Boerger Family Charitable Trust
Boerger Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 16 grants totaling $280K. Net investment income was $310K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.2M
+1.6% YoY
Annual Giving
$280K
+24.4% YoY
Grant Count
16
+6.7% YoY
Avg Grant Size
$18K
+16.7% YoY
Under IRS private-foundation payout rules, Boerger Family Charitable Trust reported a distributable amount of $244K for 2024 — the minimum it must pay out in qualifying distributions.
About Boerger Family Charitable Trust
Based on IRS filings
Boerger Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 16 grants totaling $280K. Net investment income was $310K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,242,100 | $4,176,599 | $4,248,753 |
| Revenue | $414,927 | $213,788 | $120,914 |
| Expenses | $347,789 | $286,766 | $362,200 |
| Qualifying Distributions | $317,813 | $260,611 | $297,953 |
| Net Investment Income | $309,844 | $111,805 | — |
| Distributable Amount | $244,279 | $233,001 | $242,116 |
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 2024
Grant Size Distribution
70 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Feeding America Tampa Bay Inc ($40,000), American Red Cross ($30,000), St Labre Indian School ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ST JOHNSBURY ATHENAEUM INC ST JOHNSBURY, VT | GENERAL OPERATING | $20,000 |
| GUIDING EYES FOR THE BLIND INC YORKTOWN HTS, NY | GENERAL OPERATING | $20,000 |
| THE SALVATION ARMY WEST NYACK, NY | GENERAL OPERATING | $25,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY NEW YORK, NY | GENERAL OPERATING | $20,000 |
| THE SEEING EYE INC MORRISTOWN, NJ | GENERAL OPERATING | $10,000 |
| PHILABUNDANCE PHILADELPHIA, PA | GENERAL OPERATING | $20,000 |
| THE ADDISVILLE REFORMED CHURCH RICHBORO, PA | GENERAL OPERATING | $10,000 |
| SUNDAY BREAKFAST MISSION INC WILMINGTON, DE | GENERAL OPERATING | $10,000 |
| AMERICAN RED CROSS BOONE, IA | GENERAL OPERATING | $30,000 |
| HUMANE SOCIETY OF THE UNITED STATES GAITHERSBURG, MD | GENERAL OPERATING | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DIANE BOERGER | CO-TRUSTEE | 2 | — |
| BANK OF AMERICA N A | TRUSTEE | 2 | $63,022 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Boerger Family Charitable Trust?
Boerger Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. It holds $4.2M in total assets as of 2024.
How large is Boerger Family Charitable Trust?
As of 2024, Boerger Family Charitable Trust holds $4.2M in total assets with $415K in annual revenue. It awarded 16 grants totaling $280K in 2024.
Where does Boerger Family Charitable Trust operate?
Boerger Family Charitable Trust has awarded grants in Colorado, Delaware, Florida, Georgia, Iowa, Maryland, Montana, New Jersey, New York, Pennsylvania, Texas, Vermont.
What size grants does Boerger Family Charitable Trust award?
In 2024, Boerger Family Charitable Trust awarded 16 grants totaling $280K — an average of about $18K per grant, based on its IRS Form 990 filings.
How much is Boerger Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Boerger Family Charitable Trust reported a distributable amount of $244K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Boerger Family Charitable Trust's EIN?
Boerger Family Charitable Trust's EIN (Employer Identification Number) is 90-1250974. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Boerger Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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