WARDEBERG CHARITABLE TRUST- UA DTD 330
https://N/ATotal Given 2016–2024
$1.1M
54 grants · $120K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$500
typical micro grants · $250–$5K
grant size
40%
supporter · 10/25 multi-year
repeat
$560K
Assets · 2021
25
Distinct recipients
About
PURSUANT TO FLORIDA ADMINISTRATION CODE 12C-1.022(1)(E) - THE FOUNDATION IS EXEMPT FROM FILING WITH THE ATTORNEY GENERAL.
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
GEORGE WARDEBERG
Phone
2395929819
Deadlines
NONE
How to Apply
NO SPECIFIC REQUIREMENTS
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $189K | $319K | $12K | 1 |
| 2017 | $250K | $251K | $151K | 1 |
| 2018 | $167K | $81K | $108K | 12 |
| 2019 | N/A | $309K | $285K | N/A |
| 2020 | $43K | $614K | $581K | 10 |
| 2021 | $96K | $560K | $40K | 9 |
| 2022 | $42K | $413K | $18K | 8 |
| 2023 | $44K | $430K | $7K | 6 |
| 2024 | $248K | $439K | $274K | 7 |
Grant Size Distribution
Based on 54 grants on record
Minimum
$100
25th Pctl
$250
Median
$500
Average
$20K
75th Pctl
$5K
Maximum
$250K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| DEANNA J WARDEBERG | TRUSTEE | — |
| DAVID WARDEBERG | TRUSTEE | — |
| GREGORY WARDEBERG | TRUSTEE | — |
| JEFFREY WARDEBERG | TRUSTEE | — |
| GEORGE E WARDEBERG | TRUSTEE | — |
Grants Awarded (54 total)
| Purpose | ||||
|---|---|---|---|---|
| SEE ATTACHMENT 14 | NAPLES, FL | $250,050 | SEE ATTACHMENT 14 | 2017 |
| EMMANUEL LUTHERAN CHURCH | NAPLES, FL | $232,500 | GENERAL PURPOSE GRANT | 2024 |
| SEE ATTACHMENT 10 | NAPLES, FL | $189,325 | SEE ATTACHMENT 10 | 2016 |
| EMMANUEL LUTHERAN CHURCH | NAPLES, FL | $157,600 | GENERAL GRANT | 2018 |
| EMMANUEL LUTHERAN CHURCH | NAPLES, FL | $83,650 | GENERAL PURPOSE GRANT | 2021 |
| EMMANUEL LUTHERAN CHURCH | NAPLES, FL | $32,700 | GENERAL PURPOSE GRANT | 2022 |
| EMMANUEL LUTHERAN CHURCH | NAPLES, FL | $32,300 | GENERAL PURPOSE GRANT | 2023 |
| EMMANUEL LUTHERAN CHURCH | NAPLES, FL | $30,700 | GENERAL GRANT | 2020 |
| NCH HEALTHCARE SYSTEM CENTER FOR PHILANTHROPY | NAPLES, FL | $7,500 | GENERAL PURPOSE GRANT | 2021 |
| NCH HEALTHCARE SYSTEM CENTER FOR PHILANTHROPY | NAPLES, FL | $7,500 | GENERAL GRANT | 2020 |
| FGCU MEN'S GOLF FOUNDATION | FORT MYERS, FL | $7,500 | GENERAL PURPOSE GRANT | 2024 |
| NCH HEALTHCARE SYSTEM CENTER FOR PHILANTHROPY | NAPLES, FL | $5,000 | GENERAL PURPOSE GRANT | 2023 |
| NCH HEALTHCARE SYSTEM CENTER FOR PHILANTHROPY | NAPLES, FL | $5,000 | GENERAL PURPOSE GRANT | 2022 |
| FGCU MEN'S GOLF FOUNDATION | FORT MYERS, FL | $5,000 | GENERAL PURPOSE GRANT | 2023 |
| NCH HEALTHCARE FOUNDATION | NAPLES, FL | $5,000 | GENERAL GRANT | 2018 |
| NCH HEALTHCARE SYSTEM CENTER FOR PHILANTHROPY | NAPLES, FL | $5,000 | GENERAL PURPOSE GRANT | 2024 |
| MAYO CLINIC | ROCHESTER, MN | $3,000 | GENERAL PURPOSE GRANT | 2022 |
| MAYO CLINIC | ROCHESTER, MN | $3,000 | GENERAL PURPOSE GRANT | 2021 |
| MAYO CLINIC | ROCHESTER, MN | $3,000 | GENERAL GRANT | 2020 |
| GULFSHORE PLAYHOUSE | NAPLES, FL | $1,750 | GENERAL PURPOSE GRANT | 2024 |
| MAYO CLINIC | ROCHESTER, MN | $1,200 | MEDICAL RESEARCH | 2018 |
| BOOKS FOR COLLIER KIDS | NAPLES, FL | $1,000 | GENERAL GRANT | 2018 |
| COLLIER SENIOR CENTER - GOLDEN GATE | NAPLES, FL | $750 | GENERAL PURPOSE GRANT | 2024 |
| FUN TIME EARLY CHILDHOOD ACADEMY | NAPLES, FL | $600 | HELP FUN TIME KIDS BLOOM FUNDRAISER | 2018 |
| NEIGHBORHOOD HEALTH CLINIC | NAPLES, FL | $500 | GENERAL PURPOSE GRANT | 2023 |