Bernard W Loeb Charitable Trust Fbo
EIN 387161682 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 2016–2023
$154K
7 grants · $19K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$8K
typical small grants · $8K–$15K
grant size
100%
deep partner · 1/1 multi-year
repeat
$155K
Assets (2023)
1
Distinct Recipients
About
The entity is exempt from PA's registration requirements.
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 |
|---|---|---|---|---|
| 2016 | $92K | $162K | $7K | 1 |
| 2017 | $21K | $160K | $7K | 1 |
| 2018 | $9K | $139K | $11K | 1 |
| 2019 | N/A | $157K | $10K | N/A |
| 2020 | $8K | $166K | $2K | 1 |
| 2021 | $8K | $180K | $19K | 1 |
| 2022 | $8K | $144K | $6K | 1 |
| 2023 | $8K | $155K | $6K | 1 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$8K
25th Pctl
$8K
Median
$8K
Average
$22K
75th Pctl
$15K
Maximum
$92K
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
UC
Univest Bank and Trust Co
Trustee
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| Christopher Dock Mennonite High School | Lansdale, PA | $92,469 | GENERAL | 2016 |
| Christopher Dock Mennonite High School | Lansdale, PA | $20,515 | GENERAL | 2017 |
| Christopher Dock Mennonite High School | Lansdale, PA | $9,442 | GENERAL | 2018 |
| Christopher Dock Mennonite High School | Lansdale, PA | $8,371 | GENERAL | 2022 |
| Christopher Dock Mennonite High School | Lansdale, PA | $8,162 | GENERAL | 2023 |
| Christopher Dock Mennonite High School | Lansdale, PA | $7,682 | GENERAL | 2021 |
| Christopher Dock Mennonite High School | Lansdale, PA | $7,593 | GENERAL | 2020 |
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