Private Foundation

BERNARD W LOEB CHARITABLE TRUST XXXXXXXX

BERNARD W LOEB CHARITABLE TRUST XXXXXXXX, of SOUDERTON, PA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $7K in revenue, $13K in expenses, $148K in total assets. IRS filings disclose 9 grants awarded by this foundation, totaling roughly $88K.

EIN: 387161685 SOUDERTON, PA Single Organization Support NTEE: X11 Latest filing: 2025
Total Revenue$7K
Total Expenses$13K
Total Assets$148K
Grants Given9
Grant Total$88K
Filing Years2021–2025

Sample Grants Given

Jerusalem Evangelical Lutheran Church
Schwenksville, PA · 2025
GENERAL
$7,748
Jerusalem Evangelical Lutheran Church
Schwenksville, PA · 2024
GENERAL
$8,104
Jerusalem Evangelical Lutheran Church
Schwenksville, PA · 2023
GENERAL
$8,364
Jerusalem Evangelical Lutheran Church
Schwenksville, PA · 2022
GENERAL
$8,648
Jerusalem Evangelical Lutheran Church
Schwenksville, PA · 2021
GENERAL
$8,009

Showing up to 5 of 9 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
$88,415 9 grants

Financial Trends

Year Revenue Expenses Assets
2025 $7K $13K $148K
2024 $40K $12K $154K
2023 $7K $13K $141K
2022 $6K $12K $134K
2021 $18K $12K $140K

Between 2021 and 2025, reported annual revenue declined from $18K to $7K (-60%), with total assets most recently reported at $148K.

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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