Nonprofit · EIN 80-0024133
WERTH FAMILY FOUNDATION INC
Tax-exempt · WOODBRIDGE, CT 06525
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $653,842 | $844,129 | -$190,287 | $13,156,788 | $0 | $13,156,788 |
| June 30, 2024 | 990-PF | $418,862 | $1,195,140 | -$776,278 | $12,270,592 | $0 | $12,270,592 |
| June 30, 2023 | 990-PF | $1,370,803 | $1,143,397 | $227,406 | $11,155,843 | $0 | $11,155,843 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,214
- Dividends
- $189,841
- Net gain from sales of assets
- $453,787
Expenses
- Grants and similar amounts paid
- $716,107
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $716,107
- Excise tax on investment income
- $8,247
Balance sheet and other
- Total assets, start of year
- $12,270,592
- Total assets, end of year
- $13,156,788
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,156,788
- Fair market value of assets
- $13,156,788
- Qualifying distributions
- $716,107
- Net investment income
- $643,628
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER J WERTH JR 10870 E BUCKSKIN TRAIL, SCOTTSDALE, AZ 85255 | PRESIDENT | 0 | $0 |
| PETER J WERTH III 245 NEWTON ROAD, WOODBRIDGE, CT 06525 | TREASURER | 0 | $0 |
| DEBORAH K BACHARD 180 CUTLERS FARM ROAD, MONROE, CT 06468 | SECRETARY | 0 | $0 |
| JAQUELINE A MOORE 25 GREAT POND ROAD, SIMSBURY, CT 06070 | DIRECTOR | 0 | $0 |
| SUZANNE WERTH 245 NEWTON ROAD, WOODBRIDGE, CT 06525 | DIRECTOR | 0 | $0 |
| DAVE MOORE 25 GREAT POND RD, SIMSBURY, CT 06070 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER J WERTH JR 10870 E BUCKSKIN TRAIL, SCOTTSDALE, AZ 85255 | PRESIDENT | 0 | $0 |
| PETER J WERTH III 245 NEWTON ROAD, WOODBRIDGE, CT 06525 | TREASURER | 0 | $0 |
| DEBORAH K BACHARD 180 CUTLERS FARM ROAD, MONROE, CT 06468 | SECRETARY | 0 | $0 |
| JAQUELINE A MOORE 25 GREAT POND ROAD, SIMSBURY, CT 06070 | DIRECTOR | 0 | $0 |
| SUZANNE WERTH 245 NEWTON ROAD, WOODBRIDGE, CT 06525 | DIRECTOR | 0 | $0 |
| DAVE MOORE 25 GREAT POND RD, SIMSBURY, CT 06070 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER J WERTH JR 10870 E BUCKSKIN TRAIL, SCOTTSDALE, AZ 85255 | PRESIDENT | 0 | $0 |
| PETER J WERTH III 245 NEWTON ROAD, WOODBRIDGE, CT 06525 | TREASURER | 0 | $0 |
| DEBORAH K BACHARD 180 CUTLERS FARM ROAD, MONROE, CT 06468 | SECRETARY | 0 | $0 |
| JAQUELINE A MOORE 25 GREAT POND ROAD, SIMSBURY, CT 06070 | DIRECTOR | 0 | $0 |
| SUZANNE WERTH 245 NEWTON ROAD, WOODBRIDGE, CT 06525 | DIRECTOR | 0 | $0 |
| DAVE MOORE 25 GREAT POND RD, SIMSBURY, CT 06070 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- CO P WERTH III 1764 LITCHFIELD TPK, WOODBRIDGE, CT 06525-0000
- In care of
- % PKF OCONNOR DAVIES LLP
- Signed the 990-PF
- PETER J WERTH JR, PRESIDENT
- Phone
- (203) 929-3535
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 80-0024133
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $13,156,788
- Income (IRS master file)
- $13,200,607
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $653,842 | $844,129 | $13,156,788 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $418,862 | $1,195,140 | $12,270,592 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $1,370,803 | $1,143,397 | $11,155,843 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 80-0024133).
Questions about WERTH FAMILY FOUNDATION INC
- What is the EIN of WERTH FAMILY FOUNDATION INC?
- The employer identification number (EIN) of WERTH FAMILY FOUNDATION INC is 80-0024133.
- Is WERTH FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to WERTH FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WERTH FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WERTH FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WERTH FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of WERTH FAMILY FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does WERTH FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $653,842, expenses of $844,129 and total assets of $13,156,788 at year end.
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