The John P and Joan S Boggess Charitable Trust
The John P and Joan S Boggess Charitable Trust is a private foundation, based in Sewickley, PA. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $101K in total assets. In 2025, it awarded 1 grant totaling $500. Net investment income was $3K.
The John P and Joan S Boggess Charitable Trust at a glance
In short: The John P and Joan S Boggess Charitable Trust gave $500 across 1 grant in 2025 (avg $500), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $500
- Grants made (2025)
- 1
- Average grant
- $500
- Median grant
- $500
- Total assets
- $100,830
- +0.9% 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 The John P and Joan S Boggess Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Westmoreland Co Food Bank ($500).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The John P and Joan S Boggess Charitable Trust gives
- In 2025 it paid out 21% 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
In 2025 it made 1 grant totaling $500.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Westmoreland Co Food Bank Delmont, PA | General | $500 |
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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 | $100,830 | $3,096 | $2,225 | $500 | 1 | $1,062 | $2,533 | $5,162 |
| 2024 | $99,959 | $99,959 | — | — | — | — | — | $403 |
Under IRS private-foundation payout rules, The John P and Joan S Boggess Charitable Trust reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The John P and Joan S Boggess Charitable Trust's only listed officer is Aligned Partners Trust Company, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
Aligned Partners Trust Company
Trustee
On filings since 2024
1 hr/week
$1K (2025)
Data from IRS Form 990 filings, 2024–2025. "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 $1K, to Aligned Partners Trust Company (Trustee).
Frequently asked questions about The John P and Joan S Boggess Charitable Trust
How much does The John P and Joan S Boggess Charitable Trust give each year?
The John P and Joan S Boggess Charitable Trust gave $500 across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
How large is The John P and Joan S Boggess Charitable Trust?
The John P and Joan S Boggess Charitable Trust reported $101K in total assets on its 2025 IRS Form 990-PF. It paid out $1K in qualifying distributions that year, against a required minimum of $5K (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.
Where does The John P and Joan S Boggess Charitable Trust operate?
The John P and Joan S Boggess Charitable Trust has awarded grants in Pennsylvania.
What is The John P and Joan S Boggess Charitable Trust's EIN?
The John P and Joan S Boggess Charitable Trust's EIN (Employer Identification Number) is 33-1697333. IRS Form 990 filing data is available on this page for 2024–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal year 2024
Explore Open Grants
Browse active grant opportunities in The John P and Joan S Boggess Charitable Trust's focus areas in our free grants database
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