Koerner Family Foundation

Foundation · Grantmaker Marco Island, FL EIN: 92-1465261

Koerner Family Foundation is a private foundation focused on Education, based in Marco Island, FL. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $9.6M in total assets. In 2025, it awarded 1 grant totaling $574K. Net investment income was $687K.

Key facts about Koerner Family Foundation

In short: Koerner Family Foundation gave $574K across 1 grant in 2025 (avg $574K), mostly in Michigan. Source: 2025 IRS Form 990-PF.

EIN
92-1465261
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$574,000
Grants made (2025)
1
Average grant
$574,000
Median grant
$574,000
Total assets
$9,554,675
Primary geography
Michigan (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

$9.6M

+4.9% YoY

Annual Giving

$574K

+14.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$574K

+14.3% YoY

Under IRS private-foundation payout rules, Koerner Family Foundation reported a distributable amount of $548K for 2025 — the minimum it must pay out in qualifying distributions.

How Koerner Family Foundation gives

  • In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). 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 all 1 itemized 2025 grant dollars.

States

Cities

Almont

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K0 grants20222 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Four County Community Foundation: $574KFour County CommunityFoundation$574K

Grant Size Distribution

4 grants across all recorded years

<$50K$50–100K$100–250K2$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
FOUR COUNTY COMMUNITY FOUNDATION Almont, MITo fund the Koerner Family Foundation Scholarship Fund.$574,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M2022202320242025
Metric202520242023
Total Assets$9,554,675$9,110,699$9,313,933
Revenue$1,096,543$364,644$-139,227
Expenses$652,567$567,878$546,856
Qualifying Distributions$586,756$507,393$508,941
Net Investment Income$686,734$308,820$169,901
Distributable Amount$547,584$516,472$484,599

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS August 13, 2026)
  2. IRS filings on file for fiscal years 2022–2024

Leadership & Key People

Officers and directors from IRS filings

Koerner Family Foundation is led by Bernd Koerner, President & Director on every filing since 2022; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Bernd Koerner

    President & Director

    On filings since 2022

    5 hrs/week

    No compensation reported

  • Jennifer Koerner

    Secretray & Treasurer

    Secretary, Treasurer & Director → Secretray & Treasurer, 2023

    On filings since 2022

    5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Koerner Family Foundation

How much does Koerner Family Foundation give each year?

Koerner Family Foundation gave $574K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $502K across 1 grant.

How large is Koerner Family Foundation?

Koerner Family Foundation reported $9.6M in total assets on its 2025 IRS Form 990-PF. It paid out $587K in qualifying distributions that year, against a required minimum of $548K (roughly 5% of its investment assets).

What is Koerner Family Foundation?

Koerner Family Foundation is a private foundation focused on Education, based in Marco Island, FL. It holds $9.6M in total assets as of 2025.

Where does Koerner Family Foundation operate?

Koerner Family Foundation has awarded grants in Michigan.

What is Koerner Family Foundation's EIN?

Koerner Family Foundation's EIN (Employer Identification Number) is 92-1465261. IRS Form 990 filing data is available on this page for 2022–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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