Leo C Balzereit Tr Uunitrust
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.
Key facts about Leo C Balzereit Tr Uunitrust
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.
- EIN
- 23-6859847
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $431,000
- Grants made (2025)
- 17
- Average grant
- $25,353
- Median grant
- $25,000
- Primary geography
- Pennsylvania (50% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Quick answers 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 (4 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. Together they received 30% of its itemized 2025 grant dollars.
How Leo C Balzereit Tr Uunitrust gives
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.
Next steps with Leo C Balzereit Tr Uunitrust
- How to evaluate Leo C Balzereit Tr Uunitrust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$431K
-8.3% YoY
Grant Count
17
-19.0% YoY
Avg Grant Size
$25K
+13.3% 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.
Ready to take the next step with Leo C Balzereit Tr Uunitrust?
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
Share of all 17 itemized 2025 grant dollars.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- 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)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 19, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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 2025
Grant Size Distribution
108 grants across all recorded years
Giving History
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 |
| Heights Philadelphia Philadelphia, PA | COLLEGE SUCCESS PROGRAM | $25,000 |
| Children's Community School Inc Waterbury, CT | CHANGING LIVES THROUGH | $20,000 |
Leadership & Key People
Officers and directors from IRS filings
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
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 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?
**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…
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.