George S Hellerick Jr Charitable Trust
George S Hellerick Jr Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOUDERTON, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 4 grants totaling $200K. Net investment income was $264K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.3M
+2.8% YoY
Annual Giving
$200K
-1.6% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$50K
-1.6% YoY
About George S Hellerick Jr Charitable Trust
Based on IRS filings
George S Hellerick Jr Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOUDERTON, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 4 grants totaling $200K. Net investment income was $264K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,310,036 | $3,221,279 | $3,214,379 |
| Revenue | $264,009 | $238,591 | $276,121 |
| Expenses | $242,533 | $243,736 | $251,139 |
| Qualifying Distributions | $199,702 | $202,964 | $208,864 |
| Net Investment Income | $263,991 | $238,591 | $276,086 |
| Distributable Amount | $155,051 | $155,692 | $182,713 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Univest Bank | Trustee | 1 | $39,196 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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