Boerner RN-Mem V Ta
Boerner RN-Mem V Ta is a private foundation, based in Buffalo, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $574K in total assets. In 2025, it awarded 1 grant totaling $24K. Net investment income was $52K.
Boerner RN-Mem V Ta at a glance
In short: Boerner RN-Mem V Ta gave $24K across 1 grant in 2025 (avg $24K), mostly in Maryland. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $24,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $24,000
- +0.0% vs 2024
- Median grant
- $24,000
- Total assets
- $574,313
- +4.6% vs 2024
- Primary geography
- Maryland (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 V Ta funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was San Mar Children's Home ($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 V Ta gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 84% 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 2019 to 2025, annual grant giving ranged from $24K (2024) to $33K (2021). In 2025 it made 1 grant totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| San Mar Children's Home Boonsboro, MD | Support | $24,000 |
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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 | $574,313 | $61,881 | $36,867 | $24,000 | 1 | $25,500 | $51,759 | $30,250 |
| 2024 | $549,313 | $45,384 | $35,357 | $24,000 | 1 | $25,500 | $35,732 | $29,000 |
| 2023 | $539,921 | $26,960 | $37,422 | $27,000 | 1 | $28,500 | $17,920 | $26,976 |
| 2022 | $550,493 | $30,900 | $40,159 | $28,000 | 1 | $29,500 | $21,276 | $28,327 |
| 2021 | $559,803 | $57,483 | $45,310 | $32,830 | 1 | $32,830 | $45,104 | $32,644 |
| 2020 | $547,752 | $22,158 | $42,330 | $31,157 | 1 | — | $10,655 | $29,466 |
| 2019 | $567,814 | $28,888 | $41,523 | $30,734 | 1 | — | $18,642 | $29,689 |
Under IRS private-foundation payout rules, Boerner RN-Mem V Ta reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Boerner RN-Mem V 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
$9K (2022) → $10K (2025)
Former officers (2)
- Former: M&T Trust CO (2020–2021) — Trustee
- Former: Manufacturers AND Traders Bank (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $10K, to M T Trust Company (Trustee).
Frequently asked questions about Boerner RN-Mem V Ta
How much does Boerner RN-Mem V Ta give each year?
Boerner RN-Mem V Ta gave $24K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 1 grant.
How large is Boerner RN-Mem V Ta?
Boerner RN-Mem V Ta reported $574K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $30K (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 V Ta operate?
Boerner RN-Mem V Ta has awarded grants in Maryland.
What is Boerner RN-Mem V Ta's EIN?
Boerner RN-Mem V Ta's EIN (Employer Identification Number) is 25-6287251. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 22, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Boerner RN-Mem V Ta funds
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