Werner Family Foundation

Monroe, MI
Tax-exempt since Feb. 1997
EIN: 31-1500300

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.17M (2024)

Expenses

$41.2k (2024)

Total Assets

$1.77M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$1,170,496

Expenses

$41,160

Net Income

$1,129,336

Net Assets

$1,774,810

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$995	0.1%
Dividends	$49,681	4.2%
Sales of Assets	$1,119,820	95.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,751	79.6%
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	$1,774,810
Total Liabilities	$0
Net Assets	$1,774,810

Compensation

Key Employees and Officers	Compensation	Other
Henry G Werner Jr (President)	$0	$0
Marsha L Wofter (Trustee)	$0	$0
Robin S Dean (Trustee)	$0	$0

990-PF

Filed on June 30, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$66,111

Expenses

$22,421

Net Income

$43,690

Net Assets

$634,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,909	2.9%
Dividends	$25,117	38.0%
Sales of Assets	$36,951	55.9%
Other Income	$2,134	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,892	79.8%
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	$634,132
Total Liabilities	$0
Net Assets	$634,132

Compensation

Key Employees and Officers	Compensation	Other
Henry G Werner Jr (President)	$0	$0
Marsha L Wofter (Trustee)	$0	$0
Robin S Dean (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,810,677

Expenses

$756,931

Net Income

$1,053,746

Net Assets

$557,474

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,775,737	98.1%
Interest Revenue	$11	0.0%
Dividends	$19,398	1.1%
Sales of Assets	$12,768	0.7%
Other Income	$2,763	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$755,316	99.8%
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	$558,276
Total Liabilities	$802
Net Assets	$557,474

Compensation

Key Employees and Officers	Compensation	Other
Henry G Werner Jr (President)	$0	$0
Marsha L Wofter (Trustee)	$0	$0
Robin S Dean (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2023

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$396,487

Expenses

$437,346

Net Income

-$40,859

Net Assets

$152,491

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$384,796	97.1%
Interest Revenue	$5	0.0%
Dividends	$9,713	2.4%
Sales of Assets	$0
Other Income	$1,973	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$436,081	99.7%
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	$153,138
Total Liabilities	$647
Net Assets	$152,491

Compensation

Key Employees and Officers	Compensation	Other
Henry Goth Werner (Trustee)	$0	$0
Henry G Werner (Trustee)	$0	$0
Marsha Mcdonald (Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2022

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$13,128

Expenses

$32,281

Net Income

-$19,153

Net Assets

$193,349

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,100	16.0%
Interest Revenue	$13	0.1%
Dividends	$9,587	73.0%
Sales of Assets	$0
Other Income	$1,428	10.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,050	96.2%
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	$193,350
Total Liabilities	$1
Net Assets	$193,349

Compensation

Key Employees and Officers	Compensation	Other
Henry Goth Werner (Trustee)	$0	$0
Henry G Werner (Trustee)	$0	$0
Marsha Mcdonald (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2021

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$62,375

Expenses

$16,176

Net Income

$46,199

Net Assets

$212,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$51,985	83.3%
Interest Revenue	$61	0.1%
Dividends	$9,889	15.9%
Sales of Assets	$0
Other Income	$441	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,992	92.7%
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	$212,503
Total Liabilities	$1
Net Assets	$212,502

Compensation

Key Employees and Officers	Compensation	Other
Henry Goth Werner (Trustee)	$0	$0
Henry G Werner (Trustee)	$0	$0
Marsha Mcdonald (Trustee)	$0	$0

990-PF

Filed on Nov. 16, 2020

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$14,911

Expenses

$22,222

Net Income

-$7,311

Net Assets

$166,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,925	12.9%
Interest Revenue	$83	0.6%
Dividends	$10,403	69.8%
Sales of Assets	$0
Other Income	$2,500	16.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,962	94.3%
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	$166,304
Total Liabilities	$0
Net Assets	$166,304

Compensation

Key Employees and Officers	Compensation	Other
Henry Goth Werner (Trustee)	$0	$0
Henry G Werner (Trustee)	$0	$0
Marsha Mcdonald (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2019

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$13,103

Expenses

$16,332

Net Income

-$3,229

Net Assets

$173,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,875	14.3%
Interest Revenue	$31	0.2%
Dividends	$10,312	78.7%
Sales of Assets	$4	0.0%
Other Income	$881	6.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,875	97.2%
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	$173,615
Total Liabilities	$0
Net Assets	$173,615

Compensation

Key Employees and Officers	Compensation	Other
Henry Goth Werner (Trustee)	$0	$0
Henry G Werner (Trustee)	$0	$0
Marsha Mcdonald (Trustee)	$0	$0

990-PF

Filed on Nov. 16, 2018

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

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

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$25,039

Expenses

$17,250

Net Income

$7,789

Net Assets

$179,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,850	7.4%
Interest Revenue	$19	0.1%
Dividends	$9,571	38.2%
Sales of Assets	$10,864	43.4%
Other Income	$2,735	10.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,650	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	$179,798
Total Liabilities	$0
Net Assets	$179,798

Compensation

Key Employees and Officers	Compensation	Other
Henry Goth Werner (Trustee)	$0	$0
Henry G Werner (Trustee)	$0	$0
Marsha Mcdonald (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$12,781

Expenses

$13,495

Net Income

-$714

Net Assets

$172,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,800	14.1%
Interest Revenue	$17	0.1%
Dividends	$9,157	71.6%
Sales of Assets	$0
Other Income	$1,807	14.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,000	96.3%
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	$172,064
Total Liabilities	$0
Net Assets	$172,064

Compensation

Key Employees and Officers	Compensation	Other
Henry Goth Werner (Trustee)	$0	$0
Henry G Werner (Trustee)	$0	$0
Marsha Mcdonald (Trustee)	$0	$0

990-PF

Filed on Nov. 16, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$10,393

Expenses

$15,096

Net Income

-$4,703

Net Assets

$172,778

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,750	16.8%
Interest Revenue	$10	0.1%
Dividends	$8,620	82.9%
Sales of Assets	$0
Other Income	$13	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,000	86.1%
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	$174,578
Total Liabilities	$1,800
Net Assets	$172,778

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$19,106

Expenses

$15,134

Net Income

$3,972

Net Assets

$177,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,704	61.3%
Interest Revenue	$8	0.0%
Dividends	$8,832	46.2%
Sales of Assets	$0
Other Income	-$1,438

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,000	85.9%
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	$179,231
Total Liabilities	$1,750
Net Assets	$177,481

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$12,933

Expenses

$15,343

Net Income

-$2,410

Net Assets

$173,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,000	46.4%
Interest Revenue	$6	0.0%
Dividends	$8,182	63.3%
Sales of Assets	$0
Other Income	-$1,255

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,700	89.3%
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	$185,213
Total Liabilities	$11,704
Net Assets	$173,509

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Werner Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.17M (2024)

Expenses $41.2k (2024)

Total Assets $1.77M (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

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$1.17M (2024)

Expenses

$41.2k (2024)

Total Assets

$1.77M (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

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001