Funder DirectoryLEO C BALZEREIT TR UUNITRUST 1001-02-78
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Private foundation (trust)EIN 236859847Est. 2013-03

LEO C BALZEREIT TR UUNITRUST 1001-02-78

PHILADELPHIA, PA 19103

Accepts unsolicited proposals

Total Assets

$9.3M

FY 2024

Annual Giving

$470K

FY 2024

Grants Made

21

FY 2024

Avg Grant

$22K

FY 2024

Grant Range

$5K–$45K

Typical

Deadlines

12/31

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$567K

Total Expenses

$526K

Qualifying Distributions

$495K

Distributable Amount

$470K

Min. Investment Return

$478K

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.

Grant Range

21 grants

Grant sizes from minimum $5K through median $20K to maximum $45K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

7 years

Giving over time from 2018 to 2024. Peak $542K in 2022. Hover bars for details.

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

Top Recipients

94 grants

Recipient names are missing from the available filing data for some grants.

Greenwoods Counseling Referrals Inc
$165K
4 grants
Hunts Point Alliance for Children
$159K
3 grants
Homeless Advocacy Project
$142K
4 grants
Milagro House
$125K
4 grants
Family Crisis Center of Baltimore County
$95K
4 grants
Ackerman Institute for the Family
$85K
3 grants
Young Womens Christian Association of
$80K
4 grants
Sanctuary for Families Inc
$80K
4 grants

Grant Size Distribution

94 grants

<$10K
11
grants
$10–50K
77
grants
$50–250K
3
grants
$250K–1M
3
grants
$1–5M
$5M+

Geographic Focus

6 states

Pennsylvania
$2.2M
66% of total
Connecticut
$469K
14% of total
New York
$429K
13% of total
Maryland
$155K
5% of total
Florida
$50K
2% of total
Delaware
$40K
1% of total

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LEO C BALZEREIT TR UUNITRUST 1001-02-78 — Grants, Financials & Contact | Grantivo