Private foundation · Naples, FL

Wardeberg Charitable Trust- Ua Dtd 330

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Typical grant size
$250 – $500 – $8K
25th · median · 75th percentile
Unique recipients
12
Repeat grantees
6
funded 2+ years

Application procedures · from 2024 990-PF

DeadlinesNONE
ContactDEANNA J WARDEBERG · 2395929819
MaterialsNO SPECIFIC REQUIREMENTS
RestrictionsNONE

Leadership · from 2024 990-PF

Deanna J Wardeberg
TRUSTEE
Jeffrey Wardeberg
TRUSTEE
Gregory Wardeberg
TRUSTEE
David Wardeberg
TRUSTEE
George E Wardeberg
TRUSTEE

Source: IRS Form 990-PF, Part VII. Officers, directors, and trustees as reported by the foundation.

Payout rate · TY 2024
59.5%
grants paid ÷ assets · ~5% IRS minimum
'17
'18
'19
'20
'21
'22
'23
'24
65
Total grants awarded
$1.3M
Total amount
$19K
Average grant
$250K
Largest grant

Giving by year

2024
$248K
7 grants
2023
$44K
6 grants
2022
$43K
8 grants
2021
$96K
9 grants
2020
$43K
10 grants
2019
$58K
8 grants
2018
$167K
12 grants
2017
$250K
1 grants
2016
$189K
1 grants
2015
$34K
1 grants
2014
$40K
1 grants
2013
$38K
1 grants

Top recipients

7 grants · FL · ✓ Exact match
$600K
See Attachment 10
3 grants · FL
$263K
See Attachment 14
1 grant · FL
$250K
See Attachment 8
1 grant · FL
$38K
Nch Healthcare System Center for Philanthropy
6 grants · FL
$38K
Fgcu Men's Golf Foundation
2 grants · FL
$13K
4 grants · MN · ≈ likely match
$10K
Fox Point Lutheran Church
1 grant · WI
$10K
Bascom Palmer Eye Institute
1 grant · FL
$9K
Nch Healthcare Foundation
1 grant · FL
$5K

Recipient names are as reported on the 990-PF. ✓ Exact match = EIN matched to IRS records by exact name + state; ≈ likely match = EIN inferred from a closely similar name. The recipient EIN is never stated on the form — it is DoubleNine’s match.

Recent grants · most recent filings first

Emmanuel Lutheran Church
GENERAL PURPOSE GRANT
FL · TY 2024
$233K
Fgcu Men's Golf Foundation
GENERAL PURPOSE GRANT
FL · TY 2024
$8K
Nch Healthcare System Center for Philanthropy
GENERAL PURPOSE GRANT
FL · TY 2024
$5K
Gulfshore Playhouse
GENERAL PURPOSE GRANT
FL · TY 2024
$2K
Collier Senior Center - Golden Gate
GENERAL PURPOSE GRANT
FL · TY 2024
$750
Neighborhood Health Clinic
GENERAL PURPOSE GRANT
FL · TY 2024
$500
Collier Community Foundation
GENERAL PURPOSE GRANT
FL · TY 2024
$200
Emmanuel Lutheran Church
GENERAL PURPOSE GRANT
FL · TY 2023
$32K
Fgcu Men's Golf Foundation
GENERAL PURPOSE GRANT
FL · TY 2023
$5K
Nch Healthcare System Center for Philanthropy
GENERAL PURPOSE GRANT
FL · TY 2023
$5K
Emmanuel Academies
GENERAL PURPOSE GRANT
FL · TY 2023
$500
Neighborhood Health Clinic
GENERAL PURPOSE GRANT
FL · TY 2023
$500
Books for Collier Kids
GENERAL PURPOSE GRANT
FL · TY 2023
$250
Emmanuel Lutheran Church
GENERAL PURPOSE GRANT
FL · TY 2022
$33K
Nch Healthcare System Center for Philanthropy
GENERAL PURPOSE GRANT
FL · TY 2022
$5K
Mayo Clinic
GENERAL PURPOSE GRANT
MN · TY 2022
$3K
Neighborhood Health Clinic
GENERAL PURPOSE GRANT
FL · TY 2022
$500
Vanderbilt Presbyterian Church
GENERAL PURPOSE GRANT
FL · TY 2022
$500
Books for Collier Kids
GENERAL PURPOSE GRANT
FL · TY 2022
$300
Bay Colony Community Association
GENERAL PURPOSE GRANT
FL · TY 2022
$250
Community Foundation of Collier County
ROYAL POINCIANA SCHOLARSHIP BENEFIT
FL · TY 2022
$250
Emmanuel Lutheran Church
GENERAL PURPOSE GRANT
FL · TY 2021
$84K
Nch Healthcare System Center for Philanthropy
GENERAL PURPOSE GRANT
FL · TY 2021
$8K
Mayo Clinic
GENERAL PURPOSE GRANT
MN · TY 2021
$3K
Neighborhood Health Clinic
GENERAL PURPOSE GRANT
FL · TY 2021
$500
Books for Collier Kids
GENERAL PURPOSE GRANT
FL · TY 2021
$300
Grace Place
GENERAL PURPOSE GRANT
FL · TY 2021
$250
Bcca Scholarship Fund
GENERAL PURPOSE GRANT
FL · TY 2021
$250
Medical College of Wisconsin
GENERAL PURPOSE GRANT
WI · TY 2021
$200
Community Foundation of Collier County
ROYAL POINCIANA SCHOLARSHIP BENEFIT
FL · TY 2021
$200
Emmanuel Lutheran Church
GENERAL GRANT
FL · TY 2020
$31K
Nch Healthcare System Center for Philanthropy
GENERAL GRANT
FL · TY 2020
$8K
Mayo Clinic
GENERAL GRANT
MN · TY 2020
$3K
Vanderbilt Presbyterian Church
GENERAL GRANT
FL · TY 2020
$500
Neighborhood Health Clinic
GENERAL GRANT
FL · TY 2020
$500
Grace Place
GENERAL GRANT
FL · TY 2020
$300
Books for Collier Kids
GENERAL GRANT
FL · TY 2020
$250
Community Foundation of Collier County
ROYAL POINCIANA SCHOLARSHIP BENEFIT
FL · TY 2020
$250
Avow Foundation
GENERAL GRANT
FL · TY 2020
$200
Salvation Army
GENERAL GRANT
FL · TY 2020
$100
Emmanuel Lutheran Church
GENERAL GRANT
FL · TY 2019
$30K
Fox Point Lutheran Church
GENERAL GRANT
WI · TY 2019
$10K
Bascom Palmer Eye Institute
GENERAL GRANT
FL · TY 2019
$9K
Nch Healthcare System Center for Philanthropy
GENERAL GRANT
FL · TY 2019
$8K
Neighborhood Health Clinic
GENERAL GRANT
FL · TY 2019
$500
Community Foundation of Collier County
ROYAL POINCIANA SCHOLARSHIP BENEFIT
FL · TY 2019
$450
Books for Collier Kids
GENERAL GRANT
FL · TY 2019
$250
Grace Place
GENERAL GRANT
FL · TY 2019
$250
Emmanuel Lutheran Church
GENERAL GRANT
FL · TY 2018
$158K
Nch Healthcare Foundation
GENERAL GRANT
FL · TY 2018
$5K

Source: IRS Form 990-PF, Part XV. Up to 50 most recent grants shown.