Boerner RN-Welfare Ta
Boerner RN-Welfare Ta is a private foundation, based in Buffalo, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $621K in total assets. In 2025, it awarded 1 grant totaling $29K. Net investment income was $58K.
Key facts about Boerner RN-Welfare Ta
In short: Boerner RN-Welfare Ta gave $29K across 1 grant in 2025 (avg $29K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- EIN
- 25-6235835
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $28,609
- Grants made (2025)
- 1
- Average grant
- $28,609
- Median grant
- $28,609
- Total assets
- $621,137
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$621K
+4.1% YoY
Annual Giving
$29K
+3.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$29K
+3.7% YoY
Under IRS private-foundation payout rules, Boerner RN-Welfare Ta reported a distributable amount of $33K for 2025 — the minimum it must pay out in qualifying distributions.
How Boerner RN-Welfare Ta gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 97% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $26K (2023) to $36K (2021). In 2025 it made 1 grant totaling $29K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
The largest 2025 recipient was Waynesboro Community and Human ($29K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Waynesboro Community and Human Waynesboro, PA | Support for Community | $28,609 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $621,137 | $596,532 | $586,764 |
| Revenue | $68,066 | $51,126 | $25,956 |
| Expenses | $43,450 | $40,707 | $38,279 |
| Qualifying Distributions | $31,609 | $30,587 | $29,024 |
| Net Investment Income | $57,631 | $41,117 | $16,617 |
| Distributable Amount | $32,641 | $31,444 | $29,334 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 22, 2020)
- 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)
Leadership & Key People
Officers and directors from IRS filings
Boerner RN-Welfare Ta's only listed officer is M T Trust Company, Trustee on the 2022 filing (compensated).
Officers on the 2022 filing
The latest filing that lists officers: our copy of the 2023–2025 filings list none.
M T Trust Company
Trustee
New on the 2022 filing
1 hr/week
$10K (2022)
Data from IRS Form 990 filings, 2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2022 IRS filing
The highest reported compensation on the 2022 filing was $10K, to M T Trust Company (Trustee).
Frequently asked questions about Boerner RN-Welfare Ta
How much does Boerner RN-Welfare Ta give each year?
Boerner RN-Welfare Ta gave $29K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 1 grant.
How large is Boerner RN-Welfare Ta?
Boerner RN-Welfare Ta reported $621K in total assets on its 2025 IRS Form 990-PF. It paid out $32K in qualifying distributions that year, against a required minimum of $33K (roughly 5% of its investment assets).
Where does Boerner RN-Welfare Ta operate?
Boerner RN-Welfare Ta has awarded grants in Pennsylvania.
What is Boerner RN-Welfare Ta's EIN?
Boerner RN-Welfare Ta's EIN (Employer Identification Number) is 25-6235835. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Boerner RN-Welfare Ta by hand.
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