Charlotte L Rohrbach Ta

Private foundation · Grantmaker Buffalo, NY EIN: 25-6423660

Charlotte L Rohrbach Ta is a private foundation focused on religion, based in Buffalo, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $412K in total assets. In 2025, it awarded 2 grants totaling $20K. Net investment income was $34K.

Key facts about Charlotte L Rohrbach Ta

In short: Charlotte L Rohrbach Ta gave $20K across 2 grants in 2025 (avg $10K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
25-6423660
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$20,000
Grants made (2025)
2
Average grant
$10,000
Median grant
$10,000
Total assets
$411,722
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

$412K

+2.9% YoY

Annual Giving

$20K

+22.5% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$10K

+22.5% YoY

Under IRS private-foundation payout rules, Charlotte L Rohrbach Ta reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.

How Charlotte L Rohrbach Ta gives

  • Giving held roughly steady from 2022 to 2025 (−2%). Method
  • In 2025 it paid out 92% 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

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

LeesportBoyertown

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K2 grants2019 2 grants2020 1 grant2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $16K (2024) to $25K (2021). In 2025 it made 2 grants totaling $20K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

St John - Hill Reformed Church: $15KSt John - Hill Reformed Church$15KThe Lutheran Church of Holy Trinity: $5KThe Lutheran Church of HolyTrinity$5K

The largest 2025 recipient was St John - Hill Reformed Church ($15K). Together the top 2 received $20K.

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 9 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St John - Hill Reformed Church Boyertown, PACharitable$15,000
The Lutheran Church of Holy Trinity Leesport, PACharitable$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$411,722$400,099$395,383
Revenue$42,562$31,268$15,342
Expenses$30,952$26,052$28,417
Qualifying Distributions$21,500$17,820$20,880
Net Investment Income$33,971$23,094$7,602
Distributable Amount$23,281$22,258$20,713

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 22, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Charlotte L Rohrbach Ta's only listed officer is MT Bank, Corporate Trustee on every filing since 2022 (compensated).

Officers on the 2023 filing

The latest filing that lists officers: our copy of the 2024–2025 filings list none.

  • MT Bank

    Corporate Trustee

    On filings since 2022

    10 hrs/week

    $8K (2022) → $7K (2023)

Former officers (1)
  • Former: Mt (2021) — Corporate Trustee

Data from IRS Form 990 filings, 2021–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2023 IRS filing

Mt Bank — Corporate Trustee: $7KMt BankCorporate Trustee$7K

The highest reported compensation on the 2023 filing was $7K, to Mt Bank (Corporate Trustee).

Frequently asked questions about Charlotte L Rohrbach Ta

How much does Charlotte L Rohrbach Ta give each year?

Charlotte L Rohrbach Ta gave $20K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 2 grants.

How large is Charlotte L Rohrbach Ta?

Charlotte L Rohrbach Ta reported $412K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $23K (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 Charlotte L Rohrbach Ta?

Charlotte L Rohrbach Ta is a private foundation focused on religion, based in Buffalo, NY. It holds $412K in total assets as of 2025.

Where does Charlotte L Rohrbach Ta operate?

Charlotte L Rohrbach Ta has awarded grants in Pennsylvania.

What is Charlotte L Rohrbach Ta's EIN?

Charlotte L Rohrbach Ta's EIN (Employer Identification Number) is 25-6423660. 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.

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