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Form 990-PFTax year 2024EIN 84-4073145

Robert J Werra Foundation

A private foundation in Plano, TX. Its return for tax year 2024 lists 1 grant and $1.1 million paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

5 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $1,100,000

    Grants listed
    1
    Assets, end of year
    $21,813,919
  • Tax year 2023

    $520,000

    Grants listed
    4
    Assets, end of year
    $22,761,305
  • Tax year 2022

    $250,000

    Grants listed
    3
    Assets, end of year
    $20,181,972
  • Tax year 2021

    $100,000

    Grants listed
    1
    Assets, end of year
    $16,143,913
  • Tax year 2020

    $0

    Grants listed
    0
    Assets, end of year
    $0

Grants paid in 2024

1 grant, largest first

As listed on the return.

  1. The Heritage FoundationWashington, DC

    Providing solutions, researching, training leaders and fututre generations.

    $1,100,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Public affairs1 grant $1,100,000100% of the total

By State

Grants to organizations with a US address, latest year.

  1. District of Columbia1 grant $1,100,000

Officers, directors and trustees

5 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Nancy L WerraCHAIRMAN Hours 4Pay $25,000
  • David R Bower CPAPRESIDENT Hours 20Pay $100,000
  • John WerraVICE-CHAIRMAN Hours 4Pay $25,000
  • Paul M IvanoffTREASURER Hours 20Pay $75,000
  • Shawna MitchellSECRETARY Hours 1Pay $11,250

The return

More foundations

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Same main cause (public affairs), giving between a quarter and four times this foundation’s where possible, nearby first.

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  5. The McWethy FoundationDallas, TX 45 grants Accepts applications $579,000 giving