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
Under IRS private-foundation payout rules, Leo C Balzereit Tr Uunitrust 1001-02-78 reported a distributable amount of $470K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Ready to take the next step with Leo C Balzereit Tr Uunitrust 1001-02-78?
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
Among its reported 2024 grants, the largest include Greenwoods Counseling Referrals Inc ($45,000), Milagro House ($45,000), Homeless Advocacy Project ($37,000).
| Recipient | Purpose | Amount |
|---|---|---|
| After School Arts Program Washington Depot, CT | THE METAMORPHOSIS PROJECT | $10,000 |
| Children's Community School Inc Waterbury, CT | CHANGING LIVES THROUGH | $20,000 |
| Elev8Hope Stuart, FL | BREAKING THE CHAINS | $10,000 |
| Family Crisis Center of Baltimore County Dundalk, MD | MITIGATING THE IMPACT | $25,000 |
| Family Promise Montco PA Ambler, PA | GENERAL OPERATING SUPPORT | $5,000 |
| Greenwoods Counseling Referrals Inc Litchfield, CT | ACCESSIBLE, AFFORDABLE | $45,000 |
| Homeless Advocacy Project Philadelphia, PA | SSI OUTREACH, ACCESS AND | $37,000 |
| Milagro House Lancaster, PA | BREAKING THE CYCLE | $45,000 |
| Sanctuary for Families Inc New York, NY | CHILDREN AND FAMILY | $20,000 |
| Support Center for Child Advocates Philadelphia, PA | EMPOWERING OLDER YOUTH | $20,000 |
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
Frequently Asked Questions
What does Leo C Balzereit Tr Uunitrust 1001-02-78 fund?
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
How do I apply for a grant from Leo C Balzereit Tr Uunitrust 1001-02-78?
**Grant Activity:** The trust distributed $470,000 in total giving in 2024, making grants to 21 organizations. Recent grants include: • Milagro House: $45,000 (Breaking the Cycle program) • Greenwoods Counseling and Referrals: $45,000 (Accessible, Affordable program) • Homeless Advocacy Project: $37,000 (SSI Outreach, Access and program) • Children's Advocacy Center of Delaware: $20,000 (Forensic Interviews) **Grant Range:** Typical awards range from $5,000 to $55,000. **Types of Support:** Pro…
Where does Leo C Balzereit Tr Uunitrust 1001-02-78 make grants?
The trust primarily supports nonprofit organizations in: • Litchfield County, Connecticut • Philadelphia, Pennsylvania metropolitan area • New York • Pennsylvania (statewide)
What size grants does Leo C Balzereit Tr Uunitrust 1001-02-78 award?
In 2024, Leo C Balzereit Tr Uunitrust 1001-02-78 awarded 21 grants totaling $470K — an average of about $22K per grant, based on its IRS Form 990 filings.
How much is Leo C Balzereit Tr Uunitrust 1001-02-78 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Leo C Balzereit Tr Uunitrust 1001-02-78 reported a distributable amount of $470K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Leo C Balzereit Tr Uunitrust 1001-02-78's EIN?
Leo C Balzereit Tr Uunitrust 1001-02-78's EIN (Employer Identification Number) is 23-6859847. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.