Funder DirectoryTHE MARY J HEERDT CHARITABLE TRUST
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Private foundation (trust)EIN 237798748Est. 1995-03

THE MARY J HEERDT CHARITABLE TRUST

BLUE BELL, PA 19422

Accepts unsolicited proposals

Total Assets

$1.3M

FY 2024

Annual Giving

$74K

FY 2024

Grants Made

9

FY 2024

Avg Grant

$8K

FY 2024

Grant Range

$3K–$20K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$73K

Total Expenses

$78K

Qualifying Distributions

$78K

Distributable Amount

$55K

Min. Investment Return

$56K

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

9 grants

Grant sizes from minimum $3K through median $5K to maximum $20K, 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

5 years

Giving over time from 2020 to 2024. Peak $74K in 2024. Hover bars for details.

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

Top Recipients

51 grants

BETHANY CHRISTIAN SERVICES
$60K
5 grants
THE CITY SCHOOL
$50K
5 grants
SERGE
$35K
5 grants
PHILADELPHIA MONTGOMERY CHRISTIAN ACADEMY
$31K
5 grants
CONGREGATIONAL CHURCH OF SALEM
$25K
5 grants
CATHOLIC SOC SERV MISSNS B
$11K
2 grants
ALPHA CARE
$11K
5 grants
OUR LITTLE ROSES MISSION SOCIETY
$10K
2 grants

Grant Size Distribution

51 grants

<$10K
48
grants
$10–50K
3
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

Pennsylvania
$191K
72% of total
New York
$16K
6% of total
North Carolina
$15K
5% of total
Florida
$13K
5% of total
Connecticut
$10K
4% of total
Georgia
$10K
4% of total
Washington
$7K
3% of total
New Jersey
$4K
2% of total

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THE MARY J HEERDT CHARITABLE TRUST — Grants, Financials & Contact | Grantivo