Penn United Technologies Charitable Foundation
Penn United Technologies Charitable Foundation is a private foundation based in Cabot, Pennsylvania. Its 2024 filing reports grants primarily for personal hardship assistance to individual recipients.
Penn United Technologies Charitable Foundation at a glance
In short: Penn United Technologies Charitable Foundation gave $26K across 21 grants in 2024 (avg $1K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $26,250
- -39.7% vs 2023
- Grants made (2024)
- 21
- -43.2% vs 2023
- Average grant
- $1,250
- +6.2% vs 2023
- Median grant
- $1,000
- Total assets
- $118,558
- -18.2% vs 2023
- Primary geography
- Pennsylvania (94% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Penn United Technologies Charitable Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 799 North Pike Road, Cabot, PA 16023
Phone: (724) 352-1507
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Penn United Technologies Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Dave and Dana Mormak ($3K). Together the top 3 received $4K.
Organizations only. It also paid 18 grants to individuals ($22,000), which are not listed by name.
Grant Size Distribution
143 grants across all recorded years
The most common grant size was under $50K: 143 grants of 143 (100%).
Geographic Focus
Where this funder awards grants
In 2024, 94% of grant dollars went to recipients in Pennsylvania, 4% to Alaska, and 2% to Kentucky.
Grant Distribution by State
Share of 2024 grant dollars across all 21 itemized grants.
Cities
How Penn United Technologies Charitable Foundation gives
- Giving fell 33% from 2021 to 2024. Method
- In 2024 it paid out 405% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $21K (2020) to $64K (2022). In 2024 it made 21 grants totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 18 grants to individuals Recipients not named | — | $22,000 |
| Dave and Dana Mormak Butler, PA | Assistance with Personal Hardship | $2,500 |
| Kurt and Kala Ruffaner Butler P, PA | Assistance with Personal Hardship | $1,000 |
| Scott and Shannon Penfield St Marys, PA | Assistance with Personal Hardship | $750 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2024 | $118,558 | — | $26,350 | $26,250 | 21 | $26,250 | $6,488 |
| 2023 | $144,908 | $68,108 | $43,650 | $43,550 | 37 | $43,550 | $6,534 |
| 2022 | $120,450 | $46,014 | $63,650 | $63,500 | 38 | $63,500 | $6,366 |
| 2021 | $138,086 | $15,868 | $39,525 | $39,250 | 25 | $39,250 | $7,383 |
| 2020 | $161,743 | $80,232 | $20,800 | $20,650 | 22 | — | $6,502 |
Under IRS private-foundation payout rules, Penn United Technologies Charitable Foundation reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Grantmaking
In filing year 2024, the foundation made 21 grants totaling $26,250. Grant amounts ranged from $500 to $8,000, with a median of $1,000. The largest reported grant was $8,000 to an individual recipient for personal hardship assistance; other listed grants included $2,500, $2,000, and several grants of $1,000 for that purpose.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists William Jones as president; Michael Gore as secretary/treasurer; and Jerald Smathers and Dennis Muir as board members.
Penn United Technologies Charitable Foundation is led by William Jones, President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
William Jones
President
On filings since 2020
0.5 hrs/week
No compensation reported
Dennis Muir
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Jerald Smathers
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Michael Gore
Secretary & Treasurer
On filings since 2020
0.8 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Penn United Technologies Charitable Foundation
How much does Penn United Technologies Charitable Foundation give each year?
Penn United Technologies Charitable Foundation gave $26K across 21 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $44K across 37 grants.
What is Penn United Technologies Charitable Foundation's typical grant size?
Penn United Technologies Charitable Foundation's median grant in 2024 was $1,000, and its average grant was $1,250, across 21 grants on its 2024 IRS Form 990-PF.
Where does Penn United Technologies Charitable Foundation give grants?
Penn United Technologies Charitable Foundation gives mostly in Pennsylvania: 94% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does Penn United Technologies Charitable Foundation give general operating support?
Not in 2024: none of the 21 grants with a stated purpose on Penn United Technologies Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Assistance with Personal Hardship" (20 grants).
Who are Penn United Technologies Charitable Foundation's largest grantees?
Penn United Technologies Charitable Foundation's largest 2024 grantees include Dave and Dana Mormak ($2,500), Kurt and Kala Ruffaner ($1,000) and Scott and Shannon Penfield ($750), according to its 2024 IRS Form 990-PF. It also paid 18 grants to individuals ($22,000), which are not listed by name. Together they received 16% of its itemized 2024 grant dollars.
How large is Penn United Technologies Charitable Foundation?
Penn United Technologies Charitable Foundation reported $119K in total assets on its 2024 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets).
How do I apply for a grant from Penn United Technologies Charitable Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Penn United Technologies Charitable Foundation's EIN?
Penn United Technologies Charitable Foundation's EIN (Employer Identification Number) is 82-1643178. IRS Form 990 filing data is available on this page for 2020–2024.
Does Penn United Technologies Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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