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  4. Leo C Balzereit TR Uunitrust 1001-02-78
EIN 23-6859847

Leo C Balzereit TR Uunitrust 1001-02-78

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Philadelphia
State
Pennsylvania
Year formed
2013
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
Leo C. Balzereit TR Unitrust 1001-02-78 is a trust that primarily funds general charitable purposes. It made one grant last year and is classified as a private foundation by the IRS. It is located in Philadelphia, PA.
Also known as...
Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8
Total revenues
$448,383
2023
Total expenses
$553,041
2023
Total assets
$2,752,051
2023
Num. employees
0
2023

Grants made by Leo C Balzereit TR Uunitrust 1001-02-78

GranteeGrant descriptionAmount
Hunts Point Alliance for ChildrenFamily Project$55,000
Greenwoods Counseling and ReferralsGeneral Operations &$40,000
Milagro HouseBreaking the Cycle$40,000
...and 19 more grants made totalling $495,000

Personnel at Leo C Balzereit TR Uunitrust 1001-02-78

NameTitle
Melissa BurkeDirector

Financials for Leo C Balzereit TR Uunitrust 1001-02-78

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$260,047
Net rental income$0
Net gain from sale of non-inventory assets$188,336
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$448,383

Form 990s for Leo C Balzereit TR Uunitrust 1001-02-78

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-06990PFView PDF
2022-122023-05-04990PFView PDF
2021-122022-05-04990PFView PDF
2020-122021-06-22990PFView PDF
2019-122020-12-18990PFView PDF
...and 7 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 10, 2023
Posted financials
Added Form 990PF for fiscal year 2022
October 31, 2021
Posted financials
Added Form 990PF for fiscal year 2020
August 18, 2021
Posted financials
Added Form 990PF for fiscal year 2019
March 7, 2021
Updated personnel
Identified 4 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
Glenmede Trust Co Na 1650 Mark
Philadelphia, PA 19103
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
County
Philadelphia County, PA
Phone
(215) 419-6000
IRS details
EIN
23-6859847
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2013
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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