The New York State Capitol

Form 990-PFTax year 2025EIN 23-6923977

Haldeman S Wertz Ta

A private foundation in Buffalo, NY. Its return for tax year 2025 lists 9 grants and $18,240 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $18,240

    Grants listed
    9
    Assets, end of year
    $317,087
  • Tax year 2024

    $17,482

    Grants listed
    9
    Assets, end of year
    $313,699
  • Tax year 2023

    $18,775

    Grants listed
    9
    Assets, end of year
    $315,067
  • Tax year 2022

    $21,343

    Grants listed
    9
    Assets, end of year
    $326,043
  • Tax year 2021

    $22,076

    Grants listed
    9
    Assets, end of year
    $337,770
  • Tax year 2020

    $20,918

    Grants listed
    9
    Assets, end of year
    $345,206
  • Tax year 2019

    $21,099

    Grants listed
    9
    Assets, end of year
    $361,957
  • Tax year 2018

    $20,564

    Grants listed
    9
    Assets, end of year
    $375,965

Grants paid in 2025

9 grants, largest first

As listed on the return.

  1. Martin Memorial Library Susan Linton - Finance DirectorYork, PA

    Support

    $3,420
  2. York College of PennsylvaniaYork, PA

    Support

    $3,420
  3. The Margaret E Moul HomeYork, PA

    Support

    $3,420
  4. Strand-Capitol Performing Arts CtrYork, PA

    Performing arts support

    $3,420
  5. St Paul's Lutheran ChurchYork, PA

    Support

    $912
  6. York County SPCAYork, PA

    Support

    $912
  7. St Paul Lutheran ChurchNewport, PA

    Social ministries support

    $912
  8. Trinity Lutheran ChurchWrightsville, PA

    Social ministries support

    $912
  9. York County Community FoundationYork, PA

    Support

    $912

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education1 grant $3,42050% of the total
  2. Human services1 grant $3,42050% of the total

By State

Grants to organizations with a US address, latest year.

  1. Pennsylvania9 grants $18,240

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • M T Trust CompanyTRUSTEE Hours 1Pay $6,662

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Konov Trust Art 6Buffalo, NY 6 grants Preselected only $18,087 giving
  2. Howard & Grayce Bendixen Memorial FundBuffalo, NY 3 grants Accepts applications $18,450 giving
  3. Hollabaugh Dean W TUWBuffalo, NY 2 grants Preselected only $18,000 giving
  4. Irvin E Herr FoundationBuffalo, NY 11 grants Accepts applications $18,600 giving
  5. William B Hammond II TaBuffalo, NY 1 grant Preselected only $19,884 giving