Leo C Balzereit Tr Uunitrust
Leo C Balzereit Tr Uunitrust is a private foundation based in Philadelphia, Pennsylvania. Its 2025 filing reports grants to organizations working in areas including mental health care, housing and homelessness, education, family services, and child advocacy.
Leo C Balzereit Tr Uunitrust at a glance
In short: Leo C Balzereit Tr Uunitrust gave $431K across 17 grants in 2025 (avg $25K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $431,000
- -8.3% vs 2024
- Grants made (2025)
- 17
- -19.0% vs 2024
- Average grant
- $25,353
- +13.3% vs 2024
- Median grant
- $25,000
- Total assets
- $2,877,698
- +3.2% vs 2024
- Primary geography
- Pennsylvania (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Leo C Balzereit Tr Uunitrust
- How to Apply
-
The filing lists Andrew Slade as the contact, says no form or materials are required, and lists no restrictions on awards.
- Review Cycle
- December 31, as listed on the 2025 filing; this date has passed.
- Deadline
- December 31, as listed on the 2025 filing; this date has passed.
- Contact
Application contact: Andrew Slade
Mailing address: The Glenmede Trust Co Na 1650 M, Philadelphia, PA 19103
Phone: (215) 419-6000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Leo C Balzereit Tr Uunitrust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Greenwoods Counseling Referrals Inc ($45K). Together the top 10 received $311K.
Organizations only. It also paid 1 grant to individuals ($25,000), which are not listed by name.
Grant Size Distribution
108 grants across all recorded years
The most common grant size was under $50K: 105 grants of 108 (97%).
Geographic Focus
Where this funder awards grants
In 2025, grant dollars went to recipients in Pennsylvania (50%), Connecticut (23%), New York (19%), Delaware (5%), and Maryland (3%).
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
Cities
How Leo C Balzereit Tr Uunitrust gives
- 88% of 2025 grantees were also funded in 2024. Method
- Giving fell 20% from 2022 to 2025. Method
- In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $431K (2025) to $542K (2022). In 2025 it made 17 grants totaling $431K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Greenwoods Counseling Referrals Inc Litchfield, CT | Accessible, Affordable | $45,000 |
| Milagro House Lancaster, PA | Breaking the Cycle | $45,000 |
| Homeless Advocacy Project Philadelphia, PA | Ssi Outreach, Access and | $41,000 |
| Ackerman Institute for the Family New York, NY | Improving Mental Health | $35,000 |
| Homeward NYC New York, NY | Programs & Direct Services | $30,000 |
| Connecticut Coalition Against Domestic Glastonbury, CT | Economic Security | $25,000 |
| Community Action Partnership of Lancaster, PA | Children's Program | $25,000 |
| Education Law Center - PA Philadelphia, PA | Statewide Education | $25,000 |
| 1 grant to individuals Recipients not named | — | $25,000 |
| Children's Community School Inc Waterbury, CT | Changing Lives Through | $20,000 |
Ready to take the next step with Leo C Balzereit Tr Uunitrust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,877,698 | $573,210 | $490,034 | $431,000 | 17 | $454,556 | $547,060 | $438,250 |
| 2024 | $2,789,158 | $566,975 | $525,521 | $470,000 | 21 | $495,332 | $540,840 | $470,206 |
| 2023 | $2,752,051 | $448,383 | $553,041 | $495,000 | 22 | $520,106 | $422,588 | $466,555 |
| 2022 | $2,858,566 | $622,353 | $603,289 | $542,000 | 25 | $567,836 | $595,657 | $477,347 |
| 2021 | $2,841,533 | $705,137 | $531,376 | $473,000 | 23 | $499,299 | $678,006 | $492,969 |
| 2020 | $2,667,579 | $684,039 | $487,901 | $440,000 | 1 | — | $659,547 | $434,709 |
| 2019 | $2,470,241 | $238,854 | $524,444 | $453,000 | 1 | — | $215,210 | $445,227 |
Under IRS private-foundation payout rules, Leo C Balzereit Tr Uunitrust reported a distributable amount of $438K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for organizations whose stated work includes mental health care, services for women and children experiencing homelessness, free civil legal services for people experiencing homelessness, and access to quality public education in Pennsylvania.
