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

Form 990-PF for tax year 2025

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

Totals

Total revenue
$573,210
Total expenses
$490,034
Contributions and grants received
not reported
Contributions, gifts and grants paid
$431,000
Fair market value of assets, end of year
$9,209,337

Listed in Part VIII

  • The Glenmede Trust Company N A

    TRUSTEE

    Total calculated
    $47,111
    Compensation
    $47,111
    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))
$431,000
As filed, and sometimes filed as 0.
Grants paid, Part XV total (line 3a)
$431,000
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.

  • Greenwoods Counseling Referrals Inc

    $45,000

    Litchfield, CT

    ACCESSIBLE, AFFORDABLE

  • Milagro House

    $45,000

    Lancaster, PA

    BREAKING THE CYCLE

  • Homeless Advocacy Project

    $41,000

    Philadelphia, PA

    SSI OUTREACH, ACCESS AND

  • Ackerman Institute for the Family

    $35,000

    New York, NY

    IMPROVING MENTAL HEALTH

  • Homeward NYC

    $30,000

    New York, NY

    PROGRAMS & DIRECT SERVICES

  • Connecticut Coalition Against Domestic Violence

    $25,000

    Glastonbury, CT

    ECONOMIC SECURITY

  • Community Action Partnership of Lancaster

    $25,000

    Lancaster, PA

    CHILDREN'S PROGRAM

  • Education Law Center - PA

    $25,000

    Philadelphia, PA

    STATEWIDE EDUCATION

  • Heights Philadelphia

    $25,000

    Philadelphia, PA

    COLLEGE SUCCESS PROGRAM

  • Children's Community School Inc

    $20,000

    Waterbury, CT

    CHANGING LIVES THROUGH

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

Provenance

Return type
form_990_pf
Tax year
2025
Filed
24 April 2026
IRS schema version
2025v4.0
Source object
202601319349101300

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

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