The Mary J Heerdt Charitable Trust
The Mary J Heerdt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BLUE BELL, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $743K in total assets. In 2025, it awarded 9 grants totaling $74K. Net investment income was $115K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$743K
+0.0% YoY
Annual Giving
$74K
+34.7% YoY
Grant Count
9
-10.0% YoY
Avg Grant Size
$8K
+49.7% YoY
Under IRS private-foundation payout rules, The Mary J Heerdt Charitable Trust reported a distributable amount of $55K for 2025 — the minimum it must pay out in qualifying distributions.
About The Mary J Heerdt Charitable Trust
Based on IRS filings
The Mary J Heerdt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BLUE BELL, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $743K in total assets. In 2025, it awarded 9 grants totaling $74K. Net investment income was $115K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $743,183 | $743,183 | $733,013 |
| Revenue | $73,368 | $76,257 | $68,855 |
| Expenses | $77,900 | $66,087 | $52,559 |
| Qualifying Distributions | $77,900 | $66,087 | $4,199 |
| Net Investment Income | $115,151 | $4,850 | $79,324 |
| Distributable Amount | $54,849 | $50,263 | $53,560 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
Grant Size Distribution
51 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Bethany Christian Services ($20,000), Serge ($12,500), Philadelphia Montgomery Christian Academy ($11,150).
| Recipient | Purpose | Amount |
|---|---|---|
| ALPHA CARE PHILADELPHIA, PA | HEALTH CARE | $2,500 |
| BETHANY CHRISTIAN SERVICES JENKINTOWN, PA | SOCIAL SERVICES | $20,000 |
| CATHOLIC SOC SERV MISSNS B NEW YORK, NY | HEALTH CARE | $5,000 |
| CONGREGATIONAL CHURCH OF SALEM SALEM, CT | HAITI PEDIATRIC | $5,000 |
| CORNERSTONE PREP SCHOOL ACWORTH, GA | EDUCATION | $2,500 |
| OUR LITTLE ROSES MISSION SOCIETY MIAMI SHORES, FL | HEALTH, EDUCATION | $5,000 |
| PHILADELPHIA MONTGOMERY CHRISTIAN ACADEMY ERDENHEIM, PA | EDUCATION | $11,150 |
| SERGE JENKINTOWN, PA | BURUNDI PEDIATRIC HOSP | $12,500 |
| THE CITY SCHOOL PHILADELPHIA, PA | EDUCATION | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT J HEERDT | TRUSTEE | 3 | — |
| CATHERINE J STRUCK | TRUSTEE | 1 | — |
| HANNAH PORCELLA | TRUSTEE | 1 | — |
| LINDSEY STRUCK | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Mary J Heerdt Charitable Trust?
The Mary J Heerdt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BLUE BELL, PA. It holds $743K in total assets as of 2025.
How large is The Mary J Heerdt Charitable Trust?
As of 2025, The Mary J Heerdt Charitable Trust holds $743K in total assets with $73K in annual revenue. It awarded 9 grants totaling $74K in 2025.
Where does The Mary J Heerdt Charitable Trust operate?
The Mary J Heerdt Charitable Trust has awarded grants in Connecticut, Florida, Georgia, North Carolina, New Jersey, New York, Pennsylvania, Washington.
What size grants does The Mary J Heerdt Charitable Trust award?
In 2025, The Mary J Heerdt Charitable Trust awarded 9 grants totaling $74K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is The Mary J Heerdt Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Mary J Heerdt Charitable Trust reported a distributable amount of $55K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Mary J Heerdt Charitable Trust's EIN?
The Mary J Heerdt Charitable Trust's EIN (Employer Identification Number) is 23-7798748. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in The Mary J Heerdt Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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