Boerger Fam Charitable Trust
Boerger Fam Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pennington, NJ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.1M in total assets. In 2025, it awarded 23 grants totaling $380K. Net investment income was $165K.
Key facts about Boerger Fam Charitable Trust
In short: Boerger Fam Charitable Trust gave $380K across 23 grants in 2025 (avg $17K), top state New York. 39% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 90-1250974
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $380,000
- Grants made (2025)
- 23
- Average grant
- $16,522
- Median grant
- $10,000
- New grantees (estimate)
- 39% first-time grantees (9 of 23, 2025)
- Total assets
- $4,090,943
- Primary geography
- New York (29% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.1M
-3.6% YoY
Annual Giving
$380K
+35.7% YoY
Grant Count
23
+43.8% YoY
Avg Grant Size
$17K
-5.6% YoY
Under IRS private-foundation payout rules, Boerger Fam Charitable Trust reported a distributable amount of $224K for 2025 — the minimum it must pay out in qualifying distributions.
Is Boerger Fam Charitable Trust open to new grantees?
39%
first-time grantees, 2025
In 2025, 9 of 23 grantees (39%) were first-time recipients. First grants averaged $12K; repeat grants $19K. How we count
Medians: $10K first-time, $20K repeat.
- 61% of 2025 grantees were also funded in 2024. Method
- Giving grew 77% from 2022 to 2025. Method
- In 2025 it paid out 181% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 23 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
81 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN RED CROSS Washington, DC | UNRESTRICTED GENERAL | $70,000 |
| ASPCA New York, NY | UNRESTRICTED GENERAL | $35,000 |
| ST LABRE INDIAN SCHOOL Ashland, MT | UNRESTRICTED GENERAL | $30,000 |
| THE SALVATION ARMY West Nyack, NY | UNRESTRICTED GENERAL | $25,000 |
| HUMANE SOCIETY OF THE UNITED STATES Gaithersburg, MD | UNRESTRICTED GENERAL | $25,000 |
| ST JOHNSBURY ATHENAEUM St Johnsbury, VT | UNRESTRICTED GENERAL | $20,000 |
| GUIDING EYES FOR THE BLIND INC Yorktown Heights, NY | UNRESTRICTED GENERAL | $20,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY New York, NY | UNRESTRICTED GENERAL | $20,000 |
| PHILABUNDANCE Philadelphia, PA | UNRESTRICTED GENERAL | $20,000 |
| SAVE THE CHILDREN Fairfield, CT | UNRESTRICTED GENERAL | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,090,943 | $4,242,100 | $4,176,599 |
| Revenue | $295,144 | $414,927 | $213,788 |
| Expenses | $450,192 | $347,789 | $286,766 |
| Qualifying Distributions | $404,555 | $317,813 | $260,611 |
| Net Investment Income | $165,046 | $309,844 | $111,805 |
| Distributable Amount | $223,713 | $244,279 | $233,001 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Boerger Fam Charitable Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Bank Of America N A
Trustee
Trustee → Co-Trustee, 2022
Co-Trustee → Trustee, 2023
On filings since 2020
2 hrs/week
$63K (2020) → $61K (2025)
Diane Boerger
Co-Trustee
On filings since 2022
2 hrs/week
$76K (2022) → $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 2025 IRS filing
Frequently asked questions about Boerger Fam Charitable Trust
How much does Boerger Fam Charitable Trust give each year?
Boerger Fam Charitable Trust gave $380K across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $280K across 16 grants.
What is Boerger Fam Charitable Trust's typical grant size?
Boerger Fam Charitable Trust's median grant in 2025 was $10,000, and its average grant was $16,522, across 23 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Boerger Fam Charitable Trust that year got $12K on average.
Where does Boerger Fam Charitable Trust give grants?
Boerger Fam Charitable Trust's top state is New York, with 29% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were District of Columbia (18%) and Pennsylvania (13%). The most frequent recipient cities were New York, NY (3 grants) and Philadelphia, PA (2 grants).
Does Boerger Fam Charitable Trust give general operating support?
Yes: 100% of Boerger Fam Charitable Trust's 2025 grants with a stated purpose (23 of 23) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Boerger Fam Charitable Trust's largest grantees?
Boerger Fam Charitable Trust's largest 2025 grantees include American Red Cross ($70,000), Aspca ($35,000) and St Labre Indian School ($30,000), according to its 2025 IRS Form 990-PF. Together they received 36% of its itemized 2025 grant dollars.
How large is Boerger Fam Charitable Trust?
Boerger Fam Charitable Trust reported $4.1M in total assets on its 2025 IRS Form 990-PF. It paid out $405K in qualifying distributions that year, against a required minimum of $224K (roughly 5% of its investment assets).
What is Boerger Fam Charitable Trust?
Boerger Fam Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pennington, NJ. It holds $4.1M in total assets as of 2025.
What is Boerger Fam Charitable Trust's EIN?
Boerger Fam Charitable Trust's EIN (Employer Identification Number) is 90-1250974. 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.
Here's the math on researching Boerger Fam Charitable Trust by hand.
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