Bernard W Loeb Charitable Trust 23215400
EIN 387161685
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
$64K
6 grants · $9K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$9K
typical small grants · $8K–$10K
grant size
100%
deep partner · 1/1 multi-year
repeat
$145K
Assets (2023)
1
Distinct Recipients
About
The entity is exempt from registration in PA
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 | $21K | $170K | $10K | 1 |
| 2018 | $10K | $146K | $12K | 1 |
| 2019 | N/A | $163K | $14K | N/A |
| 2020 | $8K | $171K | $2K | 1 |
| 2021 | $8K | $185K | $18K | 1 |
| 2022 | $9K | $146K | $6K | 1 |
| 2023 | $8K | $145K | $7K | 1 |
Grant Size Distribution
Based on 6 grants on record
Minimum
$8K
25th Pctl
$8K
Median
$9K
Average
$11K
75th Pctl
$10K
Maximum
$21K
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 | ||||
|---|---|---|---|---|
| Jerusalem Evangelical Lutheran Church | Schwenksville, PA | $21,435 | GENERAL | 2017 |
| Jerusalem Evangelical Lutheran Church | Schwenksville, PA | $9,966 | GENERAL | 2018 |
| Jerusalem Evangelical Lutheran Church | Schwenksville, PA | $8,648 | GENERAL | 2022 |
| Jerusalem Evangelical Lutheran Church | Schwenksville, PA | $8,364 | GENERAL | 2023 |
| Jerusalem Evangelical Lutheran Church | Schwenksville, PA | $8,009 | GENERAL | 2021 |
| Jerusalem Evangelical Lutheran Church | Schwenksville, PA | $7,987 | GENERAL | 2020 |