Haldeman S Wertz Ta
Haldeman S Wertz Ta is a private foundation, based in Buffalo, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $317K in total assets. In 2025, it awarded 9 grants totaling $18K. Net investment income was $24K.
Haldeman S Wertz Ta at a glance
In short: Haldeman S Wertz Ta gave $18K across 9 grants in 2025 (avg $2K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $18,240
- +4.3% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $2,027
- +4.3% vs 2024
- Median grant
- $912
- Total assets
- $317,087
- +1.1% 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 Haldeman S Wertz Ta funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Martin Memorial Library Susan Linton - Finance Director ($3K). Together the top 9 received $18K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 45 grants of 45 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How Haldeman S Wertz Ta gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). 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 $17K (2024) to $22K (2021). In 2025 it made 9 grants totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Martin Memorial Library Susan Linton - Finance Director York, PA | Support | $3,420 |
| York College of Pennsylvania York, PA | Support | $3,420 |
| The Margaret E Moul Home York, PA | Support | $3,420 |
| Strand-Capitol Performing Arts Ctr York, PA | Performing Arts Support | $3,420 |
| St Paul's Lutheran Church York, PA | Support | $912 |
| York County SPCA York, PA | Support | $912 |
| St Paul Lutheran Church Newport, PA | Social Ministries Support | $912 |
| Trinity Lutheran Church Wrightsville, PA | Social Ministries Support | $912 |
| York County Community Foundation York, PA | Support | $912 |
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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 | $317,087 | $30,884 | $27,230 | $18,240 | 9 | $19,740 | $23,977 | $18,737 |
| 2024 | $313,699 | $24,570 | $25,730 | $17,482 | 9 | $18,982 | $17,899 | $18,242 |
| 2023 | $315,067 | $16,040 | $26,803 | $18,775 | 9 | $20,275 | $9,562 | $17,482 |
| 2022 | $326,043 | $18,632 | $30,173 | $21,343 | 9 | $22,843 | $11,531 | $18,775 |
| 2021 | $337,770 | $23,906 | $31,198 | $22,076 | 9 | $22,076 | $14,721 | $20,989 |
| 2020 | $345,206 | $12,426 | $29,255 | $20,918 | 9 | — | $3,928 | $18,760 |
Under IRS private-foundation payout rules, Haldeman S Wertz Ta reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Haldeman S Wertz Ta's only listed officer is M T Trust Company, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
M T Trust Company
Trustee
New on the 2025 filing
1 hr/week
$7K (2025)
Former officers (2)
- Former: M&t (2022–2024) — Trustee
- 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 $7K, to M T Trust Company (Trustee).
Frequently asked questions about Haldeman S Wertz Ta
How much does Haldeman S Wertz Ta give each year?
Haldeman S Wertz Ta gave $18K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 9 grants.
What is Haldeman S Wertz Ta's typical grant size?
Haldeman S Wertz Ta's median grant in 2025 was $912, and its average grant was $2,027, across 9 grants on its 2025 IRS Form 990-PF.
Where does Haldeman S Wertz Ta give grants?
Haldeman S Wertz Ta gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were York, PA (7 grants).
Does Haldeman S Wertz Ta give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on Haldeman S Wertz Ta's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support" (6 grants).
Who are Haldeman S Wertz Ta's largest grantees?
Haldeman S Wertz Ta's largest 2025 grantees include Martin Memorial Library Susan Linton - Finance Director ($3,420), York College of Pennsylvania ($3,420) and The Margaret E Moul Home ($3,420), according to its 2025 IRS Form 990-PF. Together they received 56% of its itemized 2025 grant dollars.
How large is Haldeman S Wertz Ta?
Haldeman S Wertz Ta reported $317K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).
What is Haldeman S Wertz Ta's EIN?
Haldeman S Wertz Ta's EIN (Employer Identification Number) is 23-6923977. 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
(7)
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)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Haldeman S Wertz Ta funds
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