Richard L & Lois S Werner Family Foundation

Werner Richard & Lois S & Frost E

Boca Raton, FL
Tax-exempt since Feb. 2000
EIN: 23-7911213

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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

$76.3k (2024)

Expenses

$269k (2024)

Total Assets

$833k (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

$76,335

Expenses

$268,722

Net Income

-$192,387

Net Assets

$833,135

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$68	0.1%
Dividends	$29,262	38.3%
Sales of Assets	$47,005	61.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$263,729	98.1%
Compensation of Officers*	$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	$833,135
Total Liabilities	$0
Net Assets	$833,135

Compensation

Key Employees and Officers	Compensation	Other
Richard L Werner (Trustee)	$0	$0
Lois S Werner (Trustee)	$0	$0
Elise W Frost (Trustee)	$0	$0
Mindy H Werner (Trustee)	$0	$0
Bruce D Werner (Trustee)	$0	$0
Daniel M Alter (Trustee)	$0	$0
Ira M Frost (Trustee)	$0	$0

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990-PF

Filed on May 5, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$76,669

Expenses

$276,082

Net Income

-$199,413

Net Assets

$1,030,256

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$197	0.3%
Dividends	$38,309	50.0%
Sales of Assets	$38,163	49.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$272,050	98.5%
Compensation of Officers*	$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	$1,030,256
Total Liabilities	$0
Net Assets	$1,030,256

Compensation

Key Employees and Officers	Compensation	Other
Richard L Werner (Trustee)	$0	$0
Lois S Werner (Trustee)	$0	$0
Elise W Frost (Trustee)	$0	$0
Mindy H Werner (Trustee)	$0	$0
Bruce D Werner (Trustee)	$0	$0
Daniel M Alter (Trustee)	$0	$0
Ira M Frost (Trustee)	$0	$0
Tammy H Werner (Trustee)	$0	$0

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990-PF

Filed on May 6, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$52,112

Expenses

$185,072

Net Income

-$132,960

Net Assets

$1,218,506

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47	0.1%
Dividends	$39,413	75.6%
Sales of Assets	$12,652	24.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,649	96.5%
Compensation of Officers*	$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	$1,218,506
Total Liabilities	$0
Net Assets	$1,218,506

Compensation

Key Employees and Officers	Compensation	Other
Richard L Werner (Trustee)	$0	$0
Lois S Werner (Trustee)	$0	$0
Elise W Frost (Trustee)	$0	$0
Mindy H Werner (Trustee)	$0	$0
Bruce D Werner (Trustee)	$0	$0
Daniel M Alter (Trustee)	$0	$0
Ira M Frost (Trustee)	$0	$0
Tammy H Werner (Trustee)	$0	$0

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990-PF

Filed on May 11, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$81,575

Expenses

$168,113

Net Income

-$86,538

Net Assets

$1,473,682

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$41,411	50.8%
Sales of Assets	$40,159	49.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,914	96.9%
Compensation of Officers*	$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	$1,473,682
Total Liabilities	$0
Net Assets	$1,473,682

Compensation

Key Employees and Officers	Compensation	Other
Richard L Werner (Trustee)	$0	$0
Lois S Werner (Trustee)	$0	$0
Elise W Frost (Trustee)	$0	$0
Mindy H Werner (Trustee)	$0	$0
Bruce D Werner (Trustee)	$0	$0
Daniel M Alter (Trustee)	$0	$0
Ira M Frost (Trustee)	$0	$0
Tammy H Werner (Trustee)	$0	$0

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990-PF

Filed on May 10, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$43,490

Expenses

$154,613

Net Income

-$111,123

Net Assets

$1,456,736

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$42,353	97.4%
Sales of Assets	$1,124	2.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,844	96.9%
Compensation of Officers*	$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	$1,456,737
Total Liabilities	$1
Net Assets	$1,456,736

Compensation

Key Employees and Officers	Compensation	Other
Richard L Werner (Trustee)	$0	$0
Lois S Werner (Trustee)	$0	$0
Elise W Frost (Trustee)	$0	$0
Mindy H Werner (Trustee)	$0	$0
Bruce D Werner (Trustee)	$0	$0
Daniel M Alter (Trustee)	$0	$0
Ira M Frost (Trustee)	$0	$0
Tammy H Werner (Trustee)	$0	$0

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990-PF

Filed on May 12, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$62,231

Expenses

$153,323

Net Income

-$91,092

Net Assets

$1,589,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$100	0.2%
Dividends	$50,165	80.6%
Sales of Assets	$11,945	19.2%
Other Income	$21	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,898	95.8%
Compensation of Officers*	$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	$1,589,972
Total Liabilities	$1
Net Assets	$1,589,971

