EIN 23-7798748

The Mary J Heerdt Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1995
Most recent tax filings
2024-02-01
NTEE code, primary
Description
The Mary J Heerdt Charitable Trust is a private foundation in Blue Bell, PA, which was founded in 1995 and most recently had $76,257 in revenue and no employees.
Also known as...
Heerdt Robert J Ttee
Total revenues
$76,257
2024
Total expenses
$66,087
2024
Total assets
$743,183
2024
Num. employees
0
2024

Program areas at The Mary J Heerdt Charitable Trust

Grants made by The Mary J Heerdt Charitable Trust

GranteeGrant descriptionAmount
The City SchoolEducation$10,000
SergeBurundi Pediatric Hosp$7,500
Philadelphia-Montgomery Christian AcademyEducation$5,000
...and 2 more grants made

Personnel at The Mary J Heerdt Charitable Trust

NameTitleCompensation
Robert HeerdtTrustee$0

Financials for The Mary J Heerdt Charitable Trust

RevenuesFYE 02/2024
Total grants, contributions, etc.$60,000
Investment income and dividends$14,537
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$1,720
Total revenues$76,257

Form 990s for The Mary J Heerdt Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2024-022024-06-24990PFView PDF
2023-022023-09-29990PFView PDF
2022-022023-01-17990PFView PDF
2021-022021-11-23990PFView PDF
2020-022021-04-21990PFView PDF
...and 9 more Form 990s
Data update history
September 1, 2024
Posted financials
Added Form 990PF for fiscal year 2024
November 30, 2023
Posted financials
Added Form 990PF for fiscal year 2023
June 22, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 20, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 17, 2023
Updated personnel
Identified 4 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
2219 Twin Silo Rd
Blue Bell, PA 19422
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
County
Montgomery County, PA
Phone
(215) 272-5920
IRS details
EIN
23-7798748
Fiscal year end
February
Taxreturn type
Form 990-PF
Year formed
1995
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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