Frances R Wertzberger Trust
EIN 597158689
Possibly inactive.
Last 990-PF filing on record is from 2022
(4 years ago). This foundation may have filed its
final return or ceased operations — verify before investing time in an application.
Total Given 2016–2022
$188K
46 grants · $27K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$3K
typical micro grants · $2K–$6K
grant size
45%
supporter · 13/29 multi-year
repeat
$960K
Assets (2022)
29
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
OFFICE OF SCHOLARSHIPS FRANCES WERT
Phone
(904) 399-8011
Deadlines
DECEMBER 1 PRECEDING THE SCHOLARSHIP ACADEMIC YEAR. AVAILABLE UPON REQUEST.
How to Apply
THE FRANCES R. WERTZBERGER CHARITABLE TRUST SCHOLARSHIP APPLICATION. AVAILABLE UPON REQUEST.
Restrictions
COLLEGE, UNIVERSITY OR GRADUATE SCHOOLS LOCATED WITHIN U.S.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $34K | $806K | $43K | 13 |
| 2017 | $28K | $900K | $53K | 8 |
| 2018 | $31K | $833K | $76K | 6 |
| 2019 | N/A | $973K | $91K | N/A |
| 2020 | $34K | $978K | $19K | 7 |
| 2021 | $32K | $1.1M | $71K | 7 |
| 2022 | $29K | $960K | $35K | 5 |
Grant Size Distribution
Based on 46 grants on record
Minimum
$500
25th Pctl
$2K
Median
$3K
Average
$4K
75th Pctl
$6K
Maximum
$16K
Geographic Distribution
Officers & Directors
MB
Matthew Brook
2 yrs
Trustee
AC
Arthur J Stites Cpa
7+ yrs
Trustee
SE
Sharon M Glenn M Ed
7+ yrs
Trustee
SE
Sharon M Glenn M Ed
7+ yrs
Trustee
AC
Arthur J Stites Cpa
7+ yrs
Trustee
MB
Matthew Brook
2 yrs
Trustee
SE
Sharon M Glenn M Ed
7+ yrs
Trustee
AC
Arthur J Stites Cpa
7+ yrs
Trustee
JM
J Eugene Glenn Md
5 yrs
Trustee
SE
Sharon M Glenn M Ed
7+ yrs
Trustee
JM
J Eugene Glenn Md
5 yrs
Trustee
AC
Arthur J Stites Cpa
7+ yrs
Trustee
AC
Arthur J Stites Cpa
7+ yrs
Trustee
JM
J Eugene Glenn Md
5 yrs
Trustee
SE
Sharon M Glenn M Ed
7+ yrs
Trustee
SE
Sharon M Glenn M Ed
7+ yrs
Trustee
AC
Arthur J Stites Cpa
7+ yrs
Trustee
JM
J Eugene Glenn Md
5 yrs
Trustee
JM
J Eugene Glenn Md
5 yrs
Trustee
SE
Sharon M Glenn M Ed
7+ yrs
Trustee
AC
Arthur J Stites Cpa
7+ yrs
Trustee
Grants Awarded (46 total)
| Purpose | ||||
|---|---|---|---|---|
| Jacksonville University - for Delia Hernandez | Jacksonville, FL | $16,500 | TUITION | 2020 |
| Jacksonville University - for Delia Hernandez | Raleigh, NC | $12,500 | TUITION | 2018 |
| North Carolina- Wesleyan- for Chris Washington | Raleigh, NC | $7,500 | TUITION | 2016 |
| North Carolina Wesleyan- for Chris Washington | Raleigh, NC | $7,500 | TUITION | 2017 |
| North Carolina Wesleyan - for Chris Washington | Raleigh, NC | $7,500 | TUITION | 2018 |
| Warren Wilson College - for Rain Larson | Asheville, NC | $7,000 | TUITION | 2020 |
| Warren Wilson College - for Rain Larson | Asheville, NC | $7,000 | TUITION | 2021 |
| Warren Wilson College - for Rain Larson | Asheville, NC | $7,000 | TUITION | 2022 |
| Georgia State University - for Coleen Ceron-Martinez | Atlanta, GA | $6,000 | TUITION | 2021 |
| University of North Carolina at Chapel Hill - for Jillian Grier | Chapel Hill, NC | $6,000 | TUITION | 2021 |
| University of Texas - for Charlie Goodson | Austin, TX | $6,000 | TUITION | 2021 |
| Georgia State University - for Coleen Ceron-Martinez | Atlanta, GA | $6,000 | TUITION | 2022 |
| University of North Carolina at Chapel Hill - for Jillian Grier | Chapel Hill, NC | $6,000 | TUITION | 2022 |
| University of Texas - for Charlie Goodson | Austin, TX | $6,000 | TUITION | 2022 |
| University of Central Florida - for Normand Garza | Orlando, FL | $4,000 | TUITION | 2021 |
| East Carolina- for Antonio Blake | Raleigh, NC | $4,000 | TUITION | 2016 |
| East Carolina- for Antonio Blake | Raleigh, NC | $4,000 | TUITION | 2017 |
| University of Central Florida - for Normand Garza | Orlando, FL | $4,000 | TUITION | 2022 |
| East Carolina University - for Antonio Blake | Raleigh, NC | $4,000 | TUITION | 2018 |
| Oglethorpe University - for Valeria Hernandez | Atlanta, GA | $3,000 | TUITION | 2020 |
| University of Mount Olive- for Ben Rodriguez | Raleigh, NC | $3,000 | TUITION | 2016 |
| Jacksonville University- for Sydney Reynolds | Raleigh, NC | $3,000 | TUITION | 2016 |
| North Carolina State University- for Garrett Massengill | Raleigh, NC | $3,000 | TUITION | 2016 |
| North Carolina- Wesleyan- for Aria Cauthen | Raleigh, NC | $3,000 | TUITION | 2016 |
| Alabama A&M - for Aria Cauthen | Raleigh, NC | $3,000 | TUITION | 2017 |