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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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