Charles H Hoeflich Charitable Trust FBO Penn
Charles H Hoeflich Charitable Trust FBO Penn is a private foundation, based in Souderton, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $512K in total assets. In 2025, it awarded 1 grant totaling $28K. Net investment income was $41K.
Charles H Hoeflich Charitable Trust FBO Penn at a glance
In short: Charles H Hoeflich Charitable Trust FBO Penn gave $28K across 1 grant in 2025 (avg $28K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $28,342
- -39.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $28,342
- -39.2% vs 2024
- Median grant
- $28,342
- Total assets
- $511,922
- +1.8% 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 Charles H Hoeflich Charitable Trust FBO Penn funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Penn Foundation ($28K).
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 Charles H Hoeflich Charitable Trust FBO Penn gives
- Giving held roughly steady from 2022 to 2025 (−7%). 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 $12K (2023) to $47K (2024). In 2025 it made 1 grant totaling $28K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Penn Foundation Sellersville, PA | General | $28,342 |
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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 | $511,922 | $40,893 | $32,021 | $28,342 | 1 | $28,342 | $40,853 | $29,728 |
| 2024 | $502,678 | $33,174 | $50,171 | $46,608 | 1 | $46,608 | $33,148 | $28,872 |
| 2023 | $511,044 | $13,560 | $17,527 | $12,488 | 1 | $12,488 | $13,459 | $26,941 |
| 2022 | $508,218 | $40,517 | $34,041 | $30,428 | 1 | $30,428 | $40,512 | $26,732 |
| 2021 | $504,238 | $54,730 | $31,449 | $27,433 | 1 | $27,433 | $54,730 | $30,769 |
| 2020 | $479,353 | $38,754 | $29,848 | $26,465 | 1 | — | $38,749 | $25,978 |
Under IRS private-foundation payout rules, Charles H Hoeflich Charitable Trust FBO Penn reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles H Hoeflich Charitable Trust FBO Penn'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) → $3K (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 $3K, to Univest Bank (Trustee).
Frequently asked questions about Charles H Hoeflich Charitable Trust FBO Penn
How much does Charles H Hoeflich Charitable Trust FBO Penn give each year?
Charles H Hoeflich Charitable Trust FBO Penn gave $28K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $47K across 1 grant.
How large is Charles H Hoeflich Charitable Trust FBO Penn?
Charles H Hoeflich Charitable Trust FBO Penn reported $512K in total assets on its 2025 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $30K (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 Charles H Hoeflich Charitable Trust FBO Penn operate?
Charles H Hoeflich Charitable Trust FBO Penn has awarded grants in Pennsylvania.
What is Charles H Hoeflich Charitable Trust FBO Penn's EIN?
Charles H Hoeflich Charitable Trust FBO Penn's EIN (Employer Identification Number) is 38-7058344. 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
Live grants for the work Charles H Hoeflich Charitable Trust FBO Penn funds
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