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

As filed

Subsection

03

NTEE code

T20

Classification

1000

Street

C/O GLENMEDE 1650 MARKET ST STE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

18 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• ALICE C JONES CHARITABLE TR UW 0350 03 1 5

  EIN 25-6894285

• CORE PHILLY CHARITABLE TR

  EIN 25-6902295

• DAVID A AND HELEN P HORN CHARITABLE TR

  EIN 20-8091817

• EVERETT I MUNDY AND LOUISE A MUNDY CHARITABLE FOUNDATION

  EIN 25-6700898

• FARRELL FAM CHARITABLE FOUNDATION

  EIN 23-7940677

• FEIG FAMILY FOUNDATION

  EIN 23-6917899

• HANKELE MEMORIAL FUND

  EIN 57-6094893

• J HOWARD PEW FUND FOR PRESBYTERIAN USES

  EIN 23-6234675

• KIMBERTON FARMS SCHOOL TRUST

  EIN 23-6234673

• PATRICIA A OCALLAGHAN ANIMAL CARE FOUNDATION

  EIN 82-1486866

• PATRICIA A OCALLAGHAN CATHOLIC CHARITABLE FOUNDATION

  EIN 82-1492623

• SAML S FLEISHER 9 RES

  EIN 23-6205829

• THE@BETTY AND LEO BALZEREIT FOUNDATION

  EIN 25-6655172

• TRUST DEED OF SISTER DORCAS ROSENLUND O S B

  EIN 23-7813172

• WALDORF EDUCATIONAL FOUNDATION

  EIN 23-6254206

• WALDORF SCHOOL TRUST

  EIN 23-6518948

• WILLIAM F BLACKMAN CHAR FARM TR UW

  EIN 25-6873371

• WRIGHT-COOK FOUNDATION TRUST 080190

  EIN 23-6962132

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, 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. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

• 2025

  Revenue

  $573,210

  Expenses

  $490,034

  Contributions

  — not reported

  Grants paid

  $431,000

• 2024

  Revenue

  $566,975

  Expenses

  $525,521

  Contributions

  — not reported

  Grants paid

  $470,000

• 2023

  Revenue

  $448,383

  Expenses

  $553,041

  Contributions

  — not reported

  Grants paid

  $495,000

• 2022

  Revenue

  $622,353

  Expenses

  $603,289

  Contributions

  — not reported

  Grants paid

  $542,000

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990-PF

  Revenue

  $705,137

  Expenses

  $531,376

  Assets (EOY)

  $2,841,533

• 2020 · 990-PF

  Revenue

  $684,039

  Expenses

  $487,901

  Assets (EOY)

  $2,667,579

• 2019 · 990-PF

  Revenue

  $238,854

  Expenses

  $524,444

  Assets (EOY)

  $2,470,241

• 2018 · 990-PF

  Revenue

  $847,421

  Expenses

  $511,705

  Assets (EOY)

  $2,754,438

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants paid

From Part XV of the 2025 Form 990-PF , the newest this foundation filed that we hold.

• 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 filing page shows this return's totals, and the API serves every grant row.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files