Leo C Balzereit Tr Uunitrust 1001-02-78
The Leo C Balzereit Charitable Remainder Unitrust 1001-02-78 is a private foundation based in Philadelphia, Pennsylvania. Established in 2013, it operates as a 501(c)(3) charitable organization with tax-exempt status. The trust is administered by Glenmede Trust Company NA, located at 1650 Market Street in Philadelphia.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+1.3% YoY
Annual Giving
$470K
-5.1% YoY
Grant Count
21
-4.5% YoY
Avg Grant Size
$22K
-0.5% YoY
Mission & Focus Areas
The trust primarily supports nonprofit organizations serving general charitable purposes, with particular emphasis on:
- Education
- Social services and family/youth services
- Domestic violence prevention
- Human services
- Philanthropy, voluntarism, and grantmaking
Grantmaking
The trust distributed $470,000 in total giving in 2024, making grants to 21 organizations. Recent grants include:
Grant Range
** Typical awards range from $5,000 to $55,000.
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Geographic Focus
Where this funder awards grants
The trust primarily supports nonprofit organizations in:
- Litchfield County, Connecticut
- Philadelphia, Pennsylvania metropolitan area
- New York
- Pennsylvania (statewide)
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $2,789,158
- Total Revenues: $566,975
- Total Expenses: $525,521
- Total Liabilities: $0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,789,158 | $2,752,051 | $2,858,566 |
| Revenue | $566,975 | $448,383 | $622,353 |
| Expenses | $525,521 | $553,041 | $603,289 |
| Qualifying Distributions | $495,332 | $520,106 | $567,836 |
| Net Investment Income | $540,840 | $422,588 | $595,657 |
| Distributable Amount | $470,206 | $466,555 | $477,347 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
92 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THE GLENMEDE TRUST COMPANY N A | TRUSTEE | 5 | $50,664 |
| JANE WHITNEY GRUSON | TRUSTEE | 1 | — |
| LEO G BALZEREIT | TRUSTEE | 1 | — |
Contact Information
- Telephone: 215-419-6000
- Address: Glenmede Trust Co NA, 1650 Market Street, Philadelphia, PA 19103
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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