LEO C BALZEREIT TR UUNITRUST 1001-02-78
https://N/ATotal Given 2018–2024
$2.9M
93 grants · $410K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$20K
typical small grants · $15K–$25K
grant size
91%
deep partner · 32/35 multi-year
repeat
$10.9M
Assets · 2021
35
Distinct recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
NINA L COHEN
Phone
2154196000
Deadlines
12/31
How to Apply
NONE
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $453K | $8.6M | $847K | 1 |
| 2019 | N/A | $9.7M | $239K | N/A |
| 2020 | $440K | $9.8M | $684K | 1 |
| 2021 | $473K | $10.9M | $705K | 23 |
| 2022 | $542K | $9.9M | $622K | 25 |
| 2023 | $495K | $9.8M | $448K | 22 |
| 2024 | $470K | $9.3M | $567K | 21 |
Grant Size Distribution
Based on 93 grants on record
Minimum
$5K
25th Pctl
$15K
Median
$20K
Average
$31K
75th Pctl
$25K
Maximum
$453K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| THE GLENMEDE TRUST COMPANY N A | TRUSTEE | $51K |
| SEE SCHEDULE ATTACHED | TRUSTEE | $48K |
| LEO G BALZEREIT | TRUSTEE | — |
| JANE WHITNEY GRUSON | TRUSTEE | — |
Grants Awarded (93 total)
| Purpose | ||||
|---|---|---|---|---|
| SEE ATTACHED | SEE ATTACHED, PA | $453,000 | GENERAL CHARITABLE PURPOSES | 2018 |
| SEE ATTACHED STATEMENT | SEE ATTACHED, PA | $440,000 | GENERAL CHARITABLE PURPOSES | 2020 |
| Hunts Point Alliance for Children | Bronx, NY | $55,000 | FAMILY PROJECT | 2023 |
| Hunts Point Alliance for Children | Bronx, NY | $52,000 | THE FAMILY PROJECT | 2021 |
| Hunts Point Alliance for Children | Bronx, NY | $52,000 | THE FAMILY PROJECT | 2022 |
| Milagro House | Lancaster, PA | $45,000 | BREAKING THE CYCLE | 2024 |
| Greenwoods Counseling Referrals Inc | Litchfield, CT | $45,000 | ACCESSIBLE, AFFORDABLE | 2024 |
| Greenwoods Counseling Referrals Inc | Litchfield, CT | $40,000 | GENERAL OPERATIONS & | 2023 |
| Greenwoods Counseling Referrals Inc | Litchfield, CT | $40,000 | GENERAL OPERATING SUPPORT | 2021 |
| Greenwoods Counseling Referrals Inc | Litchfield, CT | $40,000 | MENTAL HEALTH CARE AND | 2022 |
| Milagro House | Lancaster, PA | $40,000 | BREAKING THE CYCLE | 2023 |
| Homeless Advocacy Project | Philadelphia, PA | $37,000 | SSI OUTREACH, ACCESS AND | 2024 |
| Ackerman Institute for the Family | New York, NY | $35,000 | IMPROVING MENTAL HEALTH | 2024 |
| Homeless Advocacy Project | Philadelphia, PA | $35,000 | HOMELESS ADVOCACY PROJECT | 2021 |
| Homeless Advocacy Project | Philadelphia, PA | $35,000 | VETERANS PROJECT; | 2023 |
| Homeless Advocacy Project | Philadelphia, PA | $35,000 | VETERANS PROJECT; SOAR | 2022 |
| Homeward NYC | New York, NY | $30,000 | PROGRAMS & DIRECT SERVICES | 2024 |
| Heights Philadelphia | Philadelphia, PA | $25,000 | COLLEGE SUCCESS PROGRAM | 2024 |
| Family Crisis Center of Baltimore County | Dundalk, MD | $25,000 | MITIGATING THE IMPACT | 2022 |
| Family Crisis Center of Baltimore County | Dundalk, MD | $25,000 | MITIGATING THE IMPACT | 2023 |
| Connecticut Coalition Against Domestic | Glastonbury, CT | $25,000 | ECONOMIC SECURITY | 2024 |
| Homeward NYC | New York, NY | $25,000 | PROGRAMS & DIRECT SERVICES | 2023 |
| West End Residences HDFC Inc | New York, NY | $25,000 | LIFE SKILLS PROGRAM | 2021 |
| Family Crisis Center of Baltimore County | Dundalk, MD | $25,000 | MITIGATING THE IMPACT | 2024 |
| Ackerman Institute for the Family | New York, NY | $25,000 | IMPROVING MENTAL HEALTH | 2023 |