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.
Bernice L Kauffman Ta at a glance
In short: Bernice L Kauffman Ta gave $8K across 4 grants in 2024 (avg $2K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $8,000
- +0.0% vs 2023
- Grants made (2024)
- 4
- +0.0% vs 2023
- Average grant
- $2,000
- +0.0% vs 2023
- Median grant
- $2,000
- Total assets
- $187,196
- -1.8% vs 2023
- Primary geography
- Pennsylvania (50% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Bernice L Kauffman Ta funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
States
Cities
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.
Giving History
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.
Grants by year
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 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $187,196 | $16,015 | $19,178 | $8,000 | 4 | $12,860 | $9,680 | $10,633 |
| 2023 | $190,600 | $8,340 | $15,821 | $8,000 | 4 | $9,500 | $1,936 | $10,049 |
| 2022 | $198,119 | $11,456 | $16,187 | $8,000 | 4 | $9,500 | $5,086 | $10,601 |
| 2021 | $202,876 | $20,355 | $13,092 | $6,840 | 4 | $6,840 | $14,089 | $12,114 |
| 2020 | $195,661 | $8,714 | $17,045 | $11,556 | 4 | — | $3,240 | $10,892 |
| 2019 | $203,944 | $10,609 | $16,078 | $10,496 | 4 | — | $5,114 | $10,978 |
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.
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.
Data update history
(2)
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
Live grants for the work Bernice L Kauffman Ta funds
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