Serfass George Char RMDR TW

Foundation · Grantmaker Buffalo, NY EIN: 25-6276777

Serfass George Char RMDR TW is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Buffalo, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $827K in total assets. In 2025, it awarded 4 grants totaling $42K. Net investment income was $71K.

Key facts about Serfass George Char RMDR TW

EIN: 25-6276777
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $42,100
Grants made (2025): 4
Average grant: $10,525
Median grant: $11,578
Total assets: $826,768
Primary geography: Pennsylvania (90% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Serfass George Char RMDR TW funds

By grant dollars, the top recipient states for Serfass George Char RMDR TW's 4 itemized 2025 grants were Pennsylvania (90%) and North Dakota (10%). 100% of grants with a stated purpose were for general or operating support.

How Serfass George Char RMDR TW gives

Giving held roughly steady from 2022 to 2025 (−7%). 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.

Next steps with Serfass George Char RMDR TW

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$827K

+3.4% YoY

Annual Giving

$42K

-8.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$11K

-8.1% YoY

Under IRS private-foundation payout rules, Serfass George Char RMDR TW reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.

About Serfass George Char RMDR TW

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $38K (90%)

North Dakota $4K (10%)

Share of all 4 itemized 2025 grant dollars.

States

North Dakota Pennsylvania

Cities

PalmertonAllentownJamestownBethlehem

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$826,768	$799,702	$797,092
Revenue	$86,969	$65,165	$41,307
Expenses	$59,913	$61,666	$62,883
Qualifying Distributions	$42,100	$45,813	$48,059
Net Investment Income	$70,858	$49,647	$26,676
Distributable Amount	$43,455	$42,008	$39,581

Data update history

When this profile's IRS filing data changed on Grantable

September 27, 2026 Added Form 990-PF for fiscal year 2019 (received by the IRS June 22, 2020)
September 27, 2026 Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
March 2, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Grant Size Distribution

21 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Good Shepherd Home ($14,735), St Luke's Hospital of Bethlehem PA ($12,630), Holy Trinity Lutheran ($10,525).

Recipient	Purpose	Amount
GOOD SHEPHERD HOME Allentown, PA	GENERAL OPERATING OF	$14,735
ST LUKE'S HOSPITAL OF BETHLEHEM PA Bethlehem, PA	GENERAL OPERATING OF	$12,630
HOLY TRINITY LUTHERAN Palmerton, PA	GENERAL OPERATING OF CHURCH	$10,525
ANNE CARLSEN CENTER FOR CHILDREN Jamestown, ND	GENERAL OPERATING	$4,210

Leadership & Key People

Officers and directors from IRS filings

Serfass George Char RMDR TW's only listed officer is M T Trust Company, Trustee on the 2022 filing (compensated).

Officers on the 2022 filing

M T Trust Company

Trustee

New on the 2022 filing

1 hr/week

$15K (2022)

Former officers (1)

Former: M AND T Bank (2020) — Trustee

Data from IRS Form 990 filings, 2020–2022. "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

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Serfass George Char RMDR TW?

Serfass George Char RMDR TW is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Buffalo, NY. It holds $827K in total assets as of 2025.

How large is Serfass George Char RMDR TW?

As of 2025, Serfass George Char RMDR TW holds $827K in total assets with $87K in annual revenue. It awarded 4 grants totaling $42K in 2025.

Where does Serfass George Char RMDR TW operate?

Serfass George Char RMDR TW has awarded grants in North Dakota, Pennsylvania.

What size grants does Serfass George Char RMDR TW award?

In 2025, Serfass George Char RMDR TW awarded 4 grants totaling $42K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Serfass George Char RMDR TW required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Serfass George Char RMDR TW reported a distributable amount of $43K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.