Private foundation
FRANCES R WERTZBERGER CHARITABLE TR
RALEIGH, NCEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
RALEIGH, NCEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $108,273 | $81,980 | $68,104 | $692,459 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
No public data foundWhere recipients are
Based on the 0% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| LEES-MCRAE UNIVERSITY - JEREMY GRIEBANNER ELK, NC | TUITION | $24,000 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sharon M Glenn M Ed | TRUSTEE | 1.00 | $6,000 |
| Matthew Brook | TRUSTEE | 1.00 | $6,000 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $692,459 |
| FY2023 | 990-PF | $48,781 | $83,146 | $72,591 | $627,222 | $627,222 |
| FY2022 | 990-PF | $34,710 | $53,371 | $45,022 | $661,587 | $661,587 |
| FY2021 | 990-PF | $70,931 | $57,101 | $47,578 | $680,248 | $680,248 |
| FY2020 | 990-PF | $18,938 | $57,725 | $47,382 | $666,418 | $666,418 |
| FY2019 | 990-PF | $90,551 | $51,488 | $36,606 | $705,447 | $705,447 |
| FY2018 | 990-PF | $76,338 | $57,948 | $40,055 | $666,384 | $666,384 |
| FY2017 | 990-PF | $53,471 | $48,016 | $36,295 | $647,994 | $647,994 |
| FY2016 | 990-PF | $43,255 | $53,467 | $42,531 | $642,539 | $642,539 |
| TUITION |
| $23,000 |
| 2025 |
| JACKSONVILLE UNIVERSITY - FOR DELIA HERNANDEZRALEIGH, NC | TUITION | $16,500 | 2019 |
| JACKSONVILLE UNIVERSITY - FOR DELIA HERNANDEZJACKSONVILLE, FL | TUITION | $16,500 | 2020 |
| GEORGIA STATE UNIVERSITY - FOR COLLATLANTA, GA | TUITION | $15,000 | 2025 |
| EAST TENNESSEE STATE UNIVERSITY - FJOHNSON CITY, TN | TUITION | $13,000 | 2023 |
| JACKSONVILLE UNIVERSITY - FOR DELIA HERNANDEZRALEIGH, NC | TUITION | $12,500 | 2018 |
| UNIVERSITY OF NORTH CAROLINA WILMINWILMINGTON, NC | TUITION | $12,000 | 2025 |
| NORTH CAROLINA WESLEYAN- FOR CHRIS WASHINGTONRALEIGH, NC | TUITION | $7,500 | 2017 |
| NORTH CAROLINA WESLEYAN - FOR CHRIS WASHINGTONRALEIGH, NC | TUITION | $7,500 | 2018 |
| NORTH CAROLINA- WESLEYAN- FOR CHRIS WASHINGTONRALEIGH, NC | TUITION | $7,500 | 2016 |
| WARREN WILSON COLLEGE - FOR RAIN LARSONRALEIGH, NC | ROOM & BOARD | $7,000 | 2019 |
| WARREN WILSON COLLEGE - FOR RAIN LARSONASHEVILLE, NC | TUITION | $7,000 | 2020 |
| WARREN WILSON COLLEGE - FOR RAIN LARSONASHEVILLE, NC | TUITION | $7,000 | 2022 |
| WARREN WILSON COLLEGE - FOR RAIN LARSONASHEVILLE, NC | TUITION | $7,000 | 2021 |
| GEORGIA STATE UNIVERSITY - FOR COLLATLANTA, GA | TUITION | $7,000 | 2023 |
| GEORGIA STATE UNIVERSITY - FOR COLEEN CERON-MARTINEZATLANTA, GA | TUITION | $6,000 | 2021 |
| UNIVERSITY OF TEXAS - FOR CHARLIE GOODSONAUSTIN, TX | TUITION | $6,000 | 2022 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL - FOR JILLIAN GRIERCHAPEL HILL, NC | TUITION | $6,000 | 2021 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL - FOR JILLIAN GRIERCHAPEL HILL, NC | TUITION | $6,000 | 2022 |
| GEORGIA STATE UNIVERSITY - FOR COLEEN CERON-MARTINEZATLANTA, GA | TUITION | $6,000 | 2022 |
| UNIVERSITY OF TEXAS - FOR CHARLIE GAUSTIN, TX | TUITION | $6,000 | 2023 |
| UNIVERSITY OF NORTH CAROLINA AT CHACHAPEL HILL, NC | TUITION | $6,000 | 2023 |
| UNIVERSITY OF TEXAS - FOR CHARLIE GOODSONAUSTIN, TX | TUITION | $6,000 | 2021 |
| EAST CAROLINA- FOR ANTONIO BLAKERALEIGH, NC | TUITION | $4,000 | 2017 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Dec 31, 2024IRS bulk XML
Filing id 202531229349102303
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202501229349101535
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202321319349102442
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202212179349100616
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202142669349100409
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202002379349100260
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201913159349100301
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201831629349100023
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201721299349101407
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.