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· Private foundation

The Mary J Heerdt Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$74k
Granted FY2025still arriving
9
Grants FY2025still arriving
5
States reached
$20k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2025.

Education$95kHuman Services$61kInternational$40kReligion$35kHealth$35k
02FY2025 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k5 grants · $20k
  • $10k–50k4 grants · $54k
$5,000
Median grant
5
States reached
$743k
Total assets
Largest grants
RecipientAmount
BETHANY CHRISTIAN SERVICES$20,000
SERGE$12,500
PHILADELPHIA MONTGOMERY CHRISTIAN ACADEMY$11,150
THE CITY SCHOOL$10,000
CATHOLIC SOC SERV MISSNS B$5,000
CONGREGATIONAL CHURCH OF SALEM$5,000
OUR LITTLE ROSES MISSION SOCIETY$5,000
CORNERSTONE PREP SCHOOL$2,500
ALPHA CARE$2,500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY21–25) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 30% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%BETHANY CHRISTIAN SERVICES: $20k → 7%THE CITY SCHOOL: $10k → 22%CATHOLIC SOC SERV MISSNS B: $6k → 17%CONGREGATIONAL CHURCH OF SALEM: $5k → 9%CORNERSTONE PREPARATORY SCHOOL: $3k → 8%WORLD VISION: $2k → 9%HAVEN OF HOPE MISSION: $2k → 7%SERGE: $13k → 7%THE CITY SCHOOL: $10k → 22%CATHOLIC SOC SERV MISSNS B: $5k → 17%CONGREGATIONAL CHURCH OF SALEM: $5k → 9%CORNERSTONE PREP SCHOOL: $3k → 8%WORLD VISION: $2k → 9%HAVEN OF HOPE MISSION: $2k → 7%BETHANY CHRISTIAN SERVICES: $10k → 7%THE CITY SCHOOL: $10k → 22%CATHOLIC MEDICAL MISSIONS BOARD: $3k → 17%CONGREGATIONAL CHURCH OF SALEM: $5k → 9%CORNERSTONE PREP SCHOOL: $3k → 8%WORLD VISION: $2k → 9%BETHANY CHRISTIAN SERVICES: $10k → 7%THE CITY SCHOOL: $10k → 22%CATHOLIC MEDICAL MISSIONS BOARD: $3k → 17%CONGREGATIONAL CHURCH OF SALEM: $5k → 9%CORNERSTONE PREPARATORY SCHOOL: $3k → 8%WORLD VISION: $2k → 9%BETHANY CHRISTIAN SERVICES: $10k → 7%THE CITY SCHOOL: $10k → 22%CONGREGATIONAL CHURCH OF SALEM: $5k → 9%BETHANY CHRISTIAN SERVICES: $10k → 7%ALPHA CARE: $3k → 22%SERGE: $8k → 7%ALPHA CARE: $2k → 22%SERGE: $5k → 7%ALPHA CARE: $2k → 22%SERGE: $5k → 7%ALPHA CARE: $2k → 22%SERGE: $5k → 7%ALPHA CARE: $2k → 22%CHARIOTS OF HOPE: $2k → 7%CHARIOT OF HOPE: $1k → 7%CHARIOTS OF HOPE: $1k → 7%PHILADELPHIA MONTGOMERY CHRISTIAN ACADEMY: $11k → 7%PHILADELPHIA MONTGOMERY CHRISTIAN ACADEMY: $5k → 7%PHILADELPHIA MONTGOMERY CHRISTIAN ACADEMY: $5k → 7%PHILADELPHIA MONTGOMERY CHRISTIAN ACADEMY: $5k → 7%PHILADELPHIA MONTGOMERY CHRISTIAN ACADEMY: $5k → 7%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

WA
NY
PA
NJ
CT
NC
GA
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 9% of The Mary J Heerdt Charitable Trust’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 72% of the giving stays in PA; by stated purpose, 62%.

The Mary J Heerdt Charitable Trustlessmore of its giving
Placed by recipient address · 11% directed abroad (not shown)
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

100%of every dollar goes to organizations it has funded before.
$257k · 14 repeat orgs$1k to everyone else

14 repeat relationships: 9 still active in FY2025, 5 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

14
1

Total granted

$257k
$1k

Still filing today

29%
0%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24’25
EducationInternationalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • TC
    The City School
    5× · 2021–2025 · $50k · revenue +162%
  • SG
    SERGE GLOBAL INC
    5× · 2021–2025 · $35k · revenue +32%
  • PC
    Philadelphia-Montgomery Christian Academy
    5× · 2021–2025 · $31k · revenue +42%

Funded once

  • IG
    Individual grant recipient
    one grant, 2023 · $1k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field
05the grantee network

5 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 5 of the 16 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
5/5
Grantees still filing
4/5
Grew since first funded

Where the money sits, by cause and then by grantee

BETHANY CHRISTIAN SERVICES: $60,000 · OtherBETHANY CHRISTIAN SERVICESThe City School: $50,000 · OtherThe City SchoolSERGE GLOBAL INC: $35,000 · OtherSERGE GLOBAL INCCONGREGATIONAL CHURCH OF SALEM: $24,500 · OtherCONGREGATIONAL CHURCH OF SALEMCATHOLIC SOC SERV MISSNS B: $10,780 · OtherALPHA CARE: $10,500 · OtherOUR LITTLE ROSES MISSION SOCIETY: $10,000 · Other+6 more: $21,215 · Other+6 morePhiladelphia-Montgomery Christian Academy: $31,350 · EducationPhiladelphia-…WORLD VISION INC: $7,240 · InternationalCATHOLIC MEDICAL MISSION BOARD INC: $5,000 · International
Other$221,995Education$31,350International$12,240

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetThe City School: $50,000 over 5y, 0.2% of budgetSERGE GLOBAL INC: $35,000 over 5y, 0.0% of budgetPhiladelphia-Montgomery Christian Academy: $31,350 over 5y, 0.2% of budgetWORLD VISION INC: $7,240 over 4y, 0.0% of budgetCATHOLIC MEDICAL MISSION BOARD INC: $5,000 over 2y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds The City School ↗
  • Who funds SERGE GLOBAL INC ↗
  • Who funds Philadelphia-Montgomery Christian Academy ↗
  • Who funds WORLD VISION INC ↗
  • Who funds CATHOLIC MEDICAL MISSION BOARD INC ↗

How much its grantees rely on government

Each dot is one organization The Mary J Heerdt Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from The Mary J Heerdt Charitable Trust. Bigger dots raise more.

2025
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to The Mary J Heerdt Charitable Trust?

    Find your warmest path to The Mary J Heerdt Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 16 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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