Robert J Werra Foundation
- Assets
- $20.2m
- Revenue
- $4.7m
- Investments
- $19.9m
- Employees
- 0
- Location
- Plano, TX
- Founding
- Data as of
- 12/2022
- EIN
- 84-4073145
Organization Overview
Robert J Werra Foundation is located in Plano, TX. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Robert J Werra Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Robert J Werra Foundation generated $4.7m in total revenue.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nancy L Werra Chairman | 4 | $25,000 | |
David R Bower CPA President | 20 | $100,000 | |
John Werra Vice-Chairman | 4 | $25,000 | |
Paul M Ivanoff Treasurer | 20 | $75,000 | |
Shawna Mitchell Secretary | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $5,000,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $294,021 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$615,229 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $4,678,792 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $150,000 |
| Other employee salaries and wages | $75,000 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $17,775 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $103,465 |
| Total operating and administrative expenses | $390,733 |
| Contributions, gifts, grants paid | $250,000 |
| Total expenses and disbursements | $640,733 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $302,935 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $20,181,972 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Robert J Werra Foundation has awarded $250,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
MOUNTAIN STATES LEGAL FOUNDATION PURPOSE: LITIGATION SERVICE HELP FOR UNDERSERVED COMMUNITIES. | $50,000 |
HILLSDALE COLLEGE PURPOSE: LIBERAL ARTS EDUCATION, WESTERN HERITAGE EDUCATION. | $150,000 |
THE HERITAGE FOUNDATION PURPOSE: PROVIDING SOLUTIONS, RESEARCHING, TRAINING LEADERS AND FUTUTRE GENERATIONS. | $50,000 |