The Mary J Heerdt Charitable Trust
The Mary J Heerdt Charitable Trust is a private foundation, 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.
The Mary J Heerdt Charitable Trust at a glance
In short: The Mary J Heerdt Charitable Trust gave $74K across 9 grants in 2025 (avg $8K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $73,650
- +34.7% vs 2024
- Grants made (2025)
- 9
- -10.0% vs 2024
- Average grant
- $8,183
- +49.7% vs 2024
- Median grant
- $5,000
- Total assets
- $743,183
- +0.0% vs 2024
- Primary geography
- Pennsylvania (76% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Mary J Heerdt Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Bethany Christian Services ($20K). Together the top 9 received $74K.
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 51 grants of 51 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How The Mary J Heerdt Charitable Trust gives
- Giving grew 51% from 2022 to 2025. Method
- In 2025 it paid out 142% 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 2021 to 2025, annual grant giving ranged from $40K (2021) to $74K (2025). In 2025 it made 9 grants totaling $74K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bethany Christian Services Jenkintown, PA | Social Services | $20,000 |
| Serge Jenkintown, PA | Burundi Pediatric Hosp | $12,500 |
| Philadelphia Montgomery Christian Academy Erdenheim, PA | Education | $11,150 |
| The City School Philadelphia, PA | Education | $10,000 |
| Catholic Soc Serv Missns B New York, NY | Health Care | $5,000 |
| Congregational Church of Salem Salem, CT | Haiti Pediatric | $5,000 |
| Our Little Roses Mission Society Miami Shores, FL | Health, Education | $5,000 |
| Alpha Care Philadelphia, PA | Health Care | $2,500 |
| Cornerstone Prep School Acworth, GA | Education | $2,500 |
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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 | $743,183 | $73,368 | $77,900 | $73,650 | 9 | $77,900 | $115,151 | $54,849 |
| 2024 | $743,183 | $76,257 | $66,087 | $54,680 | 10 | $66,087 | $4,850 | $50,263 |
| 2023 | $733,013 | $68,855 | $52,559 | $48,360 | 12 | $4,199 | $79,324 | $53,560 |
| 2022 | $716,717 | $81,267 | $53,985 | $48,860 | 12 | $53,885 | $82,286 | $52,524 |
| 2021 | $698,935 | $17,689 | $46,552 | $40,035 | 8 | — | $2,443 | $34,198 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Mary J Heerdt Charitable Trust's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Catherine J. Struck
Trustee
On filings since 2021
1 hr/week
No compensation reported
Hannah Porcella
Trustee
On filings since 2021
1 hr/week
No compensation reported
Lindsey Struck
Trustee
On filings since 2021
1 hr/week
No compensation reported
Robert J. Heerdt
Trustee
On filings since 2021
3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Mary J Heerdt Charitable Trust
How much does The Mary J Heerdt Charitable Trust give each year?
The Mary J Heerdt Charitable Trust gave $74K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $55K across 10 grants.
What is The Mary J Heerdt Charitable Trust's typical grant size?
The Mary J Heerdt Charitable Trust's median grant in 2025 was $5,000, and its average grant was $8,183, across 9 grants on its 2025 IRS Form 990-PF.
Where does The Mary J Heerdt Charitable Trust give grants?
The Mary J Heerdt Charitable Trust gives mostly in Pennsylvania: 76% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (7%) and Connecticut (7%). The most frequent recipient cities were Jenkintown, PA (2 grants) and Philadelphia, PA (2 grants).
Does The Mary J Heerdt Charitable Trust give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on The Mary J Heerdt Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (3 grants).
Who are The Mary J Heerdt Charitable Trust's largest grantees?
The Mary J Heerdt Charitable Trust's largest 2025 grantees include Bethany Christian Services ($20,000), Serge ($12,500) and Philadelphia Montgomery Christian Academy ($11,150), according to its 2025 IRS Form 990-PF. Together they received 59% of its itemized 2025 grant dollars.
How large is The Mary J Heerdt Charitable Trust?
The Mary J Heerdt Charitable Trust reported $743K in total assets on its 2025 IRS Form 990-PF. It paid out $78K in qualifying distributions that year, against a required minimum of $55K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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