Bachman George Ta
Bachman George Ta is a private foundation, based in Brooklyn, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.4M in total assets. In 2025, it awarded 2 grants totaling $310K. Net investment income was $335K.
Bachman George Ta at a glance
In short: Bachman George Ta gave $310K across 2 grants in 2025 (avg $155K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $310,130
- +11.4% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $155,065
- +11.4% vs 2024
- Median grant
- $155,065
- Total assets
- $5,361,526
- -0.1% vs 2024
- Primary geography
- Massachusetts (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bachman George Ta funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Brandeis University ($155K). Together the top 2 received $310K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $100–250K range: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Bachman George Ta gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $278K (2024) to $337K (2022). In 2025 it made 2 grants totaling $310K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Brandeis University Waltham, MA | General Operating | $155,065 |
| Case Western Reserve University Cleveland, OH | General Operating | $155,065 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,361,526 | $376,861 | $380,424 | $310,130 | 2 | $325,101 | $335,115 | $322,009 |
| 2024 | $5,365,089 | $578,524 | $334,057 | $278,458 | 2 | $292,804 | $539,235 | $298,266 |
| 2023 | $5,121,241 | $100,897 | $339,525 | $289,676 | 2 | $303,076 | $59,731 | $273,452 |
| 2022 | $5,359,870 | $985 | $400,290 | $337,440 | 2 | $350,376 | $19,438 | $285,061 |
| 2021 | $5,759,175 | $798,605 | $353,840 | $289,502 | 2 | $304,727 | $756,530 | $321,836 |
| 2020 | $5,314,410 | $332,728 | $349,789 | $288,480 | 2 | — | $292,460 | $281,177 |
Under IRS private-foundation payout rules, Bachman George Ta reported a distributable amount of $322K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bachman George Ta's only listed officer is Keybank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Keybank N A
Trustee
On filings since 2020
1 hr/week
$54K (2020) → $55K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $55K, to Keybank N a (Trustee).
Frequently asked questions about Bachman George Ta
How much does Bachman George Ta give each year?
Bachman George Ta gave $310K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $278K across 2 grants.
How large is Bachman George Ta?
Bachman George Ta reported $5.4M in total assets on its 2025 IRS Form 990-PF. It paid out $325K in qualifying distributions that year, against a required minimum of $322K (roughly 5% of its investment assets).
Where does Bachman George Ta operate?
Bachman George Ta has awarded grants in Massachusetts, Maine, Ohio.
What is Bachman George Ta's EIN?
Bachman George Ta's EIN (Employer Identification Number) is 34-6632809. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
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