Bernice L Kauffman Ta
Bernice L Kauffman Ta is a private foundation, based in Buffalo, NY. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $187K in total assets. In 2024, it awarded 4 grants totaling $8K. Net investment income was $10K.
Key facts about Bernice L Kauffman Ta
In short: Bernice L Kauffman Ta gave $8K across 4 grants in 2024 (avg $2K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.
- EIN
- 25-6497020
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $8,000
- Grants made (2024)
- 4
- Average grant
- $2,000
- Median grant
- $2,000
- Total assets
- $187,196
- Primary geography
- Pennsylvania (50% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated October 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$187K
-1.8% YoY
Annual Giving
$8K
+0.0% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$2K
+0.0% YoY
Under IRS private-foundation payout rules, Bernice L Kauffman Ta reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.
How Bernice L Kauffman Ta gives
- Giving held roughly steady from 2021 to 2024 (+17%). Method
- In 2024 it paid out 121% 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
Share of 2024 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $7K (2021) to $12K (2020). In 2024 it made 4 grants totaling $8K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was American Cancer Society ($2K). Together the top 4 received $8K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Cancer Society Oklahoma City, OK | General Purposes | $2,000 |
| American Heart Association Petersburg, FL | General Purposes | $2,000 |
| Christ Evangelical Lutheran Ch York, PA | General Purposes | $2,000 |
| York County SPCA York, PA | General Purposes | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $187,196 | $190,600 | $198,119 |
| Revenue | $16,015 | $8,340 | $11,456 |
| Expenses | $19,178 | $15,821 | $16,187 |
| Qualifying Distributions | $12,860 | $9,500 | $9,500 |
| Net Investment Income | $9,680 | $1,936 | $5,086 |
| Distributable Amount | $10,633 | $10,049 | $10,601 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 22, 2020)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Bernice L Kauffman Ta's only listed officer is MT Trust Company, Trustee on every filing since 2022 (compensated).
Officers on the 2024 filing
MT Trust Company
Trustee
On filings since 2022
1 hr/week
$6K (2022) → $6K (2024)
Former officers (2)
- Former: M&T Trust CO (2020–2021) — Trustee
- Former: M & T Bank (2019) — Trustee
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $6K, to Mt Trust Company (Trustee).
Frequently asked questions about Bernice L Kauffman Ta
How much does Bernice L Kauffman Ta give each year?
Bernice L Kauffman Ta gave $8K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $8K across 4 grants.
What is Bernice L Kauffman Ta's typical grant size?
Bernice L Kauffman Ta's median grant in 2024 was $2,000, and its average grant was $2,000, across 4 grants on its 2024 IRS Form 990-PF.
Where does Bernice L Kauffman Ta give grants?
Bernice L Kauffman Ta gives mostly in Pennsylvania: 50% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Oklahoma (25%) and Florida (25%). The most frequent recipient cities were York, PA (2 grants).
Does Bernice L Kauffman Ta give general operating support?
Yes: 100% of Bernice L Kauffman Ta's 2024 grants with a stated purpose (4 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is Bernice L Kauffman Ta?
Bernice L Kauffman Ta reported $187K in total assets on its 2024 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).
What is Bernice L Kauffman Ta's EIN?
Bernice L Kauffman Ta's EIN (Employer Identification Number) is 25-6497020. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Bernice L Kauffman Ta by hand.
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