Werth Family Foundation Inc

Woodbridge, CT
Tax-exempt since Dec. 2002
EIN: 80-0024133

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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

$654k (2025)

Expenses

$844k (2025)

Total Assets

$13.2M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

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 June
2025

Revenue

$653,842

Expenses

$844,129

Net Income

-$190,287

Net Assets

$13,156,788

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,214	1.6%
Interest Revenue	$0
Dividends	$189,841	29.0%
Sales of Assets	$453,787	69.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$716,107	84.8%
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	$13,156,788
Total Liabilities	$0
Net Assets	$13,156,788

Compensation

Key Employees and Officers	Compensation	Other
Peter J Werth Jr (President)	$0	$0
Peter J Werth Iii (Treasurer)	$0	$0
Deborah K Bachard (Secretary)	$0	$0
Jaqueline A Moore (Director)	$0	$0
Suzanne Werth (Director)	$0	$0
Dave Moore (Director)	$0	$0

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990-PF

Filed on Nov. 17, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$418,862

Expenses

$1,195,140

Net Income

-$776,278

Net Assets

$12,270,592

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,120	0.3%
Interest Revenue	$0
Dividends	$253,392	60.5%
Sales of Assets	$164,350	39.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,077,775	90.2%
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	$12,270,592
Total Liabilities	$0
Net Assets	$12,270,592

Compensation

Key Employees and Officers	Compensation	Other
Peter J Werth Jr (President)	$0	$0
Peter J Werth Iii (Treasurer)	$0	$0
Deborah K Bachard (Secretary)	$0	$0
Jaqueline A Moore (Director)	$0	$0
Suzanne Werth (Director)	$0	$0
Dave Moore (Director)	$0	$0

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990-PF

Filed on May 12, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$1,370,803

Expenses

$1,143,397

Net Income

$227,406

Net Assets

$11,155,843

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,002,000	73.1%
Interest Revenue	$0
Dividends	$226,053	16.5%
Sales of Assets	$120,458	8.8%
Other Income	$22,292	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,022,224	89.4%
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	$11,155,843
Total Liabilities	$0
Net Assets	$11,155,843

Compensation

Key Employees and Officers	Compensation	Other
Peter J Werth Jr (President)	$0	$0
Peter J Werth Iii (Treasurer)	$0	$0
Deborah K Bachard (Secretary)	$0	$0
Jaqueline A Moore (Director)	$0	$0
Suzanne Werth (Director)	$0	$0
Dave Moore (Director)	$0	$0

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990-PF

Filed on March 4, 2024

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 June
2022

Revenue

$1,332,282

Expenses

$1,393,307

Net Income

-$61,025

Net Assets

$9,794,664

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,000	0.3%
Interest Revenue	$0
Dividends	$213,462	16.0%
Sales of Assets	$1,104,407	82.9%
Other Income	$10,413	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,226,037	88.0%
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	$9,870,720
Total Liabilities	$76,056
Net Assets	$9,794,664

Compensation

Key Employees and Officers	Compensation	Other
Peter J Werth Jr (President)	$0	$0
Peter J Werth Iii (Treasurer)	$0	$0
Deborah K Bachard (Secretary)	$0	$0
Jaqueline A Moore (Director)	$0	$0
Suzanne Werth (Director)	$0	$0
Dave Moore (Director)	$0	$0

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990-PF

Filed on May 15, 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 June
2021

Revenue

$1,081,880

Expenses

$1,246,055

Net Income

-$164,175

Net Assets

$12,864,438

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,626	1.0%
Interest Revenue	$0
Dividends	$216,282	20.0%
Sales of Assets	$853,635	78.9%
Other Income	$1,337	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,148,505	92.2%
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	$12,864,439
Total Liabilities	$1
Net Assets	$12,864,438

Compensation

Key Employees and Officers	Compensation	Other
Peter J Werth Jr (President)	$0	$0
Peter J Werth Iii (Treasurer)	$0	$0
Deborah K Bachard (Secretary)	$0	$0
Jaqueline A Moore (Director)	$0	$0
Suzanne Werth (Director)	$0	$0
Dave Moore (Director)	$0	$0

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990-PF

Filed on Dec. 8, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$358,961

Expenses

$1,457,333

Net Income

-$1,098,372

Net Assets

$10,324,909

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,473	0.7%
Interest Revenue	$0
Dividends	$184,732	51.5%
Sales of Assets	$213,444	59.5%
Other Income	-$41,688

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,357,236	93.1%
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	$10,324,910
Total Liabilities	$1
Net Assets	$10,324,909

Compensation

Key Employees and Officers	Compensation	Other
Peter J Werth Jr (President)	$0	$0
Peter J Werth Iii (Treasurer)	$0	$0
Deborah K Bachard (Secretary)	$0	$0
Jaqueline A Moore (Director)	$0	$0
Suzanne Werth (Director)	$0	$0
Dave Moore (Director)	$0	$0

