The Mary J Heerdt Charitable Trust
- Assets
- $743.2k
- Revenue
- $76.3k
- Investments
- $710.4k
- Employees
- 0
- Location
- Blue Bell, PA
- Founding
- 03/1995
- Data as of
- 02/2024
- EIN
- 23-7798748
Organization Overview
The Mary J Heerdt Charitable Trust is located in Blue Bell, PA. The organization was established in 1995. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Mary J Heerdt Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 02/2024, Mary J Heerdt Charitable Trust generated $76.3k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 44.1% each year . All expenses for the organization totaled $66.1k during the year ending 02/2024. While expenses have increased by 9.2% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Mary J Heerdt Charitable Trust has awarded 42 individual grants totaling $191,935. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2024
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert J Heerdt Trustee | 3 | $0 | |
Catherine J Struck Trustee | 1 | $0 | |
Hannah Porcella Trustee | 1 | $0 | |
Lindsey Struck Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $60,000 |
| Interest on Savings | $1 |
| Dividends & Interest | $14,536 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,720 |
| Total Revenue | $76,257 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $6,076 |
| Taxes | $1,180 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $4,051 |
| Total operating and administrative expenses | $11,407 |
| Contributions, gifts, grants paid | $54,680 |
| Total expenses and disbursements | $66,087 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $6,490 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $26,275 |
| Total assets | $743,183 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Mary J Heerdt Charitable Trust has awarded $54,680 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
ALPHA CARE PURPOSE: HEALTH CARE | $2,000 |
BETHANY CHRISTIAN SERVICES PURPOSE: SOCIAL SERVICES | $10,000 |
CATHOLIC SOC SERV MISSNS B PURPOSE: HEALTH CARE | $5,780 |
CONGREGATIONAL CHURCH OF SALEM PURPOSE: HAITI PEDIATRIC | $5,000 |
CORNERSTONE PREP SCHOOL PURPOSE: EDUCATION | $2,500 |
OUR LITTLE ROSES MISSION SOCIETY PURPOSE: HEALTH, EDUCATION | $5,000 |