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
Under IRS private-foundation payout rules, George S Hellerick Jr Charitable Trust reported a distributable amount of $155K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Masonic Villages of the Grand Lodge of P ($49,926), Grand View Hospital ($49,926), St Matthews Evangelical Lutheran ($49,926).
| Recipient | Purpose | Amount |
|---|---|---|
| Masonic Villages of the Grand Lodge of P Elizabethtown, PA | GENERAL | $49,926 |
| Grand View Hospital Sellersville, PA | GENERAL | $49,926 |
| St Matthews Evangelical Lutheran Perkasie, PA | GENERAL | $49,926 |
| Shriners Hospitals for Children Atlanta, GA | GENERAL | $49,926 |
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
Frequently Asked Questions
What is 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. It holds $3.3M in total assets as of 2024.
How large is George S Hellerick Jr Charitable Trust?
As of 2024, George S Hellerick Jr Charitable Trust holds $3.3M in total assets with $264K in annual revenue. It awarded 4 grants totaling $200K in 2024.
Where does George S Hellerick Jr Charitable Trust operate?
George S Hellerick Jr Charitable Trust has awarded grants in Florida, Georgia, Pennsylvania.
What size grants does George S Hellerick Jr Charitable Trust award?
In 2024, George S Hellerick Jr Charitable Trust awarded 4 grants totaling $200K — an average of about $50K per grant, based on its IRS Form 990 filings.
How much is George S Hellerick Jr Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, George S Hellerick Jr Charitable Trust reported a distributable amount of $155K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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