Other supported organizations describe their work as advocating for children affected by abuse and neglect, laying foundations for urban students’ educational success, and building pathways to college and career success for low-income, Black and Brown, and first-generation-to-college students.
Grantmaking
In 2025, the foundation made 17 grants totaling $431,000. Grants ranged from $10,000 to $45,000, with a median of $25,000. It made 21 grants totaling $470,000 in 2024 and 22 grants totaling $495,000 in 2023.
Notable 2025 grants included $45,000 each to Greenwoods Counseling & Referrals and Milagro House, $41,000 to Homeless Advocacy Project, $35,000 to Ackerman Institute for the Family, and $30,000 to Homeward NYC. Other grants included $25,000 to Education Law Center - PA and $20,000 each to Children’s Community School and Support Center for Child Advocates.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists The Glenmede Trust Company N A, Jane Whitney Gruson, and Leo G Balzereit as trustees.
Leo C Balzereit Tr Uunitrust's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
The Glenmede Trust Company N A
Trustee
On filings since 2019
5 hrs/week
$47K (2019) → $47K (2025)
Jane Whitney Gruson
Trustee
On filings since 2019
1 hr/week
No compensation reported
Leo G. Balzereit
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $47K, to The Glenmede Trust Company N a (Trustee).
Frequently asked questions about Leo C Balzereit Tr Uunitrust
How much does Leo C Balzereit Tr Uunitrust give each year?
Leo C Balzereit Tr Uunitrust gave $431K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $470K across 21 grants.
What is Leo C Balzereit Tr Uunitrust's typical grant size?
Leo C Balzereit Tr Uunitrust's median grant in 2025 was $25,000, and its average grant was $25,353, across 17 grants on its 2025 IRS Form 990-PF.
Where does Leo C Balzereit Tr Uunitrust give grants?
Leo C Balzereit Tr Uunitrust gives mostly in Pennsylvania: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Connecticut (23%) and New York (19%). The most frequent recipient cities were Philadelphia, PA (3 grants), New York, NY (3 grants) and Lancaster, PA (2 grants).
Does Leo C Balzereit Tr Uunitrust give general operating support?
Not in 2025: none of the 17 grants with a stated purpose on Leo C Balzereit Tr Uunitrust's 2025 IRS Form 990-PF were described as general or operating support.
Who are Leo C Balzereit Tr Uunitrust's largest grantees?
Leo C Balzereit Tr Uunitrust's largest 2025 grantees include Greenwoods Counseling Referrals Inc ($45,000), Milagro House ($45,000) and Homeless Advocacy Project ($41,000), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($25,000), which are not listed by name. Together they received 30% of its itemized 2025 grant dollars.
How large is Leo C Balzereit Tr Uunitrust?
Leo C Balzereit Tr Uunitrust reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $455K in qualifying distributions that year, against a required minimum of $438K (roughly 5% of its investment assets).
What does Leo C Balzereit Tr Uunitrust fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from Leo C Balzereit Tr Uunitrust?
The filing lists Andrew Slade as the contact, says no form or materials are required, and lists no restrictions on awards. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Leo C Balzereit Tr Uunitrust's EIN?
Leo C Balzereit Tr Uunitrust's EIN (Employer Identification Number) is 23-6859847. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 19, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
Live grants for the work Leo C Balzereit Tr Uunitrust funds
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Cite this profile
Grantable. (2026). Leo C Balzereit Tr Uunitrust funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/leo-c-balzereit-tr-uunitrust-morg_d2172f4fb26a4a02b3c34108cc91c4cc
BibTeX
@misc{grantable_236859847_2026,
author = {{Grantable}},
title = {{Leo C Balzereit Tr Uunitrust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/leo-c-balzereit-tr-uunitrust-morg_d2172f4fb26a4a02b3c34108cc91c4cc},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Leo C Balzereit Tr Uunitrust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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