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ROBERT J WERRA FOUNDATION

Plano, TX Tax ID: 84-4073145

The Robert J Werra Foundation is a Texas-based private foundation with over $22 million in assets, supporting various U.S. cities and states, and led by a team including Nancy L. Werra and David R. Bower.

About ROBERT J WERRA FOUNDATION

Comprehensive foundation profile based on the most recent IRS Form 990 filing

The Robert J Werra Foundation, based in Plano, Texas, is a private foundation with assets totaling $22,761,305. The foundation reported expenses of $927,569 and revenue of $3,504,286. It supports various cities across the United States, including Arlington, Hillsdale, Lakewood, New York, and Washington, and operates in states such as Colorado, District of Columbia, Michigan, New York, and Virginia. The foundation is led by key personnel including Nancy L. Werra as Chairman, David R. Bower as President, John Werra as Vice-Chairman, Paul M. Ivanoff as Treasurer, and Shawna Mitchell as Secretary. The foundation does not specify particular subject areas of focus on its public records.

Focus Areas

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Geographic Focus

CODCMINYVA

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Key Statistics
Total Assets $22.8M
Total Awarded This Year $520K
Average Grant Size $542
Total Grants (Previous Year) 838
Open to New Applicants
% New Applicants Funded
Contact Information
Plano, TX
Geographic Funding Distribution

Financials

Total Assets
$22.8M

+2.6% from previous year

Annual Grants
$520K

4 grants awarded in 2024

Expense Ratio
26.5%

Of total revenue spent on programs

Annual Grant Distribution
Revenue vs Expenses
Assets Over Time

Grants

Grant Awards
PurposeLocation
$200,000HILLSDALE COLLEGEK-12 INITIATIVES ENDOWMENTHillsdale, MI, US2024
$200,000THE HERITAGE FOUNDATIONPROVIDING SOLUTIONS, RESEARCHING, TRAINING LEADERS AND FUTUTRE GENERATIONS.Washington, DC, US2024
$150,000HILLSDALE COLLEGELIBERAL ARTS EDUCATION, WESTERN HERITAGE EDUCATION.Hillsdale, MI, US2023
$100,000HILLSDALE COLLEGEGENERAL FUNDHillsdale, MI, US2022
$60,000THE EPOCH TIMESGENERAL FUNDNew york, NY, US2024
$60,000LEADERSHIP INSTITUTEGENERAL FUNDArlington, VA, US2024
$50,000MOUNTAIN STATES LEGAL FOUNDATIONLITIGATION SERVICE HELP FOR UNDERSERVED COMMUNITIES.Lakewood, CO, US2023
$50,000THE HERITAGE FOUNDATIONPROVIDING SOLUTIONS, RESEARCHING, TRAINING LEADERS AND FUTUTRE GENERATIONS.Washington, DC, US2023

People

Leadership & Staff

Compensation data from most recent available 990 forms

NL

NANCY L WERRA

CHAIRMAN

$25,000 2024
DR

DAVID R BOWER CPA

PRESIDENT

$100,000 2024
JW

JOHN WERRA

VICE-CHAIRMAN

$25,000 2024
PM

PAUL M IVANOFF

TREASURER

$75,000 2024
SM

SHAWNA MITCHELL

SECRETARY

$5,000 2024
Showing 5 of 5 leadership and staff members

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Financial data sourced from IRS 990 forms via ProPublica Nonprofit Explorer

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Last updated on August 25, 2025

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