Serfass George Char RMDR TW
Serfass George Char RMDR TW is a private foundation, 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.
Serfass George Char RMDR TW at a glance
In short: Serfass George Char RMDR TW gave $42K across 4 grants in 2025 (avg $11K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $42,100
- -8.1% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $10,525
- -8.1% vs 2024
- Median grant
- $11,578
- Total assets
- $826,768
- +3.4% vs 2024
- Primary geography
- Pennsylvania (90% 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 Serfass George Char RMDR TW funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Good Shepherd Home Charitable Tr Acctg - Finance Dept ($15K). Together the top 4 received $42K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $42K (2019) to $48K (2023). In 2025 it made 4 grants totaling $42K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Good Shepherd Home Charitable Tr Acctg - Finance Dept Allentown, PA | General Operating of | $14,735 |
| St Luke's Hospital of Bethlehem PA Bethlehem, PA | General Operating of | $12,630 |
| Holy Trinity Lutheran Church Palmerton, PA | General Operating of Church | $10,525 |
| Anne Carlsen Center for Children Jamestown, ND | General Operating | $4,210 |
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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 | $826,768 | $86,969 | $59,913 | $42,100 | 4 | $42,100 | $70,858 | $43,455 |
| 2024 | $799,702 | $65,165 | $61,666 | $45,813 | 4 | $45,813 | $49,647 | $42,008 |
| 2023 | $797,092 | $41,307 | $62,883 | $48,059 | 5 | $48,059 | $26,676 | $39,581 |
| 2022 | $818,865 | $45,049 | $62,382 | $45,449 | 4 | $45,449 | $29,324 | $41,797 |
| 2021 | $836,267 | $89,916 | $65,428 | $47,679 | 4 | $47,679 | $72,017 | $48,058 |
| 2020 | $811,966 | $29,442 | $62,209 | $46,378 | 4 | — | $13,556 | $42,345 |
| 2019 | $844,572 | $41,548 | $58,853 | $41,900 | 4 | — | $25,708 | $43,562 |
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.
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 every filing since 2022 (compensated).
Officers on the 2025 filing
M & T Trust Company
Trustee
On filings since 2022
1 hr/week
$15K (2022) → $16K (2025)
Former officers (1)
- Former: M AND T Bank (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $16K, to M & T Trust Company (Trustee).
Frequently asked questions about Serfass George Char RMDR TW
How much does Serfass George Char RMDR TW give each year?
Serfass George Char RMDR TW gave $42K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $46K across 4 grants.
What is Serfass George Char RMDR TW's typical grant size?
Serfass George Char RMDR TW's median grant in 2025 was $11,578, and its average grant was $10,525, across 4 grants on its 2025 IRS Form 990-PF.
Where does Serfass George Char RMDR TW give grants?
Serfass George Char RMDR TW gives mostly in Pennsylvania: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was North Dakota (10%).
Does Serfass George Char RMDR TW give general operating support?
Yes: 100% of Serfass George Char RMDR TW's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Serfass George Char RMDR TW?
Serfass George Char RMDR TW reported $827K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $43K (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 Serfass George Char RMDR TW's EIN?
Serfass George Char RMDR TW's EIN (Employer Identification Number) is 25-6276777. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
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 2019 (received by the IRS June 22, 2020)
- 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 Serfass George Char RMDR TW funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Serfass George Char RMDR TW's focus areas in our free grants database
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