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← LEO C BALZEREIT CHARITABLE REMAINDER UNITRUST 1001-02-7 8

Form 990-PF for tax year 2023

Filed by LEO C BALZEREIT CHARITABLE REMAINDER UNITRUST 1001-02-7 8.

Totals

Total revenue
$448,383
Total expenses
$553,041
Contributions and grants received
not reported
Contributions, gifts and grants paid
$495,000
Fair market value of assets, end of year
$9,810,140

Listed in Part VIII

  • The Glenmede Trust Company N A

    TRUSTEE

    Total calculated
    $49,936
    Compensation
    $49,936
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    5

  • Jane Whitney Gruson

    TRUSTEE

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • Leo G Balzereit

    TRUSTEE

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

Compensation is as filed in Part VIII of the Form 990-PF: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.

Grants paid on this return

Grants paid, cash basis (Part I, line 25, column (d))
$495,000
As filed, and sometimes filed as 0.
Grants paid, Part XV total (line 3a)
$495,000
The foundation's own total of the grants it itemizes.

These are the grants the foundation paid during the year. The “Contributions, gifts and grants paid” total above is the figure on the foundation's books. This return's accounting method is not recorded as accrual or cash. Under accrual, a grant is recorded when the foundation commits to it rather than when it pays, so the books total need not agree with the cash figures in this section: a grant promised one year and paid in another is counted in different years.

  • Hunts Point Alliance for Children

    $55,000

    Bronx, NY

    FAMILY PROJECT

  • Greenwoods Counseling Referrals Inc

    $40,000

    Litchfield, CT

    GENERAL OPERATIONS &

  • Milagro House

    $40,000

    Lancaster, PA

    BREAKING THE CYCLE

  • Homeless Advocacy Project

    $35,000

    Philadelphia, PA

    VETERANS PROJECT;

  • Family Crisis Center of Baltimore County Inc

    $25,000

    Dundalk, MD

    MITIGATING THE IMPACT

  • Ackerman Institute for the Family

    $25,000

    New York, NY

    IMPROVING MENTAL HEALTH

  • Homeward NYC

    $25,000

    New York, NY

    PROGRAMS & DIRECT SERVICES

  • Connecticut Coalition Against Domestic Violence

    $23,000

    Glastonbury, CT

    ECONOMIC EMPOWERMENT

  • Heights Philadelphia

    $22,000

    Philadelphia, PA

    COLLEGE SUCCESS PROGRAM

  • Sanctuary for Families Inc

    $20,000

    New York, NY

    CHILDREN AND FAMILY

The 10 largest to organizations. The API serves every grant row.

Provenance

Return type
form_990_pf
Tax year
2023
Filed
28 April 2024
IRS schema version
2023v5.0
Source object
202421279349100347

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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