Public Charity

THE WARTBURG FOUNDATION

Based in MOUNT VERNON, NY, THE WARTBURG FOUNDATION operates as a Public Charity. The organization reported $4.0M in revenue, $1.2M in expenses, $11.8M in total assets for fiscal year 2024. Imperigo tracks 3 reported grant relationships connected to this organization totaling approximately $30K.

EIN: 133621266 MOUNT VERNON, NY Senior Citizens Housing & Retirement Communities NTEE: L22 Latest filing: 2024
Total Revenue$4.0M
Total Expenses$1.2M
Total Assets$11.8M
Grant Records3
Funding Total$30K
Filing Years2019–2024

Mission

THE FOUNDATION'S MISSION IS TO STEWARD THE WARTBURG ENDOWMENT FUNDS; GENERATE INCOME THROUGH TESTAMENTARY GIFTS, ANNUAL FUND SOLICITATIONS, AND GRANT REQUESTS; AND AWARD FUNDS TO WARTBURG ADULT CARE COMMUNITY PROGRAMS, OTHER LUTHERAN MINISTRIES, OR TO ANY OTHER DESERVING CHARITY THAT STRIVES TO HELP OLDER ADULTS LIVE WITH DIGNITY.

Where $100 goes at The Wartburg Foundation

How The Wartburg Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$66 Programs the work itself
$34 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $66 for programs

$66
Grants and activities to support tax exempt organizations for charitable, educational, religious, scientific and/or literary purposes
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

PRESIDENT AND CEO David Gentner
DIRECTOR Diane Carletti-Romer
CHAIRMAN Dr Nicholas Cicchetti
DIRECTOR Edwin H Stern Iii
DIRECTOR Jane Bello Burke
DIRECTOR Jeanette Carlson

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$29,550 3 grants

Financial Trends

Year Revenue Expenses Assets
2024 $4.0M $1.2M $11.8M
2023 $1.0M $3.9M $21.4M
2022 $970K $2.2M $20.7M
2020 $600K $2.6M $21.8M
2019 $733K $2.2M $22.0M

Between 2019 and 2024, reported annual revenue grew from $733K to $4.0M (+440%), with total assets most recently reported at $11.8M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for THE WARTBURG FOUNDATION

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