Private Foundation

CHARLES H HOEFLICH CHARITABLE TRUST FBO PENN

CHARLES H HOEFLICH CHARITABLE TRUST FBO PENN is a Private Foundation headquartered in SOUDERTON, PA. Financial data from the 2024 filing: $33K revenue, $50K expenses, $503K total assets. IRS filings disclose 8 grants awarded by this foundation, totaling roughly $219K.

EIN: 387058344 SOUDERTON, PA Latest filing: 2024
Total Revenue$33K
Total Expenses$50K
Total Assets$503K
Grants Given8
Grant Total$219K
Filing Years2020–2024

Sample Grants Given

Penn Foundation
Sellersville, PA · 2024
GENERAL
$46,608
Penn Foundation
Sellersville, PA · 2023
GENERAL
$12,488
Penn Foundation
Sellersville, PA · 2022
GENERAL
$30,428
Penn Foundation
Sellersville, PA · 2021
GENERAL
$27,433
Penn Foundation
Sellersville, PA · 2020
GENERAL
$26,465

Showing up to 5 of 8 total records — full history available with membership.

Officers & Directors

Trustee Univest Bank

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL
$219,052 8 grants

Financial Trends

Year Revenue Expenses Assets
2024 $33K $50K $503K
2023 $14K $18K $511K
2022 $41K $34K $508K
2021 $55K $31K $504K
2020 $39K $30K $479K

Between 2020 and 2024, reported annual revenue declined from $39K to $33K (-14%), with total assets most recently reported at $503K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in PA.

PA

Full geographic grant map with state-by-state breakdown available with membership.

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