George S Hellerick Jr Charitable Trust
George S Hellerick Jr Charitable Trust is a private foundation, based in Souderton, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.5M in total assets. In 2025, it awarded 4 grants totaling $178K. Net investment income was $400K.
Key facts about George S Hellerick Jr Charitable Trust
In short: George S Hellerick Jr Charitable Trust gave $178K across 4 grants in 2025 (avg $45K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- EIN
- 23-6829210
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $178,156
- Grants made (2025)
- 4
- Average grant
- $44,539
- Median grant
- $44,539
- Total assets
- $3,452,544
- Primary geography
- Pennsylvania (75% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.5M
+4.3% YoY
Annual Giving
$178K
-10.8% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$45K
-10.8% YoY
Under IRS private-foundation payout rules, George S Hellerick Jr Charitable Trust reported a distributable amount of $201K for 2025 — the minimum it must pay out in qualifying distributions.
How George S Hellerick Jr Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 89% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $178K (2025) to $209K (2022). In 2025 it made 4 grants totaling $178K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Masonic Villages of the Grand Lodge of P ($45K). Together the top 4 received $178K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 12 grants of 20 (60%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Masonic Villages of the Grand Lodge of P Elizabethtown, PA | General | $44,539 |
| Grand View Hospital Sellersville, PA | General | $44,539 |
| St Matthews Evangelical Lutheran Perkasie, PA | General | $44,539 |
| Shriners Hospitals for Children Atlanta, GA | General | $44,539 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,452,544 | $3,310,036 | $3,221,279 |
| Revenue | $400,589 | $264,009 | $238,591 |
| Expenses | $221,067 | $242,533 | $243,736 |
| Qualifying Distributions | $178,156 | $199,702 | $202,964 |
| Net Investment Income | $400,327 | $263,991 | $238,591 |
| Distributable Amount | $200,629 | $155,051 | $155,692 |
Data update history
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)
Leadership & Key People
Officers and directors from IRS filings
George S Hellerick Jr Charitable Trust'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
$35K (2020) → $42K (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 $42K, to Univest Bank (Trustee).
Frequently asked questions about George S Hellerick Jr Charitable Trust
How much does George S Hellerick Jr Charitable Trust give each year?
George S Hellerick Jr Charitable Trust gave $178K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 4 grants.
What is George S Hellerick Jr Charitable Trust's typical grant size?
George S Hellerick Jr Charitable Trust's median grant in 2025 was $44,539, and its average grant was $44,539, across 4 grants on its 2025 IRS Form 990-PF.
Where does George S Hellerick Jr Charitable Trust give grants?
George S Hellerick Jr Charitable Trust gives mostly in Pennsylvania: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Georgia (25%).
Does George S Hellerick Jr Charitable Trust give general operating support?
Yes: 100% of George S Hellerick Jr Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is George S Hellerick Jr Charitable Trust?
George S Hellerick Jr Charitable Trust reported $3.5M in total assets on its 2025 IRS Form 990-PF. It paid out $178K in qualifying distributions that year, against a required minimum of $201K (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 George S Hellerick Jr Charitable Trust's EIN?
George S Hellerick Jr Charitable Trust's EIN (Employer Identification Number) is 23-6829210. 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.
Here's the math on researching George S Hellerick Jr Charitable Trust by hand.
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