Boerner RN-Mem I Ta (PF)
Boerner RN-Mem I Ta (PF) is a private foundation, based in Buffalo, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $634K in total assets. In 2025, it awarded 1 grant totaling $24K. Net investment income was $55K.
Boerner RN-Mem I Ta (PF) at a glance
In short: Boerner RN-Mem I Ta (PF) gave $24K across 1 grant in 2025 (avg $24K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $23,852
- -10.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $23,852
- -10.0% vs 2024
- Median grant
- $23,852
- Total assets
- $633,621
- +4.6% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Boerner RN-Mem I Ta (PF) funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Summit Health Foundation ($24K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Boerner RN-Mem I Ta (PF) gives
- Giving fell 27% from 2022 to 2025. Method
- In 2025 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2025, annual grant giving ranged from $24K (2025) to $36K (2021). In 2025 it made 1 grant totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Summit Health Foundation Chambersburg, PA | General Support | $23,852 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $633,621 | $66,998 | $38,957 | $23,852 | 1 | $25,352 | $54,663 | $33,246 |
| 2024 | $605,590 | $47,578 | $39,955 | $26,502 | 1 | $39,489 | $35,815 | $31,891 |
| 2023 | $598,654 | $29,346 | $41,832 | $29,448 | 1 | $30,948 | $18,249 | $29,725 |
| 2022 | $611,291 | $34,541 | $47,313 | $32,720 | 1 | $34,220 | $22,778 | $31,278 |
| 2021 | $624,104 | $69,570 | $51,193 | $36,352 | 1 | $36,352 | $54,541 | $36,069 |
| 2020 | $605,866 | $21,116 | $48,430 | $34,619 | 1 | — | $7,692 | $32,780 |
Under IRS private-foundation payout rules, Boerner RN-Mem I Ta (PF) reported a distributable amount of $33K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Boerner RN-Mem I Ta (PF)'s only listed officer is M & T Trust Company, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
M & T Trust Company
Trustee
On filings since 2022
1 hr/week
$11K (2022) → $12K (2025)
Former officers (1)
- Former: M&T Trust CO (2020–2021) — Trustee
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 $12K, to M & T Trust Company (Trustee).
Frequently asked questions about Boerner RN-Mem I Ta (PF)
How much does Boerner RN-Mem I Ta (PF) give each year?
Boerner RN-Mem I Ta (PF) gave $24K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $27K across 1 grant.
How large is Boerner RN-Mem I Ta (PF)?
Boerner RN-Mem I Ta (PF) reported $634K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $33K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Boerner RN-Mem I Ta (PF) operate?
Boerner RN-Mem I Ta (PF) has awarded grants in Pennsylvania.
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 2020–2025.
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 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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