Barbara M Rieg Memorial Trust Foundation

Private foundation · Grantmaker Reno, NV EIN: 26-3488901

Barbara M Rieg Memorial Trust Foundation is a private foundation, based in Reno, NV. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $601K in total assets. In 2025, it awarded 4 grants totaling $29K. Net investment income was $45K.

Key facts about Barbara M Rieg Memorial Trust Foundation

In short: Barbara M Rieg Memorial Trust Foundation gave $29K across 4 grants in 2025 (avg $7K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
26-3488901
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$29,302
Grants made (2025)
4
Average grant
$7,326
Median grant
$7,326
Total assets
$600,849
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$601K

+2.5% YoY

Annual Giving

$29K

+2.9% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$7K

+2.9% YoY

Under IRS private-foundation payout rules, Barbara M Rieg Memorial Trust Foundation reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.

How Barbara M Rieg Memorial Trust Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−16%). Method
  • In 2025 it paid out 113% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 4 itemized grants.

States

Cities

AltoonaDuboisLorettoEbenburgEbensburg

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K4 grants2020 4 grants2021 4 grants2022 4 grants2023 4 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $28K (2023) to $35K (2022). In 2025 it made 4 grants totaling $29K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Franciscan Friars: $7KFranciscan Friars$7KCathedral of the Blessed Sacrament: $7KCathedral of the BlessedSacrament$7KSaint Catherines of Sienna: $7KSaint Catherines of Sienna$7KSisters of St Ann: $7KSisters of St Ann$7K

The largest 2025 recipient was Franciscan Friars ($7K). Together the top 4 received $29K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Franciscan Friars Loretto, PADonation for General Support$7,326
Cathedral of the Blessed Sacrament Altoona, PADonation for General Support$7,326
Saint Catherines of Sienna Dubois, PADonation for General Support$7,325
Sisters of St Ann Ebenburg, PADonation for General Support$7,325

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$600,849$586,032$569,659
Revenue$50,966$55,437$37,727
Expenses$40,444$39,476$38,876
Qualifying Distributions$34,298$33,345$33,072
Net Investment Income$44,820$49,306$31,923
Distributable Amount$30,389$27,774$39,857

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS July 27, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Barbara M Rieg Memorial Trust Foundation's only listed officer is Dunham Trust Company, Trustee on every filing since 2020 (uncompensated).

Officers on the 2025 filing

  • Dunham Trust Company

    Trustee

    On filings since 2020

    $6K (2020) → $0 (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 2021 IRS filing

Dunham Trust Company — Trustee: $10KDunham Trust CompanyTrustee$10K

The highest reported compensation on the 2021 filing was $10K, to Dunham Trust Company (Trustee).

Frequently asked questions about Barbara M Rieg Memorial Trust Foundation

How much does Barbara M Rieg Memorial Trust Foundation give each year?

Barbara M Rieg Memorial Trust Foundation gave $29K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 4 grants.

What is Barbara M Rieg Memorial Trust Foundation's typical grant size?

Barbara M Rieg Memorial Trust Foundation's median grant in 2025 was $7,326, and its average grant was $7,326, across 4 grants on its 2025 IRS Form 990-PF.

Where does Barbara M Rieg Memorial Trust Foundation give grants?

Barbara M Rieg Memorial Trust Foundation gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does Barbara M Rieg Memorial Trust Foundation give general operating support?

Yes: 100% of Barbara M Rieg Memorial Trust Foundation's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Barbara M Rieg Memorial Trust Foundation?

Barbara M Rieg Memorial Trust Foundation reported $601K in total assets on its 2025 IRS Form 990-PF. It paid out $34K in qualifying distributions that year, against a required minimum of $30K (roughly 5% of its investment assets).

What is Barbara M Rieg Memorial Trust Foundation's EIN?

Barbara M Rieg Memorial Trust Foundation's EIN (Employer Identification Number) is 26-3488901. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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