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990-PF

Filed on May 17, 2021

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

View Filing

Schedules ▼

XML

990-T

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

PDF

Fiscal Year Ending June
2019

Revenue

$531,621

Expenses

$1,299,709

Net Income

-$768,088

Net Assets

$11,222,609

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,000	1.1%
Interest Revenue	$0
Dividends	$447,712	84.2%
Sales of Assets	$66,265	12.5%
Other Income	$11,644	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,179,532	90.8%
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	$11,222,609
Total Liabilities	$0
Net Assets	$11,222,609

Compensation

Key Employees and Officers	Compensation	Other
Peter J Werth Jr (President)	$0	$0
Peter J Werth Iii (Treasurer)	$0	$0
Deborah K Bachard (Secretary)	$0	$0
Jaqueline A Moore (Director)	$0	$0
Suzanne Werth (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2019

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 June
2018

Revenue

$478,708

Expenses

$1,415,615

Net Income

-$936,907

Net Assets

$11,763,351

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,000	1.3%
Interest Revenue	$0
Dividends	$241,763	50.5%
Sales of Assets	$203,514	42.5%
Other Income	$27,431	5.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,277,252	90.2%
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	$11,763,351
Total Liabilities	$0
Net Assets	$11,763,351

Compensation

Key Employees and Officers	Compensation	Other
Peter J Werth Jr (President)	$0	$0
Peter J Werth Iii (Treasurer)	$0	$0
Deborah K Bachard (Secretary)	$0	$0
Jaqueline A Moore (Director)	$0	$0
Suzanne Werth (Director)	$0	$0

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990-PF

Filed on Nov. 15, 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 June
2017

Revenue

$1,960,865

Expenses

$1,659,411

Net Income

$301,454

Net Assets

$11,770,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,506,000	76.8%
Interest Revenue	$0
Dividends	$227,560	11.6%
Sales of Assets	$172,239	8.8%
Other Income	$55,066	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,514,508	91.3%
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	$11,770,502
Total Liabilities	$0
Net Assets	$11,770,502

Compensation

Key Employees and Officers	Compensation	Other
Peter J Werth Jr (President)	$0	$0
Pamela Werth (Vice President)	$0	$0
Peter J Werth Iii (Director)	$0	$0
Deborah K Bachard (Secretary)	$0	$0
Jaqueline A Moore (Director)	$0	$0
Suzanne Werth (Director)	$0	$0
David Moore (Director)	$0	$0
Robert Bachard (Director)	$0	$0

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990-PF

Filed on Nov. 13, 2017

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

Revenue

$1,404,315

Expenses

$1,402,070

Net Income

$2,245

Net Assets

$10,574,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,005,200	71.6%
Interest Revenue	$0
Dividends	$168,438	12.0%
Sales of Assets	$195,602	13.9%
Other Income	$35,075	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,309,696	93.4%
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	$10,574,723
Total Liabilities	$0
Net Assets	$10,574,723

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 June
2014

Revenue

$1,935,646

Expenses

$1,300,675

Net Income

$634,971

Net Assets

$10,455,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,506,000	77.8%
Interest Revenue	$0
Dividends	$136,224	7.0%
Sales of Assets	$291,097	15.0%
Other Income	$2,325	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,231,733	94.7%
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	$10,455,629
Total Liabilities	$0
Net Assets	$10,455,629

990-PF

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

PDF

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 June
2013

Revenue

$1,343,423

Expenses

$912,300

Net Income

$431,123

Net Assets

$9,179,219

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,005,750	74.9%
Interest Revenue	$0
Dividends	$66,410	4.9%
Sales of Assets	$262,523	19.5%
Other Income	$8,740	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$871,853	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	$9,179,219
Total Liabilities	$0
Net Assets	$9,179,219

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$502,408

Expenses

$993,451

Net Income

-$491,043

Net Assets

$8,238,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$506,300	> 100%
Interest Revenue	$0
Dividends	$90,314	18.0%
Sales of Assets	$0
Other Income	$2,016	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$947,548	95.4%
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	$8,238,418
Total Liabilities	$0
Net Assets	$8,238,418

990-PF

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

PDF

Fiscal Year Ending June
2011

Revenue

$1,522,160

Expenses

$747,385

Net Income

$774,775

Net Assets

$9,028,265

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,255,000	82.4%
Interest Revenue	$0
Dividends	$136,102	8.9%
Sales of Assets	$131,058	8.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$714,183	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	$9,028,265
Total Liabilities	$0
Net Assets	$9,028,265

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

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Updated March 23, 2026

Werth Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $654k (2025)

Expenses $844k (2025)

Total Assets $13.2M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2016

No Extracted Financial Data

Document Links

990-PF

990-T

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Revenue

$654k (2025)

Expenses

$844k (2025)

Total Assets

$13.2M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002