The Heritage Resident Benefit Fund provides assistance to neighbor residents who are experiencing unanticipated financial hardship, enabling them to stay in our community.
Key facts about The Heritage Benefit Fund
In short: The Heritage Benefit Fund gave $19K across 1 grant in 2025 (avg $19K), mostly in Pennsylvania. Source: 2025 IRS Form 990.
- EIN
- 46-3929379
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $18,500
- Grants made (2025)
- 1
- Average grant
- $18,500
- Median grant
- $18,500
- Total assets
- $565,530
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$566K
+25.5% YoY
Annual Giving
$19K
Grant Count
1
Avg Grant Size
$19K
About The Heritage Benefit Fund
Based on IRS filings
The Heritage Benefit Fund is a public charity focused on Human Services, based in Reading, PA. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $566K in total assets. In 2025, it awarded 1 grant totaling $19K. Net investment income was $31K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 1 grant totaling $19K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Heritage at Green Hills ($19K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Heritage at Green Hills Reading, PA | to benefit the residents | $18,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $565,530 | $450,666 | $352,168 |
| Revenue | $110,483 | $128,649 | $97,345 |
| Expenses | $34,124 | $20,114 | $4,493 |
| Net Investment Income | $30,758 | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS June 21, 2026)
Leadership & Key People
Officers and directors from IRS filings
The Heritage Benefit Fund is led by Douglas Metcalfe, President on every filing since 2024; none of the 13 officers listed in 2025 report compensation.
Officers on the 2025 filing
Douglas Metcalfe
President
On filings since 2024
No compensation reported
Audrey Sterkin
Member
On filings since 2023
No compensation reported
Doug Walther
Non-Voting Member
On filings since 2023
No compensation reported
Gene Waltz
Past President
On filings since 2023
No compensation reported
Ivan Shibley
Member
On filings since 2023
No compensation reported
Kathie Holm
Member
On filings since 2023
No compensation reported
Michael Bucklin
Member
On filings since 2023
No compensation reported
Michael Poole
Treasurer
Member → Treasurer, 2025
On filings since 2023
No compensation reported
Richard Lewis
Vice President
Treasurer → Vice President, 2025
On filings since 2023
No compensation reported
Robert Kreitz
Member
On filings since 2023
No compensation reported
Rosemarie LaManna
Secretary
On filings since 2023
No compensation reported
Susan Jeffery
Non-Voting Member
New on the 2025 filing
No compensation reported
Susan Stalnecker
Member
New on the 2025 filing
No compensation reported
Former officers (3)
- Former: Bill Meek (2023–2024) — Vice President
- Former: Doug Metcalfe (2023) — President
- Former: Sue Stalnecker (2023) — Non-Voting Member
Data from IRS Form 990 filings, 2023–2025. "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 The Heritage Benefit Fund
How much does The Heritage Benefit Fund give each year?
The Heritage Benefit Fund gave $19K across 1 grant in 2025, according to its 2025 IRS Form 990.
How large is The Heritage Benefit Fund?
The Heritage Benefit Fund reported $566K in total assets on its 2025 IRS Form 990. Its revenue that year was $110K.
What is The Heritage Benefit Fund?
The Heritage Benefit Fund is a public charity focused on Human Services, based in Reading, PA. It holds $566K in total assets as of 2025.
Where does The Heritage Benefit Fund operate?
The Heritage Benefit Fund has awarded grants in Pennsylvania.
What is The Heritage Benefit Fund's EIN?
The Heritage Benefit Fund's EIN (Employer Identification Number) is 46-3929379. IRS Form 990 filing data is available on this page for 2023–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching The Heritage Benefit Fund by hand.
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