Haldeman S Wertz Ta
EIN 236923977Total Given 2016–2023
$147K
63 grants · $18K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$1K
typical micro grants · $1K–$4K
grant size
100%
deep partner · 9/9 multi-year
repeat
$359K
Assets (2023)
9
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(716) 842-5442
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $21K | $408K | $8K | 9 |
| 2017 | $22K | $430K | $28K | 9 |
| 2018 | $21K | $373K | $18K | 9 |
| 2019 | N/A | $409K | $16K | N/A |
| 2020 | $21K | $406K | $12K | 9 |
| 2021 | $22K | $430K | $24K | 9 |
| 2022 | $21K | $354K | $19K | 9 |
| 2023 | $19K | $359K | $16K | 9 |
Grant Size Distribution
Based on 63 grants on record
Minimum
$939
25th Pctl
$1K
Median
$1K
Average
$2K
75th Pctl
$4K
Maximum
$4K
Geographic Distribution
Officers & Directors
M
M&T
2 yrs
Trustee
M
M&T
2 yrs
Trustee
MC
M&T Trust Co
3 yrs
Trustee
MC
M&T Trust Co
3 yrs
Trustee
MB
M & T Bank
Trustee
MC
M&T Trust Co
3 yrs
Trustee
MB
M&T Bank
Trustee
MB
M and T Bank
Trustee
Grants Awarded (63 total)
| Purpose | ||||
|---|---|---|---|---|
| Martin Memorial Library | York, PA | $4,198 | SUPPORT | 2017 |
| York College of Pennsylvania | York, PA | $4,198 | SUPPORT | 2017 |
| The Margaret E Moul Home | York, PA | $4,198 | SUPPORT | 2017 |
| Strand-Capitol Performing Arts Ctr | York, PA | $4,198 | PERFORMING ARTS SUPPORT | 2017 |
| Martin Memorial Library | York, PA | $4,139 | SUPPORT | 2021 |
| York College of Pennsylvania | York, PA | $4,139 | SUPPORT | 2021 |
| The Margaret E Moul Home | York, PA | $4,139 | SUPPORT | 2021 |
| Strand-Capitol Performing Arts Ctr | York, PA | $4,139 | PERFORMING ARTS SUPPORT | 2021 |
| Martin Memorial Library | York, PA | $4,002 | SUPPORT | 2022 |
| York College of Pennsylvania | York, PA | $4,002 | SUPPORT | 2022 |
| The Margaret E Moul Home | York, PA | $4,002 | SUPPORT | 2022 |
| Strand-Capitol Performing Arts Ctr | York, PA | $4,002 | PERFORMING ARTS SUPPORT | 2022 |
| Martin Memorial Library | York, PA | $3,970 | SUPPORT | 2016 |
| York College of Pennsylvania | York, PA | $3,970 | SUPPORT | 2016 |
| The Margaret E Moul Home | York, PA | $3,970 | SUPPORT | 2016 |
| Strand-Capitol Performing Arts Ctr | York, PA | $3,970 | PERFORMING ARTS SUPPORT | 2016 |
| Martin Memorial Library | York, PA | $3,922 | SUPPORT | 2020 |
| York College of Pennsylvania | York, PA | $3,922 | SUPPORT | 2020 |
| The Margaret E Moul Home | York, PA | $3,922 | SUPPORT | 2020 |
| Strand-Capitol Performing Arts Ctr | York, PA | $3,922 | PERFORMING ARTS SUPPORT | 2020 |
| Martin Memorial Library | York, PA | $3,856 | SUPPORT | 2018 |
| York College of Pennsylvania | York, PA | $3,856 | SUPPORT | 2018 |
| The Margaret E Moul Home | York, PA | $3,856 | SUPPORT | 2018 |
| Strand-Capitol Performing Arts Ctr | York, PA | $3,856 | PERFORMING ARTS SUPPORT | 2018 |
| Martin Memorial Library | York, PA | $3,520 | SUPPORT | 2023 |