Mission
The Heritage Resident Benefit Fund provides assistance to neighbor residents who are experiencing unanticipated financial hardship, enabling them to stay in our community.
Public Charity
The Heritage Benefit Fund
The Heritage Benefit Fund is a nonprofit organization categorized as Public Charity based in Reading, PA. Its most recent IRS filing (2025) reports revenue of $110K, expenses of $34K, total assets of $566K. Imperigo tracks 1 reported grant relationships connected to this organization totaling approximately $15K.
EIN: 463929379
Reading, PA
Fund Raising & Fund Distribution
NTEE: P12
Latest filing: 2025
Total Revenue$110K
Total Expenses$34K
Total Assets$566K
Grant Records1
Funding Total$15K
Filing Years2023–2025
Sample Grants Received
For grant recipient's exempt purposes
$15,000
Showing up to 5 of 1 total records — full history available with membership.
Officers & Directors
Member
Audrey Sterkin
President
Douglas Metcalfe
Non-Voting Member
Doug Walther
Past President
Gene Waltz
Member
Ivan Shibley
Member
Kathie Holm
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $110K | $34K | $566K |
| 2024 | $129K | $20K | $451K |
| 2023 | $97K | $4K | $352K |
Between 2023 and 2025, reported annual revenue grew from $97K to $110K (+13%), with total assets most recently reported at $566K.
Interactive year-over-year charts and full filing details available with membership.