Health Care and Education Trust Dated March 2 2011
Health Care and Education Trust Dated March 2 2011 is a private foundation, based in Fort Washington, PA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 1 grant totaling $207K.
Health Care and Education Trust Dated March 2 2011 at a glance
In short: Health Care and Education Trust Dated March 2 2011 gave $207K across 1 grant in 2021 (avg $207K), mostly in Pennsylvania. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $207,374
- Grants made (2021)
- 1
- Average grant
- $207,374
- Median grant
- $207,374
- Primary geography
- Pennsylvania (100% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated September 2026.
Who Health Care and Education Trust Dated March 2 2011 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2021
The largest 2021 recipient was Abington Health Foundation ($207K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $100–250K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2021 grant dollars on its one itemized grant.
States
Cities
How Health Care and Education Trust Dated March 2 2011 gives
- In 2021 it paid out well above its IRS minimum distribution (the 5% rule). 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
In 2021 it made 1 grant totaling $207K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Abington Health Foundation Abington, PA | To support the charitible purpose of the abington health foundation. | $207,374 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2021 | — | $190,562 | $207,374 | $207,374 | 1 | $207,374 | $451 |
| 2020 | $16,812 | — | $155 | — | — | — | $832 |
Under IRS private-foundation payout rules, Health Care and Education Trust Dated March 2 2011 reported a distributable amount of $451 for 2021 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Health Care and Education Trust Dated March 2 2011 is led by Margaret Lyon, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2021 filing
Margaret Lyon
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Health Care and Education Trust Dated March 2 2011
How much does Health Care and Education Trust Dated March 2 2011 give each year?
Health Care and Education Trust Dated March 2 2011 gave $207K across 1 grant in 2021, according to its 2021 IRS Form 990-PF.
Where does Health Care and Education Trust Dated March 2 2011 operate?
Health Care and Education Trust Dated March 2 2011 has awarded grants in Pennsylvania.
How much is Health Care and Education Trust Dated March 2 2011 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, Health Care and Education Trust Dated March 2 2011 reported a distributable amount of $451 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Health Care and Education Trust Dated March 2 2011's EIN?
Health Care and Education Trust Dated March 2 2011's EIN (Employer Identification Number) is 45-6182332. IRS Form 990 filing data is available on this page for 2020–2021.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- IRS filings on file for fiscal years 2020–2021
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