Funder DirectoryCHARLES H HOEFLICH CHARITABLE TRUST FBO PENN
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Private foundation (trust)EIN 387058344Est. 2017-03

CHARLES H HOEFLICH CHARITABLE TRUST FBO PENN

SOUDERTON, PA 189640197

Total Assets

$591K

FY 2023

Annual Giving

$12K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$12K

FY 2023

Grant Range

$12K–$12K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$14K

Total Expenses

$18K

Qualifying Distributions

$12K

Distributable Amount

$27K

Min. Investment Return

$27K

Undistributed Income

$15K

Payout rate 46%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.46%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $30K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

5 grants

Penn Foundation
$122K
5 grants

Grant Size Distribution

5 grants

<$10K
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Pennsylvania
$122K
100% of total

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