Lancaster Heart Assoc Trust 47f052014

LANCASTER, PA EIN: 20-5839672

Lancaster Heart Assoc Trust 47f052014 is a private foundation, based in LANCASTER, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 1 grants totaling $166K. Net investment income was $226K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.0M

+2.1% YoY

Annual Giving

$166K

+1.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$166K

+1.5% YoY

Under IRS private-foundation payout rules, Lancaster Heart Assoc Trust 47f052014 reported a distributable amount of $162K for 2024 — the minimum it must pay out in qualifying distributions.

About Lancaster Heart Assoc Trust 47f052014

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $826K (100%)

States

Florida

Cities

St Petersburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,034,950	$2,973,291	$3,047,408
Revenue	$254,961	$117,503	$107,144
Expenses	$196,733	$192,280	$208,317
Qualifying Distributions	$166,024	$163,516	$175,312
Net Investment Income	$225,701	$89,860	$78,763
Distributable Amount	$161,538	$149,801	$154,788

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 American Heart Association ($166,024).

Recipient	Purpose	Amount
AMERICAN HEART ASSOCIATION ST PETERSBURG, FL	PREVENTION & TREATMENT OF	$166,024

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FULTON BANK N A	TRUSTEE	—	$28,671

Frequently Asked Questions

How large is Lancaster Heart Assoc Trust 47f052014?

As of 2024, Lancaster Heart Assoc Trust 47f052014 holds $3.0M in total assets with $255K in annual revenue. It awarded 1 grants totaling $166K in 2024.

Where does Lancaster Heart Assoc Trust 47f052014 operate?

Lancaster Heart Assoc Trust 47f052014 has awarded grants in Florida.

What size grants does Lancaster Heart Assoc Trust 47f052014 award?

In 2024, Lancaster Heart Assoc Trust 47f052014 awarded 1 grants totaling $166K — an average of about $166K per grant, based on its IRS Form 990 filings.

How much is Lancaster Heart Assoc Trust 47f052014 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lancaster Heart Assoc Trust 47f052014 reported a distributable amount of $162K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lancaster Heart Assoc Trust 47f052014's EIN?

Lancaster Heart Assoc Trust 47f052014's EIN (Employer Identification Number) is 20-5839672. IRS Form 990 filing data is available on this page for 2020–2024.