Nonprofit · EIN 23-7911213
RICHARD L & LOIS S WERNER FAMILY FOUNDATION
Also known as WERNER RICHARD & LOIS S & FROST E
Tax-exempt · BOCA RATON, FL 33428
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $81,341 | $255,214 | -$173,873 | $664,810 | $0 | $664,810 |
| December 31, 2024 | 990-PF | $76,335 | $268,722 | -$192,387 | $833,135 | $0 | $833,135 |
| December 31, 2023 | 990-PF | $76,669 | $276,082 | -$199,413 | $1,030,256 | $0 | $1,030,256 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $23,647
- Interest
- $4
- Net gain from sales of assets
- $56,632
- Other income
- $1,058
Expenses
- Grants and similar amounts paid
- $248,914
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $252,018
- Excise tax on investment income
- $1,086
Balance sheet and other
- Total assets, start of year
- $833,135
- Total assets, end of year
- $664,810
- Total liabilities, end of year
- $0
- Net assets, end of year
- $664,810
- Fair market value of assets
- $664,810
- Qualifying distributions
- $252,018
- Net investment income
- $80,283
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD L WERNER 21048 95TH AVENUE SOUTH APT D-302, BOCA RATON, FL 33428 | TRUSTEE | 2 | $0 |
| LOIS S WERNER 21048 95TH AVENUE SOUTH APT D-302, BOCA RATON, FL 33428 | TRUSTEE | 2 | $0 |
| ELISE W FROST 1001 SAXONY DRIVE, HIGHLAND PARK, IL 60035 | TRUSTEE | 2 | $0 |
| MINDY H WERNER 399 4TH STREET, BROOKLYN, NY 11215 | TRUSTEE | 2 | $0 |
| BRUCE D WERNER 210 NORTHAMPTON LANE, LINCOLNSHIRE, IL 60069 | TRUSTEE | 2 | $0 |
| DANIEL M ALTER 399 4TH STREET, BROOKLYN, NY 11215 | TRUSTEE | 2 | $0 |
| IRA M FROST 1001 SAXONY DRIVE, HIGHLAND PARK, IL 60035 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD L WERNER 21048 95TH AVENUE SOUTH APT D-302, BOCA RATON, FL 33428 | TRUSTEE | 2 | $0 |
| LOIS S WERNER 21048 95TH AVENUE SOUTH APT D-302, BOCA RATON, FL 33428 | TRUSTEE | 2 | $0 |
| ELISE W FROST 1001 SAXONY DRIVE, HIGHLAND PARK, IL 60035 | TRUSTEE | 2 | $0 |
| MINDY H WERNER 399 4TH STREET, BROOKLYN, NY 11215 | TRUSTEE | 2 | $0 |
| BRUCE D WERNER 210 NORTHAMPTON LANE, LINCOLNSHIRE, IL 60069 | TRUSTEE | 2 | $0 |
| DANIEL M ALTER 399 4TH STREET, BROOKLYN, NY 11215 | TRUSTEE | 2 | $0 |
| IRA M FROST 1001 SAXONY DRIVE, HIGHLAND PARK, IL 60035 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD L WERNER 21048 95TH AVENUE SOUTH APT D-302, BOCA RATON, FL 33428 | TRUSTEE | 2 | $0 |
| LOIS S WERNER 21048 95TH AVENUE SOUTH APT D-302, BOCA RATON, FL 33428 | TRUSTEE | 2 | $0 |
| ELISE W FROST 1001 SAXONY DRIVE, HIGHLAND PARK, IL 60035 | TRUSTEE | 2 | $0 |
| MINDY H WERNER 399 4TH STREET, BROOKLYN, NY 11215 | TRUSTEE | 2 | $0 |
| BRUCE D WERNER 210 NORTHAMPTON LANE, LINCOLNSHIRE, IL 60069 | TRUSTEE | 2 | $0 |
| DANIEL M ALTER 399 4TH STREET, BROOKLYN, NY 11215 | TRUSTEE | 2 | $0 |
| IRA M FROST 1001 SAXONY DRIVE, HIGHLAND PARK, IL 60035 | TRUSTEE | 2 | $0 |
| TAMMY H WERNER 210 NORTHAMPTON LANE, LINCOLNSHIRE, IL 60069 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 21048 95TH AVENUE SOUTH APT D-302, BOCA RATON, FL 33428-1573
- Signed the 990-PF
- RICHARD L WERNER, TRUSTEE
- Phone
- (561) 994-8890
- Return prepared by
- PACKER THOMAS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7911213
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $664,810
- Income (IRS master file)
- $243,799
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $81,341 | $255,214 | $664,810 | IRS |
| 990-PF | December 2024 | $76,335 | $268,722 | $833,135 | IRS |
| 990-PF | December 2023 | $76,669 | $276,082 | $1,030,256 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 23-7911213).
Questions about RICHARD L & LOIS S WERNER FAMILY FOUNDATION
- What is the EIN of RICHARD L & LOIS S WERNER FAMILY FOUNDATION?
- The employer identification number (EIN) of RICHARD L & LOIS S WERNER FAMILY FOUNDATION is 23-7911213.
- Is RICHARD L & LOIS S WERNER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to RICHARD L & LOIS S WERNER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD L & LOIS S WERNER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD L & LOIS S WERNER FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RICHARD L & LOIS S WERNER FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of RICHARD L & LOIS S WERNER FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does RICHARD L & LOIS S WERNER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $81,341, expenses of $255,214 and total assets of $664,810 at year end.
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