Boerger Fam Charitable Trust
Boerger Fam Charitable Trust is a private foundation located in Pennington, New Jersey. In its 2025 filing, it reported 23 grants totaling $380,000 to charitable organizations.
Boerger Fam Charitable Trust at a glance
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.
- Annual giving (2025)
- $380,000
- +35.7% vs 2024
- Grants made (2025)
- 23
- +43.8% vs 2024
- Average grant
- $16,522
- -5.6% vs 2024
- Median grant
- $10,000
- Total assets
- $4,090,943
- -3.6% vs 2024
- New grantees (estimate)
- 39% first-time grantees (9 of 23, 2025; small sample)
- Primary geography
- New York (29% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Boerger Fam Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 1532, Pennington, NJ 08534-0691
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Boerger Fam Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was American Red Cross ($70K). Together the top 10 received $275K.
Grant Size Distribution
81 grants across all recorded years
The most common grant size was under $50K: 78 grants of 81 (96%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars were distributed among recipients in multiple states. The largest reported shares went to New York (29%), Washington, DC (18%), Pennsylvania (13%), Maryland (11%), and Montana (8%).
Grant Distribution by State
Share of 2025 grant dollars across all 23 itemized grants.
States
Cities
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. With only 23 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $215K (2022) to $380K (2025). In 2025 it made 23 grants totaling $380K.
Grants by year
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 |
Ready to take the next step with Boerger Fam Charitable Trust?
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 | $4,090,943 | $295,144 | $450,192 | $380,000 | 23 | $404,555 | $165,046 | $223,713 |
| 2024 | $4,242,100 | $414,927 | $347,789 | $280,000 | 16 | $317,813 | $309,844 | $244,279 |
| 2023 | $4,176,599 | $213,788 | $286,766 | $225,000 | 15 | $260,611 | $111,805 | $233,001 |
| 2022 | $4,248,753 | $120,914 | $362,200 | $215,000 | 14 | $297,953 | — | $242,116 |
| 2021 | $4,412,010 | $386,188 | $345,376 | $270,000 | 13 | $312,186 | $293,592 | $269,831 |
| 2020 | $4,448,361 | $204,067 | $326,045 | $260,000 | 12 | — | $113,250 | $247,940 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas including hunger relief, health, animal welfare, education and culture, and services for people with disabilities. For example, the National Multiple Sclerosis Society says its mission is to cure MS while empowering people affected by MS to live their best lives; Philabundance says it works to drive hunger from communities and end hunger; and Guiding Eyes for the Blind says it provides guide dogs to people with vision loss.
Grantmaking
In 2025, the foundation gave $380,000 through 23 grants. Grant amounts ranged from $5,000 to $70,000, with a median grant of $10,000.
Among the largest reported grants were $70,000 to the American Red Cross, $35,000 to ASPCA, $30,000 to St. Labre Indian School, and $25,000 each to The Salvation Army and the Humane Society of the United States. Other grants included $20,000 each to St. Johnsbury Athenaeum, Guiding Eyes for the Blind, the National Multiple Sclerosis Society, and Philabundance. The listed purposes for these grants were “unrestricted general.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Diane Boerger as co-trustee and Bank of America N.A. as trustee.
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
The highest reported compensation on the 2025 filing was $61K, to Bank of America N a (Trustee).
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 does Boerger Fam Charitable Trust fund?
No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas including hunger relief, health, animal welfare, education and culture, and services for people with disabilities. See mission & focus areas ↑
How do I apply for a grant from Boerger Fam Charitable Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Boerger Fam Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
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
Live grants for the work Boerger Fam Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Boerger Fam Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Boerger Fam Charitable Trust funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/boerger-fam-charitable-trust-morg_53aa3005f11e4114a12ea0b639f5c0b8
BibTeX
@misc{grantable_901250974_2026,
author = {{Grantable}},
title = {{Boerger Fam Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/boerger-fam-charitable-trust-morg_53aa3005f11e4114a12ea0b639f5c0b8},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Boerger Fam Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Boerger Fam Charitable Trust down — hundreds of funders to go?