Heizmann Lewis J Trust Uw

PITTSBURGH, PA EIN: 23-6603499

Heizmann Lewis J Trust Uw is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $264K in total assets. In 2024, it awarded 1 grants totaling $13K. Net investment income was $15K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$264K

+0.1% YoY

Annual Giving

$13K

-6.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$13K

-6.9% YoY

Under IRS private-foundation payout rules, Heizmann Lewis J Trust Uw reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.

About Heizmann Lewis J Trust Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $72K (100%)

States

Pennsylvania

Cities

Reading

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$264,419	$264,170	$278,322
Revenue	$18,996	$5,492	$28,148
Expenses	$18,732	$19,643	$23,058
Qualifying Distributions	$15,485	$16,283	$19,384
Net Investment Income	$15,472	$2,523	$24,952
Distributable Amount	$15,516	$14,374	$14,783

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Historical Society of Berks County ($13,321).

Recipient	Purpose	Amount
HISTORICAL SOCIETY OF BERKS COUNTY READING, PA	GENERAL OPERATING PURPOSES	$13,321

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BNY MELLON N A	TRUSTEE	1	$5,411

Frequently Asked Questions

How large is Heizmann Lewis J Trust Uw?

As of 2024, Heizmann Lewis J Trust Uw holds $264K in total assets with $19K in annual revenue. It awarded 1 grants totaling $13K in 2024.

Where does Heizmann Lewis J Trust Uw operate?

Heizmann Lewis J Trust Uw has awarded grants in Pennsylvania.

What size grants does Heizmann Lewis J Trust Uw award?

In 2024, Heizmann Lewis J Trust Uw awarded 1 grants totaling $13K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is Heizmann Lewis J Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Heizmann Lewis J Trust Uw reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.