Boerner RN-Mem III Ta
Boerner RN-Mem III Ta is a private foundation focused on religion, based in Buffalo, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $726K in total assets. In 2025, it awarded 1 grant totaling $32K. Net investment income was $66K.
Boerner RN-Mem III Ta at a glance
In short: Boerner RN-Mem III Ta gave $32K across 1 grant in 2025 (avg $32K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $32,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $32,000
- +0.0% vs 2024
- Median grant
- $32,000
- Total assets
- $726,015
- +4.4% 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 III Ta funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Brethren Home Foundation ($32K).
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 III Ta gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 88% 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 $32K (2024) to $41K (2021). In 2025 it made 1 grant totaling $32K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Brethren Home Foundation New Oxford, PA | Support | $32,000 |
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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 | $726,015 | $78,195 | $47,307 | $32,000 | 1 | $33,500 | $65,972 | $38,249 |
| 2024 | $695,136 | $57,458 | $45,444 | $32,000 | 1 | $33,500 | $45,786 | $36,702 |
| 2023 | $683,926 | $34,235 | $47,293 | $35,000 | 1 | $36,500 | $23,278 | $34,156 |
| 2022 | $697,127 | $38,665 | $50,480 | $36,000 | 1 | $37,500 | $27,018 | $35,860 |
| 2021 | $709,005 | $72,712 | $56,139 | $41,493 | 1 | $41,493 | $58,199 | $41,275 |
| 2020 | $692,591 | $27,471 | $52,275 | $39,221 | 1 | — | $13,989 | $37,215 |
Under IRS private-foundation payout rules, Boerner RN-Mem III Ta reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Boerner RN-Mem III Ta'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 III Ta
How much does Boerner RN-Mem III Ta give each year?
Boerner RN-Mem III Ta gave $32K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $32K across 1 grant.
How large is Boerner RN-Mem III Ta?
Boerner RN-Mem III Ta reported $726K in total assets on its 2025 IRS Form 990-PF. It paid out $34K in qualifying distributions that year, against a required minimum of $38K (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.
What is Boerner RN-Mem III Ta?
Boerner RN-Mem III Ta is a private foundation focused on religion, based in Buffalo, NY. It holds $726K in total assets as of 2025.
Where does Boerner RN-Mem III Ta operate?
Boerner RN-Mem III Ta has awarded grants in Pennsylvania.
What is Boerner RN-Mem III Ta's EIN?
Boerner RN-Mem III Ta's EIN (Employer Identification Number) is 23-6856016. 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
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