Boerner RN-Mem I Ta (PF)

Foundation · Grantmaker Buffalo, NY EIN: 25-6246584

Boerner RN-Mem I Ta (PF) is a private foundation, based in Buffalo, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $606K in total assets. In 2024, it awarded 1 grant totaling $27K. Net investment income was $36K.

Key facts about Boerner RN-Mem I Ta (PF)

EIN
25-6246584
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$26,502
Grants made (2024)
1
Average grant
$26,502
Median grant
$26,502
Total assets
$605,590
Primary geography
Pennsylvania (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated April 2026.

How Boerner RN-Mem I Ta (PF) gives

  • Giving fell 27% from 2021 to 2024. Method
  • In 2024 it paid out 124% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Boerner RN-Mem I Ta (PF)

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$606K

+1.2% YoY

Annual Giving

$27K

-10.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$27K

-10.0% YoY

Under IRS private-foundation payout rules, Boerner RN-Mem I Ta (PF) reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.

About Boerner RN-Mem I Ta (PF)

Based on IRS filings

Boerner RN-Mem I Ta (PF) is a private foundation, based in Buffalo, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $606K in total assets. In 2024, it awarded 1 grant totaling $27K. Net investment income was $36K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2024 grant dollars.

States

Cities

Chambersburg

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$19K$38K$57K$77K20202021202220232024
Metric202420232022
Total Assets$605,590$598,654$611,291
Revenue$47,578$29,346$34,541
Expenses$39,955$41,832$47,313
Qualifying Distributions$39,489$30,948$34,220
Net Investment Income$35,815$18,249$22,778
Distributable Amount$31,891$29,725$31,278

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$18K$27K$36K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Summit Health Foundation: $27KSummit Health Foundation$27K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Summit Health Foundation ($26,502).

RecipientPurposeAmount
SUMMIT HEALTH FOUNDATION Chambersburg, PAGENERAL MAINTENANCE &$26,502

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

M T Trust Company — Trustee: $11KM T Trust CompanyTrustee$11K

From 2022 IRS filing

NameTitleHoursCompensation
M T Trust CompanyTrustee1$11,327

Frequently Asked Questions

How large is Boerner RN-Mem I Ta (PF)?

As of 2024, Boerner RN-Mem I Ta (PF) holds $606K in total assets with $48K in annual revenue. It awarded 1 grant totaling $27K in 2024.

Where does Boerner RN-Mem I Ta (PF) operate?

Boerner RN-Mem I Ta (PF) has awarded grants in Pennsylvania.

What size grants does Boerner RN-Mem I Ta (PF) award?

In 2024, Boerner RN-Mem I Ta (PF) awarded 1 grant totaling $27K — an average of about $27K per grant, based on its IRS Form 990 filings.

How much is Boerner RN-Mem I Ta (PF) required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Boerner RN-Mem I Ta (PF) reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Boerner RN-Mem I Ta (PF)'s EIN?

Boerner RN-Mem I Ta (PF)'s EIN (Employer Identification Number) is 25-6246584. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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