employees and Officers	Compensation	Other
M&T (Trustee)	$6,187	$0

990-PF

Filed on May 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$18,632

Expenses

$30,173

Net Income

-$11,541

Net Assets

$326,043

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,917	58.6%
Sales of Assets	$7,715	41.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,843	75.7%
Compensation of Officers*	$6,686	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$326,043
Total Liabilities	$0
Net Assets	$326,043

Compensation

Key Employees and Officers	Compensation	Other
M&T (Trustee)	$6,686	$0

990-PF

Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$23,906

Expenses

$31,198

Net Income

-$7,292

Net Assets

$337,770

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,900	49.8%
Sales of Assets	$12,006	50.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,076	70.8%
Compensation of Officers*	$7,405	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$337,770
Total Liabilities	$0
Net Assets	$337,770

Compensation

Key Employees and Officers	Compensation	Other
M&T Trust Co (Trustee)	$7,405	$0

990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$12,426

Expenses

$29,255

Net Income

-$16,829

Net Assets

$345,205

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,646	93.7%
Sales of Assets	$740	6.0%
Other Income	$40	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,918	71.5%
Compensation of Officers*	$6,610	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$345,206
Total Liabilities	$1
Net Assets	$345,205

Compensation

Key Employees and Officers	Compensation	Other
M&T Trust Co (Trustee)	$6,610	$0

990-PF

Filed on May 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$15,958

Expenses

$29,986

Net Income

-$14,028

Net Assets

$361,956

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,463	84.4%
Sales of Assets	$2,495	15.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,099	70.4%
Compensation of Officers*	$8,466	28.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$361,957
Total Liabilities	$1
Net Assets	$361,956

Compensation

Key Employees and Officers	Compensation	Other
M & T Bank (Trustee)	$8,466	$0

990-PF

Filed on June 23, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$17,977

Expenses

$29,530

Net Income

-$11,553

Net Assets

$375,965

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,861	71.5%
Sales of Assets	$5,116	28.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,564	69.6%
Compensation of Officers*	$6,852	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$375,965
Total Liabilities	$0
Net Assets	$375,965

Compensation

Key Employees and Officers	Compensation	Other
M&T Trust Co (Trustee)	$6,852	$0

990-PF

Filed on May 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$28,459

Expenses

$31,199

Net Income

-$2,740

Net Assets

$387,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$126	0.4%
Dividends	$11,775	41.4%
Sales of Assets	$16,431	57.7%
Other Income	$127	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,392	71.8%
Compensation of Officers*	$7,046	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$387,910
Total Liabilities	$0
Net Assets	$387,910

Compensation

Key Employees and Officers	Compensation	Other
M&T Bank (Trustee)	$7,046	$0

990-PF

Filed on May 1, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$8,149

Expenses

$28,510

Net Income

-$20,361

Net Assets

$390,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$946	11.6%
Dividends	$10,034	> 100%
Sales of Assets	-$4,011
Other Income	$1,180	14.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,175	74.3%
Compensation of Officers*	$7,025	24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$390,876
Total Liabilities	$0
Net Assets	$390,876

Compensation

Key Employees and Officers	Compensation	Other
M And T Bank (Trustee)	$7,025	$0

990-PF

Filed on May 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$12,969

Expenses

$31,267

Net Income

-$18,298

Net Assets

$411,279

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$890	6.9%
Dividends	$8,560	66.0%
Sales of Assets	$3,519	27.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,608	69.1%
Compensation of Officers*	$6,880	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$411,279
Total Liabilities	$0
Net Assets	$411,279

Compensation

Key Employees and Officers	Compensation	Other
M And T Bank (Trustee)	$6,880	$0

990-PF

Filed on May 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$137,023

Expenses

$30,497

Net Income

$106,526

Net Assets

$429,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$338	0.2%
Dividends	$11,292	8.2%
Sales of Assets	$125,393	91.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,200	76.1%
Compensation of Officers*	$7,063	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$429,598
Total Liabilities	$0
Net Assets	$429,598

Compensation

Key Employees and Officers	Compensation	Other
M And T Bank (Trustee)	$7,063	$0

990-PF

Filed on May 7, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$15,191

Expenses

$29,682

Net Income

-$14,491

Net Assets

$323,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,342	74.7%
Sales of Assets	$3,849	25.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,107	77.8%
Compensation of Officers*	$6,445	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$323,025
Total Liabilities	$0
Net Assets	$323,025

Compensation

Key Employees and Officers	Compensation	Other
M And T Bank (Trustee)	$6,445	$0

990-PF

Filed on May 8, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$13,016

Expenses

$26,558

Net Income

-$13,542

Net Assets

$337,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,529	88.6%
Sales of Assets	$1,487	11.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,956	78.9%
Compensation of Officers*	$5,412	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$337,519
Total Liabilities	$1
Net Assets	$337,518

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$13,455

Expenses

$19,396

Net Income

-$5,941

Net Assets

$351,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,926	81.2%
Sales of Assets	$2,529	18.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,861	71.5%
Compensation of Officers*	$5,298	27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$351,065
Total Liabilities	$1
Net Assets	$351,064

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated March 23, 2026

Haldeman S Wertz 12 30 1988

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $24.6k (2024)

Expenses $25.7k (2024)

Total Assets $314k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$24.6k (2024)

Expenses

$25.7k (2024)

Total Assets

$314k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009