Boerger Family Charitable Trust
EIN 901250974
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$700K
41 grants · $175K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$20K
typical small grants · $10K–$20K
grant size
71%
deep partner · 15/21 multi-year
repeat
$4.9M
Assets (2023)
21
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(609) 274-6834
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $3.3M | $136K | N/A |
| 2020 | $260K | $5.3M | $204K | 12 |
| 2022 | $215K | $4.6M | $121K | 14 |
| 2023 | $225K | $4.9M | $214K | 15 |
Grant Size Distribution
Based on 41 grants on record
Minimum
$5K
25th Pctl
$10K
Median
$20K
Average
$17K
75th Pctl
$20K
Maximum
$30K
Geographic Distribution
Officers & Directors
DB
Diane Boerger
2 yrs
Co-Trustee
BA
Bank of America N a
4+ yrs
Trustee
BA
Bank of America N a
4+ yrs
Co-Trustee
DB
Diane Boerger
2 yrs
Co-Trustee
BA
Bank of America N a
4+ yrs
Trustee
BA
Bank of America N a
4+ yrs
Trustee
Grants Awarded (41 total)
| Purpose | ||||
|---|---|---|---|---|
| Philabundance | Philadelphia, PA | $30,000 | GENERAL OPERATING | 2020 |
| American Red Cross | Boone, IA | $30,000 | GENERAL OPERATING | 2020 |
| American Red Cross | Boone, IA | $30,000 | GENERAL OPERATING | 2023 |
| St Labre Indian School | Ashland, MT | $30,000 | GENERAL OPERATING | 2023 |
| American Red Cross | Boone, IA | $30,000 | GENERAL OPERATING | 2022 |
| Guiding Eyes For The Blind Inc | Yorktown Hts, NY | $25,000 | GENERAL OPERATING | 2020 |
| Multiple Sclerosis Assoc of America | Cherry Hill, NJ | $25,000 | GENERAL OPERATING | 2020 |
| The Salvation Army | West Nyack, NY | $25,000 | GENERAL OPERATING | 2023 |
| The Salvation Army | West Nyack, NY | $25,000 | GENERAL OPERATING | 2022 |
| St Labre Indian School | Ashland, MT | $25,000 | GENERAL OPERATING | 2022 |
| Morris Animal Foundation | Denver, CO | $20,000 | GENERAL OPERATING PURPOSES | 2020 |
| The Seeing Eye Inc | Morristown, NJ | $20,000 | GENERAL OPERATING | 2020 |
| A Womans Place | Doylestown, PA | $20,000 | GENERAL OPERATING | 2020 |
| Newtown Ambulance Squad | Newtown, PA | $20,000 | GENERAL OPERATING | 2020 |
| Newtown Fire Association | Newtown, PA | $20,000 | GENERAL OPERATING | 2020 |
| The Addisville Reformed Church | Richboro, PA | $20,000 | GENERAL OPERATING | 2020 |
| St Labre Indian School | Ashland, MT | $20,000 | GENERAL OPERATING | 2020 |
| St Johnsbury Athenaeum Inc | St Johnsbury, VT | $20,000 | GENERAL OPERATING | 2023 |
| Guiding Eyes for the Blind Inc | Yorktown Hts, NY | $20,000 | GENERAL OPERATING | 2023 |
| National Multiple Sclerosis Society | New York, NY | $20,000 | GENERAL OPERATING | 2023 |
| Philabundance | Philadelphia, PA | $20,000 | GENERAL OPERATING | 2023 |
| St Johnsbury Athenaeum Inc | St Johnsbury, VT | $20,000 | GENERAL OPERATING | 2022 |
| Guiding Eyes for the Blind Inc | Yorktown Hts, NY | $20,000 | GENERAL OPERATING | 2022 |
| National Multiple Sclerosis Society | New York, NY | $20,000 | GENERAL OPERATING | 2022 |
| Woods Services Inc | Langhorne, PA | $20,000 | GENERAL OPERATING | 2022 |