Charles H Hoeflich Charitable Trust Fbo Penn
EIN 387058344 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2017–2023
$147K
6 grants · $21K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$26K
typical mid grants · $25K–$27K
grant size
100%
deep partner · 1/1 multi-year
repeat
$591K
Assets (2023)
1
Distinct Recipients
About
The entity is exempt from PA's registration requirement.
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(215) 721-2549
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $25K | $547K | $24K | 1 |
| 2018 | $25K | $481K | $29K | 1 |
| 2019 | N/A | $560K | $12K | N/A |
| 2020 | $26K | $605K | $39K | 1 |
| 2021 | $27K | $661K | $55K | 1 |
| 2022 | $30K | $514K | $41K | 1 |
| 2023 | $12K | $591K | $14K | 1 |
Grant Size Distribution
Based on 6 grants on record
Minimum
$12K
25th Pctl
$25K
Median
$26K
Average
$25K
75th Pctl
$27K
Maximum
$30K
Geographic Distribution
Officers & Directors
UB
Univest Bank
7+ yrs
Trustee
UB
Univest Bank
7+ yrs
Trustee
UB
Univest Bank
7+ yrs
Trustee
UB
Univest Bank
7+ yrs
Trustee
UB
Univest Bank
7+ yrs
Trustee
UB
Univest Bank
7+ yrs
Trustee
UB
Univest Bank
7+ yrs
Trustee
Grants Awarded (6 total)
| Purpose | ||||
|---|---|---|---|---|
| Penn Foundation | Sellersville, PA | $30,428 | GENERAL | 2022 |
| Penn Foundation | Sellersville, PA | $27,433 | GENERAL | 2021 |
| Penn Foundation | Sellersville, PA | $26,465 | GENERAL | 2020 |
| Penn Foundation | Sellersville, PA | $25,153 | GENERAL | 2018 |
| Penn Foundation | Sellersville, PA | $25,055 | GENERAL | 2017 |
| Penn Foundation | Sellersville, PA | $12,488 | GENERAL | 2023 |
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