Compensation

Key Employees and Officers	Compensation	Other
Richard L Werner (Trustee)	$0	$0
Lois S Werner (Trustee)	$0	$0
Elise W Frost (Trustee)	$0	$0
Mindy H Werner (Trustee)	$0	$0
Bruce D Werner (Trustee)	$0	$0
Daniel M Alter (Trustee)	$0	$0
Ira M Frost (Trustee)	$0	$0
Tammy H Werner (Trustee)	$0	$0

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990-PF

Filed on May 19, 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

$64,694

Expenses

$182,397

Net Income

-$117,703

Net Assets

$1,492,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.0%
Dividends	$52,682	81.4%
Sales of Assets	$11,996	18.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,074	92.1%
Compensation of Officers*	$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	$1,492,547
Total Liabilities	$0
Net Assets	$1,492,547

Compensation

Key Employees and Officers	Compensation	Other
Richard L Werner (Trustee)	$0	$0
Lois S Werner (Trustee)	$0	$0
Elise W Frost (Trustee)	$0	$0
Mindy H Werner (Trustee)	$0	$0
Bruce D Werner (Trustee)	$0	$0
Daniel M Alter (Trustee)	$0	$0
Ira M Frost (Trustee)	$0	$0
Tammy H Werner (Trustee)	$0	$0

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990-PF

Filed on May 13, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$399,212

Expenses

$155,531

Net Income

$243,681

Net Assets

$1,791,014

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,912	12.0%
Sales of Assets	$351,300	88.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,642	95.6%
Compensation of Officers*	$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	$1,791,014
Total Liabilities	$0
Net Assets	$1,791,014

Compensation

Key Employees and Officers	Compensation	Other
Richard L Werner (Trustee)	$0	$0
Lois S Werner (Trustee)	$0	$0
Elise W Frost (Trustee)	$0	$0
Mindy H Werner (Trustee)	$0	$0
Bruce D Werner (Trustee)	$0	$0
Daniel M Alter (Trustee)	$0	$0
Ira M Frost (Trustee)	$0	$0
Tammy H Werner (Trustee)	$0	$0

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990-PF

Filed on May 15, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$88,386

Expenses

$158,230

Net Income

-$69,844

Net Assets

$1,702,442

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,143	43.2%
Sales of Assets	$50,243	56.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,632	95.8%
Compensation of Officers*	$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	$1,702,442
Total Liabilities	$0
Net Assets	$1,702,442

Compensation

Key Employees and Officers	Compensation	Other
Richard L Werner (Trustee)	$0	$0
Lois S Werner (Trustee)	$0	$0
Elise W Frost (Trustee)	$0	$0
Mindy H Werner (Trustee)	$0	$0
Bruce D Werner (Trustee)	$0	$0
Daniel M Alter (Trustee)	$0	$0
Ira M Frost (Trustee)	$0	$0
Tammy H Werner (Trustee)	$0	$0

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990-PF

Filed on May 12, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$37,038

Expenses

$156,871

Net Income

-$119,833

Net Assets

$1,647,883

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,951	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,773	95.5%
Compensation of Officers*	$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	$1,647,883
Total Liabilities	$0
Net Assets	$1,647,883

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$89,196

Expenses

$169,905

Net Income

-$80,709

Net Assets

$1,889,165

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,045	47.1%
Sales of Assets	$47,151	52.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$161,431	95.0%
Compensation of Officers*	$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	$1,889,165
Total Liabilities	$0
Net Assets	$1,889,165

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$85,535

Expenses

$157,682

Net Income

-$72,147

Net Assets

$1,989,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,589	43.9%
Sales of Assets	$47,839	55.9%
Other Income	$107	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,974	95.7%
Compensation of Officers*	$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	$1,989,907
Total Liabilities	$0
Net Assets	$1,989,907

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$112,654

Expenses

$159,462

Net Income

-$46,808

Net Assets

$1,778,022

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,082	39.1%
Sales of Assets	$68,572	60.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,747	95.8%
Compensation of Officers*	$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	$1,778,022
Total Liabilities	$0
Net Assets	$1,778,022

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$65,918

Expenses

$148,410

Net Income

-$214,328

Net Assets

$1,701,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,408
Sales of Assets	$0
Other Income	$61

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,334	95.9%
Compensation of Officers*	$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	$1,701,286
Total Liabilities	$0
Net Assets	$1,701,286

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Updated January 26, 2026

Richard L & Lois S Werner Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $76.3k (2024)

Expenses $269k (2024)

Total Assets $833k (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

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$76.3k (2024)

Expenses

$269k (2024)

Total Assets

$833k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2021

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2020

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2019

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2018

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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

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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