Funder DirectoryGEORGE S HELLERICK JR CHARITABLE TRUST
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Private foundation (trust)EIN 236829210Est. 2016-11

GEORGE S HELLERICK JR CHARITABLE TRUST

SOUDERTON, PA 189640197

Total Assets

$3.9M

FY 2023

Annual Giving

$203K

FY 2023

Grants Made

4

FY 2023

Avg Grant

$51K

FY 2023

Grant Range

$51K–$51K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$239K

Total Expenses

$244K

Qualifying Distributions

$203K

Distributable Amount

$156K

Min. Investment Return

$159K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $220K in 2018. Hover bars for details.

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

Top Recipients

20 grants

Masonic Villages of the Grand Lodge of P
$252K
5 grants
Grand View Hospital
$252K
5 grants
Shriners Hospitals for Children
$252K
5 grants
St Matthews Evangelical Lutheran
$197K
4 grants
St Matthew's Evangelical Lutheran
$55K
1 grant

Grant Size Distribution

20 grants

<$10K
$10–50K
8
grants
$50–250K
12
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Pennsylvania
$756K
75% of total
Georgia
$151K
15% of total
Florida
$102K
10% of total

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GEORGE S HELLERICK JR CHARITABLE TRUST — Grants, Financials & Contact | Grantivo