EIN 59-7158689

Frances R Wertzberger Trust

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
State
Year formed
1999
Most recent tax filings
2022-12-01
NTEE code, primary
Description
The Frances R Wertzberger Trust is a private foundation located in Jacksonville, FL that primarily funds tuition through scholarship awards. The purpose of the trust is to provide scholarships to Delia Hernandez, Rain Larson, and Lane P. Baggett. Grantees include Warren Wilson College for Rain Larson and other recipients. In the previous year, the trust made five grants.
Also known as...
Frances R Wertzberger Charitable Trust; Glenn J Eugene MD Ttee
Total revenues
$34,710
2022
Total expenses
$53,371
2022
Total assets
$661,587
2022
Num. employees
n/a

Program areas at Frances R Wertzberger Trust

Scholarship awards to delia hernandez
Scholarship awards to rain larson
Scholarship awards to lane p. baggett

Personnel at Frances R Wertzberger Trust

NameTitle
Becky BeltTrustee

Financials for Frances R Wertzberger Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$100
Investment income and dividends$21,942
Net rental income$0
Net gain from sale of non-inventory assets$12,668
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$34,710

Form 990s for Frances R Wertzberger Trust

Fiscal year endingDate received by IRSFormPDF link
2020-122021-09-23990PFView PDF
2019-122020-11-25990PFView PDF
2018-122020-02-13990PFView PDF
2017-122018-12-22990PFView PDF
2016-122017-10-12990PFView PDF
...and 5 more Form 990s
Data update history
May 17, 2023
Updated personnel
Identified 1 new personnel
August 19, 2021
Posted financials
Added Form 990PF for fiscal year 2019
September 6, 2020
Updated personnel
Identified 1 new personnel
August 27, 2020
Posted financials
Added Form 990PF for fiscal year 2018
November 20, 2018
Posted financials
Added Form 990PF for fiscal year 2017
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
1910 San Marco Blvd
Jacksonville, FL 32207
Metro area
Jacksonville, FL
County
Duval County, FL
Phone
(904) 301-2226
IRS details
EIN
59-7158689
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1999
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
Free account sign-up

Want updates when Frances R Wertzberger Trust has new information, or want to find more organizations like Frances R Wertzberger Trust?

Create free Cause IQ account