Bernard W Loeb Charitable Trust Xxxxxxxx
Bernard W Loeb Charitable Trust Xxxxxxxx is a private foundation focused on religion, based in Souderton, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $148K in total assets. In 2025, it awarded 1 grant totaling $8K. Net investment income was $7K.
Bernard W Loeb Charitable Trust Xxxxxxxx at a glance
In short: Bernard W Loeb Charitable Trust Xxxxxxxx gave $8K across 1 grant in 2025 (avg $8K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,748
- -4.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $7,748
- -4.4% vs 2024
- Median grant
- $7,748
- Total assets
- $147,807
- -3.8% 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 September 2026.
Who Bernard W Loeb Charitable Trust Xxxxxxxx funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Jerusalem Evangelical Lutheran Church ($8K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (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 Bernard W Loeb Charitable Trust Xxxxxxxx gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 95% 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 2020 to 2025, annual grant giving ranged from $8K (2025) to $9K (2022). In 2025 it made 1 grant totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jerusalem Evangelical Lutheran Church Schwenksville, PA | General | $7,748 |
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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 | $147,807 | $7,231 | $12,529 | $7,748 | 1 | $7,748 | $7,231 | $8,126 |
| 2024 | $153,691 | $39,967 | $12,216 | $8,104 | 1 | $8,104 | $39,967 | $7,422 |
| 2023 | $140,767 | $7,161 | $12,974 | $8,364 | 1 | $8,364 | $7,161 | $7,190 |
| 2022 | $134,051 | $6,139 | $12,277 | $8,648 | 1 | $8,648 | $6,139 | $7,513 |
| 2021 | $139,732 | $18,271 | $11,963 | $8,009 | 1 | $8,009 | $18,271 | $8,588 |
| 2020 | $132,335 | $1,524 | $12,187 | $7,987 | 1 | — | $2,078 | $7,543 |
Under IRS private-foundation payout rules, Bernard W Loeb Charitable Trust Xxxxxxxx reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bernard W Loeb Charitable Trust Xxxxxxxx's only listed officer is Univest Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Univest Bank
Trustee
On filings since 2020
1 hr/week
$3K (2020) → $4K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $4K, to Univest Bank (Trustee).
Frequently asked questions about Bernard W Loeb Charitable Trust Xxxxxxxx
How much does Bernard W Loeb Charitable Trust Xxxxxxxx give each year?
Bernard W Loeb Charitable Trust Xxxxxxxx gave $8K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 1 grant.
How large is Bernard W Loeb Charitable Trust Xxxxxxxx?
Bernard W Loeb Charitable Trust Xxxxxxxx reported $148K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $8K (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 Bernard W Loeb Charitable Trust Xxxxxxxx?
Bernard W Loeb Charitable Trust Xxxxxxxx is a private foundation focused on religion, based in Souderton, PA. It holds $148K in total assets as of 2025.
Where does Bernard W Loeb Charitable Trust Xxxxxxxx operate?
Bernard W Loeb Charitable Trust Xxxxxxxx has awarded grants in Pennsylvania.
What is Bernard W Loeb Charitable Trust Xxxxxxxx's EIN?
Bernard W Loeb Charitable Trust Xxxxxxxx's EIN (Employer Identification Number) is 38-7161685. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
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