Private Foundation · PA · Private Grantmaking Foundations
Leo C Balzereit Charitable Remainder Unitrust 1001 02 7 8
Philadelphia, PA · EIN 236859847 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$2.8M
Total Giving
$542K
Grants on File
25
Average Grant
$22K
Giving Radius
Where Leo C Balzereit Charitable Remainder Unitrust 1001 02 7 8 Has Given
Section I
How to Apply
None
On Unsolicited Proposals yes
Restrictions
None.
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Glastonbury, CT | $20K | 2022 |
| New York, NY | $25K | 2022 |
| Philadelphia, PA | $20K | 2022 |
| New York, NY | $25K | 2022 |
| Towson, MD | $15K | 2022 |
| Harrisburg, PA | $20K | 2022 |
| Philadelphia, PA | $10K | 2022 |
| Guilford, CT | $20K | 2022 |
| Torrington, CT | $20K | 2022 |
| Danbury, CT | $20K | 2022 |
| New York, NY | $20K | 2022 |
| Philadelphia, PA | $20K | 2022 |
| Philadelphia, PA | $22K | 2022 |
| Philadelphia, PA | $35K | 2022 |
| Bronx, NY | $52K | 2022 |
| Lancaster, PA | $25K | 2022 |
| Lancaster, PA | $20K | 2022 |
| Stuart, FL | $15K | 2022 |
| Litchfield, CT | $40K | 2022 |
| Coatesville, PA | $15K | 2022 |
| Ambler, PA | $15K | 2022 |
| Dundalk, MD | $25K | 2022 |
| New Oxford, PA | $18K | 2022 |
| Waterbury, CT | $15K | 2022 |
| Washington Depot, CT | $10K | 2022 |
25 grants total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $2.8M | $467K | $448K | $553K |
| 2022 | $2.9M | $477K | $622K | $603K |
| 2021 | $2.8M | $493K | $705K | $531K |
| 2020 | $2.7M | $435K | $684K | $488K |
| 2019 | $2.5M | $445K | $239K | $524K |
| 2015 | $1.8M | $410K | $742K | $487K |
| 2014 | $1.6M | $433K | $546K | $479K |
| 2013 | $1.5M | $379K | $254K | $401K |
Section VII
Foundations Like This One
Similar in focus area, location, and asset size. Worth researching as part of the same campaign.